Resources List for Impact Investing & Global Development Webinar

Prepared by Dr. Gillian M. Marcelle, Resilience Capital Ventures LLC

July 2019   

 

Impact investment industry: size, technical and definitional issues

1.     Global Impact Investing Network (GIIN) Sizing the Impact Investing Market (this is the most comprehensive study to date on estimating the current size of the global impact investing market, which is USD 502 Billion)

https://thegiin.org/assets/Sizing%20the%20Impact%20Investing%20Market_webfile.pdf 

2.     Core Characteristics of Impact Investing

https://thegiin.org/assets/Core%20Characteristics_webfile.pdf

3.     Global Sustainable Investment Alliance

http://www.gsi-alliance.org/wp-content/ uploads/2017/03/GSIR_Review2016.F.pdf

4.     UNDevelopmentProgramme

http://www.undp.org/content/undp/en/home/blog/2017/7/13/What-kind-of-blender-do-we-need-to- finance-the-SDGs-.html

5.     IFC Report _ Creating Impact Report April 2019

https://www.ifc.org/wps/wcm/connect/publications_ext_content/ifc_external_publication_site/publica tions_listing_page/promise-of-impact-investing

6.     Impact investing – definitions and frameworks, Stanford Social Innovation Review (SSIR) 2014

https://ssir.org/articles/entry/unpacking_the_impact_in_impact_investing

7.     Economist Intelligence Unit (2018), The Impact investing continuum: inside the drivers and growth of the impact market

https://beyondtradeoffs.economist.com/EIU-Omidyar-Impact-Investing-Report.pdf

Frameworks

8.     Principles of Responsible Investment PRI  https://www.unpri.org

The six Principles for Responsible Investment are a voluntary and aspirational set of investment principles that offer a menu of possible actions for incorporating ESG issues into investment practice. The Principles were developed by investors, for investors. In implementing them, signatories contribute to developing a more sustainable global financial system. 

9.     GIIN Roadmap for the Future of Impact Investing: Reshaping Financial Markets Fullreport: https://thegiin.org/assets/GIIN_Roadmap%20for%20the%20Future%20of%20Impact%20Investing.pdf

Briefer: https://thegiin.org/assets/GIIN%20Roadmap%20Briefer.pdf

Case Studies

10.  Beyond Tradeoffs - investor perspectives across the continuum of impact investing

https://impactalpha.com/category/features/series/beyond-tradeoffs/

11.  LeapFrog Investments. https://www.youtube.com/watch?v=tzwuDWEn9bA

12.  Shahnaz, D (2000s) Conscious Capitalism Blog. Content incorporated into Oxford Saïd Business School Curriculum   https://bit.ly/2CPlHfE

13.  Impact@Africa –is a pan-African impact investment ecosystem development network supporting the creation of a vibrant environment for impact investing in Africa. The network functions as a collective advocacy and action platform. https://impactatafrica.org

Analysis & Commentary

14.  Impact Investing’s ‘Third Phase’: What New Challenges Lie Ahead? Podcast and essay with Durreen Shahnaz and Antony Bugg-Levine. https://knowledge.wharton.upenn.edu/article/whats-next-for-impact-investing/

15.  Funding The First Widely Accepted Vision For Global Development: The SDG-Aligned Investing Landscape
https://www.google.com/amp/s/www.forbes.com/sites/bhaktimirchandani/2018/12/15/funding-the-first-widely-accepted-vision-for-global-development-the-sdg-aligned-investing-landscape/amp/

16.  Emily Chasan (2019) Do Good Capitalism, Bloomberg  https://www.bloomberg.com/news/articles/2019-06-11/do-good-capitalism-has-to-act-as-if-the-world-depends-on-it

17.  Strengthening social justice to address intersecting inequalities post-2015

https://www.odi.org/sites/odi.org.uk/files/odi-assets/publications-opinion-files/9213.pdf

18.  Michael Drexler, Abigail Noble, Erik Classon, Eric Mercep. (2014) Charting the Course: How Mainstream Investors can Design Visionary and Pragmatic Impact Investing Strategies. World Economic Forum.

Available at: http://bit.ly/Pragmatic_Impact_Investing

19.  Michael Drexler, Abigail Noble, Joel Bryce. (2013) From the Margins to the Mainstream: Assessment of the Impact Investment Sector and Opportunities to Engage Mainstream Investors. World Economic Forum.

Available at: http://bit.ly/From_the_Margins_to_the_Mainstream

20.  Mara Bolis, Chris West, Erinch Sahan, Robert Nash, Isabelle Irani. (2017) Impact Investing: Who are we Serving? Oxfam. Available at: http://bit.ly/Impact_Investing_Who_are_we_ Serving

21.  Rethinking capitalism

https://www.washingtonpost.com/politics/capitalism-in-crisis-us-billionaires-worry-about-the-survival- of-the-system-that-made-them-rich/2019/04/20/3e06ef90-5ed8-11e9-bfad- 36a7eb36cb60_story.html?utm_term=.9e101f22356f&wpisrc=nl_most&wpmm=1

International Development

22.  Secretary General’s Report: Progress on the SDGs – Special Edition (2019) https://unstats.un.org/sdgs/files/report/2019/secretary-general-sdg-report-2019--EN.pdf

23.  International Banker (2019) Bridging the $2.5 trillion financing gap: is the private sector up to the task?

https://internationalbanker.com/finance/bridging-the-2-5-trillion-sdg-financing-gap-is-the-private-sector-up-to-the-task/

24.  United Nations SDGs For more information, see: http://bit.ly/UN_SDGs_1

25.  UNCTAD, Financing the SDGs Toolbox

https://worldinvestmentforum.unctad.org/financing-for-the-sdgs/

26.  Rethinking Impact to Finance the SDGs.

https://www.unepfi.org/wordpress/wp-content/uploads/2018/11/Rethinking-Impact-to-Finance-the-SDGs.pdf

27.  Mara Niculescu (2017) Impact investment to close the SDG funding gap. UNDP.

Available at: http://bit.ly/2KcAgAu

28.  UNDP (2017) Impact investment to close the SDG funding gap. Available at: Business Solutions for the SDGs: How private sector and UN can partner to achieve the Global Goals https://www.businesscalltoaction.org/news/business-solutions-sdgs-how-private-sector-and-un-can-partner-achieve-global-goals

29.  The intersection of impact investment and international development: a primer

https://socialenterprise.georgetown.edu/sites/default/files/The%20Intersection%20of%20Impact%20Investing.pdf

Regional Trends: Emerging markets, Africa and Asia

30.  Leapfrog’s new fund

https://www.avca-africa.org/newsroom/member-news/2019/leapfrog-breaks-impact-investing-record/

31.  UNDP - Impact Investing in Africa: Trends, Constraints & Opportunities

https://www.undp.org/content/dam/undp/library/corporate/Partnerships/Private%20Sector/Impact%20Investment%20in%20Africa/Impact%20Investment%20in%20Africa_Trends,%20Constraints%20and%20Opportunities.pdf

32.  Shahnaz, Durreen and Tan, Patricia Shu Ming, Social Enterprise in Asia: Context and Opportunities (December 24, 2009). Lee Kuan Yew School of Public Policy Research Paper No. LKYSPP09-018-CAG006. Available at SSRN: https://ssrn.com/abstract=1546253 or http://dx.doi.org/10.2139/ssrn.1546253