Impact Investing: Big Society Capital

November 30th, 2017 by Kara in Case Studies

By Lena Dominici Introduction Is it possible to address the world’s social problems while still making a financial return? Impact investing seeks to achieve this goal. Big Society Capital is a wholesale investment bank that invests in social investment intermediaries, which then invest in social enterprises and charities to address social issues. Impact investing is increasingly popular, but faces several challenges. I. Impact Investing a. Definition of impact investing When the Rockefeller Foundation invited leaders in finance, development, and philanthropy in 2007 to the Foundation’s retreat center in Bellagio, participants coined the term “impact investing.” ...

Ethics of Socially Responsible Funds

August 23rd, 2016 by Kara in Case Studies

By: Seamus Vaughan Lucey Certain mutual funds attempt to be both ethical and profitable. Early attempts at reconciling the two goals were limited. However, the market for mutual funds now includes a rising number of socially responsible funds for investors who wish to profit without causing harm. Since beginning in its current form in the early 1980’s, socially responsible investment (SRI) has grown rapidly from a small group of niche funds to representing a significant proportion of all investments made. The United States Social Investment Forum (US SIF) 2014 Trends Report states that ...