dallas women's foundation slides
TRANSCRIPT
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Women Effect Investments Initiative
Bringing a Gender Lens to Investing
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@CriterionVent
#genderlensinv
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Agenda
Why Invest in Women?
Social Investing
Gender Lenses
Gender Lens Investing Ecosystem
What Can You Do?
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Agenda
Why Invest in Women?
Social Investing
Gender Lenses
Gender Lens Investing Ecosystem
Leadership Roles
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Goldman Sachs
World Bank
Nike Foundation
Hillary Clinton
100 Years, 100 Women
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The Women Effect
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when women are economic
agents and leaders, social change
accelerates and returns multiply
this is
the
women
effect
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Women
are over 50% of the US
workforce
make the vast majority of
consumer purchasing
decisions
buy trillions of dollars of
investment product, globally
control $20 trillion in
investment dollars
are 9% of the worldsbillionaires
will inherit 70% of the
upcoming wealth transfer
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Women
are much more likely tobe poor
are barely represented in
most leadership roles
one in three will be
physically or sexually
abused
in the US earn
approximately 80 cents
to the male dollar
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investing with aGender Lens
involves making
investment
decisions that
support gender
equality while
seeking positivereturn
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Agenda
Why Invest in Women?
Social Investing
Gender Lenses
Gender Lens Investing Ecosystem
What Can You Do?
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Social Investing
Social investments seek to generate both financial returns for investors and social
returns that benefit broader society
SocialReturns
FinancialReturns
Low
High
High
Philanthropists:Maximizing social returns
Social Investors:Blended Value Social and financialreturns
Investors:Maximizing profit
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Global Assets Under Management Socially-Oriented Investments
Socially-OrientedInvestments
Screens: $6.99 T
Philanthropy: $.33 T
Impact Investing $.5 T
Impact Investing: Magnitude
$50 T
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ActiveOwnershipStrategies
Screening GuaranteesImpact First
Investments
FinancialFirst
Investments
Source: Godeke and Pomares, Solutions for Impact Investors, RockefellerPhilanthropy Advisors, 2009.
Impact Investing: Tools & Tactics
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Source: Social Finance UK
Social Impact Bonds
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Agenda
Why Invest in Women?
Social Investing
Gender Lenses
Gender Lens Investing Ecosystem
What Can You Do?
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Women Effect Investments (WEI)
Women Effect Investments is a field-building initiative that seeks to mobilize more
investment dollars toward improving the condition ofwomen and girls worldwide
Mobilizing women investors and
investment capital towards generating the
Women Effect through investment
Strengthening and creating new
investment opportunities with a gender
lens across a diverse set of financial
intermediaries (funds and other vehicles)
When women are economic agents and leaders, social change accelerates and returns
multiply This is the WOMEN EFFECT
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3 Gender Lenses
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Access to
Capital
Workplace
Equity
Products
& Services
A gender lens serves as a viewfinder for investment opportunities
both fromimpact and financial return perspectives
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Access to Capital
Access to Capital
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Workplace Equity
Workplace
Equity
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Products & Services
Products
& Services
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Agenda
Why Invest in Women?
Social Investing
Gender Lenses
Gender Lens Investing Ecosystem
What Can You Do?
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The GENDER & INVESTING ECOSYSTEM
A growing number of investors, funds and support organizations are recognizing
the importance and potential of a gender lens
Investment Vehicles Investor Groups
Supporting Networks Supporting Organizations
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Across Asset ClassesAn increasing number of innovative financial products (investment vehicles)across asset classes, altering the landscape of social investing for consumers
Equity Debt Cash Real Estate Commodities
Ownership;
Stocks; Longer
Duration
Fixed Income;
Bonds
Cash
Equivalents;
Money Markets;
Liquidity; Short
Terms
Commercial;
Residential;
Industrial;
Mortgage-
Backed Securities
Futures;
Forwards;
Options; Oil;Gold; Corn
I t t V hi l i th M k t
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Investment Vehicles in the MarketMicrocredit, Mezzanine Debt, Social Investment
Vehicle Gender Lens Geography Category
Access to Capital Global Microcredit
Access to Capital United States
(Ohio)
Microcredit
Access to Capital United States
(Bay Area, NYC,
Chicago)
Microcredit
Access to Capital Southern USA Mezzanine Debt
Access to Capital
Workplace Equity
Africa
Latin America
Social Investment
Products andServices
India Social Investment(Venture Capital)
Access to Capital
Workplace Equity
Products & Services
Global Social Investment
(Note)
Investment Vehicles in the Market
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Investment Vehicles in the MarketVenture Capital, Private Equity, Mutual Fund.
Vehicle Gender Lens Geography Category
Access to Capital United States Venture Capital
Access to Capital West Coast USA Venture Capital
Access to Capital Spain Venture Capital
Access to Capital
Workplace EquityProducts & Services
Iceland Private Equity
Access to Capital
Workplace Equity
France Private Equity
Access to Capital Netherlands Private Equity
ISIS
Fund
Access to Capital
Workplace Equity
Global Private Equity
Access to Capital
Products & Services
Sub-Saharan
Africa
Private Equity
Workplace Equity Global Mutual Fund
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Investment Vehicles in the MarketAngel Investing
Vehicle Gender Lens Geography Category
Access to Capital North America Angel Investing
Access to Capital
Workplace Equity
United States
(Midwest and
South)
Angel Investing
Access to Capital United States
(Wisconsin and
Midwest)
Angel Investing
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Emerging Vehicles
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Agenda
Why Invest in Women?
Social Investing
Gender Lenses
Gender Lens Investing Ecosystem
Leadership Roles
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What Can YOU Do?
VOICE:The questions you ask
What you write
Advocacy
#GenderLensInv
LEARNING:Gender Lens Investing Forum
Ecosystem Calls
Research papers
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Philanthropy Plays A Catalytic Role
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Enabling
Organizations
Research /
Education
Runway /
balance sheet
Technical
Assistance
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What Else Can You Do?
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Beyond investing,
Beyond educating yourself and others,
There are lots of ways to support building this field
And they wont happen with out philanthropy.
TECHNICAL ASSISTANCE Women entrepreneurs
training, incubation,
mentorship
Support social entrepreneurs to
get capital-ready
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What Else Can You Do?
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Beyond investing,
Beyond educating yourself and others,
There are lots of ways to support building this field
And they wont happen with out philanthropy.
Research
Due diligence around fund design Field/pipeline mapping
Specific inhibitors (e.g. advisor strategies)
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What Else Can You Do?
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Beyond investing,
Beyond educating yourself and others,
There are lots of ways to support building this field
And they wont happen with out philanthropy.
Community/Education
Case studies
Events for ecosystem players investors, intermediaries,
entrepreneurs
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What Else Can You Do?
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Beyond investing,
Beyond educating yourself and others,There are lots of ways to support building this field
And they wont happen with out philanthropy.
THE ENABLING ENVIRONMENT
Cultivate the opportunity for more gender lens investing vehicles
Mobilizewomen investors and investment capital to invest with a gender lens
Women Effect Investments
Bringing a Gender Lens to Investing
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Women Effect Investments Initiative
Bringing a Gender Lens to Investing