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Social Responsible Investment and its spinoffs; Benefits to Members. Mark van Wyk Mergence Investment Managers. 20 August 2013. 1. Capital Return Investment Return. Fund Members. Fund Trustees & Advisors. Fund Manager. Investment Instrument. Business / Government. - PowerPoint PPT Presentation
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20 August 2013
Social Responsible Investment and its spinoffs; Benefits to Members
Mark van WykMergence Investment Managers
2. Social Impact Return (Housing, Education, Jobs etc.)
1. Capital ReturnInvestment Return
Fund Members
Fund Trustees & Advisors
Fund Manager
Investment Instrument
Business / Government
What is important to South Africans
Source: HSRC South African Social Attitudes Survey 2010 – 2nd Report (The Age of Hope)
Impact Selection Process
HSRC SASAS NPC Diagnostic
0 20 40 60 80 100
Economic Issues
Education
Corruption
Affordable Housing
Service provision delivery
Poverty
Crime & Security
HIV/Aids
Unemployment
Percentage
Poor Educational outcomes
High disease burden
Dividend Communities
Public service performance
is uneven
Spatial patterns
marginalise the poor
Too few South
Africans are employed
Corruption
Resource intensive economy
Crumbling infrastructure
Eliminating poverty
Reducing inequality
0 20 40 60 80 100
Economic Issues
Education
Corruption
Affordable Housing
Service provision delivery
Poverty
Crime & Security
HIV/Aids
Unemployment
Percentage
SA Investment Environment
• Gini coefficient ⁄ Richest decile earns 94 times more than poorest decile⁄ Income inequality: Half nation live on 8% of national income; other half 92%
• Unemployment⁄ Expanded definition holds it at approximately 35,4%⁄ 60% of unemployed have not completed matric
• Health⁄ One of the highest TB incidence rates in the World⁄ SA is 1 out of 12 countries where child mortality rates have increased since 1990*
• Energy⁄ 13.4% World’s population live in Africa; use 5.5% of globally consumed resources**⁄ Integrated Resource Plan targets renewables to account for 42% of SA’s needs by 2030**
*Millennium Development Goal (MDG) baseline in 1990, Source: The National Healthcare Facilities Baseline Report 2012**African Renewable Energy Review, Nedbank Capital, June 2012
Why is it important to us?
Impact InvestingChallenges and Opportunities to Scale
Mahatma Gandhi
“If you want to go quickly, go alone. If you want to go far, go together.”
“Capital as such is not evil; it is its wrong use that is evil”
African proverb
