Market Intelligence & Resources
Over the coming months, we will be developing a series of papers exploring financial barriers and opportunities in social markets in the UK. We will also be developing and sign-posting a series of practical resources to facilitate social investment transactions.
Social finance reports
Charity mergers: Tackling the issues in practice
Social Finance (2009)Social Finance, working closely with KPMG, has produced a report on practical issues and concerns for charities considering merger. From research with charities that have themselves merged or considered merging, the report details the issues they faced and how they were resolved.
Click here for the key findings and recommendations.
Social Impact Bonds
Social Finance (2009)We believe that Social Impact Bonds have the potential to transform the way that a wide range of social outcomes are achieved. We have been working with a number of government departments to develop a pilot.
Reports by other organisations
Background to social investment
Impact Investing - Harnessing Capital Markets to Drive Development at Scale
Antony Bugg-Levine (2009)Provides an overview of the proliferation of innovation occurring in the Impact Investment sector globally and addresses the structural causes and likely prospects of the sector’s growth in light of the current financial crisis.
Social Investment Bank
Commission on Unclaimed Assets (2007)Overview of the Third Sector and role of a social bank within it.
The Blended Value Map
Jed Emerson (2003)Snapshot of international players and institutions within the social investment sector.
Investing for Social & Environmental Impact
Monitor Institute (2009)Examines the emergence of impact investing, exploring how it might develop and how leaders can accelerate the industry's evolution.
From Fragmentation to Function
Said Business School (2007)Paper on the social capital’s market structure, operation and innovation.
Review of Activities
UKSIF (2008)Review of UK Social Investment Forum’s 2008 activities including useful figures on the sector.
Social Investment wholesale banking
Venturesome (2009)This paper discusses the meaning and practical implications of wholesale banking in the context of the UK social investment market, prompted by the Office of the Third Sector’s consultation regarding a Social Investment Wholesale Bank.
Access to capital
Venturesome (2009)This paper is an update to Venturesome (2008) Financing Civil Society, prompted by the
Office of the Third Sector’s consultation regarding a Social Investment Wholesale Bank. It was
written as a discussion paper, providing context for a CAF-hosted roundtable held in August
2009.
Financing Civil Society
Venturesome (2008)Practitioner’s view of the UK social investment market.
Mission related investment
Mission Possible
New Economics Foundation (2008)Considers how foundations use part of their endowment for mission connected investment.
MRI - A Policy and Implementation Guide for Foundation Trustees
Rockefeller Philanthropy Advisors (2008)Policy and implementation guide for foundation trustees.
You can also see our Useful Links page for more information and publications.
If you are interested in working with us on future papers, or have any suggestions related to existing papers or resources that we should be sign-posting, please get in touch.
Over the coming months, we will be developing a library of practical resources for those wishing to make or receive social investments. If you would like to be kept up to date with developments please join our mailing list.