2. #18MCSummit
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About Innovest Advisory
Boutique Impact Investment Advisory
Offshore jurisdiction focus, targeting latent capital
Impact focused investors – beyond negative screening
Connecting HNWIs, Foundations, Family Offices,
CharitableTrusts with investment opportunities that offer
blended returns
Debt, equity, catalytic grants (gurantees)
Investors - education, investment portfolio structuring and
matchmaking
Potential investees – capacity building to access to impact
investment and enable delivery on investor expectations
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Impact Approach and Tools
Blend of standardized and bespoke impact assessment
tools :
GIIRS and GINN products, recent SPI4 for microfinance
Employment outcomes, PPI
Research partnerships to develop evaluation evidence,
randomized control trials
•Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals
•Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment
•Monitoring, Evaluation and Reporting
•Identification of strategies for achieving this goal
•Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals
•Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment
•Monitoring, Evaluation and Reporting
•Identification of impact goals investor is seeking
•Identification of strategies for achieving this goal
•Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals
•Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment
•Monitoring, Evaluation and Reporting
Identification
of Impact
Goals
Strategies
for achieving
Goals
Identification
of investment
vehicles
Selection of
investment
type
Monitoring, Evaluation and Reporting
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Engagement Examples
Design and set up of Syrian refugee focused MSME impact
investment fund for the Family Office of a UK based
UHNWI
Support to a number of emerging Islamic MFIs on
mobilizing investment from impact investors
Offshore Fund focused on European SMEs where a portion
of returns are set aside for impact investment (inc. Mf)
Design and set up of a credit guarantee scheme for MSEs in
Somalia with a bilateral donor and private impact investors
Advisory on the design and financing of social impact
bonds (pay for success models) in offshore jurisdictions
Islamic finance impact investment
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Building Impact Investment
Ecosystems
Project to build a one-stop off-shore jurisdiction for
Impact Investment
Key ingredients for success:
Knowledge and expertise
Innovative products and instruments (exchange, seed funding)
Maturity and attractiveness of financial markets
Enabling environment (regulations, marketing)
Social impact standards and reporting
International connections
From “tax haven” to “Center for Financing For Good”