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TITLE Swiss Microfinance & Impact Investments Report
AUTHOR Symbiotics & SECO
PUBLISHED Oct 2019
LANGUAGES EN 
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Summary

This paper reviews the evolution of private-sector development finance in Switzerland from 2010 to 2018. It analyzes the contribution of Swiss managers specialized in impact investing towards the financing of Sustainable Development Goals (SDGs), focusing on the historical growth of their assets under management and the variety of products on offer.

The report is a follow up to the Swiss Microfinance Investments Report 2015 published by Symbiotics.

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TITLE 2019 Annual Impact Investor Survey
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Jun 2019
LANGUAGES EN 
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Summary

The ninth edition of the Annual Impact Investor Survey demonstrates the increasing scale and maturity of the impact investing industry. The report draws on responses from 266 leading impact investing organizations from around the world, including: fund managers, foundations, banks, development finance institutions, family offices, permanent investment companies, pension funds, and others. These respondents collectively manage USD 239 billion, a subset of the total USD 502 billion in the market.

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TITLE Sizing the Impact Investing Market
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Apr 2019
LANGUAGES EN 
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Summary

The Global Impact Investing Network’s Sizing the Impact Investing Market report provides an in-depth analysis of the current size and composition of the impact investing market. The GIIN estimates the current size of the global impact investing market to be $502 billion.

Based on the collation of AUM data on more than 1,300 impact investors around the world, this research also underscores the diversity of the market, capturing data from many types of investors. These include asset managers, foundations, banks, development finance institutions, family offices, pension funds, insurance companies, and others.

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TITLE Social Impact Investment 2019. The Impact Imperative for Sustainable Development.
AUTHOR OECD
PUBLISHED Jan 2019
LANGUAGES EN 
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Summary

This publication is a sequel to the OECD 2015 report on Social Impact Investment (SII), Building the Evidence Base, bringing new evidence on the role of SII in financing sustainable development. It depicts the state of play of SII approaches globally, comparing regional trends, and assesses its prospects, with a special focus on data issues and recent policy developments.

Importantly, it provides new guidance for policy makers in OECD and non-OECD countries, as well as providers of development co-operation, development financers, social impact investment practitioners and the private sector more broadly, to help them maximise the contribution of social impact investing to the 2030 Agenda.

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TITLE Rethinking Impact to Finance the SDGs
AUTHOR UNEP Finance Initiative
PUBLISHED Nov 2018
LANGUAGES EN 
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Summary

The paper reviews the scope and nature of the financing gap for sustainable development and the Sustainable Development Goals (SDGs) in order to propose new solutions for finance, business and a broader set of stakeholders. It builds on the Positive Impact Initiative’s earlier Manifesto (2015) and Principles for Positive Impact Finance (2017), clarifying the concepts of impact-based business models, impact-based economy and holistic impact analysis

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TITLE Financing the Sustainable Development Goals: Impact Investing in Action
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Sep 2018
LANGUAGES EN 
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Summary

This report reiterates the need for impact investors to raise and direct new capital to help meet the Sustainable Development Goals by 2030 and showcases how select impact investors are taking action.

The compendium of five case studies describes how the goals can be woven into the various stages of the investment cycle, as well as investors’ motivations for doing so, advice for other investors, and outlook for the industry. 

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TITLE Impact investing market map
AUTHOR Principles for Responsible Investsment (PRI)
PUBLISHED Aug 2018
LANGUAGES EN 
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Summary

The impact investing market map is designed to offer guidance and best practice on what constitutes an impact investment. It focuses on medium and large impact investing companies in the real economy and contains information (definitions, criteria, KPIs) on 10 thematic investments themes that contribute to sustainability and the SDGs.

The resource aims to bring more clarity to the process of identifying mainstream impact investing companies and thematic investments so that asset owners and fund managers can better assess opportunities in this market.

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TITLE Behind the Scenes of Impact Investment Policy-Making
AUTHOR World Economic Forum
PUBLISHED Aug 2018
LANGUAGES EN 
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Summary

This paper provides a snapshot of impact investment policy-making. Its purpose is to share real reflections from governments across the world and foster more collaboration on the way that policy in this area is designed and delivered.

Using evidence from over 50 interviews with policy-makers, civil society and private sector stakeholders across 17 countries, the paper provides a number of practical examples and first-hand reflections on how governments can be more effective in designing policy to support impact investing and helping this nascent market develop.

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TITLE 2018 Annual Impact Investor Survey
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

This report presents findings from the Global Impact Investing Network’s eighth Annual Impact Investor Survey. These findings reflect 229 respondents’ perspectives on the growth and development of the impact investing industry. The report includes analysis of respondents’ investment activity, asset allocations, impact measurement practices, and performance. For the first time, the report also presents trends analysis for a subset of 82 respondents that participated in the survey in 2013 and again this year. Major market developments over the course of 2017 are also described throughout the report. Key Findings:

  1. The market is diverse
  2. The impact investing industry is growing
  3. Impact investors demonstrate a strong commitment to measuring and managing impact
  4. Overwhelmingly, impact investors report performance in line with both financial and impact expectations
  5. Impact investors acknowledge remaining challenges that need to be addressed within the industry

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TITLE Impact Investing: At a Tipping Point?
AUTHOR Fidelity Charitable
PUBLISHED Jun 2018
LANGUAGES EN 
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Summary

This 2018 briefing provides data gathered from a survey of affluent and high-net-worth people who give to charity to understand their interest in, knowledge of and experience with impact investing. Impact investing is catching on, particularly with Generation X and Millennials. However, the terminology of impact investing is not yet well known or understood—even by those who are making investments that can be categorized as impact investments.  Investors are interested in both simple and sophisticated options for impact investing. Basic education on impact investing and guidance from financial advisors would most encourage investors to make an impact investment. Investors would consider making impact investments with assets set aside for retirement, for charitable giving or for other purposes. There is an opportunity for financial advisors to initiate a conversation about impact investing and provide much needed and valued expertise. Also, there is a gender gap in impact investing.

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TITLE Roadmap for the Future of Impact Investing: Reshaping Financial Markets
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Mar 2018
LANGUAGES EN 
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Summary

The Roadmap presents a vision for more inclusive and sustainable financial markets and articulates a plan for impact investing to lead progress toward this future. Specifically, the Roadmap details six categories of action to drive progress toward the vision. For each category, the Roadmap describes specific actions needed, which stakeholders should lead on these actions, and a timeframe. Enacting the plan will require collective action by leaders from the entire impact investing ecosystem.

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TITLE Mobilizing private wealth for public good
AUTHOR UBS
PUBLISHED Jan 2018
LANGUAGES EN 
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Summary

The UBS whitepaper constitutes a blueprint for directing private capital towards the SDGs. It points out the specific SDGs where private wealth can play a larger role, which are zero hunger; quality education; good health and well being; affordable and clean energy; industry, innovation and infrastructure; and climate action. Yet, in order to attract the needed investment the transparency of data ought to be increased to facilitate the identification of investment opportunities.

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TITLE Social Impact Bonds – ein Leitfaden für die Praxis
AUTHOR seif and BHP Brugger und Partner AG
PUBLISHED Jan 2018
LANGUAGES DE 
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Summary

This document gives a explanation of Social impact bonds and provides the reader with a historical perspective on the investment vehicle. Furthermore it describes current best practices as well as difficult experiences with regards to Social Impact Bonds (SIBs) in a European environment. With this German publication, authors hope to initiate a discussion on both the risks an opportunities of issuing SIBs in Switzerland.

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TITLE Swiss Legal and Tax Implications of Social Impact Bonds
AUTHOR Brunschwig & Fischer
PUBLISHED Jan 2018
LANGUAGES EN 
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Summary

This research maps out the legal implications of launching a Social Impact Bond (SIB) in Switzerland as well as its taxation. Since Swiss issuances are still lacking for reference, the authors provide learnings of a recent SIB project by the International Committee of the Red Cross supported by SECO, amongst other donors.

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TITLE The State of Impact Measurement and Management Practice
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Dec 2017
LANGUAGES EN 
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Summary

This report presents findings from the GIIN’s first comprehensive survey of the state of impact measurement and management (IMM) in the impact investing industry. It captures data from 169 impact investing organizations to provide valuable insights into why impact investors measure and manage their social and environmental impact, how they do so, and challenges that remain. By providing critical data and transparency regarding IMM practice, this report enables investors to better understand this core element of impact investing.

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TITLE Creating Markets for Climate Business: An IFC Climate Investment Opportunities Report
AUTHOR International Finance Corporation (IFC)
PUBLISHED Nov 2017
LANGUAGES EN 
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Summary

This report provides information for investors, banks and companies about the most attractive climate investment opportunities, while offering governments a set of best practice policies and measures that have been proven to attract private investment. Engaging the private sector in climate-smart investments will be essential to achieving the goals of the Paris Agreement.

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TITLE Creating impact with a foundation's Assets: Mission (Im)Possible?
AUTHOR Responsible Impact Investing
PUBLISHED Nov 2017
LANGUAGES DE  EN 
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Summary

This study looks at how foundations are applying mission-related investing and their corresponding needs in Switzerland and Liechtenstein. Over 50 foundations were surveyed. The findings are presented in this report in addition to key recommendations on how to bring about further progress. See the German version for the full version.

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TITLE SMEs and SDGs: Supporting small and medium enterprises to achieve the sustainable development goals
AUTHOR BlueOrchard
PUBLISHED Nov 2017
LANGUAGES EN 
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Summary

Contributing to the growth and development of the SME sector has both important economic and social impacts, and these businesses, both formal and informal, have a critical role to play in the achievement of the Sustainable Development Goals (SDGs). Their impact is particularly strong through employment creation, providing significant opportunities for populations in developing countries. For this report, BlueOrchard conducted a survey on a sample of financial institutions (FIs) lending to SMEs across different regions with the objective to identify differences and commonalities of SME markets across various countries and the needed improvements in terms of services and financing for SMEs in emerging and frontier markets.

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TITLE Evidence on the Financial Performance of Impact Investments
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Nov 2017
LANGUAGES EN 
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Summary

The meta-study evaluates over a dozen studies and finds that investors who aim for market-rate returns can achieve them, given a diligent fund manager selection. First, market-rate returns are achievable in impact investing, with returns distributions among market-rate-seeking impact investments comparable to those of analogous conventional investments. Second, small funds do not necessarily underperform relative to their larger peers. And third, the impact investment market includes opportunities for investors with varied risk appetites, investment strategies, and target returns. The report is also meant to provide data for helping to standardize the impact measurement frameworks and therewith increasing the credibility of the industry.

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TITLE Blended finance - Mobilising resources for sustainable development and climate action in developing countries
AUTHOR OECD
PUBLISHED Oct 2017
LANGUAGES EN 
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Summary

The global community has spoken loud and clear: more resources must be mobilised to end extreme poverty and mitigate the effects of climate change. Blended finance - an approach to mix different forms of capital in support of development - is emerging as an important solution to help meet the ‘billions to trillions’ agenda. For development co-operation providers, the scaling up of this approach needs to be based on a good understanding of its potential in supporting developing countries meet the SDGs and Paris Agreement. This Policy Perspectives draws on recent OECD work, including the upcoming 2018 report Making Blended Finance Work for the SDGs, the draft OECD DAC Principles on Blended Finance and work under the OECD Development Assistance Committee (DAC) on measuring the amounts mobilised by official development finance interventions.

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TITLE The Impact of Socially Responsible Investments on Companies – an Empirical Analysis
AUTHOR oekom
PUBLISHED Oct 2017
LANGUAGES EN 
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Summary

The aim of the study is to identify the extent to which sustainable capital markets impact the way companies handle the social and environmental challenges of sustainability. A total of 3,660 companies worldwide from the oekom Rating Universe, were contacted and invited to take part in the online survey. 475 companies participated in the survey. Analysis of the survey responses served as the basis of the study.

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TITLE The SDG Investment Case
AUTHOR PRI, UNEP FI & Global Compact
PUBLISHED Oct 2017
LANGUAGES EN 
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Summary

The PRI published the SDG Investment Case in partnership with PwC. The report makes the case for why the investment community should adopt an active role in achieving real world impact through implementation of the SDGs. It outlines why there is an expectation that investors will contribute to the SDGs and – crucially – why investors should want to contribute to them.

  1. The SDGs represent the globally agreed world’s most pressing environmental, social and economic issues.
  2. Large institutional investors can protect their long-term financial performance.
  3. Achieving the SDGs will be a fundamental driver of economic growth.
  4. A significant proportion of currently external costs might at some point in the future be forced into companies’ accounts.
  5. Providing solutions to sustainability challenges offers attractive investment opportunities.

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TITLE Impact Bonds in Developing Countries: Early Learnings from the Field
AUTHOR Center for Universal Education at Brookings & Convergence
PUBLISHED Sep 2017
LANGUAGES EN 
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Summary

This report explores the lessons learned in the development of impact bonds in low- and middle-income countries, bringing together the findings from interviews with stakeholders and research into the impact bond space conducted by the authors over the course of a year. Furthermore the report includes a Deal Book with detailed fact sheets for all impact bonds in developing countries, featuring both the four contracted and 24 in design phases. 

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TITLE 2017 SYMBIOTICS MIV SURVEY Market Data & Peer Group Analysis
AUTHOR Symbiotics SA
PUBLISHED Sep 2017
LANGUAGES EN 
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Summary

The 2017 Symbiotics MIV Survey, produced on an annual basis, aims to provide comprehensive market trends and peer group analysis on microfinance off-shore investments. Its primary function is to allow microfinance investors and fund managers to benchmark themselves and improve their knowledge of the industry. It also allows academia researchers and companies to have access to unique historical information about microfinance funds.

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TITLE Financing the UN Development System Pathways to Reposition for Agenda 2030
AUTHOR Dag Hammarskjöld Foundation & United Nations Multi-Partner Trust Fund Office (UN MPTFO)
PUBLISHED Aug 2017
LANGUAGES EN 
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Summary

This third annual report on financing the UNDS presents the major trends, opportunities and challenges around financing the UN. After providing an overview of the revenue, income sources and expenditure of the UNDS, 28 concise essays from senior colleagues outside and inside the UN system help to chart five possible pathways for the UN’s role in financing Agenda 2030. The report seeks to present the current financial state of play and to stimulate fresh thinking around priorities for financing reform.

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Showing 1 - 25 of 58 Reports

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