Impact Investing:
Private Debt & Equity Investing in Social Causes

Recently Released!!!
Date Published: May 25, 2016
Summary PPT Deck: 57 Slides
Reference PPT Deck: 704 Slides

The purpose of this research is to provide readers with an understanding of impact investing, a growing area of investing. This research combines with Tiburon's research on socially responsible investing to support its broader coverage of socially responsible investing & impact investing.

This research begins with an analysis of the success of two traditional positive social change methods (government aid & charitable contributions). The research further defines the overlapping terms of socially responsible investing; environmental, social, & governance investing, and impact investing, and then addresses the possible investment objectives, including financial first, double bottom line, & impact first. The research analyzes the market situtation, including consumers' & institutional investors' levels of interest, and then outlines the drivers (women, millennials, & defined contribution plans) and the key constraints (lack of proven investment performance).

This research addresses the two historical phases of impact investing, including: 

  • Emergergence Phase
  • Maturation Phase

    This research defines a long list of potential investable areas, including:

    • Affordable Housing
    • Clean Technology
    • Community Development Lending
    • Crime & Prison Reform
    • Education & Charter Schools
    • Healthcare
    • Homelessness
    • Job Training
    • Microfinance
    • Pollution Prevention
    • Pro-Environment
    • Repressed Minorities
    • Sustainable Agriculture

    This research addresses the most common investment vehicles, including:

    • Private Debt
    • Private Equity
    • Public Debt
    • Public Equity
    • Other Investment Vehicles

    And this research makes several future predictions for the impact investing market, including:

    • Substantial Impact Investing Market Growth
    • Institutionalization of the Impact Investing Business

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