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Presentation at CFCLondon, May 30th, 2018
Alison Fort
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Agenda Introduction to impact investingToniic & 100% network overviewT100 research: latest insights from 100% impact investors
IMPACT INVESTING DEFINED
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“INVESTMENTS MADE INTO COMPANIES,
ORGANIZATIONS, AND FUNDS WITH THE
INTENTION TO GENERATE SOCIAL AND
ENVIRONMENTAL IMPACT ALONGSIDE A
FINANCIAL RETURN.“
-GIIN
IMPACT INVESTING DEFINED
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Spectrum of capital
Source: The Rise Of Impact: Five Steps Towards An Inclusive And Sustainable Economy, UK National Advisory Board On Impact Investing, 2017 & Impact Management Project, 2017.
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The Toniic community
ToniicMembers
Current staff
135+ membershipsHNI, UHNI, Family Offices, Foundations, Institutions
300+ investors
20+ countriesMore info at: toniic.com/investors/featured-members
OUR VALUE PROPOSITION
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member
services
field
building
• Help investors go farther• Attract new capital towards impact• Systemic change towards an ecosystem creating impact
global community
investment in action
education & tools
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The Toniic 100% networkA global action network for Impact Investors
Principal-level investors
Committed to 100% impact in an investment portfolio
T100 2nd report launched 24th May76 portfolios
$2.8 billion committed, $2.3 billion deployed
Who’s going all in?
T100
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T100 POWERED ASCENT
100%ers are investing across Asset Classes
Going all in & going deeper
T100 THE JOURNEY TO IMPACT
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THE T100 PROJECTToniic SDG
Impact Theme Frameworkavailable at toniic.com/sdg
• 60 impact themes tied to 17 SDGs
• First year T100 mapped investments to the impact themes, and thus the SDGs
• Here is what we see …
Community Empowerment SDG11
T100 THE JOURNEY TO IMPACT
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T100 THE JOURNEY TO IMPACT
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By primary SDG
T100 POWERED ASCENT
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Regional Investments of 100%ers by Investor Domicile
Diverse geographies
Appropriate returns for deeper impact across a portfolio
T100 POWERED ASCENT
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82% met or exceeded financial return expectations
T100 POWERED ASCENT
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Impact measurement & management –seeing progress
T100 POWERED ASCENT
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Over sixty percent engage in some form of measurement compared to 38%.86% met or exceeded impact goalsFamily offices and triple-digit asset owners are measuring more consistentlyThe collection of quality impact data remains the number one challenge
Key takeaways
Impact investors active in multiple geographies, across asset classes, and with a wide range of asset sizeImpact investors are going farther fasterInvestors are meeting financial goals whilst deepening impact performanceImpact measurement remains a work in progress, and an industry priority
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Toniic resources
T100: Launch & T100 Powered AscentT100: Insights from Impact Advisors and Consultants 2017Toniic DirectoryToniic Impact Portfolio ToolSDG Framework
THE T100 PROJECT
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Available for download at www.toniic.com/t100
This presentation is licensed to the public pursuant to the Creative Commons Attribution Non-Commercial No-Derivatives 4.0 International (CC BY-NC-ND 4.0) license.
