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TITLE Annual Survey of Large Pension Funds and Public Pension Reserve Funds Report on Pension Funds' long-term investments 2015
AUTHOR OECD
PUBLISHED Apr 2016
LANGUAGES EN 
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Summary

The survey provides information on 75 retirement schemes, monitoring and comparing the investment behaviour, asset levels, and performances in order to help and encourage long-term financing by institutions. The importance of retirement systems has grown over the last 15 years, representing 51.8% of GDP in 2001, and 61.9% of GDP totalling USD 30.2 tn in assets. Thus, the accumulation of saving in such financial channels has never been larger. The research shows that pension schemes face a challenging environment, especially due to the low interest rates. Thus, there is an important quest for alternative investment management, uncorrelated lower volatility returns, expansion of alternatives, etc. Six key trends have been identified by the survey respondents, of which the following ones are particularly interesting:

  • Emerging markets and foreign investment
  • Climate change resiliency and green investments
  • Social impact investing

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TITLE Swiss investments for a better world - The first market survey on investments for development
AUTHOR Swiss Sustainable Finance and University of Zurich Center for Microfinance
PUBLISHED Apr 2016
LANGUAGES EN 
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Summary

Swiss financial institutions manage around USD 10 bn of worldwide investments for development, equivalent to almost 30% of the total global volume (status: 30 September 2015). The study "Swiss Investments for a Better World" identifies microfinance and investments for development as a rapidly expanding area of Switzerland’s financial industry, with an impressive growth rate of 18.4% over the past year. The financial sector is therefore building a bridge between economically disadvantaged regions seeking access to financial solutions and investors aiming for a market return on their long-term investments.

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TITLE Swiss investments for a better world - The first market survey on investments for development
AUTHOR Swiss Sustainable Finance, University of Zurich Center for Microfinance
PUBLISHED Apr 2016
LANGUAGES EN 
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Summary

The first Swiss Sustainable Finance study, ’Swiss Investments for a Better World’, offers a detailed overview of the structure and dynamics of the Swiss market for investments in development. The report was produced in partnership with the Center for Microfinance of the University of Zurich and Symbiotics.

The survey of asset managers, banks and institutional investors made it possible to analyse the asset allocation (incl. the structure of the portfolios), the investment characteristics (currencies, portfolio quality, regional allocation and socio-economic and environmental indicators), as well as the financial returns (incl. risk and liquidity).

The report also presents four case studies showcasing innovative approaches to the financing of education, agriculture, and SMEs in different sectors in developing countries.

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TITLE Catalyzing Wealth for Change
AUTHOR Julia Balandina Jaquier
PUBLISHED Mar 2016
LANGUAGES EN 
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Summary

The Guide’s objective is to provide the reader with a clear understanding of the field of impact investment, and with the practically applicable knowledge and tools necessary for the development and implementation of an impact investment program. 

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TITLE Swiss Microfinance Investment Report
AUTHOR Symbiotics and University of Zurich
PUBLISHED Nov 2015
LANGUAGES EN 
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Summary

This report complements the global, annually published aggregate report on microfinance investment vehicles (MIVs) that Symbiotics has been producing since 2007, and shows disaggregated data for the Swiss subset of global MIVs. It follows a first report on this subset published by Symbiotics in collaboration with the Swiss Development Agency (SDC) in December 2011. 

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TITLE Small Money - Big Impact Mikrofinanz: Leben ohne Armut
AUTHOR Peter Fanconi, Patrick Scheurle
PUBLISHED Oct 2015
LANGUAGES
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Summary

Mikrofinanz hat sich als wichtiges Instrument zur Armutsbekämpfung längst etabliert. Führende öffentliche Institutionen wie die Weltbank nutzen Impact Investing zur Erreichung ihrer globalen Entwicklungsziele. Aber auch immer mehr institutionelle und private Investoren wollen von einer attraktiven Rendite und einer positiven sozialen Wirkkraft profitieren. Wie und warum funktioniert Mikrofinanz überhaupt? Was muss man als Investor wissen? Die Autoren dieses Buches, die Finanzspezialisten Peter Fanconi und Patrick Scheurle, erklären aufgrund ihrer Erfahrung mit über 20 Millionen Kleinstschuldnern detailliert Vorgehen und Methodik dieser besonderen Anlageklasse. Mikrofinanz macht alle zu Gewinnern: Kleinstunternehmer, Investoren und unsere Gesellschaft. 

Das Buch ist bei NZZ Libro erhätlich.

Verlag Neue Zürcher Zeitung, 2015

ISBN: 978-3-03810-131-4

TITLE 2015 Symbiotics Microfinance Investment Vehicles (MIV) Survey
AUTHOR Symbiotics SA
PUBLISHED Sep 2015
LANGUAGES EN 
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Summary

The Survey provides a detailed overview of key market trends about microfinance offshore investments. More than 80 MIVs have participated in the 9th annual survey which covers 96% of the total MIV market estimated at USD 10.4 billion as of December 2014. This survey allows microfinance investors and fund managers to benchmark themselves and stay informed about the market.

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TITLE ESG Magazine: European Capital Markets Union-a game-changer for sustainable finance?
AUTHOR ESG Magazine
PUBLISHED Sep 2015
LANGUAGES EN 
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Summary

ESG Magazine (launched September 2015) is the first dedicated print publication for sustainability in capital markets covering responsible investing, responsible banking, sustainable insurance, sustainable finance, impact investing, corporate sustainability and more.

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TITLE Introducing the Impact Investing Benchmark
AUTHOR GIIN and Cambridge Associates
PUBLISHED Jun 2015
LANGUAGES EN 
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Summary

This document introduces the new Impact Investing Benchmark providing performance data on a quarterly basis. Initial findings show that private impact investment funds – specifically private equity and venture capital funds – that pursue social impact objectives have recorded financial returns in line with a comparative universe of funds that only pursue financial returns.

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TITLE RISIKO, RENDITE – UND WIRKUNG? Die Anlagebereitschaft deutscher Stiftungen und vermögender Anleger für wirkungs-orientiertes Investieren (available in German)
AUTHOR Universität Stuttgart
PUBLISHED Apr 2015
LANGUAGES DE 
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Summary

Wirkungsorientiertes Investieren (WI) bzw. Social Impact Investing (SII) umschreibt eine Möglichkeit für Anleger, zivilgesellschaftliche Verantwortung gezielt und mit messbaren Wirkungen durch ihre Kapitalanlagen wahrzunehmen. Die Studie stützt sich auf qualifizierte Interviews mit Vertretern von Stiftungen (17), mit Family Offices (18) sowie mit vermögenden Einzelpersonen, sog. High Net Worth Individuals (HNWIs) (15).

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TITLE ImpactBase Snapshot: An Analysis of 300+ Impact Investing Funds
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Mar 2015
LANGUAGES EN 
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Summary

This report provides an in-depth analysis of the impact investment intermediary landscape. Information on topics such as fundraising, fund activity, track record, social and environmental metrics, target returns and more are presented in the report.

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TITLE Social Impact Investment: Building the Evidence Base
AUTHOR OECD
PUBLISHED Feb 2015
LANGUAGES EN 
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Summary

This report provides a framework for assessing the social impact investment market and focuses on the need to build the evidence base. The report highlights the importance of further international collaborations in developing global standards on definitions, data collection, impact measurement and evaluation of policies.

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TITLE Microfinance Market Outlook 2015: Growth driven by vast market potential
AUTHOR responsAbility Investments AG
PUBLISHED Nov 2014
LANGUAGES DE  EN 
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Summary

The fifth annual Microfinance Market Outlook published by ResponsAbility is available. The 2015 study concludes that the global microfinance market is expected to grow by a further 15-20% in 2015 and examines the potential impacts of changes in interest rates on microfinance investments.

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TITLE 10 Finance Innovations - Geneva, the sustainable finance laboratory
AUTHOR Sustainable Finance Geneva
PUBLISHED Sep 2014
LANGUAGES FR  EN 
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Summary

In this book, Sustainable Finance Geneva seeks to highlight the key role that the Lake Geneva region has played in these developments. Thanks to its unique advantages, Geneva has acted as a testing ground for many of these major innovations, which have often gone on to spread worldwide.

This book does not aim to provide an exhaustive list. It selected ten innovations initiated or developed in the Geneva area, which are considered to be emblematic of how this laboratory of sustainable finance operates. Although these initiatives are not all “world firsts ”, they have in common that they all benefited from Geneva’s unique ecosystem, which brings together a leading financial center, a network of international organizations, major foundations, and an active and enterprising academic sector, all in one place.

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TITLE The Importance of Microfinance – Swiss Institutional Investors Survey 2014 (presentation)
AUTHOR BlueOrchard  & Center for Microfinance, University of Zürich
PUBLISHED Jun 2014
LANGUAGES EN 
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Summary

The joint work of the University of Zürich and commercial microfinance manager BlueOrchard, this survey finds that a significant and growing proportion of Swiss institutions are invested in microfinance. While social attributes are important for the investment decision they do not override return expectations.

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TITLE Sustainable Investment in Switzerland
AUTHOR Forum Nachhaltige Geldanlagen (FNG)
PUBLISHED May 2014
LANGUAGES DE  EN 
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Summary

This publication contains an English version of an excerpt from the chapter on Switzerland in Marktbericht Nachhaltige Geldanlagen 2014 – Deutschland, Österreich und die Schweiz [Sustainable Investment Market Report 2014 – Germany, Austria and Switzerland]. It is the latest in the series of annual publications on the sustainable investment market in Switzerland previously produced jointly by the consultancy firm onValues and FNG Switzerland.

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TITLE The practice of responsible investment principles in larger-scale agricultural investments Implications for Corporate Performance and Impact on Local Communities
AUTHOR World Bank & UNCTAD
PUBLISHED Apr 2014
LANGUAGES EN 
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Summary

Agriculture as a focus of investment is viewed by some as a promising and long-awaited opportunity to promote the sector. For others, it raised the concerns about the potential negative environment, social and economic impacts. This report adds to the growing body of literature by examining 39 mature agribusiness investments in Africa and Southeast Asia, assessing to what extent their activities can be characterized as responsible. Providing information about best-practices and pitfalls to avoid.

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