Social Impact Investing

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SOCIAL IMPACT INVESTMENT: BUILDING THE EVIDENCE BASE Nicholls (2010b), “The landscape of social investment in the UK”, Working Paper. TSRC and Health Services Management Centre at the University of Birmingham, Birmingham. Noya, A.(ed.) (2009),The Changing Boundaries of Social Enterprises, Local Economic and Employment Development (LEED), OECD Publishing. DOI: 10.1787/9789264055513-en. OECD (2013f), "Institutional investors indicators", OECD Institutional Investors Statistics (database). doi: 10.1787/data-00679-en (Accessed on 07 August 2014). OECD (2013g) “Job Creation through the Social Economy and Social Entrepreneurship”, OECD LEED Programme (Local Economic and Employment Development). Saltuk, Y., A. Idrissi, A. Bouri, A. Mudaliar, and H. Schiff (2014), “Spotlight on the Market: The Impact Investor Survey”, Global Social Finance, J.P. Morgan and the Global Impact Investing Network, London, 2 May. Saltuk, Y, A. Bouri, A. Mudaliar and M. Pease (2013), “Perspectives on Progress: The Impact Investor Survey”, Global Social Finance, J.P. Morgan and the Global Impact Investing Network, London, January 7. Saltuk, Y., A. Bouri, and G. Leung (2011), “Insight into the Impact Investment Market: An in-depth analysis of investor perspectives and over 2,200 transactions”, JP Morgan and the Global Impact Investing Network, New York, December. Smith, S. and J., Rothbaum (2013), “Cooperatives in a Global Economy: Key Economic Issues, Recent Trends, and Potential for Development”, IZA Policy Paper No. 68. Teasdale, S., Lyon, F. and R. Baldock (2013), “Playing with numbers: a methodological critique of the social enterprise growth myth”, Journal of Social Entrepreneurship, 4(2), 113-131. UN (2003), “Handbook on Non-profit institutions in the system of National Accounts”. United Nations. Statistical Division, United Nations Publications. Unicredit Foundation (2012) “Ricerca sul valore economic del Terzo Settore in Italia”, Unicredit Foundation, April 2012. Available at: http://www.forumterzosettore.it/multimedia/allegati/Ricerca.pdf Weber, M. and B. Scheck (2012), “Impact Investing in Deutschland: Bestandsaufnahme und Handlungsanweisungen zur Weiterentwicklung”, Impact in Motion and Bertelsmann Foundation, December. Available at www.impactinmotion.com/wp/wp-content/uploads/2013/05/Impact- Investing-in-Detschland_08052013.pdf Wells, P. (2012) “Understanding social investment policy: evidence from the evaluation of Futurebuilders in England”, Voluntary Sector Review, 3(2), 157-177. Wilkinson, C. (2014), “A map of social enterprises and their eco-systems in Europe”, ICF International, Forthcoming. Wilson, K. E. (2014), "New Investment Approaches for Addressing Social and Economic Challenges", OECD Science, Technology and Industry Policy Papers, No. 15, OECD Publishing. doi: 10.1787/5jz2bz8g00jj-en. © OECD 2015 107
SOCIAL IMPACT INVESTMENT: BUILDING THE EVIDENCE BASE ANNEX 6.1. LIST OF EXISTING DATA SOURCES This list of data sources only includes organisations that currently provide raw data on SII. Therefore, only organisations that actually provide either raw data or data in reports were included on the list. Organisations that may have important links to SII market players and could potentially serve as partners in future data collection efforts are not necessarily included on the list, insofar as they do not currently provide data. In addition, some of the data sources described as currently providing raw data do not necessarily publicly disclose the information. Nevertheless, they feature on the list because information could, in principle, be shared under certain conditions. Some organisations have been collecting data, but have not yet disclosed any data-related information (e.g. Maximpact). In such cases a decision to include them on the list was based on the fact they have data and will potentially be disclosing it in the near future. Governmental sources, information from NSOs and sources available from financial system supervisory and regulatory bodies were not included here to avoid multiple entries (one per country for each type of organisation). The list focuses on data that are, in general, more challenging to obtain and that require further discussion and contribution from SII data experts. Nevertheless, the potential of data collection from some of the sources omitted in the list is also discussed in this note. Provider Type of data (ecosystem) Geography Link SESS Demand CAN - local http://www.sess.ca/english/report/ TEPSIE Demand Europe http://www.tepsie.eu/ Cooperative Association Germany Demand GER http://www.dgrv.de/en/home.html ClearlySo Demand Global http://www.clearlyso.com/about/our-publications.html Social Progress Imperative Demand Global http://www.socialprogressimperative.org/ IRIS Demand Global - focus US; UK http://iris.thegiin.org/ B-Corporation Demand Global- focus USA http://www.bcorporation.net/what-are-b-corps/why-b-corps-matter Unicredit Demand ITA http://www.forumterzosettore.it/multimedia/allegati/Ricerca.pdf IRIS (Italian) Demand ITA http://www.irisnetwork.it/download/ CIC regulator Demand UK http://www.bis.gov.uk/CICREGULATOR Social Enterprise UK Demand UK http://www.socialenterprise.org.uk/policy-campaigns/policy/research CASE at Duke University Demand USA Nonprofit Finance Fund Demand USA http://nonprofitfinancefund.org/tools-resources Comparative non-profit sector project Demand Global http://ccss.jhu.edu/research-projects/comparative-nonprofit-sector Social Enterprise Alliance (SEA) Demand USA https://www.se-alliance.org/ Australian Charities and Not-for-Profits Commission (ACNC) Demand AUS http://www.acnc.gov.au/ GIIRS Demand & Supply Global Caisse des Depots Intermediaries\Transactions FRA Finansol Intermediaries\Transactions FRA http://giirs.org/for-investors/company-directory http://giirs.org/for-investors/fund-directory http://sites.duke.edu/casei3/case-i3-basics/case-i3-research/case-i3-b-lab-andgiirs-research-project/ http://www.caissedesdepots.fr/activite/domaines-daction/investissementsdavenir/financement-de-leconomie-sociale-et-solidaire.html http://www.finansol.org/fr/nos-publications/article/le-barometre-de-la-financesolidaire.html Bpifrance Intermediaries\Transactions FRA http://www.bpifrance.fr/ NExT SSE Intermediaries\Transactions GER http://www.nextsse.com/home/news-events/ Impact Assets Intermediaries\Transactions Global http://www.impactassets.org/ Monitor institute Intermediaries\Transactions Global http://monitorinstitute.com/what-we-think/# Omydiar Network Intermediaries\Transactions Global http://www.omidyar.com/ 108 © OECD 2015
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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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of Management at UCLA; and launched
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Notes _____________________________
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Investing for Impact Case Studies A
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Contents What is Impact Investment?
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What is Impact Investment? Impact I
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A case study approach in an asset a
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Segments of Impact Investors High T
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Foundations Like high net worth ind
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in the developed and the developing
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By creating mechanisms through whic
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Asset Allocation Framework Asset cl
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Cash Shorebank Deposit Program fina
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Mezzanine/Quasi Equity Instruments
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Venture Capital Bridges Ventures CD
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Real Estate JP Morgan Urban Renaiss
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absolute return (hedge funds) BelAi
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senior debt Root Capital Impact Fir
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Venture Capital Aavishkaar Impact F
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eal estate Ignia Impact First Inves
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senior debt Root Capital Layered St
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The New York City Acquisition Fund
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Appendix Methodology The Investing
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Websites •• Bridges Ventures: h
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Cash Quasi Equity Public Equity Buy
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SOCIAL IMPACT INVESTMENT: BUILDING
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Page 218 and 219: SOCIAL IMPACT INVESTMENT: BUILDING
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Page 301 and 302: 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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