Our Gateway Forward

You may enter through a door of necessity – of smarter money, lower risk and clarity that finance as it was, has a limited lifespan in our changed world.

Aligning your values with how you engage in the world, and a choice to choose a positive legacy may also lead you through a door of purpose – and commitment to making a difference.

Our collective potential is to align our gateway to a New Capitalism 3.0 – serving the 100%, and our next generations to come.

Amber Nystrom, Trinity Nexus

Impact investing: evolving intelligent choice into ‘both-and.’

“Imbue You I Do”, March, 2014

New Model: Total Value & Impact“Impact investing is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured.”

“It is an investment approach and not [just] an asset class…”

“Intentionality matters”

“…the outcomes of impact investing, including both the financial return and the social and environmental impact, are actively measured.” - Word Economic Forum, Impact Investing Report 2013

Amber Nystrom, Trinity Nexus

“…Impact investing represents the single biggest opportunity for capital to unleash the power of the private sector and of entrepreneurial

innovation to solve some of society’s toughest challenges.”- Georgette Wong, CEO, Correlation Consulting; Take

Action!

“Responsible investment might just be one of the most interesting –

and potentially lucrative - investment opportunities of the 21st century.” - Research & Markets, 2013

"After the recent financial crisis, more and more investors have hungered for a way to have a more direct connection between their

money and the impact it is having in the world.” - Steve Schueth, President, First Affirmative Financial Network; Founder, SRI in the Rockies

New Model: Self + Others = Hero! Change Incentives –> Change the Game –> Change the Whole

Amber Nystrom, Trinity Nexus

5 Market Reports to Remember: Cambridge Associates - landmark Impact Investing Benchmark: “In aggregate,

impact investment funds launched between 1998 and 2004….have outperformed funds in a comparative universe of conventional PI funds.” (See: Cambridge Associates, June 2015)

Global Sustainable Investing Alliance (GSIA) Report: “…the global sustainable investment market has continued to grow both in absolute and relative terms, rising from $13.3 trillion at the outset of 2012 to $21.4 trillion at the start of 2014, and from 21.5% to 30.2% of total global professionally managed assets…”. (See: GSIA Report 2014)

McKinsey & CO, 12/30/14: “[Sustainable Business] represents nothing less than the biggest business opportunity in one hundred years.”

Deutsche Bank Meta-Study of 100 top reports: shows ”Companies with high ratings for corporate social responsibility and environmental, social and governance factors have a lower cost of capital and are a lower risk to investors.” (See: enviromentalleader.com, June 15, 20212)

Harvard + London Business School Study: companies that voluntarily embraced a sustainable business culture “significantly outperform their counterparts over the long-term, both in terms of stock market and accounting performance.” (See: Business-Ethics.com, Nov. 14, 2011)

Impact = Outperformance“Business is here to serve society. We need to be part of the solution. Business simply can’t be a bystander in a system that gives it life in the first place. We have to take responsibility.” – Paul Pullman, CEO, Unilever (McKinsey, May 2014)

Amber Nystrom, Trinity Nexus

5 Reasons Why Impact Investing - Unlocks the Positive Power of Capital:

More Money, More Impact: traditional capital instruments + philanthropic, development and public monies to multiply positive outcomes.

Different Kinds of Money: differently motivated sources of capital are combined with traditional profit expectations to serve larger social and environmental blended value.

Smarter Capital and Collaboration: investors are motivated long-term, beyond simply maximizing profit, to integrate capacity, full spectrum success and sustained benefit.

Lower Risk, Cost of Capital + Greater Value: Harvard study among many validating: Sustainable businesses with sustainability culture “significantly outperform their counterparts over the long-term, both in terms of stock market and accounting performance.”

Outperformance, Non-Correlation: Deutsche Bank’s meta-level study of 100 studies: “Nearly 90% of studies find that companies with high ESG [Environment, Social, Governance] ratings outperform both in market terms and operationally. and simultaneously deliver positive impact.”

Impact, Simply = Smarter Money“It is time to move on from an outdated view of fiduciary obligation as a straitjacket which prevents investors from behaving in an enlightened and responsible manner.” - Fair Pensions Report, UK, 2011

Amber Nystrom, Trinity Nexus

Emerging Global Tipping Point

“Total assets managed with ESG factors: rose 76% 2012-2014 to $6.57 trillion.”* US SIF Foundation1995- 2012: US SRI increased 929%

2015 Asian SRI will grow 150%, from 2% to 10% of total AUM, or $2.8 trillion.

Aegon-Industrial Fund - China Securities Index; CCB-Principal create SRI index/fund

2013: G8 – impact investing top priority; impact task forces

in all EU and G8 countries. Sustainable investments top 49% of total AUM in Europe.

2014 Global Sustainable Investment Alliance –Global ESG Assets $21.4 Trillion; $13.3 two years prior; 30.2% of AUM globally; growth 21.5% ESG / impact integration - $12.9 trillion

2015: UN Principles for Responsible Investment - 1,200 signatories with

over$59 trillion AUM

“Sustainable investing is the mega-trend of our time.”- New York Society of Security Analysts

2012 Global Meta-Study - “89% show companies with a high rating for ESG exhibit market-based outperformance.”

2013: “impact investing [will] drive a distinct competitive advantage.”

2013 Morgan Stanley – announces five-year goal of $10 billion for its “investing with impact” program; launches Institute + Platform for Sustainable Investing

Bloomberg - ESG data: 76% growth in 2014 alone; with 17,000+ companies

2012-14 Sustainable Investing grew 30%; overall AUM grew 22%. SRI is 58.8% of ALL AUM. TOTAL SRI: $13.6 tr. Impact Investing growth of 146%.

Amber Nystrom, Trinity Nexus

"The next generation of investors think about investing in a fundamentally different way…The future of finance will be shaped by investors - young and old - who recognise these structural shifts.”- Michael Sidgmore, Guardian Professional, 2.2.14

"Think back to the great philanthropists of years past who thought of making money in the first half of their lives and giving it away in the second half… the younger generation is seeing that as a false dichotomy.” - Justin Rockefeller

Future Forward: Millennial Era The world is undergoing structural shifts of money: $58.7tn wealth transfer from boomers to millennials + women within 35 years.

2020: 1 of every 3 adults will be a millennial

2014: 11 Universities, 27 Cities, 33 religious institutions -- representing multi-trillion US $ in capital assets -- commit to “GoFossilFree”

Amber Nystrom, Trinity Nexus

“On a global level, women are the biggest emerging market in the history of the planet - more than twice the size of India and China combined.” - Newsweek, “Women Will Rule the World”, 3.21.14

Future Forward: Women RisingWomen will inherit 70% of the $58.7 trillion wealth transferYet, women receive a very small minority of investment capital; and occupy vastly fewer positions of leadership in finance generally, and in impact investing. This will change!

“Whereas men tend to view money as ethically neutral, women generally have stronger feelings about the social and environmental impacts of money.”

- Joseph F. Keefe, President and CEO of Pax World Management

Amber Nystrom, Trinity Nexus

5

And then, there’s the Women

DelphÏmpact White Paper

Convergence: A New Capitalism“We are on the verge… of a global capital convergence, a coming together of parts into what promises to be a new, more powerful Whole.

“Our…opportunity is to leverage the whole thing - all of it - impact investing, sustainable finance, SRI, responsible investing, community investing, micro-finance, strategic philanthropy, sustainable private equity, fixed income social bonds and notes…

to catapult our work from the level of our individual collective to that of a new, shared capital commons.” - Jed Emerson, Pioneer “Blended Value”; Author; Chief Impact Strategist for Families Worldwide & ImpactAssets50

Original Photo by: Aliah Faith Rogers "Santa Brigitta; Pozos de las Minas, Guanajuato, Mexico."

Amber Nystrom, Trinity Nexus