Social Impact Investing

SOCIAL IMPACT INVESTMENT: BUILDING THE EVIDENCE BASE
List of characteristics, attributes and eligibility
CHARACTERISTICS Attributes of the Characteristic Eligibility *
Typically
Philanthropy
Community
Culture
Arts
1. Social Target Areas
Core SII areas
Ageing
Disability
Health
Children and Families
Public order and Safety
(Affordable) Housing
Unemployment
Education and Training
IN
IN
IN
IN
IN
IN
IN
IN
Other areas,
leaning
towards
mainstream
Population at
risk
Agriculture
Environment and Energy
Water and Sanitation
Financial Services (incl. Microfinance)
ICT
Social Demographics:
Age
Family type
Other
IN
2. Beneficiary context
Location:
Underserved
Developing
Developed
Population not
at risk
3. Good\Service Degree of publicness
Income
Public
(SII)
OUT
OUT
IN
Private
Incidental Social outcome
Clear Social Mission Intent
4. Delivery organisation intent Compulsory reporting
(Seeks and obtains) External Certification or Label
Legally binding constraints
No measurement
Informal evaluation, not valued
5. Measurability of Social Impact
Formal evaluation but not valued
Formal evaluation and valued
Incidental Social outcome
Social intent expressed in statement
6. Investor intent
Compulsory reporting
Legally binding constraints
Grants
Return of Capital
7. Return expectation
Profit =< market RR
Profit > market RR
* Eligibility criteria used in the OECD definition for the purpose of this report.
Source: OECD.
OUT
OUT
OUT
IN
IN
IN
OUT
OUT
IN
IN
OUT
OUT
IN
IN
OUT
IN
IN
OUT
56 © OECD 2015