Neiw Investing In Social Development Slides

376 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
376
On SlideShare
0
From Embeds
0
Number of Embeds
7
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • 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
  • Neiw Investing In Social Development Slides

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

    ×