The field of impact investing continues to represent a growing market, with more investors seeking to put their money behind ventures that will make a positive impact in the social sphere. As such, evaluators should have frameworks in place in order to evaluate these ventures. Because of the large amount and seemingly dense nature of data associated with impact investing, it is important to make the evaluations of impact investing manageable and meaningful. For that reason, this ignite presentation lays out a stakeholder-focused logic chain for the evaluation of impact investing. This logic chain thoroughly lays out the key components of these ventures with the goal that stakeholders can be sure their impact investment truly does demonstrate impact.

1. PUTTING THE “IMPACT” IN
IMPACT INVESTING
A Stakeholder-Focused Evaluation Approach
Presenter: Rose Kowalski

2. Social
Impact
Grantor
Grantee
Grantor / Grantee Relationship

3. 5 Dimensions of Impact Investing
2
1
3
4 5
Social
Impact
Engagement

4. 1st Dimension of Impact Investing
Engagement
Capital Social
Impact
2 Goals: Invest in ventures with
monetary return & impact

5. 2nd Dimension of Impact Investing
Engagement
Capital Social
Impact
3 Goals: Earn capital for
themselves, investors, AND
make impact

6. 5 Dimensions of Impact Investing
2
1
3
4 5

7. 21
3
Engagement

8. ?
Imagine You Are An Investor…1

9. Mission:
Advance
Education
Define your mission…1

10. Investor
Mission Ideal
Investee
Activities
Advance
Education
Buy
textbooks
Improve
course
content
Define activities that
meet your mission…
1

11. Investor Investee
A
Investee
B
Mission Ideal
Investee
Activities
Activities Activities
Advance
Education
Buy
textbooks
 
Improve
course
content

1

12. Imagine You Are An Investee…
Define your mission…
2

13. Investee
Activities
Desired
Impact
Buy
textbooks
Improve
schoolsImprove
course
content
Link your activities
to desired impact.
How do you link
activities to your
mission?
2

14. Investee
Activities
Desired
Impact
Buy
textbooks
Improve
schoolsImprove
course
content
Validated studies &
lit reviews
Cite studies
supporting your
activities, refer to
them when talking
to investors.
2

15. Investee
Activities
Desired
Impact
Buy
textbooks
Improve
schoolsImprove
course
content
3 Find the overlap between investor & investee...

16. Investor Investee
Desired
Impact
Activities
Desired
Impact
Improve
School
Performance
Buy
textbooks
Improve
schoolsImprove
course
content
3 Track specific components of the engagement…

17. Investor Takeaway
1. Define mission
2. Link mission to
investee
activities
3. Invest
accordingly

18. Investee Takeaway
1. Define mission
2. Link mission to
your activities

19. Engagement
Engagement Takeaway
1. Link investee
activities to
investor mission
and desired impact

20. 5 Dimensions of Impact Investing
Engagement
Capital Social
Impact
2
1
3
4 5
Topic for AEA
2016!