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  • Differentiate from impact investing
  • Philanthropy/corporate giving, (social) impact investing, MDGs, Social Investment Funds (quick and effective response to transitional problems or a compensatory mechanism to deliver resources to poor communities)
  • Interviews triangulated with publicly available marketing documents/commentary and lit review
  • Oikocredit Dutch tax law

Transcript

  • 1. Copyright UK Social Investment Forum
    Sponsored by:
    INVESTING IN SOCIAL DEVELOPMENT How do we encourage the growth of pro-development financial products?Josephine Go JefferiesNottingham University Business School11 November 2009
  • 2. Agenda
    Research aims and objectives
    What are PDFPs?
    Research approach
    Findings
    Recommendations
    Questions & discussion
    Copyright UK Social Investment Forum
  • 3. Research aims & objectives
    Provide an overview of the supply side to date
    Establish best practice framework from related subjects
    Perform gap analysis
    Indicate areas of risk
    Make recommendations
    Copyright UK Social Investment Forum
  • 4. Copyright UK Social Investment Forum
    What are PDFPs?
    Green & ethical investments that fund social & environmental development initiatives
    Blended returns (financial &social dividend)
    Evolution of charity space &decentralised public good provision
    How can PDFPs appeal to a spectrum of investor types?
  • 5. Research approach
    Copyright UK Social Investment Forum
  • 6. Research approach
    Copyright UK Social Investment Forum
  • 7. Research findingsKey challenges for the sector
    Threat of substitute products means market unaware of aspects of differentiation
    Limited marketing resources
    Educating potential investors to value social return as much as financial return
    Comparability of meaningful social impact metrics
    Mission drift (values disconnect)
    Copyright UK Social Investment Forum
  • 8. Copyright UK Social Investment Forum
    Research findings
  • 9. RecommendationsTargeted to appeal to investors
    Transparency: asset valuation, ROI calculation including what social impact outcomes equate to proportion of financial return
    Professional management reports to aid intermediaries and differentiate PDFP sector
    Identification of lead participants to increase network and prestige effects
    Financial management credibility to increase share of pocket beyond ‘spare money’ mental framing
    Increase tradability of assets
    Copyright UK Social Investment Forum
  • 10. RecommendationsFormation of PDFP organisational field
    Collaboration for joint-product development (financial & social impact competencies)
    Agree standards of blended value performance reporting
    Encourage networking to increase referrals within PDFP sector and ensure delivery of prestige benefits and identify lead participants
    Copyright UK Social Investment Forum
  • 11. Copyright UK Social Investment Forum
    Any questions?
    Josephine Go Jefferies
    jgojefferies@yahoo.co.uk
    http://uk.linkedin.com/in/josephinegojefferies
    With thanks to: