社会投资指南Social Investment Explained_Guide_SEUK-BIG.pdf

SOCIAL

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EXPLAINED

SocialInvestmentExplained

Ifyou’rereadingthisguide,it’sprobablybecause

you’veheardtheterm‘socialinvestment’and

wonderedwhatit’sallabout.

Theaimofthisguideistogiveyouanoverview

oftheUK’ssocialinvestmentmarketandhelp

youtoworkoutwhetherandhowit’srelevant

toyourorganisation–it’sforanyoneinvolved

withavoluntaryandcommunityorganisationor

socialenterprise(VCSE),betheyatrustee,chief

executiveormemberofstaff.

2

WHATDOWEMEAN

BYSOCIALINVESTMENT

Forthepurposesofthisguide,theterm‘social

investment’means‘financeprovidedforVCSE

organisations,whichtheinvestorsexpectto

bothgetbackandtocreatesocialimpact.’

Thesocialinvestorsprovidingthismoneyincludespecialistbanks,

individuals,andcharitabletrusts,aswellasorganisationsandfundsthat

havebeenspecificallysetuptomakesocialinvestments.Eachhasdifferent

motivationsbutwhatallsocialinvestorshaveincommonis:

1Theyexpecttogettheirmoneyback,oftenwithinterest

2Theywanttoseepositivesocialchangetakeplaceasaresultoftheir

investment

Socialinvestmentisnotagrantoradonation.Itismoneyprovidedto

enableyourorganisationtogeneratemoreincomeorbemoreeffective:

growingyourbusiness,puttinginplacebettersystems,doingmoresocial

good,andrepayingtheinvestmentintheprocess.

3

SocialInvestmentExplained

WHYISSOCIALINVESTMENT

IMPORTANTRIGHTNOW

Therearethreemainreasonswhysocial

investmenthasbecomeanimportantpart

ofthelandscape:

1Itrecyclesthemoneywehave