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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
Agenda Research aims and objectives What are PDFPs? Research approach Findings Recommendations Questions & discussion Copyright UK Social Investment Forum
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
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?
Research approach Copyright UK Social Investment Forum
Research approach Copyright UK Social Investment Forum
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
Copyright UK Social Investment Forum Research findings
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
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
Copyright UK Social Investment Forum Any questions? Josephine Go Jefferies jgojefferies@yahoo.co.uk http://uk.linkedin.com/in/josephinegojefferies With thanks to:

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Neiw Investing In Social Development Slides

  • 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:

Editor's Notes

  1. Differentiate from impact investing
  2. 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)
  3. Interviews triangulated with publicly available marketing documents/commentary and lit review
  4. Oikocredit Dutch tax law