Wharton Social Impact Initiative report on the financial performance of impact investing

October 20, 2015  |   CDVCA Ventures Blog,Research   |     |   Comments Off on Wharton Social Impact Initiative report on the financial performance of impact investing

On October 8th 2015, as members of the impact investing and social entrepreneurship field gathered for the SOCAP event Wharton Social Impact initiative used the opportunity  to launch their first-ever report on the financial performance of impact investing. The report, titled Great Expectations: Mission Preservation and Financial Performance in Impact Investing suggests that investors may not need to expect lesser returns as a tradeoff for social impact. The result of two years rigorous research, the report looks at successful exits from impact investment funds in order to examine the balance between financial returns and mission preservation.

GIIN Report on Scaling Community Development Investments

October 20, 2015  |   CDVCA Ventures Blog,Research   |     |   Comments Off on GIIN Report on Scaling Community Development Investments

On October 19th 2015, The Global Impact Investing Network (GIIN), released a landscape study of the US Community Impact Investment field. Titled Scaling U.S. Community Investing: The Investor-Product Interface, the report provides insight into the barriers and opportunities to increasing investment. In the United States, investments that seeks to generate financial returns while delivering social benefits marginalized communities while have existed for a decades. The investments are executed through a range of actors including loan funds, banks and credit unions, and other financial institutions. Over 900 such product providers are certified as Community Development Finance Institutions (CDFIs) by the U.S. Treasury. In spite of the wide range of actors involved, the USCI field has not yet managed to scale its potential. The .Scaling U.S. Community Investing report explores why, while providing helpful recommendations for how to engage investors and improving investment products.

BlackRock launches Social Impact fund

October 16, 2015  |   CDVCA Ventures Blog   |     |   Comments Off on BlackRock launches Social Impact fund

In October of 2015, BlackRock, Inc. announced the launch of the BlackRock Social Impact fund. Led by Black Rocks Scientific Active team, the BlackRock Impact Fund consists out of equity securities in companies targeting competitive market returns and aggregate social impact outcomes. The fund arrives at a time when impact investing is gaining traction as investment banks attempt to meet an increasing demand for profitable investments that generate social benefits .A few months prior, Bain capital followed announced the launch of a similar impact fund led by former Massachusetts governor Deval Patrick. Other major financial firms such as JP Morgan Chase, Morgan Stanley, HSB, Citi and UBS have launched similar initiatives, assigning entire units to social impact investing. The development reflect increased belief in the business case for the generation of financial returns alongside social value.

Omidyar releases report on early stage risk capital in emerging market

October 16, 2015  |   CDVCA Ventures Blog,Research   |     |   Comments Off on Omidyar releases report on early stage risk capital in emerging market

On October 7, 2015, Omidyar Network published a report named “Frontier Capital: Early Stage Investing for Financial Returns and Social Impact in Emerging Markets”. The report offers a strategic guide to how investors can achieve financial returns and social impact through early stage risk capital in emerging markets. Drawing from data analysis and interviews with top investors, report highlights investment opportunities while offering insight to which investment opportunities are best for particular portfolios.

Rural Business Investment Company Webinar

October 09, 2015  |   CDVCA Ventures Blog   |     |   Comments Off on Rural Business Investment Company Webinar

The Rural Business Investment Company (RBIC) is hosting a complimentary webinar on Thursday, October 15, 2015 3 - 4:15 p.m. ET, inviting participants to get an insiders view of the program. CDVCA member Meritus Ventures was the first ever RBIC and was the only RBIC prior to 2014. Today there are two RBICs (Meritus and Advantage Capital Agricultural Partners, which was licensed in 2014), with two more conditionally approved RBICs (Meritus Kirchner and Innova, both of which were conditionally approved in April 2015) and several more funds in various stages of formation. The RBIC program boosts growth and job creation in rural America by providing capital to innovative small rural businesses. The webinar invites participants to learn how the program works, potential business opportunities and why fund managers commercial banks, and other credit institutions choose to invest in these funds.   Learn more