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<Previous Next>
  • Preface
  • 1. Introduction to the Mainstreaming Impact Investing Initiative
    • 1.1 Executive Summary
    • 1.2 Motivation
    • 1.3 Focus and Scope
  • 2. Definitional Alignment
    • 2.1 Clarifying the Taxonomy
    • 2.2 Areas of Definitional Confusion
  • 3. Impact Investment Sector Assessment
    • 3.1 Harnessing the Hype
    • 3.2 Impact Investment Ecosystem: The Landscape Today
    • 3.3 Case Studies: Examples of Mainstream Investors in Impact Investing
    • 3.4 Impact Investing Across Asset Classes
    • 3.5 Voice of the Mainstream Institutional Investor
  • 4. Challenges that Institutional Investors Face
    • 4.1 Early-stage Ecosystem
    • 4.2 Small Average Deal Size
    • 4.3 Fit within Asset Allocation Framework
    • 4.4. Double Bottom Line
  • 5. Recommendations
    • 5.1 Role of Impact Investment Funds
    • 5.2 Role of Impact Enterprises
    • 5.3 Role of Philanthropists and Foundations
    • 5.4 Role of Governments
    • 5.5 Role of Intermediaries
  • 6. Conclusion
  • Appendix: Institutional Investors Interested in Getting Started
  • References and Further Reading
  • Acknowledgements
From the Margins to the Mainstream: Assessment of the Impact Investment Sector and Opportunities to Engage Mainstream Investors Home Previous Next
  • Report Home
  • Preface
  • 1. Introduction to the Mainstreaming Impact Investing Initiative

    • 1.1 Executive Summary
    • 1.2 Motivation
    • 1.3 Focus and Scope
  • 2. Definitional Alignment
    • 2.1 Clarifying the Taxonomy
    • 2.2 Areas of Definitional Confusion
  • 3. Impact Investment Sector Assessment
    • 3.1 Harnessing the Hype
    • 3.2 Impact Investment Ecosystem: The Landscape Today
    • 3.3 Case Studies: Examples of Mainstream Investors in Impact Investing
    • 3.4 Impact Investing Across Asset Classes
    • 3.5 Voice of the Mainstream Institutional Investor
  • 4. Challenges that Institutional Investors Face
    • 4.1 Early-stage Ecosystem
    • 4.2 Small Average Deal Size
    • 4.3 Fit within Asset Allocation Framework
    • 4.4. Double Bottom Line
  • 5. Recommendations
    • 5.1 Role of Impact Investment Funds
    • 5.2 Role of Impact Enterprises
    • 5.3 Role of Philanthropists and Foundations
    • 5.4 Role of Governments
    • 5.5 Role of Intermediaries
  • 6. Conclusion
  • Appendix: Institutional Investors Interested in Getting Started
  • References and Further Reading
  • Acknowledgements

References and Further Reading

References and Further Reading

  • Amy Chung and Jed Emerson (2013): From Grants to Groundbreaking: Unlocking Impact Investments, Living Cities
  • Catherine H. Clark, Matthew H. Allen, Bonny Moellenbrock, and Chinwe Onyeagoro (2013): Accelerating Impact Enterprises, CASE at Duke University’s Fuqua School of Business, SJF Institute, and O-H Community Partners
  • Global Impact Investing Network (2013): IRIS Data Brief: Focus on Employment
  • ImpactBase: Global Online Directory of Impact Investment Vehicles (2013), http://www.impactbase.org
  • John Olson and Andrea Phillips (2013): Rikers Island: The First Social Impact Bond in the United States, Community Development Investment Review, Federal Reserve Bank of San Francisco
  • Lilly Family School of Philanthropy, Indiana University (2013): Leveraging the Power of Foundations: An Analysis of Program-Related Investments
  • Schwab Foundation for Social Entrepreneurship (April 2013): Breaking the Binary: Policy Guide to Scaling Social Innovation
  • Yasemin Saltuk, Amit Bouri, Abhilash Mudaliar, and Min Pease (2013): Perspectives on Progress: The Impact Investor Survey, J.P. Morgan and the Global Impact Investing Network
  • Calvert Foundation (2012), Gateways to Impact
  • Cathy Clark, Jed Emerson, and Ben Thornley (2012): A Market Emerges: The Six Dynamics of Impact Investing, Pacific Community Ventures, CASE at Duke University’s Fuqua School of Business, and ImpactAssets
  • David Wood, Ben Thornley, and Katie Grace (2012): Impact at Scale: Policy Innovation for Institutional Investment with Social and Environmental Benefit, Pacific Community Ventures, Institute for Responsible Investment at Harvard University, and Rockefeller Foundation
  • E.T. Jackson and Associates Ltd. (2012): Accelerating Impact: Achievements, Challenges and What’s Next in Building the Impact Investing Industry
  • First Affirmative Financial Network, LLC (2012): 2013 To Be the Year of “Impact Investing”
  • Harvey Koh, Ashish Karamchandani and Robert Katz (2012): From Blueprint to Scale: The Case of Philanthropy in Impact Investing, Monitor Group
  • Matt Bannick and Paula Goldman (2012): Priming the Pump: The Case for a Sector Based Approach to Impact Investing, Omidyar Network
  • Social Finance (2012): Microfinance, Impact Investing, and Pension Fund Investment Policy Survey
  • US SIF Foundation (2012): Report on Sustainable and Responsible Investing Trends in the United States
  • Ann-Kristin Achleitner, Wolfgang Spiess-Knafl, Andreas Heinecke, Mirjam Schöning, and Abigail Noble (2011): Social Investment Manual: An Introduction for Social Entrepreneurs, Technical University of Munich and Schwab Foundation for Social Entrepreneurship
  • Antony Bugg-Levine and Jed Emerson (2011): Impact Investing: Transforming How We Make Money While Making a Difference, Jossey-Bass (San Francisco, CA)
  • Ben Thornley, David Wood, Katie Grace, and Sarah Sullivant (2011): Impact Investing: A Framework for Policy Design and Analysis, Pacific Community Ventures, Institute for Responsible Investment at Harvard University, and Rockefeller Foundation 
  • V. Kasturi Rangan, Sarah Appleby, and Laura Moon (2011): The Promise of Impact Investing, Harvard Business School
  • Yasemin Saltuk, Amit Bouri, and Giselle Leung (2011): Insight into the Impact Investment Market: An In-Depth Analysis of Investor Perspectives and Over 2,200 Transactions, JP Morgan, the Global Impact Investing Network 
  • World Economic Forum (2011): Accelerating the Transition towards Sustainable Investing: Strategic Options for Investors, Corporations and other Key Stakeholders
  • Bridges Ventures, The Parthenon Group, and the Global Impact Investing Network (2010): Investing for Impact: Case Studies Across Asset Classes
  • Hope Consulting (2010): Money for Good: Impact Investing Overview
  • Nick O’Donohoe, Christina Leijonhufvud, Yasemin Saltuk, Antony Bugg-Levine, and Margot Brandenburg (2010): Impact Investments: An Emerging Asset Class, J.P. Morgan, Rockefeller Foundation, and the Global Impact Investing Network
  • Jessica Freireich and Katherine Fulton (2009): Investing for Social and Environmental Impact, Monitor Institute
  • Paul A. Gompers (1994): The Rise and Fall of Venture Capital, Business and Economic History
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