gender lens investing and the role of wei
TRANSCRIPT
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Women Effect Investments Initiative
Bringing a Gender Lens to Investing
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Goldman Sachs
World Bank
Nike Foundation
Hillary Clinton
100 Years, 100 Women
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when women are economic
agents and leaders, social change
accelerates and returns multiply
this is
the
women
effect
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Women
are over 50% of the US
workforce
make the vast majority of
consumer purchasing
decisions
buy trillions of dollars of
investment product, globally
control $20 trillion in
investment dollars
are 9% of the worldsbillionaires
will inherit 70% of the
upcoming wealth transfer
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Women
are much more likely tobe poor
are barely represented in
most leadership roles
one in three will be
physically or sexually
abused
in the US earn
approximately 80 cents
to the male dollar
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investing with aGender Lens
involves making
investment
decisions that
support gender
equality while
seeking positivereturn
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Invest with a GENDER LENS
Investing with a gender lens takes many forms
most can be represented by three intersecting lenses:
Access toCapital
Products& ServicesWorkplaceEquity
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Investing with a Gender LensFrom Financial First to
Impact First and Across Asset Classes
8
Investment Impact Investment
commercial focus charitable focus
Spectrum of investment choices:
What if we could move more investment dollars to realizing the Women Effect?
Across Asset Classes
Strategic
Philanthropy
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Women Effect Investments Initiative
Logic Model
Create a community of
investors supportive of gender
lens investing
Cultivate and strengthen
investment vehicles with a
gender lens
Increased awareness
Education and expertise
Clear path of action
Changed investor behavior
Visible leadership
Education and expertise
Demonstrated impact
Investment design principles
Innovation and growth
Visible managers and leaders
A large, informed pool of capital
investing with a gender lens
Increased use of financial
market tools in gender focusedorganizations and individuals
A robust landscape of
investment vehicles
Gender lens is part of
investment community dialogue
and practices
STRATEGY OUTCOMES IMPACT
Increased funding for
organizations
benefitting women
with:
Access to capital
Workplace equity
Products & Services
Awareness:
Map the Landscape | Education
Materials Media Strategy | Speakers
Collective | Information Road Show
Engagement:
Investor Cohort | Tools for Investors
Advisor Strategy | Online Information
Hub Capacity of Womens Network Orgs
Pilot and Co-CreateGender Metrics | Convergence X
Gender Working Group | i3 Competition
Pilot Process for New Vehicles
Standardize and Spread:
Industry Metrics | Gender Resource Bank
Support System for New Funds | Design
Lab for a Gender Lens | Principles for
Social Enterprise Competitions |
Consortium for Investment Pipeline
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The GENDER & INVESTING ECOSYSTEM
A growing number of investors, funds and support organizations are recognizing
the importance and potential of a gender lens
Investment Vehicles Investor Groups
Supporting Networks Supporting Organizations
http://www.goldenseeds.com/home/http://www.85broads.com/http://www.womensfundingnetwork.org/http://www.goldenseeds.com/home/ -
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Investment Vehicles in the Market
Vehicle Gender Lens Geography Category
Access to Capital North America Angel Investing
Access to Capital United States Venture Capital
Access to Capital Netherlands Private Equity
Workplace Equity Global Mutual Fund
Access to Capital
Workplace Equity
Africa
Latin America
Social Investment
Access to Capital Southern USA Mezzanine Debt
Access to Capital Global Microfinance
Access to Capital West Coast USA Venture Capital
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Emerging Vehicles
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Philanthropy Plays an Essential Catalytic Role
Root Capital Example
Permanent Loan
Capital
Advisory andTraining
Knowledge,
Impact and
Dissemination
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Opportunitiesfo
rEngag
ement
Speakers CollectiveGender experts and
investment professionals
represent gender lens
investing at events,
conferences, board meetings,
and other events.Gender Working
Group
Gender experts and investmentprofessionals will contribute to
the design of gender lens
investments and investment
standards.
Education and Promotional MaterialsEducation, investment and gender experts to develop
materials that will be used to both promote
gender lens investing and educate investors about
gender lens investing.
Media StrategyMedia specialists will develop a
media strategy that will include both
traditional media and social media so
as to reach all levels of investors.
Information Road ShowA series of events showcasing leading
impact investors and investmentorganizations that are committed to
investing with a gender lens.
Investor CohortA space for high net worth investors,foundations and other institutional investors to
gather, network, learn, seek and give
advisement about gender lens investing, and
importantly -commit to gender lens investing.
Gender Lens Principles for
Social Enterprise CompetitionsWEI will partner with i3 competitions in order to spur creativity around
gender lens investment vehicles.
Convergence X:
Investing with a
Gender LensOctober 24-16, 2011
Changemakers from the worlds
of investing, philanthropy, and
gender expertise come together
for a unique gathering designed
to generate ideas for models of
new investment vehicles.
ContactKirsten Bunch [email protected] for more information on these opportunities.
Founding CommunityWEI is supported by a remarkable set
of women. Join this group of
changemakers by becoming a WEI
Founding Community member.
Women Effect Investments Initiative
Bringing a Gender Lens to Investing
Online Gender Lens Investing Info HubA site that is the online manifestation of the WEI ecosystem:
providing comprehensive information and access to a community
leveraging the power of the financial markets to create the Women
Effect.
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Access toCapital
Products& Services
WorkplaceEquity
women effect investments
A landscape
of investment
vehicles
A communityof investors
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Women Effect Investments Initiative
Bringing a Gender Lens to Investing