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WELCOME!
EVERYTHING YOU NEED TO KNOW
ABOUT IMPACT INVESTING
(IN 1 HOUR!)
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PRESENTED BY
The Case Foundation @CaseFoundation
Mission Investors Exchange @MissionInvest
Council on Foundations @COF_
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IMPACT INVESTINGWHAT IT IS AND WHY IT MATTERS
Jean Case, CEO, the Case Foundation
@JeanCase
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Impact investments Are:
Investments
Made into companies,
organizations and funds
With the intention to
generate measurable social
and environmental impact
Alongside a financial return.
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A RANGE OF OPTIONSIN A GROWING SECTOR
Kate Ahern, VP, the Case Foundation
@AhernKate
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Common Decision
Points for Investors:
1. Sector
2. Asset class
3. Geography
4. Funds vs. direct
5. Risk & return
6. Other ways to engage
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SECTOR
01
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Impact Sectors Include:
• Community development
• Small business finance
• Health and wellness
• Education
• Microfinance
• Financial inclusion
• Fair trade products
• Conservation
• Renewable energy
• Sustainable agriculture
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ASSET CLASS
02
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Asset Classes Include:
• Fixed income
• Absolute returns
• Private equity/venture
• Public equity
• Real assets
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WHERE: GEOGRAPHY
03
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• City/state
• Domestic (US)
• “Domestic emerging
markets”
• Emerging markets
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HOW: FUNDS VS.
DIRECT INVESTMENTS
04
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• Impact investing funds
• Direct investments
• Total portfolio activation
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HOW MUCH: RISK &
RETURN
05
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• Blended strategies
• Market rate, with impact
• Sector-focused
• Impact alpha
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OTHER WAYS TO
ENGAGE
06
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Other Ways to Engage
• Ecosystem support
grants
• Policy engagement
• Shareholder activism
and active ownership
• Social impact bonds
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A SHORT GUIDE TO IMPACT INVESTING
IMPACT INVESTINGIN PRACTICE
Stacy Donohue, Omidyar Network Dan Brillman, Unite US
@StacyDon @DanBrillo
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A SHORT GUIDE TO IMPACT INVESTING
FOR-PROFIT SNAPSHOT Omidyar Network is:
A philanthropic investment
firm, founded in 2004 by
Pam and Pierre Omidyar,
founder of eBay.
Dedicated to harnessing
the power of markets to
create opportunities for
people to improve their
lives.
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Two Key Approaches
1. A flexible capital approach: for-profit and nonprofit are complementary
2. A sector-based approach:
• Consumer internet and mobile
• Education
• Financial inclusion
• Governance and citizen engagement
• Property rights
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Omidyar Network
Commitments Since
Inception:
• $391 million in for-
profit investments,
including Unite US
• $458 million in
nonprofit grants
• $849 million total
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Connecting a
Fragmented Industry
With Technology
Fragmented support system
of 400,000+ organizations
Connecting military families
with local coordinated care
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Community Management
Care Coordination
Resource NetworkConnecting veterans to
impactful local resources &
opportunities
Streamlining operations,
communication, outreach, and
analytics for organizations
“CARE”
“BOOST”
“ENGAGE”
Seamlessly coordinating
services within organizations &
networks of service providers
Technology Transforming
Service Delivery
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Programs Already Live
in Communities…
50+ public, private, nonprofit
organizations streamlining
care
200+ practitioners and care
workers collaborating and
coordinating services
Secure referrals and tracking,
standardized intake, outcome
reporting
Coordination increasing
efficiencies, accountability,
ROI and lowering costs
Education
Employment
Family Support
Financial Assistance
Housing
Healthcare
Mental HealthPublic Benefits Counseling
Recreation/Outreach
Substance Abuse
VA Benefits and Advocacy
Legal Assistance
Coord
ina
ted
Serv
ices P
rovid
ed
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QUESTIONS?If you have a question for one of the presenters, please click the “questions”
box and type it in.
Please include your name and organization with your question.
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Upcoming Programs
• 9/28 – 9/30: Atlanta Mission Investing Institute
• 11/12: Essentials of Impact Investing Webinar
Series Part I: Why Foundations of All Sizes Engage
in Impact Investing
• 1/21: Essentials of Impact Investing Webinar Series
Part II: Common Ways to Engage in Impact
Investing
• 3/17: Essentials of Impact Investing Webinar Series
Part III: How to Find (or Develop) Impact Investing
Deals
• 5/10 – 12: Mission Investors Exchange National
Conference in Baltimore
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Resources
• A Short Guide To Impact Investing
www.Shortguide.org
• Mission Investors Exchange Website
www.MissionInvestors.org
• Essentials Of Impact Investing
A Guide For Small-Staffed Foundations
• Community Foundation Field Guide To
Impact Investing
• Strategies To Maximize Your Philanthropic
Capital: A Guide To Program Related
Investments
• Learn Foundation Law: Program-Related
Investment Rules for Private Foundations