Social Impact Investment and Social Enterprise: Trends
Are (U)HNWI seeking a more impactful portfolio to meet the SDG challenge?
The approach to social investment is evolving from that of supporting social enterprises through blended finance to loans. In the historical social investment marketplace there is approximately £5-6B in outstanding investment into social enterprises. The primary purpose of these social enterprises is to achieve some societal good, secondarily to realise some form of financial return.
However, impact investing has grown as client demand for impactful investment opportunities has increased. Mainstream financing is evolving to invest in social enterprises.
Join us to explore the current state of the social investment infrastructure including the past and current role of Big Society Capital and the role of intermediaries, client driven trends and the response of the wealth industry.
During this event we will explore the changing role of fund managers and professional advisors as a result of evolving market expectations related to impact and a balancing of financial and impact goals.
Topics to be covered include:
• Trends and new and emerging social impact investment opportunities
• How the impact investors incorporate social impact in screening and assessing investments
• The ambition of combining profit with purpose
• The role of wealth managers and intermediaries
• The social investment and social enterprise market in the UK; opportunities and challenges
• Social Investment Tax Relief (SITR) as part of a continuum of tax reliefs available to social investors
Panel: Daniel Brewer, Chief Executive Officer, Resonance; Others to be confirmed.