Social Impact Investing

Impact Investments:
An emerging asset class
Global Research
29 November 2010
Table of Tables
Table 1: Potential invested capital to fund selected BoP businesses over the next 10
years .................................................................................................................12
Table 2: Breaking out impact objectives in more detail.............................................19
Table 3: Instrument distribution.................................................................................31
Table 4: Sector distribution........................................................................................31
Table 5: Geographic distribution ...............................................................................31
Table 6: Potential invested capital to fund selected BoP businesses over the next 10
years .................................................................................................................39
Table 7: Sizing template, using housing as an example.............................................44
Table 8: BoP per capita income brackets and population ..........................................45
Table 9: Household income brackets – India.............................................................46
Table 10: Affordability testing...................................................................................46
Table 11: Countries included in WRI data.................................................................47
Table 12: Water market sizing...................................................................................51
Table 13: Household income brackets – India...........................................................51
Table 14: Affordability test........................................................................................51
Table 15: Target population.......................................................................................52
Table 16: Health market sizing ..................................................................................54
Table 17: Income brackets.........................................................................................54
Table 18: Affordability test........................................................................................54
Table 19: Target population.......................................................................................56
Table 20: Household income brackets .......................................................................57
Table 21: Education market sizing.............................................................................57
Table 22: Target population.......................................................................................58
Table 23: Microfinance penetration rates currently above 20% ................................62
Table 24: Microfinance market sizing .......................................................................62
Table 25: Instrument distribution...............................................................................83
Table 26: Sector distribution......................................................................................83
Table 27: Geographic distribution .............................................................................83
Table 28: Venture Capital annualized returns in developed and emerging markets ..86
Table 29: India population data .................................................................................88
Table 30: Indian household income bracket conversion............................................88
Table 31: The number of households in India's BoP income brackets.......................88
Table 32: Small caps by region (market cap $100m–1bn).........................................89
Table 33: Country data on microfinance institutions.................................................90
93