Practical lessons for investors and their investees to align strategies and systems to deliver on outcomes/impact
96th Impact for Breakfast London
The session will explore how investors can manage impact through their investment strategies and by supporting investees to embed impact into their business model and management systems. We will draw on experience from scalable high impact investments in UK health, education and sustainable communities, social housing and financial inclusion, as well as the wide-ranging experience of everyone in the room.
Key elements include:
- Selecting high impact investments (impact risk/return analysis)
- Working with investees to develop impact plan
- Impact measurement that meets investee management needs; linking this to investor information needs to manage portfolio and benchmark reporting
- Aligning interest of investors and investees and flexibility to adapt to changing circumstances and investee business needs and SDGs
- Embedding impact into investee organisational culture, staff performance management, governance etc
- Reporting, transparency & accountability to stakeholders
Nathan Estub, Nathan is Chief Investment Officer at Nesta, the UK's innovation foundation. He sits on the Nesta Trust Investment Committee and runs the organisation's direct investment portfolio supporting transformational technology ventures and arts organisations .
Sarah Forster, CEO and co-Founder, The Good Economy, a social advisory firm dedicated to inclusive business and investment. Sarah has over 25 years experience in the fields of economic development, impact investing, and impact measurement and management. The Good Economy works as an advisor to investors - ranging from mainstream asset managers to specialist impact investor funds - designing impact measurement and management systems that deliver both social and business value.
Sitara Merchant, has a longstanding career in international management and development work across Asia, Africa, the Middle East and North America. She currently is the Director for Market Insights and Analytics at the Aga Khan Agency for Microfinance in Geneva. Where she led the development and implementation of a outcomes/impact management framework linked to the SDGs across 8 microfinance institutions. She serves on Boards and currently is on the Impact Committee of Quadia.
Anton Simanowitz works globally as a consultant with practitioners, investors, technical assistance providers and policy makers to improve the effectiveness of a range of social purpose organisations in delivering impact. Building on 25 years of experience in impact measurement and management he supports organisations to build embedded systems that align commercial and impact goals. In financial inclusion he was a lead actor in developing the Universal Standards for Social Performance Management now widely adopted by financial service providers, investors and regulators.