Fundamentals of Impact Investing - A Finance Matters Workshop - October 2014
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The slide deck from Finance Matters' workshop on Fundamentals of Impact Investing held in London in October 2014. Finance Matters is a London-based social enterprise helping people in finance put sustainability at the heart of their career. Check us out @fncematters, LinkedIn, Facebook or at www.financematters.co.
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Fundamentals of Impact Investing - A Finance Matters Workshop - October 2014
- 1. A Finance Matters Workshop
- 3. Invest personal £ or time
- 4. Take different actions at work Invest personal £ or time
- 5. Take different actions at work Take a new job Invest personal £ or time
- 6. Understand the fundamentals of impact investing Get an overview of London’s impact ecosystem See what skills and attitudes will help you succeed Learn the tools practitioners use to make investment decisions Meet like-minded people to help you on your journey
- 7. What are you looking for as an impact investor? Which in investment seems most attractive and why? What else do you need to know? • • • • • Discuss in groups of 4-5
- 8. Impact investments are investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return. Global Impact Investing Network (GIIN)
- 9. companies, organizations, and funds
- 10. intention
- 12. Adapted from Bridges Ventures Impact Investment Traditional Responsible Responsible 2.0 Thematic / Sustainable Impact-first Philanthropy Finance-only The New Paradigm Impact-only Financial objective Impact objective Focus on social and environmental issues Limited or none Passive risk management Active attention on issues as value-drivers Sole focus on issues creating commercial opportunities with competitive return potential Specialist in issues that may require risk/return trade-off Sole focus on issues requiring 100% financial trade-off
- 14. Company activities • • •
- 15. £ Company activities • • • Capital Structure • • • • •
- 16. £ Company activities • • • Market Building • • • • • • Capital Structure • • • • •
- 17. additionality
- 18. measurement additionality companies, organizations, and funds impact alongside return intention How did the investments stack up? objective
- 19. (1) BCG (2) GSIA (3) JPM (4) IMA (5) Thomson Reuters/UKSIF (6) Big Society Capital global UK
- 20. (1) BCG (2) GSIA (3) JPM (4) IMA (5) Thomson Reuters/UKSIF (6) Big Society Capital global UK
- 21. supply demand
- 23. Where do you fall on the return/impact spectrum? What impact do you want to have? Discuss with your neighbours
- 25. finance £
- 26. finance impact £
- 27. finance self impact £
- 28. Fund: deal team • • • • • Fund: operations • • • Intermediary / Advisory • • • • • • • • •
- 29. Fund: deal team • • • • • Fund: operations • • • Intermediary / Advisory • • • • • • • • •
- 30. Alignment + - Return = impact = investor preference Business success factors ≠ impact success factors Investment structure Management approach Outcomes and return profile
- 32. communication
- 33. understand your customers • • • • communication
- 34. understand your customers • • • • communication explain the financing • • •
- 35. understand your customers • • • • communication explain the financing • • • measurement
- 36. understand your customers • • • • communication explain the financing • • • measurement frameworks and tools • • • • 푆표푐푖푎푙 퐵푒푛푒푓푖푡 푃푟표푑푢푐푡푖표푛 퐶표푠푡푠
- 37. understand your customers • • • • standardized measures • • • • communication explain the financing • • • measurement frameworks and tools • • • • 푆표푐푖푎푙 퐵푒푛푒푓푖푡 푃푟표푑푢푐푡푖표푛 퐶표푠푡푠
- 38. understand your customers • • • • standardized measures • • • • communication explain the financing • • • measurement frameworks and tools • • • • 푆표푐푖푎푙 퐵푒푛푒푓푖푡 푃푟표푑푢푐푡푖표푛 퐶표푠푡푠
- 39. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact Activities
- 40. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact Mission Activities
- 41. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact Mission Improve health of inner-city adults Activities
- 42. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact Objective Mission Improve health of inner-city adults Activities
- 43. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact Objective Mission 60,000 inner-city adults join a gym for the first time Improve health of inner-city adults Activities
- 44. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact How you change the status quo Objective Mission 60,000 inner-city adults join a gym for the first time Improve health of inner-city adults Activities
- 45. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact How you change the status quo Objective Mission 48 gyms In underserved areas More energy efficient 60,000 inner-city adults join a gym for the first time Improve health of inner-city adults Activities
- 46. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact What you do How you change the status quo Objective Mission 48 gyms In underserved areas More energy efficient 60,000 inner-city adults join a gym for the first time Improve health of inner-city adults Activities
- 47. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact What you do How you change the status quo Objective Mission Build and operate a network of affordable 24/7 gyms in underserved areas in the UK 48 gyms In underserved areas More energy efficient 60,000 inner-city adults join a gym for the first time Improve health of inner-city adults Activities
- 48. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact What you need What you do How you change the status quo Objective Mission Build and operate a network of affordable 24/7 gyms in underserved areas in the UK 48 gyms In underserved areas More energy efficient 60,000 inner-city adults join a gym for the first time Improve health of inner-city adults Activities
- 49. Adapted from the EBRD and Bridges Ventures Input Outputs Outcomes Impact What you need What you do How you change the status quo Objective Mission Real estate Equipment Human capital ….. Build and operate a network of affordable 24/7 gyms in underserved areas in the UK 48 gyms In underserved areas More energy efficient 60,000 inner-city adults join a gym for the first time Improve health of inner-city adults Activities
- 50. Values • • Empathy • • Resilience • •
- 51. Read Do
- 52. TPG HIGHLY CONFIDENTIAL — NOT FOR DISTRIBUTION