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Mapping the social impact investment market

Karl H Richter

on 26 May 2014

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Transcript of EngagedX

Winston Churchill
Franklin Roosevelt
Mapping the social impact investment market
The Engaged Investment Index
Mainstream investors have...
Delivered by
founded by Dr Rupert Evenett & Karl H Richter MBA
Investment data unlocks capital
How do social impact investors*
access data?
Need to address
data gap
More capital to frontline
Attract new investors
Professional capital market
Portfolio/ asset allocation
Retail & institutional products
IFAs & private wealth
Fiduciary duties
& compliance
EngagedX Data Platform
for Social Impact Investment
Benchmark data for comparative analysis
Serving: policy makers, investors & investment readiness
Socially motivated investors
need data
in one
How will it help people in
frame the impact story
Flexible architecture
Dynamic filtering
Financial data &
non financial
mapping engine
What Next ?
DataCo / Data platform
Bespoke mapping
Aggregate more data
Overlay complementary data
of funding
long-term infrastructure
From subsidy to sustainable revenue?
Investible business model?
Risk & Return
of finance
Clarity (data)
Real risk
Appropriate capital
(Risk adjusted)
Financial & social
(Blended Value)
Can social impact also be useful proxy for long term financial resilience?
(Positive <> Negative
2013 © Engaged Investment.
This presentation is an evolution of the material used in a lecture to MBA students at Oxford University Saïd Business School. All content is the intellectual property of Engaged Investment Ltd and must be duly sourced if quoted or referenced by third parties.
We need a "Bloomberg" for
Social Impact Investors
... where should we start?
Commercial and Political Atlas
William Playfair, 1786
Cholera map of London
John Snow, 1854
Rose diagram
Florence Nightingale, 1863
Hans Rosling, 2005
What type of data do we need?
1. Transaction/ deal data
2. Time-series data
3. Aggregated data for whole market
4. Geographic underlay/ context
5. Visualisation & info-graphics
6. Overlay financial & social data
7. Customisable & interactive
@RupertEve @KarlHRichter
All material in this presentation is the intellectual property of Engaged Investment Ltd and must be duly sourced if quoted or referenced by third parties.
Dr Rupert Evenett & Karl H Richter MBA
* investors motivated by creating explicit positive social outcomes & financial returns
© 2013
London Stock Exchange, Oct 2011
The text of the banner in this image has been digitally altered,
originally read "Capitalism is crisis"
9 Jan 2012
How do
we realign finance
with social purpose?
by establishment
& on streets
Better decision making
Better resource allocation

2 identical globes
1 information framework

How would you design an index?
What data would you
Process EngagedX Pilot
2012 Q4
Funding secured
2013 Q1
Index Steering Committee
Collaborative & practitioner led
Legal basis for sharing data
Industry reporting standards for social impact investing
Secure data handling & encryption procedures
2013 Q3/4
Report - proof of concept
Please get in touch if you would like to collaborate on this initiative
The EngagedX Index pilot (2012 - 2013) was funded by:
the Royal Bank of Scotland Group, Big Society Capital, City of London Corporation's charity City Bridge Trust, and UK Cabinet Office - Office of Civil Society.
The initiative has also received two UnLtd Awards in 2013 for social entrepreneurship.
Full transcript