1. Drs Alcanne Houtzaager MA Impact Investing News Impact investor. researcher & blogger An Impact Indicator? 2. Investing in activities with measured social and/or environmental goals and financial returns. Impact Investing is financially sustainable It aims at upscaling the activities with social and/or environmental goals to a maximum, maybe even global level. Impact Investing Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 3. 2 An impact indicator? Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 4. 3 The Financial/Risk indicator EU Essential investors information But what about the Impact? Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 5. 4 Added value? Sustainable investing: do less harm 'Best-in-class' investing Impact investing: do good Measured and rated Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 6. 5 Ambition Content Characteristics Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 7. 6 Private equity Impact Investing: Players are the institutional & a few private (HNWI) investors The social fact sheet by PGGM & ERIM (Erasmus University R'dam). Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 8. 7 Microfinance & It's slipstream Financial inclusion Clean renewable energy & it's slipstream: clean tech & IT Sustainable Multinationals Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 9. 8 Investment products with impact The old & the new (hot!) Bonds: everybody loves fixed income Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 10. 9 Development bonds: global & regions Theme's: Vaccines, Reconstruction, Green & Climate Change (transition) Bonds The Big Bond Bang: surge in (huge) green corporate bonds Social Impact & Charity Bonds Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 11. Impact indicator 0 = I just care about financial returns. 1 = I care about financial returns and do not invest in harmful industries and products. 2 = I care about financial returns and Environment, Social & Governance risks. 3 = I care about financial returns and Environment, Social & Governance opportunities. 4 = I care about financial returns and global threats and solutions. 5 = I care about financial returns and peoples basic needs. 6 = I want to invest in impact & am willing to give up return. (Formally there could -1 = I'll invest in anything: even illegal weapon builders, totalitarian regimes etc.) Inspired by the Sonen Capital KL Felicitas Foundation portfolio model Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 12. IINieuws 15feb15 Content, Acknowledgement, further research The case for an impact indicator, What does it show, What are the foundations? Ask and though shalt receive: the Sonen Capital & KL Felicitas Foundation portfoliomodel with sustainable & thematic investments is asset classes. A model impact indicator Comments and suggestions: Prof Harry Hummels: Is it true & what does it cost? External verification and distinghuising levels & Drs Frank Wagemans, VBDO 5 levels suggestion. A clarification of the impact levels How to apply the levels, pragmatic or precise? A peaking investmentuniverse? No, a terraced pyramid, the impact indicator as an accelarator Conclusion http://impactinvestingnews.blogspot.com/2015/02/the-case-for-impact-indicator-for.html Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties 13. Contact: Drs AlcanneHoutzaager MA https://www.linkedin.com/in/alcannehoutzaager Twitter @Alcanne Www.impactinvestingnews.blogspot.com impactinvestmentnews@yahoo.com Drs Alcanne Houtzaager MA, Impact Investing Nieuws, Impact investor & blogger, Presentaties