Apply a rigorous investment process and integrate social impact analyses to successfully select and invest in social impact investments Impact Investment: A Practical Guide to Investment Process and Social Impact Analysis is a must-read guide for investors and wealth managers entering the social finance investment space known as "impact investing." This book walks readers through the demanding task of properly executing an impact investment strategy, providing solutions to some of the most vexing challenges that arise when investing for both financial return and social impact. Readers will learn how impact investing is different from other strategies, how the organization's mission affects investment decisions and structures, and what to look for in an organization prior to investing. A running example of a village distribution company illustrates the methods and concepts in action, and a full-fledged case study utilizing downloadable professional level analytical tools consolidates all examples into a real-world setting. Impact investing is generating significant momentum, but many individuals operating in this space come from alternative backgrounds and lack the knowledge to form a rigorous investment process. Disparate funding sources, immature markets, variations in fund economics, and the need to generate and report social impact all complicate the industry even further, creating a barrier for curious investors. This book is a guide to applying standard investment processes and social impact analyses to impact investing, helping readers: Adjust standard analysis techniques to suit the particularities of impact investing Discover how social mission influences the entire investment from entry to exit Plan and execute a robust custom impact investment strategy Understand social impact entities and the management of impact investments Investing with the goal of social impact doesn't remove the need for rigorous investment techniques and diligent processes. Impact Investment: A Practical Guide to Investment Process and Social Impact Analysis is a guide to putting it all together, for a more targeted approach to impact investing.

This publication is a sequel to the OECD 2015 report on social impact investment (SII), Building the Evidence Base, bringing new evidence on the role of SII in financing sustainable development.

This report provides a framework for assessing the social impact investment market and focuses on the need to build the evidence base, in particular for impact assessment compared to existing social service delivery models.

Impact Investment and Social Finance gain more and more international attention. Local ecosystems are forming share, national legislation and other factors highly influencing this development. Comparing those ecosystems can give valuable insights, what countries could learn from each other and to what extend national solutions are needed. This study is a first comparison between the UK and German impact investing markets. It is based on a qualitative research method, namely explorative and semi-structured interviews as well as two focus groups. The status quo of both countries as well as the challenges found in the German market are then used to draw conclusions on how the German market could benefit from the UK's development. Results are clustered around demand, intermediaries and supply as well as national context, regulatory framework, impact and leadership. This study concludes to what extent the UK market can act as a role model and which challenges require a 'German solution' or can be met by adapting actions taken in the UK.

This book aims to clarify the concept of impact investing by combing the international experience and the practices in China, promote the standardization of the measurement and evaluation system of impact investing, contribute to the establishment of an impact investing ecosystem in China, and guide investment to consider both the social and environmental impact and profitability. This book mainly contains four parts: the definition of impact investing and the similarities and differences with other related concepts; the development, characteristics and trends of global impact investing; the development and the current situation of impact investing in China; a case study in China.

Discover how to invest your capital to achieve a powerful, lasting impact on the world. The Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society is an insightful guide to the growing world-wide movement of Impact Investing. Impact investors seek to realize lasting, beneficial improvements in society by allocating capital to sources of impactful and sustainable profit. This Handbook is a how-to guide for institutional investors, including family offices, foundations, endowments, governments, and international organizations, as well as academics, students, and everyday investors globally. The Handbook ́s wide-ranging contributions from around the world make a powerful case for positive impact and profit to fund substantive, lasting solutions that solve critical problems across the world. Edited by two experienced and distinguished professionals in the sustainable investing arena and authored by two dozen renowned experts from finance, academia, and multilateral organizations from around the world, the Global Handbook of Impact Investing educates, inspires, and spurs action towards more responsible investing across all asset classes, resulting in smarter capital markets, including how to: · Realize positive impact and profit · Integrate impact into investment decision-making and portfolio · Allocate impactful investments across all asset classes · Apply unique Impact Investing frameworks · Measure, evaluate and report on impact · Learn from case examples around the globe · Pursue Best Practices in Impact Investing and impact reporting While other resources may take a local or limited approach to the subject, this Handbook gathers global knowledge and results from public and private institutions spanning five continents. The authors also make a powerful case for the ability of Impact Investing to lead to substantive and lasting change that addresses critical problems across the world.

Social impact investing is gaining ground as one of the most important investment trends in the world. While the size of the social impact investing market is still relatively small in global terms, momentum continues to grow unabated. Australia in particular is looking to develop a vibrant and transparent social impact investment market. This book considers a number of innovative strategies and pragmatic policy initiatives that can see the social impact investment market flourish in Australia and internationally. The book describes how social impact investing can enter the investment mainstream and how a high-quality regulatory framework governing the measurement, reporting and evaluation of social impact will be critical to building investor confidence and ensuring the credibility, effectiveness and transparency of this market. It also examines different approaches to measurement and evaluation that will ultimately be critical to the success of this market. The authors also recognise that governments have a pivotal role to play in growing the social impact investing market, not only in its capacity as a market facilitator and regulator but also as an active purchaser of social outcomes. This book will be informative for those who wish to learn more about how governments, private investors, investment intermediaries, social enterprises, service providers and other market participants around the world can work together to initiate and grow a vibrant, transparent and well-functioning social impact investing market.

There is no questioning the enthusiasm that welcomed impact investing as an alternative approach to making investments: Take account of both financial returns and the social and environmental impacts. But there is no denying that the approach has fallen well short of expectations. Impact investing has shown great promise as a major transformational investment paradigm, but in practice under-performing woefully and its prospects are dimming: It comprises less than 1% of the world’s equity investments, and too many claims of success are more about marketing and reputational value than hard evidence of positive social impacts. Drawing on over a decade of hands-on experience, this book presents a unique combination of a how-to guide and a reimagining – new models, frameworks, techniques, and tools – of what impact investing could be and could accomplish. It points to a new direction for future impact investments: achieve higher financial returns, more positive social and environmental impacts, and lower risks than conventional investments. Readers will learn what actions should be taken at each stage of impact investing, and which models, analytic frameworks, and techniques to use – and how to use them – for optimal results. This book offers a step-by-step guide to how impact investing can achieve its promise of transforming global investments into a powerful positive force for change. It is an inspiring and comprehensive resource for anyone who wants to understand how impact investing works and how it can be done better, from professionals at foundations, international NGOs, consulting firms, and government agencies, to students of finance, public policy, ESG, sustainability and international development.

The 2030 Agenda for Sustainable Development offers a masterplan to create a better world for the people and the planet. It’s scale and ambition, however, requires new development partnerships supported by adequate financial and technical resources. As a response, development practitioners started to explore alternative and complementary innovative instruments to finance the SDGs -one of which is the prospects for increased cooperation and coordination between Islamic finance and impact investing. To date, however, the academic and development literature has lacked a systematic exploration of this promising collaboration between Islamic finance and impact investing. This present study attempts to fill this gap by developing the first knowledge product to increase awareness on this collaboration. I for Impact attempts to raise awareness on the compatibility between Islamic finance and impact investing. It reviews recent developments and key factors for growth, pinpoints similarities between the two sectors, and makes policy recommendations for development actors to create the conditions for the two sectors to benefit from each other.

Impact investing is gaining global attention from society, governments and businesses. Increasingly, it is seen as a new paradigm to deal with the economic crisis and curtailed public budgets, an answer to the diversified needs of society. It now ranks high on the policy agenda of governments and international organizations, and private investors are searching for new investment opportunities to channel the liquidity available. This book is the first to look at impact investing as a "refocus" of venture capital to sustain the development of societal impact enterprises. Principles and Practice of Impact Investing collects chapters from international experts on the subject, discussing the foundations of the movement, analysing leading international cases and debating future trends in the field. It also includes interviews with some of the most influential stakeholders of impact investing across the world. The book is an inspirational and practical guide for actors and stakeholders to enable better understanding of impact investing. Taking an international perspective, the chapters primarily deal with mature economies, setting it apart from the existing literature focused on emerging countries. The book will be of interests to practitioners and executives, as well as researchers and MBA students.