know what you need to know - serious social investing 2013

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Strictly Private and Confidential An Authorised Financial Services Provider Know what you need to know How funders consume information dictates how it should be collected 13 March 2013

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How funders consume information dictates how they should collect it. The RMB Fund's Yvette Nowell speaks at the Tshikululu Social Investments Serious Social Investing 2013 workshop.

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Page 1: Know what you need to know - Serious Social Investing 2013

Strictly Private and ConfidentialAn Authorised Financial Services Provider

Know what you need to knowHow funders consume information dictates how it should be collected

13 March 2013

Page 2: Know what you need to know - Serious Social Investing 2013

Strictly Private and Confidential

Strictly Private & Confidential

This presentation has been prepared by FirstRand Bank Limited, acting through Rand Merchant Bank (“RMB”).

The information contained in this presentation is confidential and intended solely for the use of the intended recipient. This presentation may contain

information proprietary to RMB and accordingly may not be reproduced, acted upon or disseminated in whole or in part without RMB’s prior written

consent. By attending this presentation, the intended recipient undertakes to keep the information contained in the presentation confidential and not to do

any act or allow same to be done on his behalf which is in breach of the above mentioned prohibition.

This presentation contains information which has not been independently verified by RMB. RMB and its directors, officers, employees and agents make no

representation and give no warranty with respect to, and assume no responsibility for:

the correctness, accuracy and completeness or otherwise of the information contained in this presentation; or

the correctness or otherwise of the Advisers’ conclusions based on such information.

Any liability of whatsoever nature and howsoever arising on the part of RMB, their directors, officers, employees and agents relating to the contents of this

presentation is hereby expressly disclaimed.

This presentation is intended for discussion purposes only and does not represent a commitment, proposal, recommendation, offer open for acceptance or

agreement to enter into a transaction. Any transaction is subject to the agreement of final terms to be set out in a separate written agreement. The decision

to enter into any transaction and to assume the risks associated with the transaction rests solely with the intended recipient.

July 2012

Disclaimer

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• How should social investors go about selecting M&E models?

• Who are the key consumers of programme reporting?

• Other parameters to consider: Budget; what questions are you asking through M&E; who are your beneficiaries; etc.

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Sivuziwe (Sivu) Mzamo Investment Banking Real Estate

CAROLYNNE WATERHOUSECorporate Marketing

HAPPY POOECorporate Marketing

SANE BUKULAHead Transformation

Murray LeggRand Merchant BankInternational

Nevashini Moodley FNB Wealth Segment Marketing

WARRICK LEEEquator Principles and ESRARisk and Compliance

ILKA DUNNECIB COE

NKALE MOTAUNGHuman Capital

Desiree StoreyManager: FirstRand VolunteersFirstRand Limited

Beth van HeerdenFirstRand Brand Executive

Caleb DlaminiClient Relationship Manager

Janet WattsCSI Practitioner: Arts, Culture and Heritage

Jane RoachEducation Specialist

Ian Slade Programme Manager

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