DECISION TREE 4 Impact Investing
1 Decide on not doing Harm to People
2 Decide on not doing Harm to Workers
3 Decide on Fair Treatment of Workers: Equality & Diversity
4 Decide on investing in Basic Needs & Impact Tech
5 Decide on investing in Scaling & Efficiency
All steps in one document on: https://www.slideshare.net/alcanne/decision-trees-for-inclusive-impact-investing
STEP 4: Decide on investing in Basic Needs & Impact Tech.
Key Words:
Availability & Affordability
BASIC NEEDS: Work & Income in Inclusive Finance, Nutritious Food, Clean Water & Hygiene, Safe Social Housing, Healthcare, Education & Training, Public Transport, Access to Clean Energy, Community Development, Culture & Beliefs....
5 P's of Impact : Place, Product, Paradigm, Process & Planet.
(BrianTrelstad in HarvardBusinessReview)
Examples: micro- & mesofinance for impact, smallholders farming & off grid solar in developing countries, women & SME entrepreneurs, underserved communities....
IMPACT TECH: Crowdfunding for Impact: Agritech, Biotech & Healthtech, e-Health, e-Education & Infotainment; Green & CleanTech, AI, Big Data, Robotics, SaaS, Internet of Things for impact; Apps connecting people and / or connecting them to Impact Services & Products....
HOW TO GUIDE & SOURCES
BASIC NEEDS & IMPACT TECH
Left side of the Venn diagram
In the middle: Work & Income for unemployed, vulnerable & underserved people in developed, emerging & developing
markets.
Middle Income groups are vital to scale impact products & services through healthy revenues & BEPs.
On the right: leads can be found in SRI & ESG Opportunities & Risk universe, especially when they contain mid, small & micro caps. But largecaps can be active in R&D or acquiring #impinv opportunities.
Win-Win: 5 P's of Impact Place, Product, Paradigm, Process & Planet. (BrianTrelstad, HBR 15Feb16)
Example Impact Tech investment ROBOGlobal
Sector allocation Basic Needs:
Healthcare 8% Food & Agriculture 6%, Energy 3%,
3D Printing 3%, Security & Surveillance 3%
For small investors:
Price (Affordable),
Public (Available: listed or crowdfunding with investor protection),
Impact (reported & incentivised),
Catalyst (for exponential growth) or Additional (for organic growth) &
Risk related Return.
Another checklist based in Impact Asset Classes
Example is for Assura Plc, local healthcare centers in the UK https://impactinvestmentne.wixsite.com/alcanneimpinvenglish/single-post/2018/01/15/1st-Inclusive-Impact-Investment-Rating%C2%A9
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PUBLIC SPEAKING & PANELS
Marga van Miltenburg @ ZIJSPREEKT
*Decision trees inspired by Arjen #ZondagmetLubach