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
CPD 60 minutes (1 hour) self-certified CPD points
Chair: Lyn Tomlinson, Head of Philanthropy and Impact Investment, Cazenove Capital
Panel: Daniel Brewer, Chief Executive Officer, Resonance; Others to be confirmed.
Terms and conditions
Prior registration is required. Following resistration, registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions of the speakers during the web-event.
Please note we can only accept credit/debit cards as methods of payment for the web-event. Payment must be made by credit/debit card at time of booking. It is regretted that refunds of purchased of web-events are not permissible, nor bookings transferable to another participant/registrant name. All bookings are considered binding once the online registration form is submitted and booking completed.
This event is being developed with
Registration closed
