投资者如何管理投资影响.pdf

Charting the Course: How Mainstream Investors can Design Visionary and Pragmatic Impact Investing Strategies Charting the Course 1 Contents 3 Preface 4 Members of the Steering Committee 5 1. Executive Summary 5 1.1. Background of the Mainstreaming Impact Investing Initiative 5 1.2. Structure of This Report 6 1.3. Focus and Scope of This Report 7 2. Impact Investing in Theory and in Practice 7 2.1. Definitional Breadth and Opportunities for Mainstream Participation 9 2.2. Impact Investing Within the Context of Sustainable and Responsible Investing 9 2.3. The “Impact Investing” Label 10 3. The Economic Viability of Impact Investing 10 3.1. Lessons from ESG Integration 11 3.2. Impact Investing Today 12 3.3. The Case for Impact Investing 14 4. Getting Started with the Roadmap to Impact Investing 15 4.1. Breakdown of Mainstream Investors 16 4.2. Roadmap Step 1 – Vision and Leadership 21 4.3. Roadmap Step 2 – Stages of Impact Investing Engagement 22 5. How to Proceed: Tactical Maps 23 5.1. Revisiting the Breakdown of Mainstream Investors 23 5.2. Roadmap Step 3 – Investment Strategy Pillar 32 5.3. Roadmap Step 3 – Organisation Strategy Pillar 38 5.4. Roadmap Step 3 – Ecosystem Strategy Pillar 45 6. Conclusion 46 Endnotes 49 References and Further Reading 50 Acknowledgements Charting the Course 3 1. Executive Summary In recent years, much has been written about impact investing – an investing model, managing issues of organizational change and if i