T100: Launch Report. Insights from the Frontier of Impact Investing. Global Webinar, May 22 nd, 2017

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Cordelia Mason
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1 T100: Launch Report Insights from the Frontier of Impact Investing Global Webinar, May 22 nd,

2 TECHNICAL ASPECTS Recording This webinar will be recorded and shared on the Toniic webpage at How to ask questions All attendees are automatically muted If you are dialing in via phone you can only hear the presentation You will not be able to follow the chat nor slide deck You cannot be unmuted to ask questions If you are logged into Zoom you have 2 options to ask questions If you want to type your question, please use the Q&A option (upper left corner) If you want to be unmuted, please use the raise your hand function in the upper left corner. As soon as it is your turn, you will be unmuted. We will answer all questions after the presentation

3 AGENDA Pacific Daylight Time 8:00 Opening Kristin Siegel T100 Project Manager, Toniic 8:05 Insights from the T100 Launch Report Adam Bendell CEO Toniic Lisa Kleissner Co-Writer and Editor-in-Chief T100 Launch Report Lisa Renstrom Director Bonwood Social Investments James Perry CEO Panahpur Foundation 8:40 Q&A Kristin Siegel T100 Project Manager, Toniic 9:30 End 3

4 Toniic Institute Global action network for impact investors At-Large and 100% Impact Network Members in 22 countries Community of trust Values-aligned investing as an expression of personal integrity and growth 4

5 The 100% Impact Network Principal-level investors Committed to 100% impact in an investment portfolio Willing to sharing impact portfolios 93 members globally $4 billion committed, $2.6 billion deployed 5

6 The T100 Project

7 THE T100 PROJECT Why T100 Need for quantitative and qualitative data To inspire and enable others accelerate their impact investing journeys To demonstrate a growing market for impact products and services To provide data to the research community 7

8 THE T100 PROJECT Vision of T100 Multi-year project / Longitudinal study 100+ impact portfolios Research Partners Post Modern Portfolio Theory 8

9 THE T100 PROJECT T100 Launch Product T100 Launch Insights Report with 51 impact portfolios analyzed to date $1.65B committed capital $1.14B deployed capital T100 Impact Intermediaries Report Thematic Media Releases Podcasts, Videos and Personal Journey Stories 9

10 T100 Launch Report

11 11

12 Who is downloading the report? Researcher 8% Teacher 2% Student 5% Other 9% Entrepreneur 13% Individual Investor 16% Family Office 6% Foundation 9% Impact Advisor 22% Intermediary 10% 12

13 Who is going all in? 13

14 brent kessel kriss lisa 14

15 Why 100%? 15

16 Putting the wind behind the sails of Divest Invest Lisa Renstrom 16

17 Inspiring a new Religion James Perry 17

18 Challenges to getting started 18

19 Overcoming myths about impact investing s financial performance Shortage of quality impact investments Immature impact measurement 19

20 Top 3 Keys to Success 20

21 Professional impact advisors Fellow impact investors, friends & family Personal engagement 21

22 What a 100% impact portfolio looks like 22

23 By Asset Class 23

24 Real Assets 15% Cash and Equivalents 12% Private Equity 21% Fixed Income 19% Hedge Funds 4% Public Equity 29% 24

25 Asset Allocation by Entity Type Family Office Foundation Individual 25

26 Progress towards 100% impact 26

27 One-third of portfolios over 90% deployed into impact Portfolios on average 64% deployed into impact 27

28 By Impact Category And Theme 28

29 Non-Impact 36% Thematic 36% Responsible / SRI 9% Sustainable / ESG 19% 29

30 30

31 Education 3% Community Development 5% Other 8% Environment 32% Sustainable Agriculture 5% Health 7% Financial System 9% Poverty Alleviation 12% Cross Sectoral 19% 31

32 Financial Returns 32

33 Financial Return Expectations Family Office Foundation Individual 33

34 83% Met or exceeded financial objectives 34

35 Financial Performance Family Office Foundation Individual 35

36 Impact Returns 36

37 87% Met or exceeded impact objectives 37

38 When people talk of a tradeoff between social goals and financial returns, in fact, there is no tradeoff. You can do the right thing, care for people, and still have financial gains. Bob Pattillo 38

39 Conclusions 39

40 Key takeaways 100% impact portfolios are achievable today 100% impact portfolios can be constructed in any geography and across all asset classes Both impact and financial return expectations can be met 40

41 Debunking the myths Myth #1: Impact cannot be undertaken across all asset classes. Mostly False Myth #2: Impact returns come at the expense of financial returns. Mostly False Myth #3: Reliable and consistent data is not available. Somewhat True Myth #4: Interpretation of impact metrics is subjective. Somewhat False 41

42 T100 Tools and Resources

43 T100 TOOLS 43

44 T100 TOOLS 44

45 T100 TOOLS Toniic Impact Portfolio Tool Excel-based easy-to-use tool Document interrelationships between asset classes and the impact of an investment portfolio Classify underlying investments by impact, geography, liquidity, expected returns, investment vehicle, etc. 45

46 T100 TOOLS Toniic Impact Portfolio Tool Integration of UN Sustainable Development Goals and Impact Measurement Metrics Rollout in

adopted by the United Nations in 2015 17

47 adopted by the United Nations in planet-wide goals for specific targets 47

48 Available at 48

49 T100 RESOURCES Videos, Podcasts and Journeys 100% Impact Investors Personal Journeys Impact Advisor Podcasts 100% Impact Investor Videos Soon available at 50

50 T100 RESOURCES Publications T100 Launch Report 2016 T100 Insights from Impact Intermediaries 2017 List of 37 participating intermediaries already available online at T100 Portfolio Report Update

51 Every investor has to find his or her own way, and be ready to adapt. And when you get to 100%, that is when the real journey starts. Toni Johnson, Heron TONIIC.COM/T100 52

How the C-suite view and use thought leadership

TODAY S AGENDA How the C-suite view and use thought leadership A survey of 210 senior executives (CEOs, FDs, HR Directors, CROs, CIOs, CTOs and Sales & Marketing Directors) at FTSE 350 firms What content