Social Impact Investing

More documents

Recommendations

Info

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
Page 2 and 3:
Turning the Improbable Into the Exc
Page 4 and 5:
Page 4 of 140
Page 6 and 7:
Page 6 of 140
Page 8 and 9:
6. 1 We disseminate Quarterly publi
Page 10 and 11:
Page 10 of 140
Page 12 and 13:
Page 12 of 140
Page 14 and 15:
23 “His master replied, ‘Well d
Page 16 and 17:
Page 16 of 140
Page 18 and 19:
Domini, shareholder advocacy and co
Page 20 and 21:
Two good things came out this resea
Page 22 and 23:
Fund Azzad Ethical Mid Cap Fund Bri
Page 24 and 25:
Fund Fund A Praxis Growth Index Fun
Page 26 and 27:
development in the US, or are made
Page 28 and 29:
concern, and submitting and voting
Page 30 and 31:
sustain land trusts, to a meeting o
Page 32 and 33:
Page 32 of 140
Page 34 and 35:
that are often excluded from market
Page 36 and 37:
Some organisations that have used S
Page 38 and 39:
it helps identify the critical sour
Page 40 and 41:
Page 40 of 140
Page 42 and 43:
and shareholder trust through posit
Page 44 and 45:
Approaches Some commentators have i
Page 46 and 47:
Wieland and Handfield (2013) sugges
Page 48 and 49:
EthicalQuote (CEQ) tracks reputatio
Page 50 and 51:
Displaying commitment to CSR is one
Page 52 and 53:
Brand Differentiation CSR can help
Page 54 and 55:
takes health and safety, diversity
Page 56 and 57:
advance with the practice of CSR wh
Page 58 and 59:
Stakeholder Influence One motivatio
Page 60 and 61:
Regulation Fifteen European Union c
Page 62 and 63:
jurisdictions. E.g., some jurisdict
Page 64 and 65:
"Impact investments can be made in
Page 66 and 67:
venture capital community. Investor
Page 68 and 69:
countries via local intermediaries.
Page 70 and 71:
determining views of affected commu
Page 72 and 73:
Another measure of economic impact
Page 74 and 75:
Page 74 of 140
Page 76 and 77:
The Board for the CCEG was to inclu
Page 78 and 79:
17 Love Relationship Online dating
Page 80 and 81:
Social Value Act 2012 legislation.
Page 82 and 83:
Development released a report outli
Page 84 and 85:
Benefits and Costs of Social Impact
Page 86 and 87:
UK On 18 March 2010, Secretary of S
Page 88 and 89:
US Massachusetts: The second of two
Page 90 and 91:
US Federal: The U.S. Department of
Page 92 and 93:
would establish a five-year pilot p
Page 94 and 95:
We are dedicated to finding ways to
Page 96 and 97:
In the past, public monies have oft
Page 98 and 99:
indicate that more Americans want t
Page 100 and 101:
Youth" to "Opportunity Youth" in or
Page 102 and 103:
income must file a Form 990. The fo
Page 104 and 105:
In its first three years, SIF has a
Page 106 and 107:
The Office of Social Innovation pri
Page 108 and 109:
of Management at UCLA; and launched
Page 110 and 111:
Page 110 of 140
Page 112 and 113:
Notes _____________________________
Page 114 and 115:
Page 114 of 140
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
Page 144 and 145:
senior debt Root Capital Impact Fir
Page 146 and 147:
Venture Capital Aavishkaar Impact F
Page 148 and 149:
eal estate Ignia Impact First Inves
Page 150 and 151:
senior debt Root Capital Layered St
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
Page 158 and 159:
Cash Quasi Equity Public Equity Buy
Page 160 and 161:
Page 116 of 140
Page 164 and 165:
SOCIAL IMPACT INVESTMENT: BUILDING
Page 166 and 167:
Page 168 and 169:
Page 170 and 171:
Page 172 and 173:
Page 174 and 175:
Page 176 and 177:
Page 178 and 179:
Page 180 and 181:
Page 182 and 183:
Page 184 and 185:
Page 186 and 187:
Page 188 and 189:
Page 190 and 191:
Page 192 and 193:
Page 194 and 195:
Page 196 and 197:
Page 198 and 199:
Page 200 and 201:
Page 202 and 203:
Page 204 and 205:
Page 206 and 207:
Page 208 and 209:
Page 210 and 211:
Page 212 and 213:
Page 214 and 215:
Page 216 and 217:
Page 218 and 219: SOCIAL IMPACT INVESTMENT: BUILDING
Page 299 and 300: Page 118 of 140
Page 301 and 302: Global Research 29 November 2010 Im
Page 303 and 304: Impact Investments: An emerging ass
Page 319 and 320:
Impact Investments: An emerging ass
Page 321 and 322:
Page 323 and 324:
Page 325 and 326:
Page 327 and 328:
Page 329 and 330:
Page 331 and 332:
Page 333 and 334:
Page 335 and 336:
Page 337 and 338:
Page 339 and 340:
Page 341 and 342:
Page 343 and 344:
Page 345 and 346:
Page 347 and 348:
Page 349 and 350:
Page 351 and 352:
Page 353 and 354:
Page 355 and 356:
Page 357 and 358:
Page 359 and 360:
Page 361 and 362:
Page 363 and 364:
Page 365 and 366:
Page 367 and 368:
Page 369 and 370:
Page 371 and 372:
Page 373 and 374:
Page 375 and 376:
Page 377 and 378:
Page 379 and 380:
Page 381 and 382:
Page 383 and 384:
Page 385 and 386:
Page 387 and 388:
Page 389 and 390:
Page 391 and 392:
Page 393 and 394:
Page 395 and 396:
Page 397 and 398:
Page 120 of 140
Page 399 and 400:
Advocacy Foundation Publishers The
Page 401 and 402:
XVI for Drug-Free Communities Landm
Page 403 and 404:
Vol. VIII 2022 ComeUnity ReEngineer
Page 405 and 406:
Vol. XV 2029 Inner-Cities Revitaliz
Page 407 and 408:
The e-Advocate Journal of Theologic
Page 409 and 410:
Issue Title Quarterly Vol. I 2015 I
Page 411 and 412:
The e-Advocate Juvenile Justice Rep
Page 413 and 414:
2018 - The Theological Law Firm Aca
Page 415 and 416:
About The Author John C (Jack) John
Page 417:
Page 140 of 140
show all

Social Impact Investing

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?