Impact Investing 101. Teri Lovelace, Esq. Chief Impact Officer, VCC President, LOCUS January 10, 2017
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1 Impact Investing 101 Teri Lovelace, Esq. Chief Impact Officer, VCC President, LOCUS January 10, 2017
2 Imagine your PLACE
3 Healthcare to those who have gone without Access to healthy food for everyone
4 Affordable homes for all people Vibrant downtowns & thriving businesses
5 Impact Investments are.. investments made into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return.
6 The Changing Landscape We once looked to charitable giving and philanthropy as the primary, perhaps even exclusive, source of private money for public good. The last half decade has seen significant growth in impact investing, a phenomenon some would call it a movement - that is fundamentally changing capital markets for nonprofits and social enterprises. Lucy Bernholz & Rob Reich Stanford Social Innovation Review (May 2012)
7 Agenda Definitions & Evolution of Impact Investing Size Local Examples Unlocking Capital for Community Investing Measuring Impact
8 Names Socially responsible investing ESG SRI Blended Impact Investing Community Investing Mission aligned investing Direct Investing
9 Social Investing
10 Generational Trend
11 Evolution of Impact Investing
12 Impact Investing Continuum
13 Concessionary vs Market Rate Source: The investment graphic above is a rendering of The F. B. Heron Foundation s Mission-Related Investment Continuum
14 SRI Investing 2016 GREENMONEY E-Journal January 2017 The Report on US Sustainable, Responsible and Impact Investing Trends
15 Sustainable Investing Growth in US GREENMONEY E-Journal January 2017 The Report on US Sustainable, Responsible and Impact Investing Trends
16 Money Managers 2016 GREENMONEY E-Journal January 2017 The Report on US Sustainable, Responsible and Impact Investing Trends
17 Business as Force for Good
18 Impact Money Markets & Deposits Socially Motivated Depositors Solar CDs Money Market Accounts Savings and Checking Accounts FDIC
19 Fixed Income
20 Equity
21 Unlocking Community Capital 21
22 Place-focused Philanthropic Assets Philanthropic assets that care about Place $125 billion CF HCCF $66b Community Foundation assets $26b Health Care Conversion Foundations assets DAFs $33b national DAFs Sources: Foundation Center, Key Facts on Community Foundations (2012); National Philanthropic Trust, 2015 report on Donor Advised Funds; Chronicle of Philanthropy June, 2016 & June 2014
23 Place-focused Philanthropic Assets 1% = $1.25b $125 billion 1% of philanthropic assets that care about Place = $1.25b
24 Who s Doing Community Investing? Community Development Banks CDFIs Community Credit Unions Private Foundations Community Foundations Family Offices 24
25 Barriers Lack of financial due diligence skills Finding mission investments Fiduciary concerns Risk mitigation & oversight
26 LOCUS will... Empower foundations with the infrastructure, skills & support to make smart, direct mission aligned investments based on their risk appetite in furtherance of their charitable purposes.
27 Why LOCUS? VCC = nonprofit, regulated bank holding company & CDFI VCC s 10 year experience Foundations deploying its assets Mission aligned investing direct investing for good
28 Ten Years of Experience Financial Impact $850 m in total impact $367 m lending (572 loans) Leverage ratio $1:$1:31 Low charge off ratio: 0.10% $102 m FDIC insured social deposits $207 m AUM
29 Ten Years of Experience Social Impact 5,831 jobs created/retained 4,844 affordable housing 9,135 MWh of clean energy produced 24 health care/ food access financing
30 Partnering with Foundations, HNW & family offices Education Policies & Procedures Transaction Execution Servicing, Monitoring & Reporting
31 CDFI & Banking Experience Execute Transactions Service, Monitor & Report Source deals Financial due diligence Impact Measurements Close transactions Secure collateral Monitor & annual reviews Service transactions/funds Expenditure Responsibility/Self-dealing review Impact & Financial reporting
32 Measuring Impact
33 Local Efforts
34 Time to Innovate The world has changed, and so must we. Clara Miller, President F.B. Heron Foundation
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