20 August 2013 Social Responsible Investment and its spinoffs; Benefits to Members Mark van Wyk Mergence Investment Managers
2. Social Impact Return (Housing, Education, Jobs etc.) 1. Capital Return Investment Return Fund Members Fund Trustees & Advisors Fund Manager Investment Instrument Business / Government
What is important to South Africans
Source: HSRC South African Social Attitudes Survey 2010 – 2 nd Report (The Age of Hope) Impact Selection Process HSRC SASASNPC Diagnostic Eliminating poverty Reducing inequality
SA Investment Environment Gini coefficient ⁄Richest decile earns 94 times more than poorest decile ⁄Income inequality: Half nation live on 8% of national income; other half 92% Unemployment ⁄Expanded definition holds it at approximately 35,4% ⁄60% of unemployed have not completed matric Health ⁄One of the highest TB incidence rates in the World ⁄SA is 1 out of 12 countries where child mortality rates have increased since 1990* Energy ⁄13.4% World’s population live in Africa; use 5.5% of globally consumed resources** ⁄Integrated Resource Plan targets renewables to account for 42% of SA’s needs by 2030** *Millennium Development Goal (MDG) baseline in 1990, Source: The National Healthcare Facilities Baseline Report 2012 **African Renewable Energy Review, Nedbank Capital, June 2012
Why is it important to us?
Impact Investing Challenges and Opportunities to Scale
Mahatma Gandhi “If you want to go quickly, go alone. If you want to go far, go together.” “Capital as such is not evil; it is its wrong use that is evil” African proverb