The good investor PDF- A book of best impact practice

The good investor PDF- A book of best impact practice is structured as an investment process progressing from the investor’s initial exposure to investment opportunities, through the screening and analysis, and on to making investment decisions and deals, monitoring and evaluating them, and reporting upon the impact achieved.

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Author: Adrian Hornsby and Gabi Blumberg

Language: English

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Introduction

In accordance with a practical approach, this guide is structured as an investment process progressing from the investor’s initial exposure to investment opportunities, through the screening and analysis, and on to making investment decisions and deals, monitoring and evaluating them, and reporting upon the impact achieved. The essential stages of this process, common to all impact investors, are set out and defined, with the key points relevant to each stage worked through one by one. There is also a preliminary stage about impact investment planning. These make up the main sections of the guide:
0. Planning
1. Screening and Mapping
2. Analysis
3. Investment Decision and Deal-Making
4. Monitoring and Evaluation
5. Reporting
A Book of Best Impact Practice offers value across five main fronts:

for investors’ own use

The Good Investor offers individual investors a means to check their existing impact processes for thoroughness and consistency (or to develop an explicit process if one isn’t already in place). By sharing and making available the best knowledge, it enables investors to ensure the principles, techniques and methodologies they use, with regard to the impact of their investees, and to their own impact as investors, can draw on and accord to wider best practice. This will help produce consistent and meaningful results for their own use.

for communication among investors
The Good Investor provides a common framework for understanding impact, through which investors can talk to each other in the same language, and with reference to a common set of key terms and principles. This can in turn lead to a greater compatibility of results, with the opportunity to share data and assessments, and to contribute to industry standards, knowledge building, and improving the sector. It also enhances the potential for collaboration and co-investing with a shared set of needs and interests, and potentially joint evaluation methods when investing in the same investee for the same outcomes.
for investee organisations
For social purpose organisations seeking investment capital, The Good Investor sets out the essential impact investor perspective, allowing investees to gain insight into what investors are likely to need to see from them. This can help organisations when preparing for investment, and for developing a more reciprocal understanding with investors. The promise also of improved consistency and coherence among investors, in terms of language and requirements, as well as a move toward the use of more standardised forms, offers to investees the potential for a greatly simplified process, and a correspondingly reduced burden when approaching and reporting to different investors and funders.
for sector credibility and attracting investment
The establishment of best impact practice serves to enhance sector credibility, and provides the basis for more investors, and more investment capital, to engage with impact, and to incorporate social and environmental outcomes into investment practices in a structured and meaningful way.
for beneficiaries
Ultimately the advantages of best impact practice — through improving impact efficiency and communication among investors and social purpose organisations, and through attracting more, and more impact-aligned, capital into the sector — will fall to beneficiaries: those people, communities and environments that experience real positive change as a result of good investments being made.

Table of Contents- The good investor PDF

Introduction
What is a Good Investor? 4
How does The Good Investor work? 5
A Good Investor Compendium 6
Where does The Good Investor come from? 7
0 Planning
About Planning 9
1 Screening and Mapping
Overview 11
About Screening and Mapping 12
1.1 Screening 13
1.2 Mapping 16
2 Analysis
Overview 17
About Analysis 19
2.1 Impact Plan 21
2.2 Impact Risk 23
2.3 Impact Generation 28
2.4 Managing the Analysis Process 37
3 Investment Decision and Deal-Making
Overview 40
3.1 Investment Decision 41
3.2 Investment Deal-Making 45
4 Monitoring and Evaluation
Overview 48
About Monitoring and Evaluation 50
4.1 Use of Capital 51
4.2 Impact Reporting 52
4.3 Impact Delivery 56
4.4 Future Outlook 60
5 Reporting
Overview 61
About Impact Investor Reporting 62
5.1 Reporting 63
Impact Plan
Overview 65
Mission, Context, Inputs, Activities, Outputs, Outcomes, Measurements System,
Conditions for Change, Context of Change, Impact, Learning, Improving and Moving
Forward, Backwards-Mapping 67
Impact Plan: Summary of Key Questions 82
Outcomes Matrix
The Outcomes Matrix 83
Glossary 87
Further Resources 91

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