The document discusses impact investing, which provides both social and financial returns through investments. Impact investing aims to assess performance through more than just financial measures. While the term was coined in 2007, it emerged from interest in assessing capital performance through non-financial lenses as well. The impact investing market includes philanthropic organizations, boutique funds, mainstream institutional investors, and others. Assets under management in impact investing are projected to approach $1 trillion by 2020 according to some estimates, as nearly two-thirds of U.S. pension funds anticipate making such investments. The document raises questions about careers, returns, industry trends, and opportunities in impact investing.

1. Impact Investing: A
NewAssetClass?
March 27, 2015
@BAErsing Linkedin.com/in/benjaminersing
2nd Annual Social-
Entrepreneurship Summit

2. What is
Impact
Investing ?
Investments that intentionally
provide investors social returns
(SROI), as well as financial (ROI).
@BAErsing Linkedin.com/in/benjaminersing

3. History of
Impact
Investing
 Term coined in 2007
 Emerged out of an interest in assessing the potential
and real performance of capital through more than a
passive financial lens
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4. Market
Landscape*
Philanthropic
Organizations
Boutique Funds “Mainstream”
Institutional
Investors
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*representative sample

5. AssetsUnder
Management
(AUM)
Projected to approach $1Trillion by
2020 (JP Morgan)
Nearly two-thirds of U.S.-based pension
funds anticipate making impact
investments (World Economic Forum)
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6. Open
Discussion
Questions to Consider
Careers in Impact Investing
• What classes / extracurriculars /
internships should I be involved in
to position myself for success?
• Do I need to start out in a more
traditional finance / consulting
role?
More About the Industry
• Do Impact Investments earn
comparable returns?
• Where do you see the industry
going?
• Are there particular sub-sectors of
the industry that are “popular”
with impact investing?
• How do I get an impact
investment for my social
enterprise?
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7. ThankYou!
Benjamin A. Ersing
Email: ersing.b.a@gmail.com
@BAErsing
Linkedin.com/in/benjaminersing