80 likes | 260 Views
Social Responsible Investment and its spinoffs; Benefits to Members. Mark van Wyk Mergence Investment Managers. 20 August 2013. 1. Capital Return Investment Return. Fund Members. Fund Trustees & Advisors. Fund Manager. Investment Instrument. Business / Government.
E N D
Social Responsible Investment and its spinoffs; Benefits to Members Mark van WykMergence Investment Managers 20 August 2013
1. Capital Return Investment Return • Fund Members • Fund Trustees & Advisors • Fund Manager • Investment Instrument • Business / Government 2. Social Impact Return (Housing, Education, Jobs etc.)
Impact Selection Process HSRC SASAS NPC Diagnostic Eliminating poverty Reducing inequality Source: HSRC South African Social Attitudes Survey 2010 – 2nd Report (The Age of Hope)
SA Investment Environment • Gini coefficient • Richest decile earns 94 times more than poorest decile • Income inequality: Half nation live on 8% of national income; other half 92% • Unemployment • Expanded definition holds it at approximately 35,4% • 60% of unemployed have not completed matric • Health • One of the highest TB incidence rates in the World • SA is 1 out of 12 countries where child mortality rates have increased since 1990* • Energy • 13.4% World’s population live in Africa; use 5.5% of globally consumed resources** • Integrated Resource Plan targets renewables to account for 42% of SA’s needs by 2030** *Millennium Development Goal (MDG) baseline in 1990, Source: The National Healthcare Facilities Baseline Report 2012 **African Renewable Energy Review, Nedbank Capital, June 2012
Impact Investing Challenges and Opportunities to Scale
“Capital as such is not evil; it is its wrong use that is evil” “If you want to go quickly, go alone. If you want to go far, go together.” Mahatma Gandhi • African proverb