Women Effect Investments Initiative Bringing a Gender Lens to Investing

@CriterionVent #genderlensinv

Agenda
Why Invest in Women? Social Investing Gender Lenses Gender Lens Investing Ecosystem What Can You Do?

Agenda
Why Invest in Women? Social Investing Gender Lenses Gender Lens Investing Ecosystem Leadership Roles

Goldman Sachs

Nike Foundation

World Bank

Hillary Clinton 100 Years, 100 Women

The Women Effect

when women are economic agents and leaders, social change accelerates and returns multiply
this is

the women effect

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 worlds billionaires

will inherit 70% of the upcoming wealth transfer

Women
are much more likely to be 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

investing with a Gender Lens involves making investment decisions that support gender equality while seeking positive return

Agenda
Why Invest in Women? Social Investing Gender Lenses Gender Lens Investing Ecosystem 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
Philanthropists: Maximizing social returns

High

Social Returns

Social Investors: Blended Value Social and financial returns

Investors: Maximizing profit

Low

High

Financial Returns
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Impact Investing: Magnitude

Global Assets Under Management

Socially-Oriented Investments

Screens: $6.99 T Philanthropy: $.33 T $50 T

Impact Investing $.5 T

Socially-Oriented Investments

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Impact Investing: Tools & Tactics

Active Ownership Strategies

Screening

Guarantees

Impact First Investments

Financial First Investments

Source: Godeke and Pomares, Solutions for Impact Investors, Rockefeller Philanthropy Advisors, 2009.

Social Impact Bonds

Source: Social Finance UK

Agenda
Why Invest in Women? Social Investing Gender Lenses Gender Lens Investing Ecosystem 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 of women 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
A gender lens serves as a viewfinder for investment opportunities both from impact and financial return perspectives

Workplace Equity

Access to Capital

Products & Services

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Access to Capital

Access to Capital

oses* only,* use* its* for* by* author,* Karmijn* Kapitaal* Fund* (the* I* Fund)*

a' on* the* by* Fund.* This* business* plan* does* cons' tute* offer* not* an* or*

n' ty.* This* business* plan* confiden' al* proprietary* intended* is* and* and*

*of*the*recipients*to*treat*the*informa' on*accordingly.*Under*no*
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ransmiHed,*or*otherwise*given*to*any*person*than*the*authorized*

press*or*implied,*are*made*as*to*the*accuracy*or*completeness*of*

Workplace Equity
Workplace Equity

20

Products & Services

Products & Services

21

Agenda
Why Invest in Women? Social Investing Gender Lenses Gender Lens Investing Ecosystem What Can You Do?

22

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

scussion* purposes* only,* use* its* for* by* author,* Karmijn* Kapitaal* Fund* (the* I* Fund)*

Supporting Networks

Supporting Organizations

d* informa' on* the* this* by* Fund.* This* business* plan* does* cons' tute* offer* not* an* or*

y* person* en' ty.* or* This* business* plan* confiden' al* proprietary* intended* is* and* and*

responsibility*of*the*recipients*to*treat*the*informa' on*accordingly.*Under*no*

wn,*copied,*transmiHed,*or*otherwise*given*to*any*person*than*the*authorized*

warran' es,*express*or*implied,*are*made*as*to*the*accuracy*or*completeness*of*

d* achieve* investment* will* its* objec' ves* that* will* is* or* it* or* likely* achieve* to* results*

ein,* will* or* make* profit,* will* able* avoid* any* or* be* to* incurring* losses.* Investments* in*

fied* investors* that* fully* understand* risks* the* associated* with* such* investments.* *

Across Asset Classes

An increasing number of innovative financial products (investment vehicles) across asset classes, altering the landscape of social investing for consumers
Equity
Ownership; Stocks; Longer Duration

Debt
Fixed Income; Bonds

Cash
Cash Equivalents; Money Markets; Liquidity; Short Terms

Real Estate
Commercial; Residential; Industrial; MortgageBacked Securities

Commodities
Futures; Forwards; Options; Oil; Gold; Corn

Investment Vehicles in the Market

Microcredit, Mezzanine Debt, Social Investment
Vehicle Gender Lens Access to Capital Access to Capital Access to Capital Geography Global United States (Ohio) United States (Bay Area, NYC, Chicago) Southern USA Africa Latin America India Global Category Microcredit Microcredit Microcredit

Access to Capital Access to Capital Workplace Equity Products and Services Access to Capital Workplace Equity Products & Services

Mezzanine Debt Social Investment Social Investment (Venture Capital) Social Investment (Note)

Investment Vehicles in the Market

Venture Capital, Private Equity, Mutual Fund. Vehicle Gender Lens Access to Capital Access to Capital Access to Capital Geography United States West Coast USA Spain Category Venture Capital Venture Capital Venture Capital

Access to Capital Workplace Equity Products & Services

Access to Capital Workplace Equity Access to Capital ISIS Fund Access to Capital Workplace Equity Access to Capital Products & Services Workplace Equity

Iceland

Private Equity

France Netherlands Global Sub-Saharan Africa Global

Private Equity Private Equity Private Equity Private Equity Mutual Fund

uthor,* Karmijn* Kapitaal* Fund* (the* I* Fund)*

siness* plan* does* cons' tute* offer* not* an* or*

* confiden' al* proprietary* intended* and* and*

Investment Vehicles in the Market

Angel Investing

Vehicle

Gender Lens

Geography

Category

Access to Capital
Access to Capital Workplace Equity Access to Capital

North America
United States (Midwest and South) United States (Wisconsin and Midwest)

Angel Investing
Angel Investing

Angel Investing

Emerging Vehicles

Agenda
Why Invest in Women? Social Investing Gender Lenses Gender Lens Investing Ecosystem Leadership Roles

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What Can YOU Do?

VOICE: The questions you ask What you write Advocacy

LEARNING: Gender Lens Investing Forum Ecosystem Calls Research papers

#GenderLensInv

Philanthropy Plays A Catalytic Role

Enabling Organizations

Research / Education
Runway / balance sheet

Technical Assistance

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What Else Can You Do?

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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What Else Can You Do?

Beyond investing, Beyond educating yourself and others, There are lots of ways to support building this field And they wont happen with out philanthropy.

Research Due diligence around fund design Field/pipeline mapping Specific inhibitors (e.g. advisor strategies)

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What Else Can You Do?

Beyond investing, Beyond educating yourself and others, There are lots of ways to support building this field And they wont happen with out philanthropy. Community/Education Case studies Events for ecosystem players investors, intermediaries, entrepreneurs

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What Else Can You Do?

Beyond investing, Beyond educating yourself and others, There are lots of ways to support building this field And they wont happen with out philanthropy. THE ENABLING ENVIRONMENT Cultivate the opportunity for more gender lens investing vehicles Mobilize women investors and investment capital to invest with a gender lens

Women Effect Investments Bringing a Gender Lens to Investing 35

Women Effect Investments Initiative Bringing a Gender Lens to Investing