Great Expectations: Mission Preservation and Financial Performance in Impact Investing

An objective, rigorous look at two of the most important aspects of impact investing: financial returns and long-term impact. This study explores the widespread assumption that impact investing private equity funds cannot achieve market-rate financial performance. The report’s findings suggest that – in certain market segments – investors might not need to expect lower returns[…]

Insights from impact advisors & consultants 2017

This report highlights different approaches, perspectives, and business models of impact advisors and consultants, demonstrates the growing range of innovative impact products and services, and explores trends, challenges and successes faced by practitioners. It intends to inspire asset owners and managers as they embark on their own journey into impact.   Please find full report[…]

A Philanthropist’s Guide to the Future

WE BELIEVE PHILANTHROPY IS CHANGING The points of entry have grown more diverse, the attitudes more humble and inclusive, the tactics more sophisticated.  This belief came from our own experience, based on what we were seeing in the field. But were others experiencing the same thing? What did they see happening? Were there opportunities emerging[…]

Future State of the Investment Profession

The investment management industry is facing significant disruptive forces, internally and externally. Shifting regulatory environments and new macroeconomic conditions in addition to current trends in digitization and commoditization and new tech-centric business models will necessitate changes in the industry. The Future State of the Investment Profession study explores what these changes might look like and[…]

Tackling the Challenge of Financial Inclusion

There are hundreds – maybe thousands – of NGOs, government agencies and private companies working to ensure that people in the U.S. and around the globe are included in the financial system. Many of these institutions run exemplary programs that produce measurable, positive impacts and which open the financial system to underserved and impoverished individuals.[…]

Case Study: Global Partners’ Investment Fund

This case study focuses on the evolution of GP’s debt funds, from the first investment fund launched in 2005 (MFF ’05) to the sixth fund, the Social Investment Fund 6.0 (SIF 6.0) launched in 2015. Each fund shares a similar purpose and structure, and aims to leverage philanthropic capital to attract private and development finance[…]

Impact Investing: Who Are We Serving?

This report from Oxfam and Sumerian Partners questions some of the assumptions around impact investment and highlights the experience of enterprises contributing to poverty reduction so that they might be better served by the field. It argues that the sector risks being discredited due to rising, unrealistic expectations about financial returns. Please read full report[…]