Asset classes and products
Introduction
How to use these resources
Resources in this module
Glossary of terms
We have put together a glossary of terms for impact investing
Filter resources by level:
Overview
There are no Advanced resources for this topic
Debt, equity and hybrid models
-
The Financial Performance of Impact Investing Through Private Debt
Global Impact Investing Network
Reading time: 40 minutes
The GIIN and Symbiotics give an overview of the aggregate performance of 50 Private Debt Impact Funds (PDIFs) and over 100 Community Development Loans (CDLFs). Both of these types of debt funds are analysed separately due to differences in the legal environments and financing constraints. The report indicates that generally, there are stable returns across various private debt risk-return strategies, sectors, impact issues and geographic locations.
What the reviewer found helpful:“The analysis on private debt impact funds is particularly interesting, with promising total asset growth figures”
Serena Grover
Advanced
-
Impact Investing Through Sterling Denominated Listed Fixed Income
Triodos
Reading time: 5 minutes
Triodos outlines its fixed-income strategy by discussing its approach to impact investing within the UK bond market. The resource explores their thematic approach, which seeks to build fixed income portfolios of companies, issues and projects that actively address seven key issues areas. The types of bonds used by Triodos are clearly highlighted, along with case study examples of companies that are committed to this fixed-income strategy.
What the reviewer found helpful:“Interesting to read about the banks and real estate companies that are already involved with impact investing in the UK bond market”
Serena Grover
Advanced
Blended finance
-
A Resource for Structuring Blended Finance Vehicles
Global Impact Investing Network
Reading time: 30 minutes
A comprehensive guide setting out different catalytic tools to consider for stakeholders who have decided on a blended finance approach for raising capital. The paper considers 5 catalytic tools that can be leveraged in blended finance structures considers their respective characteristics in turn. The paper provides key considerations and questions for stakeholders with regards to each tool, providing a framework through which stakeholders can increase awareness of each other’s motivations, identify common ground and/or areas of conflict, and better communicate and manage expectations. The paper includes an overview of a wide range of examples, as well as corresponding links to detailed case studies.
What the reviewer found helpful:“A practical and user-friendly guide, targeted at stakeholders to help them tackle the challenges of using blended finance structures.”
Yinni Hu
Advanced
✔ Recommended
Investing in public and private markets in terms of risk and impact intensity
-
Investor Contribution in Public and Private Markets
Impact Management Project
Reading time: 20 minutes
This paper explores the concept of ‘investor contribution’ – the value-add contribution that individual investors make to enable enterprises they invest in to achieve impact. The paper is a detailed overview of the IMP consensus on the topic at the time of writing. 4 possible strategies are identified by which investors can contribute to the creation of impact. The paper provides an explanation of each strategy, as well as examples of concrete types of actions or behaviour that investors could pursue as part of each strategy. Attention is also given to how the strategies relate to one another and how they might reflect differences in private and public markets.
What the reviewer found helpful:“A well-balanced piece that explains each strategy in detail while also highlighting its associated challenges and potential issues – excellent starting point for discussion.”
Yinni Hu
Advanced