2018-01 Socap365: The Case for Gender Lens Investing
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This deck presents some data points to consider when beginning a discussion on the meaning, financial potential, and impact of gender lens investing. The trend toward gender equity has reached the inflection point. Invest in companies that will ride this trend on a variety of levels to financial success. What we do with that ROI is as important as earning it.
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2018-01 Socap365: The Case for Gender Lens Investing
- 1. THE CASE FOR GENDER LENS INVESTING AN INTERACTIVE CONVERSATION SOCAP 365 | IMPACT HUB SEATTLE | FEB 5, 2018
- 2. BACKGROUND JANINE FIRPO AND GILLIAN MUESSIG
- 3. YOUR IMPATIENT HOSTS Janine Firpo | NextWave Ventures Gillian Muessig | Outlines Venture Group
- 4. JANINE FIRPO
- 6. $100 MILLION FOR DIVERSE FOUNDING TEAMS
- 7. AGENDA 1. Background 2. Discussion 3. Solutions 4. Resources
- 8. THOUGHT. WORD. DEED. “Watch your thoughts for they become words. Watch your words for they become actions. Watch your actions for they become habits. Watch your habits, for they become your character. And watch your character, for it becomes your destiny.” Margaret Thatcher “The thought manifests as the word. The word manifests as the deed. The deed develops into habit. And the habit hardens into character. So watch the thought and its ways with care. And let it spring from love born out of concern for all beings.” Buddha
- 9. CATHARSIS
- 10. POTTER’S BANK
- 11. THE ILL WIND
- 12. SOLUTIONS
- 13. SOLUTIONS
- 15. GENDER LENS INVESTING The deliberate integration of gender analysis into investment analysis and decision making.
- 16. GENDER LENS
- 17. MOST UNDERUTILIZED RESOURCE ON PLANET EARTH
- 18. WHAT IS THE IMPACT ON GIRLS & WOMEN? “Girls want superheroes AND the boys want superheroes!” Riley Maida, Age 4
- 19. UNPAID WORK VS THE RIGHTS OF LEISURE
- 20. WE TRAIN WOMEN TO DEVALUE THEIR WORK
- 21. DATA
- 22. AND THE DATA KEEPS ROLLING IN…
- 23. GDP Increased gender equity is correlated with higher GDP growth
- 24. NET MARGINS
- 25. BOOST GLOBAL GDP $12T
- 26. 63% HIGHER ROI
- 27. CORROBORATION
- 30. 93% OF MILLENNIALS SPEND WITH A SOCIAL IMPACT LENS https://privatebank.wf.com/conversations/filter/topics/69/P12
- 31. WHEN WE ARE AWARE OF OUR BIAS…. We can make better investment decisions. * In case you missed it: All investors are pale, young, and slender; women are blonde and men are taller. Oh.. and guys wear long sleeved button downs, but women can wear pullover shirts and shorter sleeves.
- 32. 58%: SOCIAL IMPACT IS IMPORTANT IN INVESTING SOCIAL IMPACT impacts my investment decisions SOCIAL IMPACT MATTERS IN MY INVESTMENTS NOT AN ISSUE
- 33. WOMEN VOICE THE TREND MORE QUICKLY SOCIAL IMPACT impacts my investment decisions WOMEN MEN
- 34. STAY AHEAD OF TRENDS , NOT BEHIND THEM Gender lens investing is not about investing for women; it’s about making smart investments
- 35. LET’S TALK! SOCAP 365 GENDER LENS DISCUSSION
- 36. 1ST FLOOR 4th FLOOR 3rd FLOOR Noon – 12:55 LUNCH UNASSIGNED TABLES TABLES A-H J-PSEATING 1:00 – 1:30 Investing Beyond Capital Aikido for philanthropists Balancing returns and impact 1:30 – 1:55 Global Impact 2:00 – 2:40 International impact investing Zebras Fix what Unicorns break Organizing the PNW impact ecosystem 2:45 – 3:25 Increasing regional resilience 3:30 – 3:55 NETWORKING 4:00 – 4:55 You are investing using the wrong tools… • Luni Libes 5:00 – 5:30 Wrap-up, announcements and next steps 5:30 – 6:30 HAPPY HOUR
Hinweis der Redaktion
- Welcome to the conversation on Gender Lens Investing. At the outset, I’ll be blunt. Janine, and I have little patience for talk without action. We come to the conversation with situational bias. We are each deeply engaged in gender lens investing and have some history with it. We believe that it has a place in a well-balanced portfolio and are happy to share some findings, as well as some personal observations with you today.
- Janine comes to us from the International Finance Corporation where she was a mobile money expert. And from the Gates Foundation where served as the Deputy Director of Financial Services at Scale. Today, Janine is a lead investor in Next Wave’s newest fund, the Next Wave Impact Fund I, which seeks to increase diversity in angel investing by engaging more underrepresented groups in early stage investing. The focus of the new fund is on impact as they seek investments that achieve both social impact and financial return. There are 99 women in this new fund, 25 of them minorities.
- I am the cofounder of Moz, now the world’s most popular provider of digital marketing software, right here in Seattle. I cofounded brettapproved – tripadvisor for travelers with disabilities and mobility challenges, and Outlines Venture Group, where we just launched the Sybilla Masters Fund at the Microsoft Women in Cloud Summit in Redmond on January 19. This brand-new gender lens investment fund is chartered to source, fund, and support diverse founding teams with at least one woman in a position of strategic and operational control. Our focus will be on SaaS and platforms that leverage AI and the Cloud.
- Our big, hairy, audacious goal is to raise $100 million over the coming decade, paving the way for others to do the same and finally impacting women’s ability to raise sufficient capital to prove their markets and processes, and to scale at the speed of their all-male team colleagues who, at the moment, are being funded with over 4,800% greater frequency. Naturally, we are both eager to meet with qualified investors interested in learning more about both angel and venture-level investments in this sector.
- When this brief overview of some background facts is complete, we’ll break out into conversational groups. Janine has prepared some questions and topics that you may find interesting and applicable to your personal and/or professional portfolio management. We encourage you to add to these questions, which you will find on a paper at the center of your tables now. We will read out the questions for all tables and you will have the opportunity to take a ‘field trip’ to another table to engage in a conversation that will benefit you. So, no need to play musical chairs just yet.
- In my well-more than half a century on this planet, I have noticed that. from Buddha to Margaret Thatcher, nothing gets done on this planet, but that it passes through these stages: THOUGHT. WORD. And DEED.
- In the past few centuries, we’ve begun to make noise about it. Now, the WORD stage of this process is at a fever pitch. I strongly urge all of you not to stop. Keep TALKING about it. Nothing will be done if we sweep this subject back under the rug and silence the voices again. There are many forums for discussion of the PROBLEM. That’s where the WORD process begins. And a hard-earned catharsis is well overdue.
- Lionel Barrymore delivered the line, “There’s nary an ill wind that blows that doesn’t have a buck in it for the me!”
- There’s no question that human inequities is a very ill wind that’s been blowing far too long.
- Our proposition today is that by investing in companies more likely to produce better returns, we actually play a significant part in stilling this ill wind.
- Today, we are going to illuminate opportunities offered by gender lens investing and discuss how taking advantage of these opportunities provides inherent solutions to one of our world’s longest standing problems – the intentional inefficient use of our human resources.
- Jackie VanderBrug is a thought leader, fund advisor, and author on the subject of gender lens investing. She defines gender lens investing for us as…
- The deliberate integration of gender analysis into investment analysis and decision making.
- The stress is on a lens, not on limitations. This is not an initiative to exclude men from funding or to reduce funding to men to preferentially allot a sum to women. It is a lens that covers all sectors and asset classes, enabling investors to use it in many different ways.
- Jackie counsels us, as fund managers, investors, and entrepreneurs to consider the following – Women are the most underutilized asset in the world today. As consumers, developers, inventors, business owners, and investors, women are under-represented, under-valued, underpaid, and underestimated… everywhere and by everyone. It’s only a matter of degree. This provides investors with significant wealth creation oportunities.
- When building a company, deploying new products/services, initiatives, and opening new markets – and for investors, when performing due diligence – Jackie suggests we consider this question: If the company were wildly successful, how would it impact women in the world today? For example: Software design has been developed for male patterns of problem solving. How do you de-bias software design to open a new set of opportunities and revenue?
- Melinda Gates notes that from governments to enterprise to individuals, so much of how we allocate capital is gender unbalanced. Girls do more unpaid chores than boys Women do more unpaid work than men We train women to devalue their time, capabilities, and work
- We train women to devalue their time, capabilities, and work. If our population reflected our leadership, only 1 in 10 people in the United States would be a woman.
- Companies are just starting to reveal more data around roles and pay equity. This data is still unreliable and disorganized. But it’s a start and we must not let enterprises falter in continuing to improve the data and the transparent dissemintation of it.
- Let’s take a look at what the data means for us as investors. We’re looking for global trends that impact our investment decisions for the coming decade.
- Countries are looking at pay equity and the role of diversity in improved GDP.
- A study by EY and the Peterson Institute found companies in which women hold 30 percent or more of corporate leadership positions have the potential to increase their net margin by up to six percentage points.
- The McKinsey Global Institute released a study that claims $12 trillion (yes, trillion with a “t”) could be added to global GDP by 2025, by advancing women’s equality.
- First Round Capitals now famous 10 year study revealed that across their portfolio, women founders returns an average of 63% higher ROI than their all male team colleagues.
- Shark Tank investor Kevin O’Leary notes that "not some of my returns, all of my returns, have come from the ones run by women or owned by women." When asked why, he responded, “I believe they shoot for more realistic goals and achieve them at rates of about 90 – 95% instead of their male counterparts who wildly overestimate their own skills and capabilities and under estimate the amount of work it’s going to take to achieve their out-of-proportion goals. Women accomplish more with less every time.” Let’s face it: they’ve had a lot more experience in having to do so.
- The markets are changing. Investing against the winds of change is never a good idea. Let’s look at what’s moving change.
- Boomer wealth transfer to Millennials has begun and it will exceed $1 trillion
- 93% of Millennials are looking for environmental and social impact in investing and in purchases. They want a true meritocracy and they vote with their dollars. 93%! This number could be cut by ½ and still be hugely impactful in our investment decisions.
- Wen we are aware of our bias, we can make better investment decisions. Gender lens consideration brings relevant information to the investment decision.
- 58% of all High Net Worth individuals say environmental and social impact of investing is important 50% more women than men are in the group that say the impact is important
- Of those 58% of investors who do get the value of social impact in their investment portfolio, 2/3 are women and 1/3 are men. Women may be ‘getting there’ faster, but men are getting there… and that’s a critical piece of this equation.
- Gender lens investing is not about investing for women; it’s about making smart investments. Smart investing means staying ahead of trends. And this one is huge.