GREATERCAPITAL is a not for profit social enterprise in the GreaterGood group. Registration number 2005/026508/08.Level 4 ...
> Rise of Social Entrepreneurship> Rise of Impact InvestingImpact Investing?
> The difference between Welfare andDevelopmentWhat it is NOT!
> Impact InvestingAn impact investment is defined as an investment that:• is designed to solve a significant social or env...
> Enterprise Development> Corporate Social Investment> Government interventions like the Jobs Fund> Strong financial infra...
> Focus on economic growth> Pools of capital much larger> Accountability and ownership/empowerment> Recycling of money> Sh...
> New forms of finance – DFID, USAID> Shift from AID to TRADE> Rockefeller> Tony Elemelu> CEO – CoorsInternational Funding...
The merging of all playersOwnersof CapitalAssetAllocationAsset Mgmt BDS/TAProvidersCorporateCompaniesPipeline AcademicTeac...
The three F’sBanksAIDEnterprise Development fundsDFI’sAngel InvestorsVenture capitalistsInnovation awardsAsset ManagersWho...
> Shareholder Value to Stakeholder value> CSR/CSI> Triple Bottom Line> Inclusive business Models> BBBEE> Impact Investment...
Kuyasa’s work emerges from the belief that poorand low-income people are credit-worthy andshould therefore be extended fin...
Typical uban housing challengeMicrofinanceLends to women who earn R3500 or lessRelationship Banking Model
> 1999> Works in Western and Eastern Cape> Microfinance> Lends to women who earn R3500 or less> Relationship Banking Model...
> Financial literacy> Safety> Loan officers> Protection from fires> Access to capital> Asset> Other income potentialImpact
> Each woman = R3500 p/m> Loan repayment is slow> Loan size of R10 000> Total finance = 128 000 000> Partial grant and par...
CSI Forum | Durban | Sept 2010
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Impact investing - Bridgit Evans

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The focus of grant funding globally is shifting to investment. Bridgit Evans uses the case study of the GreaterGood-supported Kuyasa Fund, which lends money to women to extend their RDP houses, to explore the concept of impact investing and which organisations this funding stream would be appropriate for.

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Transcript of "Impact investing - Bridgit Evans"

  1. 1. GREATERCAPITAL is a not for profit social enterprise in the GreaterGood group. Registration number 2005/026508/08.Level 4 BEE contributor. © GREATERCAPITAL 2010.Bridgit Evans23 May 2012Trialogue 2013
  2. 2. > Rise of Social Entrepreneurship> Rise of Impact InvestingImpact Investing?
  3. 3. > The difference between Welfare andDevelopmentWhat it is NOT!
  4. 4. > Impact InvestingAn impact investment is defined as an investment that:• is designed to solve a significant social or environmental need, mostfrequently serving the poorest members of society, that government orthe private sector is failing to support;• uses a market based approach to address the need and provides aproduct or services that is sustainable and income generative; and• can deploy “for profit” investment capital and provide a return toinvestors that is part financial and part social / environmental.Financial returns are at a minimum the return of principal but in mostinstances at or above market returns.Impact investments tend to focus on unlisted community based initiativesserving the poor, though in the case of environmental impactinvestments the market served and core activities tend to be muchbroader in reach and application.Impact Investment are keenly interested in measuring social andfinancial outcomes and attributing social/environmental impact(often, well after the fact) to their investments.Definitions
  5. 5. > Enterprise Development> Corporate Social Investment> Government interventions like the Jobs Fund> Strong financial infrastrucureSouth Africa’s Unique Position
  6. 6. > Focus on economic growth> Pools of capital much larger> Accountability and ownership/empowerment> Recycling of money> Shift in AID money – USAID DFID/UnitedNations> Shift from AID to TradeWhy it’s important
  7. 7. > New forms of finance – DFID, USAID> Shift from AID to TRADE> Rockefeller> Tony Elemelu> CEO – CoorsInternational FundingEnvironment
  8. 8. The merging of all playersOwnersof CapitalAssetAllocationAsset Mgmt BDS/TAProvidersCorporateCompaniesPipeline AcademicTeachingPolicy MakersForeignFoundationsAIDbodiesDFI’sPensionFundsConsultantsVentureCapitalEquityDebtIncubatorsSectorexpertsSupplychainCSIEDEntrepreneur networks &awardsSocialEntrepreneur Networks& awardsInnovationNetworks &awardsCrowdsourcing PlatformsNGO’sImbedding IIinto Financeand MBAdegreesDevelopingcase studiesNational andProvincialGovernmentTreasury
  9. 9. The three F’sBanksAIDEnterprise Development fundsDFI’sAngel InvestorsVenture capitalistsInnovation awardsAsset ManagersWho are the investors?
  10. 10. > Shareholder Value to Stakeholder value> CSR/CSI> Triple Bottom Line> Inclusive business Models> BBBEE> Impact Investment> BOPCorporate Sector
  11. 11. Kuyasa’s work emerges from the belief that poorand low-income people are credit-worthy andshould therefore be extended financial services tobuild sustainable homes and strong cohesivecommunities.Case Study – Kuyasa
  12. 12. Typical uban housing challengeMicrofinanceLends to women who earn R3500 or lessRelationship Banking Model
  13. 13. > 1999> Works in Western and Eastern Cape> Microfinance> Lends to women who earn R3500 or less> Relationship Banking Model> Loans to 12 800 people
  14. 14. > Financial literacy> Safety> Loan officers> Protection from fires> Access to capital> Asset> Other income potentialImpact
  15. 15. > Each woman = R3500 p/m> Loan repayment is slow> Loan size of R10 000> Total finance = 128 000 000> Partial grant and partial loanGrant vs Other Finance
  16. 16. CSI Forum | Durban | Sept 2010

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