investing for impact barometer

20
BRIEFING Investing for Impact: Reaching the tipping point? Dr Stephanie Giamporcaro | Dr François Bonnici | 9 Sept 2014

Upload: matthew-le-cordeur

Post on 25-Jun-2015

2.696 views

Category:

Investor Relations


3 download

DESCRIPTION

University of Cape Town Graduate School of Business and the Bertha Centre for Social Innovation and Entrepreneurship's Dr Stephanie Giampocaro and Dr Francois Bonnici unpack the results of the 2014 African Investing for Impact Barometer. The Barometer depicts the spectrum of investors in Africa who seek to combine financial returns to help make a positive impact on society and the environment. It acts as a lens in which to view the fast-growing Investing for Impact (IFI) market in the two countries surveyed. Research for 2014 reveals that there’s been a significant boost in the IFI market in South Africa and Nigeria, both countries have indicated a 41% and 31% respective make up in IFI funds. * Dr Stephanie Giampocaro is research director, barometer director and a senior lecturer at the University of Cape Town Graduate School of Business. Her research explores how responsible, sustainable and impact investment concepts and activities are implemented in developed and emerging economies. Her academic theoretical roots are market sociology and anthropology, social studies of finance and economic sociology. * Dr Francois Bonnici is the director of the Bertha Centre of Social Innovation and Entrepreneurship. He has been trained as a medical doctor and holds a Masters degree in Public Health, as well as an MBA. He is also a senior lecturer at the Schwab Foundation for Social Entrepreneurship.

TRANSCRIPT

Page 1: Investing for impact barometer

BRIEFING

Investing for Impact: Reaching the tipping point?

Dr Stephanie Giamporcaro | Dr François Bonnici | 9 Sept 2014

Page 2: Investing for impact barometer

First academic centre in Africa dedicated to social innovation, using academia and demonstrative projects to address needs and pursue a more fair & inclusive world. Teaching, Research, Dialogue, Impact Key Areas §  Innovative Financing §  Inclusive Healthcare Innovation §  Education Innovation §  Scaling, Policy & Ecosystems §  Innovation Spaces

Bertha Centre

Page 3: Investing for impact barometer

Innovative Finance Initiative

The Innovative Finance Initiative is built around the need to develop a local impact-focused, social investment market in Sub-Saharan Africa to operate independently as well as partner with international investors.

In our experience, despite the vast opportunities for social and economic impact across the continent, the regional market for investing for impact is relatively immature with underdeveloped market infrastructure with inefficiencies, leading to high cost structures for investments with impact

Page 4: Investing for impact barometer

Innovative Finance Initiative

We have an ecosystem approach to our market-building mission and developed strategies to address both the demand and supply sides: •  We are educating stakeholders across the public

and private spheres to bring willing participants into the market, lower real and perceived barriers to investment and increase the availability and access to information on investing for impact.

•  We are conducting research on innovative financing in Africa and globally to create our knowledge base.

•  We are partnering with industry players to create investment and funding opportunities.

Page 5: Investing for impact barometer

OVERVIEW About the Barometer

Page 6: Investing for impact barometer

What is in the Investing for Impact spectrum?

•  Responsible Investing •  Socially Responsible Investing (SRI) •  Environmental Social Governance (ESG) •  Shar’iah-compliant

•  Impact Investing

•  Not Corporate Social Investing (CSI) •  Not Development Finance Institutions

Page 7: Investing for impact barometer

Samples and markets: Going Pan-African

•  2nd edition •  Includes South Africa

and Nigeria

Page 8: Investing for impact barometer

41% of all funds “described as” committed to IFI

Page 9: Investing for impact barometer

IFI language is mainstreaming & pie is growing

Page 10: Investing for impact barometer

Barometer pioneering insights into Nigeria

Page 11: Investing for impact barometer

Private Equity leads the way in Nigeria

Page 12: Investing for impact barometer

Comparison of both countries

Page 13: Investing for impact barometer

HOW MUCH ARE INVESTORS SHARING?

Communicating on IFI

Page 14: Investing for impact barometer

A wide spectrum of disclosure and reporting practices

Page 15: Investing for impact barometer

In IFI spectrum, core RI remains small

Page 16: Investing for impact barometer

IFI LEADERS – Asset Managers

Page 17: Investing for impact barometer

IFI LEADERS – Private Equity

Page 18: Investing for impact barometer

MAIN TAKE-AWAY MESSAGES Communicating on IFI

Page 19: Investing for impact barometer

MAIN TAKE-AWAYS

•  The IFI space represents a rising and significant part of the South African and Nigerian investment industry.

•  This momentum needs to be acknowledged.

•  We call for growing transparency of investment strategies and portfolios.

•  Advanced and refined metrics need to be developed in order to assess how these practices positively impact society and the environment at large.

Page 20: Investing for impact barometer

END

Visit  our  website  on  www.gsb.uct.ac.za/berthacentre  for  more  informa5on  

and  join  us  here  for  regular  updates: