Social finance and impact investing facilitate solutions through market mechanisms to address some of society's more pressing social and environmental challenges. We have gathered some facts and research on the rise of social finance and impact investing to help you learn more about this growing area.
You are on: Social Finance Overview
Private Capital for Public Good: George Lewis speaks at 2014 Social Finance Forum
In his opening remarks for the Social Finance Forum in Toronto, George Lewis, Group Head, RBC Wealth Management & RBC Insurance, discussed the role financial institutions play in mobilizing private capital for public good.
Harnessing the power of social finance: Canadians respond to the National Call for Concepts for Social Finance
As part of broader efforts to research the potential of social finance to augment existing programs with new capital and new ideas, Diane Finley, Minister of Human Resources and Skills Development, asked Canadians to participate in the National Call for Concepts for Social Finance.
Canadian Task Force on Social Finance: Mobilizing Private Capital for Public Good
This report recommends seven key actions for Canada to mobilize new sources of capital, create an enabling tax and regulatory environment, and build a pipeline of investment-ready social enterprises within the social finance and impact investing landscape.
You are on: Socially Responsible Investing (SRI)
Does Socially Responsible Investing Hurt Investment Returns?
A common concern about socially responsible investing (SRI) is that there is a premium to be paid for being socially responsible that diminishes investment returns. A comprehensive review of the empirical literature questions this premise. This article, produced by RBC Global Asset Management (GAM), challenges the myth of lower long-term returns for SRI investors and provides an overview of the current research on the subject.
2015 Canadian Responsible Investment Trends Report
Canada’s responsible investment (RI) industry is experiencing rapid growth. As of December 31, 2013, assets managed using RI strategies increased from $600 billion to more than $1 trillion, which reflects a 68% increase from 2012. Additionally, there is an estimated $4.13 billion in impact investment assets, a small but increasingly important category of RI. Learn more about the factors driving this growth in the 2015 RI Trends Report, sponsored by RBC.
You are on: Impact Investing
A Growing Appetite for Impact Investing: What Wealth Advisors Need to Know
Impact investing is a new and fast-growing investment approach intended to create both financial returns and societal benefits. Many high net-worth individuals (HNWIs) appear to be interested in making a positive impact with their wealth, particularly women and millennials. However, they are unsure who to turn to for help. In this handout, you’ll learn how wealth advisors can help current and prospective clients navigate impact investing.
Financing Social Good – A Primer on Impact Investing in Canada
A revolution is underway in the way that we resolve complex social and environmental problems. As government and philanthropic resources become increasingly stretched, the private sector is stepping up to deliver business expertise and private capital to help address these challenges. This primer on impact investing provides an overview of how private capital is being mobilized for social good in Canada.
State of the Nation: Impact Investing in Canada
As interest and activity around impact investing continues to grow in Canada, so does the demand for information around trends and opportunities. The State of the Nation Report provides updated information and analysis that can inform both new and existing actors in the impact investment sector.
Monitor Institute: Investing for Social & Environmental Impact
Outlining the current state and shape of impact investing, this report speaks to investors, advisors, entrepreneurs and philanthropists about accelerating the impact and growth of impact investing as the sector evolves.
JP Morgan: Impact Investments: An emerging asset class
A thorough review of the impact investing landscape, this report examines the types of investors, investments, impacts, and financial return expectations that help to define how impact investments are managed and the vast market opportunity for investment.
You are on: Green Bonds
Green Bonds: Fifty Shades of Green
Green Bonds are capital-raising instruments used for projects with positive environmental benefits. The global Green Bond market has seen rapid growth since the first issuance in 2007. This report, produced by RBC Capital Markets, provides an overview of the financial tool as well as key insights into the opportunities and challenges within this emerging market.
RBC Capital Markets’ Green Bond Conference – Post Event Summary
On February 25, 2015 RBC Capital Markets hosted its second annual Green Bond Conference in Toronto. This conference brought together key stakeholders to explore the growth of the green bond market globally and its future development in Canada. The following is a summary of the themes and highlights that took place during the conference.
You are on: Social Entrepreneurship
Meaningful Business – Understanding Social Entrepreneurs
A new type of entrepreneur is emerging in Canada. While they are still relatively scarce, social entrepreneurs are distinguishing themselves by their desire to push beyond the financial bottom line to include social and environmental goals. This study, commissioned by RBC, seeks to understand the extent to which businesses are going beyond financial returns, while assessing how successful they’ve been at balancing their sometimes conflicting priorities.