The document discusses impact investing and provides examples to illustrate how to evaluate investments using the Impact Indicator. Impact investing aims to generate social and/or environmental impact alongside financial returns. The Impact Indicator is a scale from 0 to 6 that allows investors to assess how well an investment aligns with their impact priorities. Several investment products are then analyzed using the Impact Indicator framework to determine what social and environmental issues they address and who benefits from the investments.
Framing strategy when emerging from a crisis webinar
Wednesday 15 April 2020
presented by Phil Driver
The link to the write up page and resources of this webinar:
https://www.apm.org.uk/news/framing-strategy-when-emerging-from-a-crisis-webinar/
X Sector Disruption | CIO Leaders Summit 2015 | The Propell GroupJulien de Salaberry
- Technology is or will disrupt your sector
- Hoping that it might miss you out is not a strategy!
- You will need to embrace and adopt the technology to innovate to stay in the game
- You also have the opportunity to explore how technology could enable your industry to disrupt another
Sheets met de keuzen van en voor impact investeerders aan de hand van II marktdata. De nadruk ligt op op Finance=Impact en Finance First Impact Investing. De marktdata is verzameld door JP Morgan Social Finance en theGIIN in 2011 in 'Insight into the Impact Investment Market, An In-Depth Analysis of Investor Perspectives and over 2,200 Transactions'. (JP Morgan, 14dec11, pdf, 30 pag.) En het Eurosif onderzoek naar II door High Net Worth Invetsors. Eurosif is de Europese koepelorganisatie van Verenigingen voor duurzaam investeren zoals de Nederlandse VBDO.
An impact investing portfolio for small (income) investors in public equity suggesting impact sectors and checklists for sustainable best-in-class companies and investment products (etp's, funds) and impact.
Op eerdere versies kreeg ik als commentaar dat men aaneemt dat de hoge impact niveaus lagere rendementen betekenen. Daarom heb ik nadrukkelijker toegevoegd dat impact investing hecht aan financieel rendement, bij alle impact niveau's, met uitzondering van niveau 6 waar men impact het belangrijkst vindt.
Framing strategy when emerging from a crisis webinar
Wednesday 15 April 2020
presented by Phil Driver
The link to the write up page and resources of this webinar:
https://www.apm.org.uk/news/framing-strategy-when-emerging-from-a-crisis-webinar/
X Sector Disruption | CIO Leaders Summit 2015 | The Propell GroupJulien de Salaberry
- Technology is or will disrupt your sector
- Hoping that it might miss you out is not a strategy!
- You will need to embrace and adopt the technology to innovate to stay in the game
- You also have the opportunity to explore how technology could enable your industry to disrupt another
Sheets met de keuzen van en voor impact investeerders aan de hand van II marktdata. De nadruk ligt op op Finance=Impact en Finance First Impact Investing. De marktdata is verzameld door JP Morgan Social Finance en theGIIN in 2011 in 'Insight into the Impact Investment Market, An In-Depth Analysis of Investor Perspectives and over 2,200 Transactions'. (JP Morgan, 14dec11, pdf, 30 pag.) En het Eurosif onderzoek naar II door High Net Worth Invetsors. Eurosif is de Europese koepelorganisatie van Verenigingen voor duurzaam investeren zoals de Nederlandse VBDO.
An impact investing portfolio for small (income) investors in public equity suggesting impact sectors and checklists for sustainable best-in-class companies and investment products (etp's, funds) and impact.
Op eerdere versies kreeg ik als commentaar dat men aaneemt dat de hoge impact niveaus lagere rendementen betekenen. Daarom heb ik nadrukkelijker toegevoegd dat impact investing hecht aan financieel rendement, bij alle impact niveau's, met uitzondering van niveau 6 waar men impact het belangrijkst vindt.
Because people sometimes assume that high impact levels imply low returns I have added 'I care about financial returns' in all the impact levels (apart from level 6, the only level where it is not balanced, because impact is. I quote, because I agree with Jed Emerson, 'return ambitions are aligned with your risk appetite, not your impact appetite'.
A stock market is the aggregation of buyers and sellers of stocks (also called shares); these may include securities listed on a stock exchange as well as those only traded privately. Wikipedia
Impact Investing is investing with measured positive impact and risk related financial returns. It goes beyond the People-Planet- Profit principles focusing on specificsectors and peoples.
The visual shows traditional DEEP impact investments 'doing good' on the left, top & bottom and BROAD impact investing 'doing less harm' on the left in the evolved responsible, sustainable and ESG Risk universe.
UPDATES: Euronext Amsterdam was awarded best global CSR stock exchange in August 2016 and Morningstar launched a Country Sustainability Benchmark mid October 2016 based on country indices and the underlying portfolio. The ESG methodology explicitly includes Controversies. http://www.morningstar.co.uk/static/UploadManager/Other/Morningstar%20Sustainability%20Atlas%20-%20October%202016.pdf
ACTION & REACTION of Investors, Finance & Investees.
In Impact Investing the limited availability of (inclusive) impact investment products steer investors towards different(iated) impact levels, preferred investment products & impact assets allocation.
E.g. in fixed income green or muni bonds, health property, farmland REITs or SDG investment funds etc. Of course all investments have impact, but impact investing aims at doing well & doing good, which in today's investment market practice varies mainly from doing less harm (the largest offer in investment products) to having positive, broad and/or deep impact. It is an impact ladder developing with growing transparency & product innovation.
Defining a Theory of Change is a strategy for impact investors to define how to achieve impact, their societal & environmental goals. Just as their financial strategy or mandate defines the risk appropriate return goals.
For those overwhelmed by the choices, discourse & reasoning in the impact investment universe, I will briefly sketch impact investment choices i.e. actual market offerings & trends such as Exclusion, Engagement, ESG Integration and more impact ambitious goals such as SDG contribution as Theories of Change.
It is not intended as a philosophical thought piece & soul searching clarification of the theories, on the contrary it aims to be a simplification regardless of ethical, ideological or sustainability motivations.
THEORIES OF CHANGE are like INVESTMENT MANDATES: guiding principles to achieve goals.'Balancing impact
& return' mandates can be exclusion guidelines and/or allocation to low(er) ESG (Environment, Social & Governance) Risk Exposure and / or Selection of ESG Opportunity, Best-in-Class investments, SDG & (Deep) Impact Investments.
Especially for distribution purposes ESG Leaders & Chasers make ideal PARTNERS.
And sometimes direct FUNDERS, through their incubators, Venture Capital funds or directly through Mergers&Acquisition.
The Thought Piece presents a checklist for innovators searching standard data on negative impact risk issues and positive impact opportunities.
In Key Performance Indicators KPI's please!
Environment, Social, Governance or ESG score of Operations
Materiality or Relevance per sector, industry, region.
Forces influencing Issues: costs, regulation: limitation & taxation & activists (shareholders!)
Opportunities: Collaboration & Competition and Catalyzing Public Policy: Pilots, Scaling Finance & Preferred Partners.
In the Appendix you'l find dozens of positive & negative themes listed which Partners & Funders weigh in their impact risk & opportunity strategies and due diligence. On which abundant data is also present in sustainability reports, websites etc.
In part 5 of our course on Investible Impact Innovations we present you with a Model Impact Pitch Deck for marketing & funding built on the impact risks & metrics used by (aspiring) impact investors.
Top 12 of NET IMPACT for Investors & Innovators
12: Net Impact of the First Step
11: Small Part-> Big Impact
10: Impact Scaling Risks
9: Effectivity: Impact Types
8: Impact Alpha: Facts & Figures
7: Impact Risks
6: Business Dimensions
5: Efficiency: Impact P's
4: Impact Materiality (Oops forgot the 2nd NOT here)
3: Impact of Core Activities
2: Impact: Profitability & Prosperity
1: Impact MOAT Contribution to the Global Goals
Based on Brian Trelstads 5 P's of Impact in 'Making sense of many kinds of Impact' in Harvard Business Review of January 2016, I have defined the 5 characteristics of an ideal inclusive impact investment product.
VLOG https://youtu.be/ZmWxoGa9MMM
What are your thoughts and suggestions?
https://hbr.org/2016/01/making-sense-of-the-many-kinds-of-impact-investing
Decide on not doing Harm to People
decide on not doing Harm to Workers
Decide on Fair Treatment of Workers: Equality & Diversity
Decide on investing in Basic Needs & Impact Tech
Decide on investing in Scaling & Efficiency
HOW TO GUIDE: sources, standards, indices, ratings & rankings
THoMer Kristien zooms in on the challenges our world is facing today and the sustainable answers businesses have come up with. How purpose-driven is your company?
Conference featuring leading companies, investors, NGOs and other experts on how to measure and value corporate sustainability and what that means in practice.
An impact investing portfolio for small (income) investors in public equity suggesting impact sectors and checklists for sustainable best-in-class companies and investment products (etp's, funds) and impact.
The 2023 #KIIID #Key #ImpactInvestor #Information #document presents impact ambitions, strategy & tactics, #NetImpact and #impactmanagement.
The #UCITS #KID only gives financial impact risc information.
With new insights from 2022 #ESRS for #CSRD #EFRAG and #ISSB for #IFSR material risks & opportunities for fund & index builders and #fundmanagers
Have an #Impactful 2023!
Update: WorldEconomicForum #Stakeholderscapotalism 2020 publication on Materiality (p8) https://www3.weforum.org/docs/WEF_Embracing_the_New_Age_of_Materiality_2020.pdf
Climate exposure is defined as the potential gains or losses in an investor’s portfolio due to climate change. It encapsulates both climate-related financial risks as well as opportunities. Though climate exposure has many components, it can be divided into three broad subcategories: • Policy and legal exposure: The financial effects of policies designed to mitigate climate change (e.g., carbon pricing schemes) or policies designed to adapt to it (e.g., water management infrastructure and rationing) (Burton, Diringer, and Smith 2006); or litigation or adjudication related to climate change (Massachusetts v. Environmental Protection Agency 2007; Guyatt et al. 2011). • Physical and ecological exposure: The financial implications of changes to earth’s ecosystems. For example: the costs of shorter and warmer winters on the ski industry (Bebb 2015); the financial impacts of hotter weather on agricultural yields; or the economic consequences of severe weather/climatic events (e.g., Hurricane Sandy) that disrupt human economic activity. • Market and economic exposure: Human responses to the aforementioned policy and ecological changes that will reshape businesses, industries, economies, and markets (e.g., growth in clean energy technologies that threaten the fossil fuel industry) (Guyatt et al. 2011).
This slideshare as YouTube video
https://www.youtube.com/watch?v=duY5xgZLICM&t=15s
A 10min summary of the Impact Pitch Deck, the full hour.
Investible Impact Innovation is a 5 part course
Understanding Impact: Effectivity
Optimizing Impact: Cost Efficiency
Impact MOAT: Global Goals Contribution
The Impact Business Model Going to Market
Your Impact Pitch Deck: Impact Funder Types, Risks & Metrics
IMPACT SCALING: Tailored Workshops & Sprints @MinouSchillings @theGreenSprint.com
FEEDBACK: Investible Impact Innovation Ideas (after completing the 5 Feedback Forms)
CONTACT me @Linkedin Alcanne Houtzaager
Fast Track of the Impact Business Model - Investible Impact Innovations.pdfDrs Alcanne Houtzaager MA
This is the fast track of the Impact Business Model
Innovation Techniques & Tools
Please watch the FULL HOUR video of the Impact Business Model
CONTENT (Left side of the business model canvas)
Understanding Impact: Effectivity
Optimizing Impact: Cost Efficiency
Impact MOAT Contributing to the Global Goals
The recap of part 1-3
Boosting Impact Going to Market
OPERATIONS
Material Impact Sustainability Standards
Breakthrough Business Models John PPP Elkington
PARTNERS
Impact Icons: can they Scale?
ESG Leaders & Chasers: Can You scale?
CLIENTS
Quantity Impact
Quality Impact
Deep Impact for the Underserved
A hybrid business models to assure Revenues and Scaling capital
COSTS
Keep it Lean
REVENUES Mixed Income
Tapping into Impact Finance
WRAP UP
This is part 4 of Investible Impact Innovation
Understanding Impact: Effectivity
Optimizing Impact: Cost Efficiency
Impact MOAT: Global Goals Contribution
The Impact Business Model: Going to Market
Your Impact Pitch Deck: Impact Funder Types, Risks & Metrics
IMPACT SCALING: Tailored Worskhops & Sprints @minouschillings theGreenSprint
FEEDBACK: Investible Impact Innovation Ideas
(after completing the 5 Feedback Forms)
CONTACT me @linkedin alcannehoutzaager
https://www.youtube.com/watch?v=5wFIBhpKA1g&t=6s
More Related Content
Similar to Investing with the Impact Indicator ENG
Because people sometimes assume that high impact levels imply low returns I have added 'I care about financial returns' in all the impact levels (apart from level 6, the only level where it is not balanced, because impact is. I quote, because I agree with Jed Emerson, 'return ambitions are aligned with your risk appetite, not your impact appetite'.
A stock market is the aggregation of buyers and sellers of stocks (also called shares); these may include securities listed on a stock exchange as well as those only traded privately. Wikipedia
Impact Investing is investing with measured positive impact and risk related financial returns. It goes beyond the People-Planet- Profit principles focusing on specificsectors and peoples.
The visual shows traditional DEEP impact investments 'doing good' on the left, top & bottom and BROAD impact investing 'doing less harm' on the left in the evolved responsible, sustainable and ESG Risk universe.
UPDATES: Euronext Amsterdam was awarded best global CSR stock exchange in August 2016 and Morningstar launched a Country Sustainability Benchmark mid October 2016 based on country indices and the underlying portfolio. The ESG methodology explicitly includes Controversies. http://www.morningstar.co.uk/static/UploadManager/Other/Morningstar%20Sustainability%20Atlas%20-%20October%202016.pdf
ACTION & REACTION of Investors, Finance & Investees.
In Impact Investing the limited availability of (inclusive) impact investment products steer investors towards different(iated) impact levels, preferred investment products & impact assets allocation.
E.g. in fixed income green or muni bonds, health property, farmland REITs or SDG investment funds etc. Of course all investments have impact, but impact investing aims at doing well & doing good, which in today's investment market practice varies mainly from doing less harm (the largest offer in investment products) to having positive, broad and/or deep impact. It is an impact ladder developing with growing transparency & product innovation.
Defining a Theory of Change is a strategy for impact investors to define how to achieve impact, their societal & environmental goals. Just as their financial strategy or mandate defines the risk appropriate return goals.
For those overwhelmed by the choices, discourse & reasoning in the impact investment universe, I will briefly sketch impact investment choices i.e. actual market offerings & trends such as Exclusion, Engagement, ESG Integration and more impact ambitious goals such as SDG contribution as Theories of Change.
It is not intended as a philosophical thought piece & soul searching clarification of the theories, on the contrary it aims to be a simplification regardless of ethical, ideological or sustainability motivations.
THEORIES OF CHANGE are like INVESTMENT MANDATES: guiding principles to achieve goals.'Balancing impact
& return' mandates can be exclusion guidelines and/or allocation to low(er) ESG (Environment, Social & Governance) Risk Exposure and / or Selection of ESG Opportunity, Best-in-Class investments, SDG & (Deep) Impact Investments.
Especially for distribution purposes ESG Leaders & Chasers make ideal PARTNERS.
And sometimes direct FUNDERS, through their incubators, Venture Capital funds or directly through Mergers&Acquisition.
The Thought Piece presents a checklist for innovators searching standard data on negative impact risk issues and positive impact opportunities.
In Key Performance Indicators KPI's please!
Environment, Social, Governance or ESG score of Operations
Materiality or Relevance per sector, industry, region.
Forces influencing Issues: costs, regulation: limitation & taxation & activists (shareholders!)
Opportunities: Collaboration & Competition and Catalyzing Public Policy: Pilots, Scaling Finance & Preferred Partners.
In the Appendix you'l find dozens of positive & negative themes listed which Partners & Funders weigh in their impact risk & opportunity strategies and due diligence. On which abundant data is also present in sustainability reports, websites etc.
In part 5 of our course on Investible Impact Innovations we present you with a Model Impact Pitch Deck for marketing & funding built on the impact risks & metrics used by (aspiring) impact investors.
Top 12 of NET IMPACT for Investors & Innovators
12: Net Impact of the First Step
11: Small Part-> Big Impact
10: Impact Scaling Risks
9: Effectivity: Impact Types
8: Impact Alpha: Facts & Figures
7: Impact Risks
6: Business Dimensions
5: Efficiency: Impact P's
4: Impact Materiality (Oops forgot the 2nd NOT here)
3: Impact of Core Activities
2: Impact: Profitability & Prosperity
1: Impact MOAT Contribution to the Global Goals
Based on Brian Trelstads 5 P's of Impact in 'Making sense of many kinds of Impact' in Harvard Business Review of January 2016, I have defined the 5 characteristics of an ideal inclusive impact investment product.
VLOG https://youtu.be/ZmWxoGa9MMM
What are your thoughts and suggestions?
https://hbr.org/2016/01/making-sense-of-the-many-kinds-of-impact-investing
Decide on not doing Harm to People
decide on not doing Harm to Workers
Decide on Fair Treatment of Workers: Equality & Diversity
Decide on investing in Basic Needs & Impact Tech
Decide on investing in Scaling & Efficiency
HOW TO GUIDE: sources, standards, indices, ratings & rankings
THoMer Kristien zooms in on the challenges our world is facing today and the sustainable answers businesses have come up with. How purpose-driven is your company?
Conference featuring leading companies, investors, NGOs and other experts on how to measure and value corporate sustainability and what that means in practice.
An impact investing portfolio for small (income) investors in public equity suggesting impact sectors and checklists for sustainable best-in-class companies and investment products (etp's, funds) and impact.
The 2023 #KIIID #Key #ImpactInvestor #Information #document presents impact ambitions, strategy & tactics, #NetImpact and #impactmanagement.
The #UCITS #KID only gives financial impact risc information.
With new insights from 2022 #ESRS for #CSRD #EFRAG and #ISSB for #IFSR material risks & opportunities for fund & index builders and #fundmanagers
Have an #Impactful 2023!
Update: WorldEconomicForum #Stakeholderscapotalism 2020 publication on Materiality (p8) https://www3.weforum.org/docs/WEF_Embracing_the_New_Age_of_Materiality_2020.pdf
Climate exposure is defined as the potential gains or losses in an investor’s portfolio due to climate change. It encapsulates both climate-related financial risks as well as opportunities. Though climate exposure has many components, it can be divided into three broad subcategories: • Policy and legal exposure: The financial effects of policies designed to mitigate climate change (e.g., carbon pricing schemes) or policies designed to adapt to it (e.g., water management infrastructure and rationing) (Burton, Diringer, and Smith 2006); or litigation or adjudication related to climate change (Massachusetts v. Environmental Protection Agency 2007; Guyatt et al. 2011). • Physical and ecological exposure: The financial implications of changes to earth’s ecosystems. For example: the costs of shorter and warmer winters on the ski industry (Bebb 2015); the financial impacts of hotter weather on agricultural yields; or the economic consequences of severe weather/climatic events (e.g., Hurricane Sandy) that disrupt human economic activity. • Market and economic exposure: Human responses to the aforementioned policy and ecological changes that will reshape businesses, industries, economies, and markets (e.g., growth in clean energy technologies that threaten the fossil fuel industry) (Guyatt et al. 2011).
This slideshare as YouTube video
https://www.youtube.com/watch?v=duY5xgZLICM&t=15s
A 10min summary of the Impact Pitch Deck, the full hour.
Investible Impact Innovation is a 5 part course
Understanding Impact: Effectivity
Optimizing Impact: Cost Efficiency
Impact MOAT: Global Goals Contribution
The Impact Business Model Going to Market
Your Impact Pitch Deck: Impact Funder Types, Risks & Metrics
IMPACT SCALING: Tailored Workshops & Sprints @MinouSchillings @theGreenSprint.com
FEEDBACK: Investible Impact Innovation Ideas (after completing the 5 Feedback Forms)
CONTACT me @Linkedin Alcanne Houtzaager
Fast Track of the Impact Business Model - Investible Impact Innovations.pdfDrs Alcanne Houtzaager MA
This is the fast track of the Impact Business Model
Innovation Techniques & Tools
Please watch the FULL HOUR video of the Impact Business Model
CONTENT (Left side of the business model canvas)
Understanding Impact: Effectivity
Optimizing Impact: Cost Efficiency
Impact MOAT Contributing to the Global Goals
The recap of part 1-3
Boosting Impact Going to Market
OPERATIONS
Material Impact Sustainability Standards
Breakthrough Business Models John PPP Elkington
PARTNERS
Impact Icons: can they Scale?
ESG Leaders & Chasers: Can You scale?
CLIENTS
Quantity Impact
Quality Impact
Deep Impact for the Underserved
A hybrid business models to assure Revenues and Scaling capital
COSTS
Keep it Lean
REVENUES Mixed Income
Tapping into Impact Finance
WRAP UP
This is part 4 of Investible Impact Innovation
Understanding Impact: Effectivity
Optimizing Impact: Cost Efficiency
Impact MOAT: Global Goals Contribution
The Impact Business Model: Going to Market
Your Impact Pitch Deck: Impact Funder Types, Risks & Metrics
IMPACT SCALING: Tailored Worskhops & Sprints @minouschillings theGreenSprint
FEEDBACK: Investible Impact Innovation Ideas
(after completing the 5 Feedback Forms)
CONTACT me @linkedin alcannehoutzaager
https://www.youtube.com/watch?v=5wFIBhpKA1g&t=6s
As 8,5m video: https://youtu.be/CLfNXYu1uK0
1 Hi, to the summary of ImpactMOAT: Contributing to the UN Global Goals giving you 5 Innovation Tools.
2: After tweaking our Impact Effectivity & Cost Efficiency, now we look at your Impact Moat. Next is Boosting your impact, going to market, and your Impact Pitch Deck.
3: Impact MOAT, is your EXTRA Global Goals contribution, your advantage over the competition. Let's do this, without having to assess the impacts of your innovation idea for ALL 172 Global Goal targets. Let's focus!
4: ImpactMoat is about:
Global Goals Interactions
Material Sustainability Standards for the Goals
Sectors and sub sectors contribution and
contributing to specific or groups of Goals.
Aiming to spark Unique Solution Propositions. USP2
5: The Interaction tool helps you assess & boost impact. Focus on positive impact, and avoid neutralizing or negative interaction impact. There are great case studies and Global Goal progress reports.
6: The decision tree helps you assess & tweak.
The full hour video gives you more framework examples.
7: The Sustainability Standards assessment tool. The almost 30 standards that are more, or less relevant, for business to manage risks and futureproofing. But can be used for opportuntities too. A blue ocean! The OECD guestimates impact investing in the Global Goals focuses for 90% on ESG risks, negative impact.
8: Eccles, Betti & Consolandi benchmarked the importance of sustainability standards for the Global Goals. The Supply Chain has the highest impact on all Global Goals, Next Product Design & Life Cycle And Access: availability & affordability, with 55%. Detailed data is found in the full hour video.
9: My favorite is Access, People Impact. More than 50% material for: the HEALTHCARE sector (Biotechnology & Pharmaceuticals and Health Care Delivery & Managed Care). So Global Goal 3 Healht & Wellbeing.
10: The decision tree looks at the 3 most contributing sustainability standards, and the many Global Goals they contribute to.
11: (Sub)Sector contribution to the Global Goals with the top contributing sectors and sub sectors. Prof Bob Eccles published a detailed series in Forbes, on the 11 sectors and their over 70 sub sectors contributions. BONUS data is found in Global Goal frameworks of Big business. Their materiality matrices reflect their priorities & Global Goals ambitions. So you know what demand there is out there
12: Table explainer: Sector contribution data, more and sub sector data in the full hour version.
13: A Decision Tree. Focus on tangible Basic Needs: Access to Finance, Nutritious Food, Health Care, Education & Training, Clean Water & Sanitation, Smart Energy, Safe Housing & Mobility in Sustainable Cities & Communities. Climate Action to save ourselves. And achieving these Basic Needs, such as Gender Equality.
14
15 Wrap up
16 16: Please watch Impact MOAT, the full hour video. https://youtu.be/vUSNOX0JSEY
Alcanne Houtzaager
Minou Schillings www.thegreensprint
1: Hi, welcome to the fast track of Optimizing Impact, to assess impact costefficiency. We give you:
The Challenge and Critical Questions
7 Impact P’s: to assess the impact & investibillity
9 Tailored Innovation Techniques, to boost and tweak
2: Tackling Optimization of Impact is crucial for your impact Design, it boosts competitiveness and weeds out scaling risks when Access isn’t built in with Affordability & Availability, A Bargain Buy!
3: The & Impact P’s are
PROFITABILITY: Cost Management & Revenues,
PROSPERITY: taking Stakeholders interests into account. Scaling Impact!
4: Your Critical Questions are
Is it Frugal?
Is Affordability Achievable?
Is Availability Achievable?
Is it Marketable as a Bargain Buy?
5: For PROFIT, use MichaelPorter’s Force Fields: Customers, Suppliers, New Entrats, Rivalry and Substitute Products/Services on #MaterialImpact as disclosed in @SASB #MaterialityMap.
6 For PROSPERITY: Ask How? 5 times for design and going to market to scale. Use Impact Effectivity, the Impact Scaling P's: Profitability & Prosperity and coming up: the 5 P's of your Impact Design.
Balancing Profit & Prosperity, is the ultimate challenge.
7: Impact P's by #BrianTrelstad prof #SociaEntrepreneurship at @HarvardBusinessSchool
PARADIGM: Disruptive Innovation in Markets
PRODUCT: A #BasicNeed or #ImpactTech to scale Access.
PLACE: #Underserved, People that Need it Most
PROCESS: Business practices, such as #FairTrade
PLANET: Clear & Measurable environmental benefit.
8: Innovate for Paradigm: use #CircleofOpportunity, throwing 2 dice with 12 labels. Use the ImpactP's, Types & Effectivity as labels, to spark Synergy.
Generating Ideas through random combinations.
9: For Product: use #CauseandEffect fishbone combined with the Impact P's to assess Product, or Service Impact. Add the Underserved to assure Access. Track low impact performance, and Optimize it! Identify, sort, and display possible causes.
10: For Place and the #Underserved, use the #ThinkingHats by Dr Edward deBono. Linking his 6 perspectives to the Impact Ps & Critical Questions on Scaling impact.
11: For Process, use the #PCDA Plan-Do-Check-Act, Innovation Technique, supporting the infinite challenge of tweaking processess, internally & externally. Use the Impact P’s as dimensions, factors, for monitoring/control and continuous improvement.
12: Planet Impact has it's own assessment framework, chopping it up in the life cycle phases. Extracting Materials - Manufacturing - Distribution - Usage - End of Life.
13 Use the Impact P’s for #AttributeListing, to improve all over Impact Efficiency: Balance Profit & Prosperity to scaling, supported by Impact P's: costs versus access.
14: Visualize making card games Memory & Quartet with Impact P’s typoers Underserved etc
15: That's all folks! Please watch FULL HOUR Optimizing Impact https://youtu.be/ysv_bhy-dXU on https://www.youtube.com/@alcannehoutzaager1304
Contact me here or on Linked In https://www.linkedin.com/in/alca
1: Investible Impact Innovations - FREE online course video or slides
2: Five parts with innovation technique tools & tricks, tackling the challenge with critical questions, need to know, checklists, impact investment cases, quizzes, decision trees…
3: Part 1 Understanding Impact: the 4 Impact Types for Net Impact: Effectivity
4: Part 2 Optimizing Impact with the 7 Impact P’ for Impact Cost Efficiency
5: Part 3: Impact MOAT, contributing to the UN Global Goals
6: Part 4: The Impact Business Model
7: Part 5 Your Impact Pitch Deck, with tailored metrics for marketing & funding. Bonus: bootcamp Impact Reporting Regulation. #EU, #ESRS, US, #ISSB
You Tube: https://www.youtube.com/@alcannehoutzaager1304/videos
Contact me: https://www.linkedin.com/in/alcannehoutzaager/
Tailored workshops by Minou Schillings @ thegreensprint.com
INVESTIBLE IMPACT INNOVATIONS:
CHALLENGES in the 5 part Online Course
INNOVATING for INVESTIBLE IMPACT has it's Challenges
Assessing & Managing the unknowns…
Optimizing Impact Cost Efficiency, for Access: Affordability & Availability
Contributing to the Global Goals, managing interactions, stressing material sustainability standards & innovating for the best (sub)sectors.
Boosting impact when Going to market, avoiding Mission Drift
Selecting relevant impact data for marketing & funders
and impact reporting, now regulated in the EU and globally by the IFRS
Challenged? Contact me
Contact me Alcanne Houtzaager here, on You Tube or LinkedIn
For feedback on innovation concepts, fill in the course feedback forms.
For tailored workshops & sprints: Minou Schillings https://thegreensprint.com/
VIDEO https://www.youtube.com/watch?v=KE8W813RCy0
MY CHANNEL https://www.youtube.com/watch?v=6yC9JErTd2o&t=12s
1: Investible Impact Innovations, for innovators & investors,
Why you want to take this free online course.
2: Investible Impact Innovations, WHAT problems does it solve?
Most impact innovations are Unaccessible: Unaffordable & Unavailable.
They will not scale, or serve the people that need it most.
Still using capitals: finance, natural resources, brain power, time & energy....
3: #Innovation: because Tools, Products & Services work better than behavior change. #Impact: data Reporting Progress, accelerating the Data Revolution and boosting #Investibility, as all investing becomes impact investing: with financial and impact return.
4: HOW do you create them?
- With Net, more positive than negative Impact;
- Impact Cost Efficiency; Complete & Competitive;
- Have Impact Moat, contribute to multiple Global Goals;
- Boost impact In the Business Model and - Come with a real Impact Pitch Deck, not just money and trendy talk.
5: Investible Impact Innovations HOW MUCH?
Impact is Measured with Globally applied Metrics,
Now integrated in Global Reporting Regulation.
This new DATA stream will accelerate All investing, to become impact investing: with financial and impact return.
6: Good Impact Design: avoids - InEffectivity, No or Low Net Impact
- Cost InEfficiency, wasting capitals; - No or Low ImpactMOAT, Global Goal contribution; - Mission drift going to Market/
- We assure Material Impacts, how to get Preferred Partners and Funders, Hybrid revenues, assuring organic growth, and flexibility. No PitchDeck with just finance and promises!
Impact Investors define 10 Scaling Risks, the course tackles them all.
7: Take the free online course of 5 parts, about one hour each
Add time to apply the innovation techniques & tools
And extra time to research tailored impact data
On issues and topics: risks and opportunities
Your Preferred Partners, and how to tap into Impact Finance.
For feedback on innovation concepts, fill in the course feedback form.
For tailored workshops & sprints by Minou Schillings @theGreenSprint,
Contact me Alcanne Houtzaager here, on You Tube or LinkedIn
VIDEO youtube.com/watch?v=lymdIaQuiG0
CHANNEL https://www.youtube.com/watch?v=6yC9JErTd2o&t=12s
Are you stuck with your #ImpactInnovation Idea,
#Marketing it to partners or getting #Funding?
TryThis: make a Quartet meets Memory cards game based on:
#ImpactTypes: DoGood, DoBetter, DoLessHarm & DoNoHarm
&
#ImpactP's: #Profit & #Prosperity, quantified in $ and #UNGlobalGoals, or your local, national agenda. Eg here in #Malta heatstress in our very builtup area's, peak powercuts, but also waterscarcity, protecting our environment & biodiversity, bees.
Than add Brian Trelstad professor #socialentrepeneurship at #Harvard P's: #Paradigm, #Product, #Place, #Process & #Planet.
That should get you somewhere between 50 and a 100 cards.
Which #ImpactType or #ImpactP stands out? Overlap means Synergy, but Paradoxes are WarningSigns!
Now devide the cards in Positive & Negative Impact. Assess.
Next add #Memory duocards for selected solutions, with the best & worstcase scenario outcomes, for Scaling & negative scaling Risks
And #Memory duo cards with the most Frugal, cheap solutions & HighTech expensive solutions. For Impact CostEfficiency and BargainBuys. Creating Access for All. And PremiumProducts in a Hybrid Businessmodel.
Play the game, have Fun and get your #Eureka Experience !
ImpactDeSPACS: Founding Year & Recommendations 2Q2020-3Q2022
Part 6 in a series on Impact(De)SPACS,
Catalysing the ImpactEconomy
The SPACBoom has many interesting features and one is the relative youth of merging, listing companies. With a lot of tech, it’s an opportunity to invest in State of the Art Tech Innovations with great Scaling Potential. Eg platform technology & biotech.
Recommendations and average price targets show analysts interest in these companies. Of course standing out is the correlation between market capitaliation and the number of recommendations, ratings.
A Special Purpose Aqcuisition or blank cheque Company, aims to find an innovative, high growth, disruptive company to merge with. ImpactSPACs target themes such as AgTech, Healthcare, EV, deCarbonization, RenewEnergy. Also ESG & Sustainability which is operation focused: #DoBetter, and preferably core activity: #DoGOOD.
Private, non governmental, Finance is crucial in achieving the GlobalGoals, screening sustainable impact business models and supplying the approriate risk adapted financial instruments. SPACs are Affordable: 10$ at launch, Accessible: listed/Public Investment opportunity. Making Impact (De)SPACs great -potential- accellerators of the Impact Economy.
This is part 6 of a series on ImpactSPACs from the SPACBOOM I posted on here Slideshare:
Impact SPACS Facts & Figures (1) https://www.slideshare.net/alcanne/impact-spacs-part-1-pdf
Impact deSPACS Sectors & Impact Information (2)
https://www.slideshare.net/alcanne/impactdespacs-part-2-sectors-impact-information-pdfpdf
Impact intended SPACS (3) https://www.slideshare.net/alcanne/impact-intended-spacs-part-3pdf
Stars Spangled ImpactSPACs (4) https://www.slideshare.net/alcanne/stars-spangled-spacs-part-4pdf
Retail SPAC investors in the SPACBoom (5)
https://www.slideshare.net/alcanne/retail-spac-investors-in-the-spacboom-20202022pdf
What does a #KIID Key Investment Information Document say if it only discloses one dimensional financials risks? Not #NetImpact...
What does #ESG score say?
Without a companies, (sub)sectors #NetImpact?
Not enough! So this is the Key #ImpactInformation Investment Document #KIIID
Explanation here https://www.slideshare.net/alcanne/slideshare-kiiid-key-impact-investor-information-document-factsheet-landscapepdf
Wat zegt een #EBI Essentiele Beleggers Informatie document dat alleen inzicht geeft in de financiele risico's?
Zonder de #NettoImpact
Wat zegt de #ESG score van een investering?
Zonder de #NettoImpact?
Niet genoeg! Daarom is er nu de Essentiele Beleggers Impact Informatie
Met toelichting hier:
https://www.slideshare.net/alcanne/ebii-essentiele-beleggers-impact-informatiepdf
The SPACBoom has many interesting features and one is the Rise of the Retail Investor.
SPACs are a way for retail inventors to invest in formerly very exclusive new technology corps with great Scaling Potential. Exclusive because in the US Private Equity & Venture Capital often are for ’accredited investors only’ (classification by the SEC, Security Exchange Commission). Usually sizable investments ranging from million US$ to millions US$. Traditionally SPACs in the States were a market for institutional investors getting extra information as they brought in the big bucks for complementary PIPE funding. In the SPACBoom that changed…
De #EBI geeft informatie over de financiele risico's van een beleggingsproduct.
De nieuwe #EBII 2023 geeft Essentiele Beleggers #ImpactInformatie over #impact ambities, strategie & management van een beleggingsproduct.
Met de nieuwste inzichten van 2022, de #ESRS en de #ISSB standaarden voor materiele impact risicos en kansen EN de basiskeuzes voor fondsbouwers en aanbieders. #ImpactTypes #ImpactIndicator #Materialiteit MatriCES en types Impactmetrics #GRI #SASB #IRIS+
Voor een impactvol 2023!
STARS Spangled #SPACs, the Rise of Celebrities in SPAC issuer teams are very visible feature of the SPAC Boom with it’s (over) representation in the media. Next to the Big numbers of Dollars, Deals, Drama leading to reshuffles at target/merger companies. Celebrities partnered with successful CEO’s and M&A experts as non finance professionals although many of them manage huge wealth & business models made in their sport/music/media careers.
It brought great Publicity, not so much $ Performance and SEC regulation: amost a year in the Boom, April 2021, it’s Office of Investor Education and Advocacy cautioned investors in an Investor Alert: It is never a good idea to invest in a SPAC just because someone famous sponsors or invests in it or says it is a good investment.*. Followed by a wider What You Need to Know about SPACs bulletin**
What if we had #MaterialityMaps
that showed #Risks & #Opportunities?
Like this one combining a #beer company's #materiality,
with #businessrisk #waterquality (recalls nr 1 risk for F&B
(as showed by Sustainalytics) and opportunities such as probiotic beer....
It is inspired by The HEINEKEN Company #watersaving progress (30%!), higher ambitions in #waterstresssed area's and to reuse the water is treats in production.#CircularEconomy
Beer is the 5th most consumed beverage in the world, so energy & water use are material to achieve the #GlobalGoals.
So I threw in #EnergyEffiency #RenewebleEnergy and the #Energymix as #DoLessHarm, #DoGOOD & #DoBETTER Impact.
Last but for #People impact most important, I added risks of #alcohol use. #GlobalGoal3: #Target3.5 and more effort on #NoAlcohol & #LowAlcohol sales (in stead of pushing bigger (!) sizes. No/Low Alcohol beers contain less calories so a #DoBETTERImpact factor as well)
I used #SDG12 #ResponsibleConsumption & Production as labels, not #GlobalGoals3 Health, because Heineken is a #FastMovingConsumerGoods #Beverages company and not a Healthcare suplier.
It can become a #GlobalGoal6 #Sweetwater company as they treat 96% of the water (#compliance to regulation) which seems more than they need for beerproduction (1l beer-3lwater). Depending on the waterquality after treatment #industrialwater #drinkingwater etc.
All plotting based on commonsense, mine, I prefer labels. They could become circles indicating the ''size'' of the risk/opportunity topic/issue as extra information as can be an issue with materiality maps. For CEOs & retail investors' #KIID.
Thanks to Donato Calace Elaine Cohen and the persons that mentioned lack of ''weighed'' materiality map elements #applespears and wh mentioned @BLorraineSmith #MaterReality away from the technical evolution and towards a realistic way of looking at ESG management in a broader contect of #Impact.
And especially #EdwinjmJanssen who reassured me that #EFRAG tries to link SASB Standards upcoming #ISSB standards for the risks & profitability of sustainability dimensions for sectors & companies to the new #EU transparency through #ESRS #CSRD environmental social impacts reporting Check out #SASB #MaterialityFinder for sectors & companies for relevent indicators. Tailor to company!
When to buy an Impact SPAC
-1- IPO1: SPAC(U) listing
Unit = Shares + Warrants, to be split later. A Warrant is the right to buy a share at ‘an exercise price of $11.50’ (LawInsider). Sometimes all three remain listed.
Team & Target Theme(s) announcement: #RumourAroundTheDeal #Disclosure #Marketing
TIP: Do a deepdive in the team. McKinsey favors CEO’s*), track record, themes, philosophy, sectors etc. SPACs have a website, rarely log in only, ImpactSPACs share their Story & Purpose
TIP: YahooFinance publishes updates, news/articles & SimplyWallstreet company, (top) shareholders profiles (retail, institutionals) & more.
-II- SILENCE until Merger Announcement
Q Do you like the impact? Is it Material? #ExchangeRate movement
Proceedings: Filings: Merger
INVESTOR PRESENTATION #Disclosure (SECs: EDGAR) Shareholders, Meeting & Voting, fin. media reporting.
TIP: Do a deep dive in the theme, sector & target company.
Track record, team investment rounds & (impact?) investors.
Financial & B2B media & VC Capital databases such as Crunchbase. IProfiles, News & lists & SPAC market updates).
!!!: This is where you can pull out without financial pain, as average SPAC stock price is still around 10US$. maybe even a small profit.
#Redemption = when the SPAC team pulls out.
You will get 10$ per share. back, but Warrants 0$.
III- IPO2
Listing the Merger company & financials. #Disclosure
Sometimes combined with a PIPE a Private Investment in Public Equity, when sponsors need to raise more money to complete the acquisition. Tip: PIPEs get publicity: with amounts, investors etc. #Completion
AVERAGE Historical DeSPAC stock value drop -30% (HBSResearch, 48 SPACS preBoom),
TIP: Monitor events on the IPO2 date as Most price surges or drops occur FAST
on the 1st DAYs, in 1st WEEKS 1st MONTHs, 1st YEAR...
TIP: Monitor investment media, analysts news articles, response to IPO2
-IV- DeSPACs -> Return & Impact reporting
Day 1*, Week 1,2,3,, Month 1, 2, 3, 6 Year 1*, 2, 3
Newly listed companies publish financial data SEC filings web pages Q earnings.
Investment websites give Advisors Names! RECOMMENDATIONs (BUY Buy Hold Sell)
& TARGET PRICEs (Low, Average, High)
But not always.... (yet) Initaited = will come soon.
ESG analysts (can) give sustainability scores & risks on the (Sector) OPERATIONS eg Sustainalytics. It might take a while
#Tip: Check out CSR Hub for large(r) universe
Part 2 on #Impact (De)SPACS
My selection methodology and dominant sectors: #LifeScience, #Biotechnology, #Electrification, #AgTech & #RenewableEnergy.
#Tips of where to look for #impactmanagement information & examples of Impact Metrics & Prioritization.
$BTTX
$PROK
$PRE
$EQRX
$LVWR
$BHIL
$GRNA
$LOCL
$PL
In part 2 on Impact DeSPACS I elaborate on my selection methodology and present the dominant sectors: Life Science, Biotechnology, Electrification, AgTech & Renewable Energy .
Tips of where to look for impact management information & examples of Impact Metrics & Prioritization.
$BTTX
$PROK
$PRE
$EQRX
$LVWR
$BHIL
$GRNA
$LOCL
$PL PlanetLabs CEO William Marshal will speak at WEF Davos 2023 Jan19 9CET https://www.weforum.org/events/world-economic-forum-annual-meeting-2023/sessions/the-earth-data-revolution
I selected 200 #ImpactSPACs and #DeSPACs from 4Q2020 to 4Q2022.
The #SPACBoom.
Affordable public equity <10US$ listed on US stockmarkets.
Almost 90% holdpromise of postive impact
eg #Electrification #Biotech #Sustainability #ESG.
I added #PIPEs as a catalyst for impact investing. <60B US$
Almost as much as raised with SPAC IPOs. > 60B US$
I looked at present yields (ignoring maturity), impact themes invbestor presentations, company websites ESG rating & recommendations.
Next Thought Piece will be on their Impact reporting: best practive. preferred metrics and more.
2. Impact Investing: definition
Investing in measured & benchmarked social and/or
environmental goals and financial returns.
Impact Investing is financially sustainable.
Impact Investing aims at upscaling impact,
preferably to the maximum, i.e. Global solutions
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
3. Mapping Impact Investing
Classic (exclusive)
Philanthropic (exclusive)
Direct (exclusive and inclusive)
Indirect (inclusive)
Crowdfunding for Impact (inclusive)
(Informal investing (exclusive)
Drs Alcanne Houtzaager MA: Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog
4. Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
5. Impact Investing Universe
Basic needs & Impact catalysts
with
Intended & measured Impact
Drs Alcanne Houtzaager MA: Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog
6. Drs Alcanne Houtzaager MA: Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog
14. Examples:
A Pennystock active in an impact sector (without labor
intensive reporting i.e. transparency procedures).
A Best in Class multinational active in impact sectors.
An ETP, Exchange Traded Product (or Fund), in the
impact sector: Health
A Sustainable ETP based on a Low Carbon Emmission
Index.
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
15. Example: Accsys Technologies
Accsys Technologies PLC: a British pennystock fund,
listed at London Stock Exchange and Amsterdam NYSE
Profile: (core)activity: production, sale and licensing of
Accoya® solid wood and the licensing of Tricoya® wood
elements technology. Development & commercialisation of
a range of transformational technologies for wood (chips,
fibres and particles) for use as class leading, environmen-
tally sustainable, construction materials.
Employment: 100 employees.
Stockdata: ISIN GB00BQQFX454 IEX:
http://www.iex.nl/Aandeel-Koers/247828/Accsys-Technologies.aspx
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
16. Example: Accsys Technologies
Sustainability: Accsys Technologies doesn't have a separate
sustainability page on its site. But an Impact report:(pdf, 32 pag.)
''Accsys aims to reduce the consumption of endangered
hardwood species and non-renewable, high carbon emitting
building materials. Its chemical technologies impart enhanced
properties of durability & dimensional stability to typically
fast-growing, sustainably sourced renewable forest
products. This is achieved with a lower carbon footprint –
taking a whole life view (in production, period of use and end-
of-life disposal) – without degrading resources of non-
renewable materials.' Source:
http://socialstockexchange.com/wp-content/uploads/2014/09/Accsys-2nd-Year-Impact-Report3110142.pdf
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
17. Example: Accsys Technologies
Transparency: Accsys is a small company and doesn't
use labor intensive reporting systems, but impact
reporting.
Sustainability indices & benchmarks: CSRHub puts it
with Forestry & Fishing companies at the 23rd
position (of
47) with low scores, but it is only partially rated. Part of
the ASN Bank and Triodos Bank investment universe.
Award: Market Development award 2011 TRADA.
Marketing of products and licences is impactant for
impact scaling.
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
18. Who benefits?
At product level: Accsys’s Technologies provides additional
customer choice.
Impact scaling: through an international distribution
network and licence agreements that encourage trade and
employment.
At global level: slower depletion of natural forestry and
other resources is seen as a contributor to environmental
preservation, improved carbon sequestration and reduced
harmful emissions. This also applies at country niveau:
where governments can influence behaviour through
legislation, regulation and local target setting.
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
19. Who benefits?
Impact levels: 3, 4 & 5.
Accsys Technologies is a 100% ESG opportunity
company (level 3), aiming at a worldwide threat:
deforestation (level 4) and nature preservation (level 5).
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
20. Example: Unilever NV/PLC
Unilever: A Dutch-British multinationaal listed at the London
Stock Exchange, Amsterdam NYSE & in the VS NYSE.
Profile: (core)activity: ''We meet everyday needs for
nutrition, hygiene and personal care with brands that help
people feel good, look good and get more out of life.''
Employment: 173.000
Stockdata: IEX Unilever AEX NL0000388619
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
21. Example: Unilever
Transparency: 'we assess our progress against three
indices: UN Global Compact, GRI and UN Millennium
Development Goals (MDGs)'. Focus, KPI's: CO³ & Water.
Sustainability: Our purpose as a business is about hel-
ping to build a world where everyone lives well and within
the natural limits of the planet: Brands that offer balanced
nutrition, good hygiene and the confidence that comes
from having clean clothes, clean hair and good skin;
Products which are sustainably sourced and used in a
way which protects the earth’s natural resources;
Respect for the rights of the people and communities.
Source: Unilever/sustainability. VP Sustainable Business
& Communications Europe: Drs Truus Huisman.
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
22. Example: Unilever
Indices & benchmarks: Robeco SAM: Sector leader,
Best-in-Class (Food & Beveager) > Dow Jones
Sustainability Index (US), FTSE4Good (UK), Vigeo
(Frans). Op Sustainable-Investment.org: 23 indices and
18 fondsen.
CSRHub:
http://www.csrhub.com/CSR_and_sustainability_information/Unilever-NV
Unilever is not listed in the investment universe of
(Dutch super sustainable ) ASN Bank en Triodos Bank.
Awards: Unilever participates in a number of specialist
external corporate ratings and rankings.
https://www.unilever.com/sustainable-living/the-sustainable-living-plan/our-strategy/awards-and-recognition/
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
23. Who benefits?
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
Product level: Food, personal care, hygiëne and soaps:
http://www.unilever.com/brands-in-action/index.aspx
More elaborate at:
https://en.wikipedia.org/wiki/List_of_Unilever_brands
In the Future: it aims at Eco-efficiency in manufacturing
including resources used and waste created. Reducing
GHG across our entire value chain, water associated with
consumer use, and in agriculture and manufacturing, our
packaging without compromising on protection or safety.
At Global level: making our supply chain sustainable and
driving systemic change within the agricultural system.
24. Who benefits?
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
Impact level: 3, 4 and 5.
Impact levels: Unilever invests in ESG Opportunities
(level 3, https://www.unilever.com/about/innovation/latest-news/),
works on worldwide threats (level 4, with it's programme for
Eco-efficiency) and basis needs food, hygiëne and
personal care (level 5).
25. Example: iShares EUR 600 Health
Profile: The iShares EUR 600 Health aims to duplicate the
performance of the STOXX® Europe 600 Health Care Index.
Stock data: DE000A0Q4R36, risk 5 (as a sectoral ETF and
because it has a limited number of holdings). Eurozone 25%
and Switzerland, Denmark and the VK (75%).
Sustainability: The etf has no specific impact or social aims,
but these European holdings rank high in the Access to
Medicine Index which benchmarks their efforts to make health
care accessible and affordable for poor countries.
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
26. Example: iShares EUR 600 Health
Transparency: Holdings and distribution on:
ishares-stoxx-europe-600-health-care-ucits-etf-de-fund. As the
holdings are quite large, their transparency is quite high.
Sustainability indices & listings: Some of the corporations
are listed in European and Global sustainable indices.
Company profiles on CSR Hub & fund and index listings on
www.Sustainable-investment.org
Benchmarks: Impact wise the bi-annual most interesting is the
http://www.accesstomedicineindex.org/ranking
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
27. Who benefits?
Product/service level: Healthcare: pharmaceuticals
medication and therapies. The etf has no impact goals and
depends on the corporations ambitions and collaboration.
In the Future: De Health sector realizes that on the long run
more healthcare for more people is more sound thatn more
expensive health care for fewer people. Their efforts to
promote accessible and affordable health care show this.
Vaccination (preventive medicine) is a field followed closely
by the Access to Medecine Index (A2MI)
World level: Follow the A2MI, WHO initiatives and DNDI:
http://www.dndi.org/partnership/partners.html#Pharmaceuticals
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
28. Who benefits?
Impact level: 5
Impact: The corporations in the ETP work on a basic need:
health(care) and the index holdings do well on improving
accessibility & affordability of healthcare in poor countries.
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Spreker over Impact Investing trends, Impact Investing Nieuws Blog.
29. BNP EasyETF Low Carbon 100
Profile: BNP EasyETF Low Carbon 100 Europe offers investors
immediate exposure to 100 European leaders in terms of carbon
emissions. The tracker aims to replicate, as closely as possible,
the performance of the Low Carbon 100 Europe® index (before
fees and taxation). Actually 111 companies. Factsheet:
Easyetf-low-carbon-100-europe. Sectors: Financials 19%
Health 12% (Roche, Sanofi, Bayer), also Oil&Gas 11% and
Tobacco. Eurozone, UK: 33%, Switzerland 11%.
Sustainability: The index is a product of Goodplanet.org/en
based on Carbon Emission Disclosures.
Easyetf/fundsheet. Risk: 6/7 Costs: 0,6% Frequency: 0.
Morningstar: Snapshot ISIN FR0010655597
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
30. BNP EasyETF Low Carbon 100
Transparency: The investment product is an ETF based on an
index assembled by Goodplanet.org/en based on Carbon
Emission Disclosure Reporting. This has evolved as an
environment standard, which is relevant for some corporations
core activities, but not for all from 'Materiality of Corporate
Sustainability' data point of view. However as the holdings are
very large corporations their lower Carbon Emissions contribute
significantly.
The ETF is a Sustainability index & benchmark. Note that iShares
(Blackrock) issued the MSCI ACWI Low Carbon Target Index in dec 2014. The ETP
exhibits a 78% reduction in current carbon emissions, and a 97% reduction in future
carbon emissions compared to a portfolio of broadly diversified global stocks. Profile:
50% USA, > 40% Financials & IT corps. Also General Electric, an energy corporation
and a major source of Carbon Emissions, but also very ambitious.
https://www.ishares.com/us/products/271054/ishares-msci-acwi-low-carbon-target-etf
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
31. Who benefits?
Product level: The companies included in the Low Carbon
100 Europe® index emit on average 38% less CO2 than the
300 largest European company by market capitalisation
before the last update of the composition in March 2010.
Now, with 21 new firms included in the Low Carbon 100
Europe index, the companies making up the index emit 43%
less CO2 than their benchmark universe on average. (April
2010). 42% less Carbon according to the website in 2015.
In the Future: Leaders inspire followers and pull laggards,
but there is no direct impact scaling target.
Global level: Less carbon emissions help the slow down of
climate transition and extreme weather (effects).
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
32. Who benefits?
Impact scaling: Selecting the 100 (111) carbon emission
reduction leaders inspires them to stay 'leaders', their
'followers' to increase carbon emission reduction activities
and the 'laggards' to undertake carbon emission reduction.
Impact levels: 2, 4 and 5.
BNP EasyETF Low Carbon Europe 100 corporations work
on E(SG) risks (level 2) causing worldwide climate
transition, a global threat (level 4).
The 12% Health corporations work for fulfilling a basic need
(level 5) listed in the http://www.accesstomedicineindex.org/
as top corporations making health accessible & affordable.
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.
33. Read more on:
Op SlideShare Presentation:
http://www.slideshare.net/alcanne/impact-indicator-20-return-and-impact-english-43814173
SlideShare (pdf):
http://impactinvestingnews.blogspot.nl/2015/02/the-case-for-impact-indicator-for.html
Op Impact Investing Nieuws (blog):
http://impactinvestingnews.blogspot.nl/2015/02/the-case-for-impact-indicator-for.html
Or LinkedIn Pulse:
https://www.linkedin.com/pulse/case-impact-indicator-investment-products-alcanne-houtzaager?trk=mp-author-card
Drs Alcanne Houtzaager MA, Public Equity Impact Investor, Speaker on Impact Investing trends, Impact Investing News Blog.