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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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TITLE Swiss Sustainable Investment Market Report 2017
AUTHOR Swiss Sustainable Finance (SSF) and Forum Nachhaltige Geldanlagen (FNG)
PUBLISHED Jun 2017
LANGUAGES DE  FR  EN 
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Summary

This study, for the second year in a row jointly prepared by Forum Nachhaltige Geldanlagen and Swiss Sustainable Finance, provides an overview on the Swiss market of sustainable investments. In 2016 the market saw a sharp hike of 39% compared to 2015, bringing the total volume of sustainable investments in Switzerland to around CHF 266 billion as of 31 December 2016. As their importance for asset owners has steadily risen, assets from institutional investors now account for 82% of the Swiss sustainable investment market. Sustainable investment funds are gaining ground and currently account for 7% of the total fund market.

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TITLE Annual Impact Investor Survey 2016 (seventh edition)
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED May 2017
LANGUAGES EN 
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Summary

The GIIN’s 2017 Annual Impact Investor Survey is based on an analysis of the activities of 209 of the world’s leading impact investing organizations, which collectively manage nearly USD 114 bn in impact assets, a figure which serves as the best-available “floor” for the size of the impact investing market. This state of the market report presents investors’ perspectives on key issues important to the impact investing industry and also includes new topics such as investors’ commitment to the UN Sustainable Development Goals.

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TITLE The Principles for Positive Impact Finance - A Common Framework to Finance the SDGs
AUTHOR United Nations Environmental Programme Finance Initiative (UNEP FI)
PUBLISHED Jan 2017
LANGUAGES EN 
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Summary

The UNEP FI's Principles for Positive Impact Finance are a set of high-level guidelines, designed to "provide a common yet flexible framework for the business and finance community to identify and develop positive impact activities, entities and projects".

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TITLE Impact Investing Trends - Evidence of a growing industry
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Dec 2016
LANGUAGES EN 
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Summary

This is GIIN's first industry-level trends analysis of the global impact investor market. The report shows the strong growth in the market (18% CAGR from 2013 to 2015), the satisfaction felt by impact investors in financial and social returns, and points out some success factors and barriers facing the industry.

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TITLE Microfinance Funds, 10 years of research and practice
AUTHOR Symbiotics & CGAP
PUBLISHED Dec 2016
LANGUAGES EN 
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Summary

This 10-year review of the landscape of microfinance offshore investments is based on data collected through annual CGAP/Symbiotics surveys of MIVs conducted between 2007 and 2016.

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TITLE Micro and SME Finance Market Outlook 2017
AUTHOR responsAbility Investments AG
PUBLISHED Dec 2016
LANGUAGES EN 
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Summary

responsAbility’s "Micro and SME Finance Market Outlook", which has been published each year since 2010, explores global developments in the microfinance industry and produces forecasts for the next 12-14 months. For the 2017 edition of the publication, the universe covered in the analysis was expanded to include SME banks for the first time.

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TITLE Beyond growth: Sustainability of our planet - Private sector finance initiatives
AUTHOR WWF
PUBLISHED Oct 2016
LANGUAGES EN 
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Summary

This paper gives an overview of the most relevant sustainable finance trends and initiatives, focusing on sustainable investing. It explains the important role of the financial regulator in advancing sustainable financial markets. The purpose of this publication is to provide a brief overview and to stimulate further discussion and interest.

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TITLE 2016 Symbiotics MIV Survey
AUTHOR Symbiotics SA
PUBLISHED Sep 2016
LANGUAGES EN 
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Summary

This annual study aims to provide an overview on market trends and peer group analysis on microfinance offshore investments. This 10th edition, is based on December 2015 financial and social performance indicators reported by nearly all microfinance investment vehicles (MIVs). It concludes that the the 93 participating MIV's had USD 11 billion AuM; thus nearly quintupled over the last 10 years.

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TITLE Development Co-operation Report 2016: The Sustainable Development Goals and Business Opportunities
AUTHOR OECD
PUBLISHED Sep 2016
LANGUAGES EN 
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Summary

There is an urgent need to mobilise unprecedented resources to achieve the ambitious Sustainable Development Goals (SDGs). The private sector can be a powerful promoter of sustainable development. Companies provide jobs, infrastructure, innovation and social services, among others. Increasingly, investments in developing countries – even in the least developed countries – are seen as business opportunities, despite the risks involved. The public sector can leverage the private sector contribution, helping to manage risk and providing insights into effective policy and practice. The Development Co-operation Report 2016 explores the potential and challenges of investing in developing countries, in particular through social impact investment, blended finance and foreign direct investment.

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TITLE Swiss Finance Institute White Paper - Sustainable Finance in Switzerland: Where do we stand?
AUTHOR Swiss Finance Institute
PUBLISHED Sep 2016
LANGUAGES EN 
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Summary

In this White Paper, the authors take stock of sustainable finance in Switzerland. They characterize potential drivers of sustainability and also discuss business interests and challenges related to incorporating sustainability considerations into the activities of Swiss financial sector players. Their analysis suggests that, apart from a range of specialized institutions and initiatives, the Swiss financial sector as a whole is currently not an international leader in terms of sustainable finance. An important implication of their study is that more high-level endorsement, leadership, and decisive action by all the major players of the Swiss financial sector is needed in order to strengthen Switzerland’s international position in the sustainable finance world.

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TITLE The Business Value of Impact Measurement
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Aug 2016
LANGUAGES EN 
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Summary

This report highlights the connection between measuring the social and environmental performance of impact investments and the application of these data to generate business value for investors and investees. 30 practitioners were interviewed for this report who provided detailed insights into how they maximize impact based on social and environmental KPIs.

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TITLE Switzerland's initial steps towards the implementation of the 2030 Agenda for Sustainable Development
AUTHOR Swiss Confederation
PUBLISHED Jul 2016
LANGUAGES EN 
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Summary

The Swiss Confederation considers the 2030 Agenda for Sustainable Development a unique opportunity to strengthen and to boost sustainable development at all levels: global, regional, national, and subnational. It therefore took an active role in the international process from 2013 to 2015 to draw up the universal Sustainable Development Goals (SDGs), the means of implementation and financing framework (Addis Ababa Action Agenda), as well as an effective follow-up and review system. Other Swiss key concerns in the negotiation process were, and will remain for the future, that the new goals integrate the social, economic and environmental dimensions in a balanced manner and take account of the interlinkages between them.

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TITLE Annual Impact Investor Survey 2016 (6th edition)
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED May 2016
LANGUAGES EN 
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Summary

The sixth annual impact investor survey found that USD 15.2 bn commited by 157 respondents to 7,551 impact investments in 2015. In 2016, respondents plan to increase capital committed by 16% to USD 17.7 bn and number of deals by 55% to 11,722. Overall the participants describe continued improvements in the sophistication of the impact investing industry. Challenges, such as appropriate types of capital across the risk-return spectrum, and high-quality investment opportunities with track record still persist.

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TITLE Millenias & impact investment
AUTHOR Toniic, Bank of the West, Family Wealth Advisors
PUBLISHED May 2016
LANGUAGES EN 
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Summary

This report offers answers of millennials engaged in impact investing, regarding their interest in the topic and their actions taken, based on a survey completed by 58 individuals. Overall millennials are interested in the issue and either take a portfolio approach, or try to align their careers and philanthropic activities with their values but still face important barriers. 10 in-depth interviews provide insights into the lives of active impact investors.

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TITLE Carrots & Sticks - Global trends in sustainability reporting regulation and policy
AUTHOR KPMG, GRI, UNEP, Centre for Corporate Governance in Africa
PUBLISHED May 2016
LANGUAGES EN 
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Summary

This report is the follow-up study of the one published in 2013. Since then, there has been a surge in the number of reporting instruments identified. The research identified almost 400 sustainability reporting instruments in 64 countries versus 180 instruments identified in 44 countries in the 2013 report. Especially the level of activity of stock exchanges and financial market regulators is noteworthy in the 2016 edition.

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TITLE In search of impact: Measuring the full value of capital
AUTHOR Investment Leaders Group Cambridge Institute for Sustainability Leadership
PUBLISHED May 2016
LANGUAGES EN 
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Summary

Helping the investment industry to understand the impact of their investments on sustainability challenges, is the aim of this research. Therefore, a framework is suggested based on a set of six environmental and social themes (based on SDGs), which should allow investors to calculate and communicate the social and environmental impacts of their portfolio.

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