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Justin Sykes, Innovest Advisory, UK, Frontier Social Investing Putting Impact First

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Frontier Social Investing Putting Impact First, 18th Microcredit Summit, Abu Dhabi UAE, March 14-17, 2016

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Justin Sykes, Innovest Advisory, UK, Frontier Social Investing Putting Impact First

  1. 1. #18MCSummit Innovest Advisory Financing For Good Frontier Social Investing: Putting Impact First March 14, 2016
  2. 2. #18MCSummit 3/23/2016 2 About Innovest Advisory  Boutique Impact Investment Advisory Offshore jurisdiction focus, targeting latent capital Impact focused investors – beyond negative screening Connecting HNWIs, Foundations, Family Offices, CharitableTrusts with investment opportunities that offer blended returns Debt, equity, catalytic grants (gurantees) Investors - education, investment portfolio structuring and matchmaking Potential investees – capacity building to access to impact investment and enable delivery on investor expectations
  3. 3. #18MCSummit 3/23/2016 3 Impact Approach and Tools Blend of standardized and bespoke impact assessment tools : GIIRS and GINN products, recent SPI4 for microfinance  Employment outcomes, PPI Research partnerships to develop evaluation evidence, randomized control trials •Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals •Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment •Monitoring, Evaluation and Reporting •Identification of strategies for achieving this goal •Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals •Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment •Monitoring, Evaluation and Reporting •Identification of impact goals investor is seeking •Identification of strategies for achieving this goal •Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals •Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment •Monitoring, Evaluation and Reporting Identification of Impact Goals Strategies for achieving Goals Identification of investment vehicles Selection of investment type Monitoring, Evaluation and Reporting
  4. 4. #18MCSummit 3/23/2016 4 Engagement Examples Design and set up of Syrian refugee focused MSME impact investment fund for the Family Office of a UK based UHNWI Support to a number of emerging Islamic MFIs on mobilizing investment from impact investors Offshore Fund focused on European SMEs where a portion of returns are set aside for impact investment (inc. Mf) Design and set up of a credit guarantee scheme for MSEs in Somalia with a bilateral donor and private impact investors Advisory on the design and financing of social impact bonds (pay for success models) in offshore jurisdictions Islamic finance impact investment
  5. 5. #18MCSummit 3/23/2016 5 Building Impact Investment Ecosystems Project to build a one-stop off-shore jurisdiction for Impact Investment Key ingredients for success:  Knowledge and expertise Innovative products and instruments (exchange, seed funding) Maturity and attractiveness of financial markets Enabling environment (regulations, marketing) Social impact standards and reporting International connections From “tax haven” to “Center for Financing For Good”

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