Impact Investment Adviser Tool - Final Report
An educational model for financial advisers and their firms that outlines the different approaches within investing and shows how creating impact can be
Fidelity Charitable
There are a growing number of advisory firms with expertise designing and implementing portfolios for clients looking to align their investment.
Impact Investments – an advisory check at Luxembourg banks Content
In the previous year we conducted a first round of mystery shopping on behalf of. Greenpeace Luxembourg
The Power of Advice in the UK Sustainable and Impact Investment
As investors redefine their fiduciary duty adopt ESG metrics
Government Response to Advisory Group Report on Growing a
Social impact investing is a means of bringing significant commitments of capital to some of the UK's biggest opportunities.
Investor Bulletin: How Fees and Expenses Affect Your Investment
a major impact on your investment portfolio. The following chart shows an Investment advisory fees. If you use an investment adviser to manage your ...
Impact Investing Australia - Submission to Social Impact Investing
31 мар. 2015 г. The Australian Advisory Board on Impact Investment after market consultation
Impact Investing Handbook
Advisory Board on Impact Investing ... • Find external advisors (legal counsel accountants
TERMS OF REFERENCE CONSULTANCY ON IMPACT INVESTING
26 июл. 2023 г. As the Foundation progressively gains experience in impact investment it seeks to engage a qualified consultant
Impact Investing on the Rise: How Financial Advisors are Adapting
However despite its growing popularity
European Investment Advisory Hub Report 2019
2019. EUROPEAN INVESTMENT BANK. ADVISORY. HUB. EUROPEAN INVESTMENT. SEEING THE IMPACT THE ADVISORY HUB'S SUPPORT TO LOW-CARBON TRANSPORT INVESTMENTS.
Impact Investment Adviser Tool - Final Report
An educational model for financial advisers and their firms that outlines the different approaches within investing and shows how creating impact can be
Government Response to Advisory Group Report on Growing a
Social impact investing is a means of bringing significant commitments of capital to some of the UK's biggest opportunities.
IMPACT INVESTING
your first impact investment. If you are new to the topic please refer to the preceding guide to get oriented. ROCKEFELLER PHILANTHROPY ADVISORS.
Investor Bulletin: How Fees and Expenses Affect Your Investment
this bulletin to educate investors about how fees can impact the value of an investment portfolio. Are there any other transaction or advisory fees?
Impact investing for private non-profit & philanthropic investors
Advisory Service. Koda's impact investment advisory service will provide clients with access to: A pipeline of domestic and international impact investments
Promoting Investment in the Sustainable Development Goals
The Investment Advisory Series provides practical advice and case studies Measuring the impact on the Sustainable Development Goals of an IPA's.
Growing a culture of social impact investing in the UK - GOV.UK
15 product What the advisory group also built was a strong network of committed advocates for social impact investment and momentum to get things done So we were ...
Impact Investing Handbook
Confluence Philanthropy and the U.S. National Advisory Board on Impact For Rockefeller Philanthropy Advisors
National Advisory Boards and Impact Investing: The Power of Cross
The Roles that NABs Play in Impact Investing. 17. The NAB Lifecycle: Where do Advisory Boards Go from Here? 18. Conclusion: Lessons About and From the NABs.
National Advisory Boards and Impact Investing: THE POWER OF
practice of impact investing in their place of origin The GSG coordinates their efforts globally and draws from their work and others in the field to promote impact investing as an important field of practice – with impact investment defined as investment that “optimizes risk return and impact to benefit people and the planet”
Impact Investing - Harvard University
Impact Investment A Practical Guide to Building Analyzing and Managing a Portfolio of Impact Investments This research presents a portfolio management tool to analyze impact investments across the three dimensions that determine the performance of these assets: impact return and risk Social Finance Yasemin Saltuk (44-20) 7742-6426
Impact Investing - Harvard University
imPAct inVesting: A Framework for Policy Design and Analysis Charter sets out a series of indicators and targets for financial services companies in South Africa across human resources development procurement policy access to financial services empowerment financing
IMPACT INVESTING - Rockefeller Philanthropy Advisors
Impact investments are defined as investments made into companies organizations and funds with the intention to generate social or environmental impact alongside a financial return 7 While this definition leaves room for a broad set of investments two key elements should be present: intentionality and measurement
Growing Impact - 2020 - World Bank
In 2018 Partners Group a global private markets investment manager launched an impact-at-scale investment strategy focused on companies and infrastructure assets with business models that can advance the Sustainable Development Goals
Searches related to impact investment advisory filetype:pdf
the investment for impact market as of 2018 The Note also clarifies terminology and points out key open questions in the industry • Background Note (218-083) “Examining the Case for Investing for Impact” lays out the “cases” made for impact investing and examines the evidence for each
What is impact investing?
- imPAct inVesting: A Framework for Policy Design and Analysis Policy in impact investing catalyzes viable private markets for social goods. imPAct inVesting: A Framework for Policy Design and Analysis 7 Executive Summary There is no market from which government is completely absent, whether as
What is the purpose of the impact investing Council?
- and to help stakeholders from the investment, government, advocacy, research, and related communities better identify and support policies that may lead to more robust and effective impact investing markets.
What is the global impact investing policy project?
- The Global Impact Investing Policy Project is an effort to clarify the role of public policy in impact investing and to help stakeholders from the investment, government, advocacy, research, and related communities better identify and support policies that may lead to more robust and effective impact investing markets.
What are impact investing case studies?
- Æ sixteen case studies serve as examples of concrete interventions that shape and support impact investing markets. The case studies draw from a range of issue areas, investment vehicles, and policy mechanisms and help to illustrate the complexity of related issues—socioeconomic, political, bureaucratic, and
GROWING IMPACT
New Insights into the Practice of
Impact InvestingPublic Disclosure AuthorizedPublic Disclosure AuthorizedPublic Disclosure AuthorizedPublic Disclosure Authorized
About IFC
IFCa sister organization of the World Bank and member of the World Bank Groupis the largest global development
institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise,
and inuence to create markets and opportunities in developing countr ies. In scal year 2019, we invested more than $19 billion in private companies and nancial institutions in developing countrie s, leveraging the power of the private sector to end extreme poverty and boost shared prosperity. For more information, visit www.ifc.org. © International Finance Corporation. First printing, June 2020. All rights reserved.2121 Pennsylvania Avenue, N.W.
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International Finance Corporation is an international organization estab lished by Articles of Agreement among its membercountries, and a member of the World Bank Group. All names, logos and trademarks IFC are the property of IFC and you may
not use any of such materials for any purpose without the express writte n consent of IFC. Additionally, International Finance Corporation" and IFC" are registered trademarks of IFC and are protected under international law. All other product names, trademarks and registered trademarks are property of their respective ow ners.GROWING IMPACT
New Insights into the Practice of
Impact Investing
ABOUT THE AUTHORS
NEIL GREGORY, Chief Thought Leadership Officer, Economics and Private Sector Development, IFC (Introduction,
Chapters 1, 2)
ARIANE VOLK, Research Analyst, Thought Leadership, Economics and Private Sector Development, IFC (Chapters 1, 2)
CONTENT ADVISORS
Economics and Private Sector Development
| Neil Gregory, Albena Melin, Ariane Volk, Thomas Rehermann,Hans Peter Lankes, Friedemann Roy
Partnerships, Communication and Outreach | Tom Kerr, Elizabeth Medb Lewis, Bhattiprolu Balachandra Murti
ACKNOWLEDGMENTS
In addition, we include those individuals the case study authors wish to acknowledge for their support: Vijay Advani
(Nuveen), Bertrand Badré (Blue like an Orange Sustainable Capital), Torbjorn Caesar (Actis), Ruth Horowitz (IFC Asset
Management Company), Stephen Liberatore (Nuveen), James Magor (Actis), Ben Mikula (Cordiant Capital), Shami
Nissan (Actis), Johanna Raynal (Swedfund), Tahmina Theis (BlueOrchard), Rekha Unnithan (Nuveen), Jennifer Urbain
(Forestry and Climate Change Fund)PROJECT TEAM
Project Manager | Albena Melin
Editors | Matt Benjamin, Ann Bishop, David Lawrence Research Assistants | Aarti Reddy, Prajakta Diwan, Maud Schmitt, Hary Ralarosy, Ahmed Nauraiz RanaComposition and Design | Rikki Campbell Ogden
CONTENTS
xi FOREWORD xii INTRODUCTION 1CHAPTER 1
THE SIZE OF THE IMPACT INVESTING MARKET, 2019
15SPOTLIGHT
THE OPERATING PRINCIPLES FOR IMPACT MANAGEMENT
18CHAPTER 2
WHAT WE KNOW ABOUT THE SIGNATORIES TO THE OPERATINGPRINCIPLES FOR IMPACT MANAGEMENT - SURVEY RESULTS
23CHAPTER 3
CASE STUDIES - EXPERIENCES OF SIGNATORIES TO THE
OPERATING PRINCIPLES FOR IMPACT MANAGEMENT
88METHODOLOGY
90FURTHER READING
ivNabil Marc Abdul-Massih,
CEO, INOKS Capital
(Case Study #22)Jenni Adamson,
Research Analyst, Investment
Team, Christian Super Fund (Case Study #2)
Samira Aissi,
Senior Manager, Social Impact,
Swedfund (Case Study #23)
Runa Alam,
co-founder and CEO, DevelopmentPartners International (Case Study #11)
Robert Antablin,
Co-Head of KKR Global Impact,
KKR (Case Study #31)
Roshni Bandesha,
Senior Manager, Impact Labs,
LeapFrog (Case Study #4)
Suprotik Basu,
Founding Partner and Head of
Impact, Blue like an Orange Sustainable Capital
(Case Study #24)Selena Baxa,
Principal, Client Relations, IFC Asset
Management Company (Case Study #3)
Milena Bertram,
Director, Impact & Sustainability,
Finance in Motion (Case Study #26)
Chongsi Bi,
Associate, IFC Asset Management
Company (Case Study #3)
Benoît Blanc,
E&S and Climate Officer, STOA Infra
& Energy (Case Study #13)Christophe Bochatay,
ESG and Impact Manager,
Triple Jump (Case Study #8)
Danielle Brassel,
Responsible Investment Analyst,
Zurich Insurance Group (Case Study #28)
Deepa Chakrapani,
Manager, Corporate Results
Measurement, Sector Economics & Development
Impact, Economics and Private Sector
Development, IFC (Case Study #30)
Sabine Chalopin,
ESG Manager, Denham Capital
(Case Study #29)Victoria Y. Chang,
Results Measurement Specialist,
Manufacturing, Sector Economics & Development
Impact, Economics and Private Sector
Development, IFC (Case Study #30)Matt Christensen, Global Head, ResponsibleInvestment, AXA Impact FundClimate &
Biodiversity (Case Study #1)
Jonathan Dean,
Head of Impact Investing, AXA
Impact FundClimate & Biodiversity (Case Study #1)Augustin Degroote,
Director, Finance and Risks,
Blue like an Orange Sustainable Capital (Case
Study #24)
Shade Duffy,
Director, Impact Investment, AXA
Impact FundClimate & Biodiversity (Case Study #1)Stéphanie Émond,
Head of Impact and Operations,
FinDev Canada (Case Study #17)
Orlando Ferreira,
Chief Strategy Officer and Chief
Finance and Administration Officer, ad int., Strategy and Development Dept., IDB Invest (Case Study #18)Pierre Forestier,
Director, Sustainability and
Corporate Governance Dept., Proparco (Case
Study #5)
Dr. Julian Frede,
Senior Manager, DEG (Case
Study #25)
James Gifford,
Head of Impact Advisory, IAF, Credit
Suisse (Case Study #10)
Aurélie Gupta,
Vice President, IAF, Credit Suisse
(Case Study #10)Paul Hailey,
Head of Impact, responsAbility
Investments (Case Study #7)
Michael Hall,
Sustainability Manager, Development
Partners International (Case Study #11)
Valerie Harrington,
Associate Fund Manager,
BlueOrchard (Case Study #20)
Sarah Hessel,
Senior Officer, Impact &
Sustainability, Finance in Motion (Case Study #26)Head of Responsible Investment,
Zurich Insurance Group (Case Study #28)
Director, Strategy and
Communication, Swedfund (Case Study #23)
CASE STUDY AUTHORS
We would like to thank the authors of the case studies. vSerge LeVert-Chiasson,
Partner, MD Impact
Investment Advisory & CCO, Sarona Asset
Management (Case Study #6)
Tim Macready,
Chief Investment Officer,
Investment Team, Christian Super Fund (Case
Study #2)
Alessandro Maffioli,
Head of Development
Effectiveness, Strategy and Development Dept.,
IDB Invest (Case Study #18)
James Magor,
Responsible Investment Manager,
Actis (Case Study #9)
Elleke Maliepaard,
Senior Manager, DEG (Case
Study #25)
Obie McKenzie,
Vice Chairman, Cordiant Capital
(Case Study #21)Ken Mehlmann,
Co-Head of KKR Global Impact,
KKR (Case Study #31)
Carmela Mondino,
Senior Operating Associate, ESG
& Sustainability, Partners Group (Case Study #12)Julie Montels,
Impact Analyst, INOKS Capital (Case
Study #22)
Leigh Moran,
Director, Strategy, Calvert Impact
Capital (Case Study #14)
Shami Nissan,
Head of Responsible Investment,
Actis (Case Study #9)
Anna Oleksiak,
Investments, Blue like an Orange
Sustainable Capital (Case Study #24)
Pascale Oligny,
Head of ESG and Impact, Cordiant
Capital (Case Study #21)
Projects Directorate,
Legal Directorate,
Operations Directorate, EIB European Investment
Bank (Case Study #15)
Caitlin Rosser,
Senior Officer, Impact and
Communications, Calvert Impact Capital (Case
Study #14)
Christiane Rudolph,
Head of Dept., DEG (Case
Study #25)Matthew Saville, Managing Director, STOA Infra &Energy (Case Study #13)
Hannah Schiff,
Director of Impact, Responsible
Investing, Nuveen (Case Study #32)
Elizabeth Seeger,
Director, Sustainable Investing,
KKR (Case Study #31)
Norah Sullivan,
Development Effectiveness Officer,
Strategy and Development Dept., IDB Invest (Case
Study #18)
Kathryn Sutton,
Head of Communications a.i.,
BlueOrchard (Case Study #20)
Marina Svistak,
Senior Impact Officer, FinDev
Canada (Case Study #17)
Lorraine Talon,
Development Effectiveness
Officer, Impact Measurement Unit, Proparco
(Case Study #5)Mona Tarpley,
Principal Counsel, IFC Asset
Management Company (Case Study #3)
Romain Vélon,
Investment Analyst, STOA Infra &
Energy (Case Study #13)
Virginie Vitiello,
Environmental & Social Head,
STOA Infra & Energy (Case Study #13)
Apricot Wilson,
Head of Impact and Deputy CEO,
Forestry and Climate Change Fund (Case Study #16)
Maria Teresa Zappia,
Chief Investment Officer,
BlueOrchard (Case Study #20)
Safeya Zeitoun,
Impact Measurement Specialist,
Symbiotics (Case Study #27)
Gwendolyn Zorn,
Head of Impact, Phatisa (Case
Study #19)
viPRINCIPLE
1) AXA Impact FundClimate & Biodiversity
..............242) Christian Super Fund
3) IFC AMC Asset Management Company
..................284) LeapFrog........................................................................
.....305) Proparco
......326) Sarona Asset Management
PRINCIPLE
7) responsAbility
8) Triple Jump
..38PRINCIPLE
9) Actis
.............4010) Credit Suisse
11) DPI Development Partners International
...............4412) Partners Group.................................................................46
13) STOA Infra & Energy
PRINCIPLE
14) Calvert Impact Capital
15) EIB European Investment Bank.................................52
16) Investing for Development SICAV,
Forestry and Climate Change Fund
...............................5417) FinDev Canada
18) IDB Invest
..5819) Phatisa
.......60PRINCIPLE20) BlueOrchard
21) Cordiant Capital
22) INOKS Capital
23) Swedfund
..68PRINCIPLE
24) Blue like an Orange Sustainable Capital
..............7025) DEG Deutsche Investitions- und
EntwicklungsgesellschaftGerman
Development Finance Institution, a member
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