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Introduce myself
Provide a background to these developments
Offer some thoughts on this thing we call social or impact investment
Provide some examples of these wide-ranging enterprises
Explore different investor types and what they are looking for
Briefly explain what ClearlySo does
My own career
trajectory
Unsustainable systems
Environmental
Financial
Institutional
Familial/personal
Unjust societies
Unsuccessful economies
Widespread
signs of social
unrest
2. Charity
More connected, but:
Ineffective at times
Inefficientas so much resource is spent on money raising
Becoming less sustainable in the current fiscal climate
3. Business
Effective & Efficient, but:
Unbalanced in terms of objectives
Generates substantial negative externalities
Proven to be less sustainable then we thought
Heavily subsidized by the state
By type of
organisation
By type of
investment
grant
making
programme
related
investments
mission
resonant
investments
positively
screened
assets
negatively
screened
assets
(SRI funds)
fully
commercial
assets
Things we say
High-impact
Transformative
Disruptive
Impact-centred
Impact-focused
Extraordinary
3D investing
entrepreneurs
businesses
investors
funds
Third dimension
Externalities
Return
Today: 3D Investing
Risk
Return
Some examples
Types of investors
Australia - SEDIF
Germany KFW
UN SEED initiative
European Investment Fund (plus the EIB)
IFC (studying impact investment)
Institutional Investors
Impact investment funds (e.g. Acumen, Social Venture Fund, Bridges
Ventures, LGT Venture Philanthropy)
Award givers
Skoll
Schwab
Individual Investors
HNWIs
Family offices
Private banks
IFAs
Retail funds (e.g. Threadneedle/Big Issue)
Crowdfunding and community share issues
Institutional
Award givers
Individuals
Entrepreneurs
Entrepreneurs
Investors
Entrepreneurs
Investors
Thank you
Rodney Schwartz
CEO, ClearlySo
Email: rod@clearlyso.com
Twitter: @rodneyschwartz
Skype: rodneyschwartz
Website and blog: www.clearlyso.com
Telephone: +44(0)20 7490 9524
ClearlySo Ltd is an appointed representative of Catalyst Fund Management & Research Ltd which is authorised and regulated by the Financial Conduct Authority (No.185678).