Social Impact Investing

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Cash Quasi Equity Public Equity Buyout VC Real Estate Commodities 1981-1990 1991-2000 2001-2005 Average Lower Bound Average Upper Bound Average Lower Bound Average Upper Bound Average Lower Bound Average Upper Bound 6% 7% 10% 16% 8% 5% N/A 10% 13% 16% 22% 18% 15% N/A 3% 4% 5% 8% 25% 8% 3% 6% 8% 10% 14% 45% 15% 12% 1% 5% 4% -10% -12% 12% 5% 4% 10% 10% 2% 2% 20% 15% 5 Range considered was 2001-2008 for Quasi Equity, Buyout and VC All photos purchased from istockphoto.com. Photographer credits listed from top to bottom, left to right on each page. Cover: Alberto L. Pomares G., blackred, Rob Belknap, brytta Page 4: Denis Jr. Tangney, blackred, Terraxplorer, Johnny Lye Page 7: Peter Ramsey, Michael Flippo, Keith Lamond Page 8: Peter Ramsey, Michael Flippo Page 9: Keith Lamond Page 10: blackred, Greg Randles, Vikram Raghuvanshi, Keith Lamond, Mark Kuipers Page 11: King Ho Yim, Christa Brunt, blackred, Melodie Sheppard, Simon Owler Page 12: Terraxplorer Back Cover: brytta, Alberto L. Pomares G. 41
Impact investing, defined as actively placing capital in businesses and funds that generate social and/ or environmental good as well as financial returns, is a growing industry. Impact investment funds are attracting investors ranging from high-net-worth individuals to institutional investors, corporations and foundations. Diverse impact investments are emerging across multiple asset classes. This report is intended for the investment community. It takes a case study approach, mapping examples of Impact Investments on a traditional asset allocation framework to help investors understand this emerging industry. Bridges Ventures www.bridgesventures.com Parthenon Group www.parthenon.com Global Impact Investing Network www.globalimpactinvestingnetwork.org Copyright Designation: This work is licensed under a Creative Commons copyright that allows the copying, distribution and display of this material if credit is given to the authors. Printed on Revive Pure Offset, a recycled grade containing 100% post consumer waste, using vegetable based inks. This document has been printed by Impress Print who are FSC certified. Design: J Sherman Studio llc
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Turning the Improbable Into the Exc
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6. 1 We disseminate Quarterly publi
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23 “His master replied, ‘Well d
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Domini, shareholder advocacy and co
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Two good things came out this resea
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Fund Azzad Ethical Mid Cap Fund Bri
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Fund Fund A Praxis Growth Index Fun
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development in the US, or are made
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concern, and submitting and voting
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sustain land trusts, to a meeting o
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that are often excluded from market
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Some organisations that have used S
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it helps identify the critical sour
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and shareholder trust through posit
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Approaches Some commentators have i
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Wieland and Handfield (2013) sugges
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EthicalQuote (CEQ) tracks reputatio
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Displaying commitment to CSR is one
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Brand Differentiation CSR can help
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takes health and safety, diversity
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advance with the practice of CSR wh
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Stakeholder Influence One motivatio
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Regulation Fifteen European Union c
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jurisdictions. E.g., some jurisdict
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"Impact investments can be made in
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venture capital community. Investor
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countries via local intermediaries.
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determining views of affected commu
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Another measure of economic impact
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The Board for the CCEG was to inclu
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17 Love Relationship Online dating
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Social Value Act 2012 legislation.
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Development released a report outli
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Benefits and Costs of Social Impact
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UK On 18 March 2010, Secretary of S
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US Massachusetts: The second of two
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US Federal: The U.S. Department of
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would establish a five-year pilot p
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We are dedicated to finding ways to
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In the past, public monies have oft
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indicate that more Americans want t
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Youth" to "Opportunity Youth" in or
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income must file a Form 990. The fo
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In its first three years, SIF has a
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The Office of Social Innovation pri
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Page 112 and 113: Notes _____________________________
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Page 116 and 117: Investing for Impact Case Studies A
Page 118 and 119: Contents What is Impact Investment?
Page 120 and 121: What is Impact Investment? Impact I
Page 122 and 123: A case study approach in an asset a
Page 124 and 125: Segments of Impact Investors High T
Page 126 and 127: Foundations Like high net worth ind
Page 128 and 129: in the developed and the developing
Page 130 and 131: By creating mechanisms through whic
Page 132 and 133: Asset Allocation Framework Asset cl
Page 134 and 135: Cash Shorebank Deposit Program fina
Page 136 and 137: Mezzanine/Quasi Equity Instruments
Page 138 and 139: Venture Capital Bridges Ventures CD
Page 140 and 141: Real Estate JP Morgan Urban Renaiss
Page 142 and 143: absolute return (hedge funds) BelAi
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Page 146 and 147: Venture Capital Aavishkaar Impact F
Page 148 and 149: eal estate Ignia Impact First Inves
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Page 152 and 153: The New York City Acquisition Fund
Page 154 and 155: Appendix Methodology The Investing
Page 156 and 157: Websites •• Bridges Ventures: h
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Page 164 and 165: SOCIAL IMPACT INVESTMENT: BUILDING
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SOCIAL IMPACT INVESTMENT: BUILDING
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Global Research 29 November 2010 Im
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Impact Investments: An emerging ass
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Advocacy Foundation Publishers The
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XVI for Drug-Free Communities Landm
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Vol. VIII 2022 ComeUnity ReEngineer
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Vol. XV 2029 Inner-Cities Revitaliz
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The e-Advocate Journal of Theologic
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Issue Title Quarterly Vol. I 2015 I
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The e-Advocate Juvenile Justice Rep
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2018 - The Theological Law Firm Aca
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About The Author John C (Jack) John
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Social Impact Investing

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