© Global Impact Investing Network, 2015 1 Financial Performance: Impact Investing Benchmark AMIT BOURI CEO GLOBAL IMPACT INVESTING NETWORK JULY 9, 2015.

Slides:

Advertisements

Similar presentations

EPFR Global 1 Equity Fund Sector Weightings Reports How to read EPFR Equity Fund Sector Weightings Reports.

Advertisements

Using fund flows as a factor in the investment process.

IFC Asset Management Company Creating Opportunities in Emerging Markets May 2010 This presentation is solely for the use of the client institution and.

Investments and Infrastructure Key Taskforce Priorities Presented by Kirill Dmitriev CEO, Russian Direct Investment Fund 13 December 2012.

California Initiative Update. 2 Mission Statement The California Initiative will invest in traditionally underserved markets primarily, but not exclusively,

Globalization of Mexican Businesses By Arun Kottolli.

AN INTRODUCTION TO DEVELOPMENT IMPACT BONDS Martin Rich, Sales Director Social Finance is authorised and regulated by.

1Q 2013 Private Equity & Venture Capital Benchmarking Report Presentation Slide Deck Try the PitchBook Platform:

James L. Anderson Advisor for Oceans, Fisheries and Aquaculture Lead of the Global Program for Fisheries The World Bank Seafood Investor Forum May 20,

Redefining Partnership & Creating Opportunity for All Brian A. Gallagher President and CEO United Way Worldwide October 28, 2014 United Way Roundtable.

Colombia: Private Sector Outlook National Business Association of Colombia January 2015.

Copyright © 2009 Pearson Addison-Wesley. All rights reserved. Chapter 2 Comparative Economic Development.

EDUPRENEURS. Pearson Affordable Learning Fund Ember Melcher & Gregg affordable-learning.com.

Modern Economies in a Global Age

TBN 14 May 2010 Developing SMEs: a case study in transformational investment Peter Hinton SDG 1.

Private Equity Fund Structure - Best Practices June 24 th, 2014.

2014 NACo Annual Conference U.S. T R A D E R E P R E S E N T A T I V E E X E C U T I V E O F F I C E O F T H E P R E S I D E N T 1.

Title here Taking Discoveries from Lab Bench to the Marketplace Technology Transfer 101:

Erica Allis United Nations Environment Programme Eleventh Caribbean Conference on Sustainable Tourism Development May 9 th -13 th St. Michael, Barbados.

Universities as Impact Investors: Strategies, Allies, Choices Edward T. Jackson, Carleton University Meeting on Investing in Change for a Better Tomorrow,

DFID/ODA issues around working with business on development projects – A personal view.

Sustainability & Innovation

The Rapid Globalization of Impact Investing Ted Jackson School of Public Policy and Administration Carleton Centre for Community Innovation Presented to.

© GSM Association 2011 Mobile Energy Efficiency Mobile and Environmental Sustainability 20 September 2012.

Ontario’s Local Food Strategy Waterloo Region Food System Roundtable March 13, 2014.

Succeed Globally CERBA Presentation PDAC 2011 Odette Corbu, Trade Commissioner DFAIT - Ontario Regional Office.

1 Participation of RUSNANO in Investment Funds of Nanotechnologies May 26 th, 2010.

1 July 2008 e Global summary of the AIDS epidemic, December 2007 Total33 million [30 – 36 million] Adults30.8 million [28.2 – 34.0 million] Women15.5 million.

Integrated approaches: Piloting a new way to achieve global environmental benefits Roland Sundstrom Climate Change Specialist May 28, 2015.

"Electricity for All" Programme Access to energy and its link with energy storage Global Sustainable Electricity Partnership UN ECLAC Rio de Janeiro, April.

UNEP DIVISION OF TECHNOLOGY, INDUSTRY AND ECONOMICS Water Footprint, Neutrality & Efficiency (WaFNE) Project in support of CEO Water Mandate Cornis van.

Global Private Equity Eileen Xie December 2005 April 22, 2017

1. 2 DBED International Operations A branch of Maryland Dept of Business & Economic Development. World Trade Center Institute U.S. Export Assistance Center.

The largest growth opportunity for Florida manufactured product sales is EXPORTS.

APEC Hanmer Springs 9 Nov 2004 REEEP Renewable Energy and Energy Efficiency Partnership Mike Allen

Parochial Employees’ Retirement System 2014 Administrative Training.

Microfinance Institution Equity: Who is buying? Who is selling? Jacco Minnaar, Manager Latin America & Africa Foromic 2014 Triodos Investment Management.

National Holding & Emirates International Investment Company Charting a Sustainable Roadmap with Strategic Partnerships.

CAPE FUND Socially Responsible Investing in Canadian Aboriginal Business Building Assets in Native North America PRI MAKERS CONFERENCE SEATTLE, MAY 2012.

Export Seminar – Part 2 of a Series “GLOBAL MARKETING STRATEGIES FOR SUCCESS” Presents Antoinette Vazquez International Business Counselor With Special.

Copyright © President & Fellows of Harvard College Using Baker Resources for your Business Plan Ken Kerr February 25, 2009.

Beirut - May 2009 The Human Impact: Measuring Changes in Client’s lives Barbara Marcussen Microfinance Officer Sanabel 6 th Annual Conference OIKOCREDIT.

The Solidarity Fund QFL: an Exportable Model! Yvon Bolduc CEO.

More for Mission 3iG Mission Investing Presentation February 18, 2010 Lisa Hagerman,PhD Director, More for Mission.

Community Economic Development Conference Auckland 2010.

July 2010 The Copenhagen Agreement and Finance Issues- What are the Implications for Business? The Private Sector’s Role in Climate Change.

Performance Benchmarks 2008 European Private Equity Conducted by Thomson Reuters on behalf of EVCA.

Private Sector Expectations towards NAMA Financing Latin America and Caribbean Regional NAMA Workshop 14 th September 2015.

1 Global capital flows: overview UNCTAD short courses for delegates, September 2013, Palais des Nations. By Diana Barrowclough, Senior Economist Division.

IRAP: Eliminating High Risk Roads Speaker: Rob McInerney Economy: Australia.

Accessing New Markets: Context Matters Julie R. Weeks President & CEO Womenable.

MEDEF MEETING March 7, 2012 A.T. Shaukat Chief Engineer Global Infrastructure & Natural Resources.

Washington, DC October 12, 2006 LAVCA 2006 LP/GP Roundtable Darrell Pinto Director, Global Private Equity Performance Thomson Financial T H O M S O N F.

Tourism and resource use A snapshot Stefanos Fotiou United Nations Environment Programme.

Albina Nikkonen Russian Private Equity and Venture Capital market review 2006 Russian Private Equity and Venture Capital Association.

Ed Vincent Gemma Postlethwaite State of the PE Market Global VC and PE Trends T H O M S O N F I N A N C I A L.

Private Equity Update An overview of the latest trends using Preqin’s most up-to-date data Christopher Elvin, Head of Private Equity Products, Preqin.

GAVI, IFFIm & Vaccine Bonds Overview International Finance ’14 Michelle Han 132SIS48.

What are we all about? $125m investment 12 SDG Banks.

OVERSEAS PRIVATE INVESTMENT CORPORATION (OPIC) OPIC’s capability, efficiency and effectiveness in promoting ICT related projects and mobilizing America’s.

1 Water Services Training Group 16 th Annual Conference Water Sector Reform Programme Implementation INEC, Killarney, 8 th November 2012.

Clean Energy Finance Raising and Placing Capital in Energy SMEs World Bank Energy Week March 2006 Christine Eibs Singer

#innovate4health July 20,

Leveraging technology to provide entrepreneurship education, financial literacy and access to capital.

Energy Efficiency investments European Investment Bank

Willows Investments is an impact investment vehicle supporting

Global Private Equity Investments into the UK Breakdown by Deal Size Buckets Note: Lower Mid-Market: revenues between €0-€100mn; Middle Mid-Market: revenues.

Reasons for Privatization

Energy Catalyst Round 7 Iain Wheeler Bid Manager 24th July 2019

Presentation transcript:

© Global Impact Investing Network, Financial Performance: Impact Investing Benchmark AMIT BOURI CEO GLOBAL IMPACT INVESTING NETWORK JULY 9, 2015

© Global Impact Investing Network, Inclusion Criteria The key criteria for inclusion in the benchmark were funds that are: Structured as private, fixed-term limited partnerships Invested with the intent of providing social and/or economic benefits to communities in either developed or emerging countries Targeting market rate investment returns

© Global Impact Investing Network, Impact BenchmarkComparative Universe n = 51, Total fund assets = $6.4bn n = 705, Total fund assets = $293.0bn By sector# Funds% Capitalization# Funds% Capitalization Multi Industry3467.7% % Business Services 1.1% 0.0% Financial Services1026.8% 0.1% Information Technology* 3.6% -- Consumer/Retail33.3%221.6% By geography# Funds% Capitalization# Funds% Capitalization Africa1151.2%201.0% Asia/Pacific-Emerging42.6% % Canada 0.0%40.2% Europe-Developed 3.1%454.4% Europe-Emerging 0.2%4 Global-Emerging106.2%124.9% Latin America & Caribbean62.0%120.6% Middle East-Emerging 0.2%80.4% US1534.5% % Impact Investing Benchmark Characteristics

© Global Impact Investing Network, Performance by Vintage Year

© Global Impact Investing Network, Distribution of Fund IRR by Quartile

© Global Impact Investing Network, Emerging market impact investing funds performed in line with the comparative universe of EM funds. 9.1% 10.4% Impact investing funds under $100 million often outperformed similarly-sized funds in the comparative universe. Emerging market impact investing funds launched from outperformed the comparative universe. 15.5% 7.6% Older impact investing funds (launched from 1998 through 2004) performed in line with or better than the comparative universe of non-impact investing funds. US-focused impact investing funds under $100 million outperformed the comparative universe of US funds. 13.1% 3.6%

© Global Impact Investing Network, Market-rate returns are attainable in impact investing Manager selection is key

© Global Impact Investing Network, Where do we go from here?