Impact Investing

//Impact Investing

Millennials are driving a shift in how the ultra-wealthy manage their money

Regular people put their money into a savings account or hand it over to a financial adviser to manage. But the wealthiest tend to pull out a few more stops, and in some cases establish entire teams, referred to as family offices, that are staffed with financial professionals dedicated to building and managing their vast wealth. A new

UBS to Launch Sustainable Investing Indexes – Barron’s

UBS (UBS) soon plans to push further into sustainable investing with a series of indexes that can be used to create ETFs and other investment products for retail investors, annuities and retirement funds. The indexes will include a global sustainability index and indexes aligned with the UN’s Sustainable Development Goals, like eliminating hunger. The global bank, which has

Building the Case for Impact: New Alliance Unites Profit and Purpose

So, you want to spend a career building wealth without regard for its impact on the environment, economy and society, and then allocate a small portion of this later in life through grant-making to create a favorable legacy? Why not get it right from the beginning, a win-win for all stakeholders that generate positive impacts

Driving capital to impact investing with an eye on 2030

In July, several aid groups came together to tackle what the United Nations called the biggest humanitarian crisis since the end of World War II: More than 20 million people in 10 African countries were at risk of famine. Aid groups pulled together under the umbrella of the Global Emergency Response Coalition and went to

A new bond taps private money for aid projects in war zones

Investors might be expected to run a mile from a deal on offer in a conflict-torn part of Africa. At best, it will pay an annual return of 7%; at worst, 40% of the original investment is lost. But a dozen social investors have pooled SFr26m ($27m) to finance the world’s first “humanitarian impact bond”,

Impact investing finds its place in India

Rising demand for socially responsible and purpose-driven finance has resulted in new ways of putting capital to work the world over. In the past decade, what is now known as “impact investing” has challenged the long-held view that social returns should be funded by philanthropy and financial returns should be funded by mainstream investors. The global

2017-09-12T16:13:30+00:00 Tags: , |

Are impact investors missing a trick by overlooking local communities?

It’s 10 years since the term ‘impact investing‘ was coined to reflect investments that bring about social and environmental benefits alongside financial returns. Since then, the impact investing sector has grown to US$77 billion.  For Durreen Shahnaz, an investment banker turned social entrepreneur from Bangladesh, impact investing seeks to “connect the Wall Streets of the world with the backstreets

What advisers should know about impact investing

The official definition of impact investing provided by the Global Impact Investing Network (GIIN), is “investment that is made into companies, organisations, and funds with the intention to generate social and environmental impact alongside a financial return.” An impact investment should be an investment, as opposed to a grant, but it is this explicit ‘intentionality’

A Field Guide To Truly Audacious Philanthropy

About 80% of the world’s richest philanthropic claim to want to invest in social change, but only 20% do. That well-documented fact dubbed the “aspiration gap” stems from the fact that tackling complex societal issues is far trickier than, say, just donating huge sums to your alma mater or building a new museum wing. Big

How green bonds can bridge infrastructure financing gaps

The Rockefeller Foundation, along with two financial partners, is launching a new challenge to fund so-called green infrastructure and resilience efforts in the United States. This comes at a portentous time, given the devastating flooding in Houston and President Donald Trump's rollback earlier this month of an Obama-era order requiring resilient building standards for infrastructure projects in areas

Company helps students in developing countries go to top universities has raised $240 million

A fintech business that helps fund international students studying abroad has raised $240 million (£186 million) in debt and equity funding. Prodigy Finance has raised $40 million in equity funding from leading London venture capital funds Index Ventures and Balderton Capital, as well as African fintech accelerator AlphaCode. An unnamed "global" investment bank is providing a

ImPact: The network of rich families investing to help others

Some of world's richest families have signed up to a pact: They will invest parts of their vast fortunes in ways that improve the lives of others. The group, which calls itself The ImPact, has plenty of billionaire street cred: It's the brainchild of Justin Rockefeller (a great-great grandson of John D. Rockefeller) and Josh Cohen

2017-08-27T14:08:52+00:00 Tags: , |

Impact Investing: What Most Entrepreneurs And Executives Get Wrong

What does it take to find success, however it’s measured, in impact investing? And how are business skill sets and expertise most effectively transferred to the impact investing discipline?  We asked Adam Bendell, someone who’s done both, for specific, actionable steps to help business leaders think through the impact investing process. Bendell, CEO of Toniic, the

Caring about a company’s values has grown into a multi-trillion dollar industry

People generally like to measure a business's worthiness based on its bottom line — not its values.  But over the past couple of decades, socially responsible investing (SRI) has grown into an industry worth trillions. Cliff Feigenbaum, who founded GreenMoney Journal 25 years ago, joined us to talk about the increase in people who are matching their

Millennials Are Driving Global Sustainable Investment

A new investor survey conducted by leading global financial services company Morgan Stanley has revealed that three-quarters of investors and 86% of Millennial investors are interested in sustainable investing. The second edition of the Morgan Stanley Institute for Sustainable Investing Investor Survey, Sustainable Signals, surveyed 1,000 individual active investors and examined the attitudes, perceptions, and behaviours of

The Catholic church becomes an impact investor

“YOU cannot serve both God and money,” admonishes the Bible. But the church has always tried. In the Middle Ages monasteries were what would now be termed social enterprises. They would produce bread, books or other goods. A Franciscan monk is credited with codifying double-entry book-keeping. These days the Catholic church and related institutions control

Socially-Responsible Investing: Earn Better Returns From Good Companies

Sustainable investing is an opportunity to make money and make a difference in the world. Many people still feel like they have to choose between their money and their values. They still think about the way sustainable investing used to be, and they could be missing out on some terrific new opportunities in this space.

Startups: Tata Trusts to invest in social sector startups

Tata Trusts, philanthropic arm of Tata group, is looking to raise funds to invest in social sector startupsin the next few months. A top executive of the agency told ET that after incubating and investing in 15 startups at the seed level in the past year of its existence, the company is now looking to raise $30

Can Big Money Fix a Broken Food System?

Massive venture capital investments in food make for a steady stream of splashy, dramatic headlines. Juicero raises $120 million; reporters discover you can “juice” their product without the help of the $400 machine. Hampton Creek raises $220 million; board members bolt after a series of scandals. Blue Apron raises $200 million; its IPO performs terribly. But behind this high-profile obsession

At the Heart of Impact Measurement, Listening to Customers

Impact measurement has been called many things: confusing, costly, even quixotic. According to an annual survey of impact investors by the Global Impact Investing Network(GIIN), unsophisticated measurement practice is one of the five biggest constraints to growing the impact investing market. But does assessing impact need to be so challenging? If there’s one thing we’ve learned from the Lean