Dallas Women's Foundation Slides

8/2/2019 Dallas Women's Foundation Slides

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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


Social Investing

Gender Lenses


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


Social Investing

Gender Lenses


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


Social Investing

Gender Lenses


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
http://www.goldenseeds.com/home/


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Workplace Equity

Workplace

Equity


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Products & Services

Products

& Services


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Agenda


Social Investing

Gender Lenses


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
http://www.goldenseeds.com/home/http://www.85broads.com/http://www.womensfundingnetwork.org/http://www.goldenseeds.com/home/


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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


(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.


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


Access to Capital North America Angel Investing

Access to Capital

Workplace Equity

United States

(Midwest and

South)

Angel Investing


(Wisconsin and

Midwest)

Angel Investing


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Emerging Vehicles


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Agenda


Social Investing

Gender Lenses


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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Beyond investing,




Research

Due diligence around fund design Field/pipeline mapping

Specific inhibitors (e.g. advisor strategies)


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Beyond investing,




Community/Education

Case studies

Events for ecosystem players investors, intermediaries,

entrepreneurs


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Beyond investing,

Beyond educating yourself and others,There are lots of ways to support building this field


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



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Women Effect Investments Initiative


Documents

Dallas Women's Foundation Slides