Value Creation: through Impact Investing. Hedda Pahlson-Moller EBAN Winter University Copenhagen, Nov 17th
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1 Value Creation: through Impact Investing Hedda Pahlson-Moller EBAN Winter University Copenhagen, Nov 17th
2 «Sustainability is an emerging business megatrend, like electrification and mass production, that will profoundly affect companies competitiveness and even their survival.» Harvard Business Review Sustainable development is development that meets the needs of the present without compromising the ability of future generations to meet their own needs. United Nations Brundtland Commission, Our Common Future, 1987.
3 Unbug your Mind/Engraved Thinking Economic Value+Social Value mutually exclusive Government + Philanthropy = Insufficient PROBLEMS can be OPPORTUNITIES
4 Innovation that MATTERS VALUE creation Value aligned to Values Profit with PURPOSE Systemic change It is TRANSFORMATIVE to early stage invest in social impact initiatives
5 Impact Investing- the Unignorable investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. Market size =3.74 trillion USD(2014) (grown 76% in 2 years _) US SIF Foundation Report on US Sustainable, Responsible and Impact Investing Trends 2014.
6 Who is in the Driver Seat? Usual Suspects with Unusual Measures Venture Philanthropy: Soul of Philanthropy + Spirit of Investing (Blendid Capital/Hybrid Finance) Governments Partnering and Innovating (G8 initiative, Big Society Capital) Institutional Investors Ex: JPMorgan Chase commited more than $50 million to date PRIVATE investors MILLENIALS Co-investment funds Business Angels and Early Stage Investors
7 Why Us? We know how to make smart investments We know how to maximize returns We know how to make money Now it s time to make money more effective at creating value for shareholder AND stakeholders alike
8 Where to start looking? Community development Health and wellness Education Microfinance and financial inclusion Sustainable consumer products and fair trade Natural resources and conservation Renewable energy and climate change Sustainable agriculture and developing markets
9 If I didn t manage G8 Social Impact Investment Taskforce explains in 1 minute visually: Turn Your Money Into Real Change v=1bpe_daol2m&feature=youtu.be&noredirect=1
10 Join Us Crea%ng a home within EBAN membership for impact investors
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12 SOURCES Sources GIIN Case Founda5on h7p://casefounda5on.org/wp- content/uploads/ 2014/11/ShortGuideToImpactInves5ng pdf JP Morgan Report on US Sustainable, Responsible and Impact Inves5ng Trends 2014.
13 Deals.
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15 Latest State recognized by the Unesco: The Garbage Patch State h7p:// services/mul5media/photo- stories/garbage- patch- state/ 700,000 square kilometres (270,000 sq mi) (about the size of Texas) to more than 15,000,000 square kilometres (5,800,000 sq mi) (0.41% to 8.1% of the size of the Pacific Ocean), or, in some media reports, up to "twice the size of the con5nental United States"
16 Sustainability & equity prices Examples of ESG materiality Labor prac5ces e.g. Collapse of clothing factory in Bangladesh Extreme weather e.g. flooding in Thailand and chip manufacturers Drought e.g. bo7ling plants in Karala, India Environmental fines, penal5es e.g. chemical accidents, oil spills Earnings fraud Product quality lapses, boyco7s and recalls Local community rela5ons Source: Dinah A. Koehler and Eric J. Hespenheide, "Finding the value in environmental, social and governance performance," Deloitte University Press, 2013.
17 Sustainability & Market Value Brand value (price premium, brand awareness) Reputa5on (social media profile, opinion research) R&D pipelines (# patents) Customer sa5sfac5on (reten5on, loyalty programs, boyco7s) Health and safety record 60% (incidents, accidents, near misses) Environmental performance (pollu5on, penal5es, fines) Social license to operate (produc5on delays, cost overruns, labor protests) Governance (board composi5on, bribery, ethics charges) Source: Ocean Tomo, "Ocean Tomo's Intangible Asset Market Value Study," January 2015.
18 Engraved thinking social enterprise must be non- profit and cannot scale or grow Ideal: compensate for social value created unbug minds (Uli) Agree on standards for accountabilty Develop governance Moving up Value Chain: Nega5ve screening limi5ng nega5ve impact Posi5ve screening best of class or least harmful busiensses Qualita5ve scores deliberate investment objec5ves formulated as som factors Quan5fiable or mone5zed KPIS Traceblae investment targets
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