Accion Presentation vFINAL NO NOTES

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    Women Effect InvestmentsInitiative

    Bringing a Gender Lens toInvesting

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    @CriterionVent

    #genderlensinv

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    Goldman Sachs

    WorldBank

    NikeFoundatio

    n

    Hillary Clinton100 Years, 100

    Women

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    The Women Effect

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    when women are economicagents and leaders, social changeaccelerates and returns multiply

    this is

    thewomeneffect

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    Blurring of the Lines

    Social investments seek to generate both financial returns forinvestors and social returns that benefit broader society

    SocialReturns

    FinancialReturns

    Low

    High

    High

    Philanthropists:Maximizing social returns

    Investors:Maximizing profit

    Social Investors:Blended Value Social and financialreturns

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    Impact Investing

    Actively placing capital in businesses and funds that generatesocial and/or environmental good and at least return nominal

    principal to the investor

    SRI Screens

    Venture Philanthropy

    Micro-lending

    Crowd Funding

    Program Related Investing

    Carbon Markets

    Women Invest in Women

    Community Investing

    1980 1990 2000 2010

    Impact Investing

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    Magnitude of Impact Investing

    Global Assets Under Management Socially-Oriented Investments

    Socially-OrientedInvestments

    Screens: $6.99 T

    Philanthropy: $.33 T

    Impact Investing $.5 T$50 T

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    investing with a

    Gender Lens

    involves making

    investment

    decisions that

    support gender

    equality while

    seeking positive

    return

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    a lens brings into

    focus that which is

    unclear. A Gender

    Lens brings into focus

    gender-driven issues,

    dynamics and

    differences

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    Women Effect Investments

    Women Effect Investments (WEI) is a field-building initiative thatseeks to mobilize more investment dollars toward improving thecondition of women and girls worldwide

    Mobilizing investors

    towards generating theWomen Effect through

    investment

    Supporting existing andcreating new investment

    opportunities with agender lens

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    3 Gender Lenses

    Access toCapital

    WorkplaceEquity

    Products& Services

    A gender lens serves as a viewfinder for investmentopportunities both from impact and financial return

    perspectives

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    Access to Capital

    Access toCapital

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    Workplace Equity

    WorkplaceEquity

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    Products & Services

    Products& Services

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    The Gender & Investing Ecosystem

    Investment Vehicles Investor Groups

    Supporting Networks Supporting Organizations

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    Gender Lens Investment Vehicles

    Microcredit; Mezzanine Debt, Social Investment

    Vehicle Gender Lens Geography Category

    Access to Capital Global Microcredit

    Access to Capital United States(Ohio)

    Microcredit

    Access to Capital United States(Bay Area, NYC,Chicago)

    Microcredit

    Access to Capital Southern USA Mezzanine Debt

    Access to CapitalWorkplace Equity

    AfricaLatin America

    Social Investment

    Products andServices

    India Social Investment(Venture Capital)

    Access to CapitalWorkplace EquityProducts & Services

    Global Social Investment(Note)

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    Gender Lens Investment Vehicles

    Private Equity; Venture Capital

    Vehicle Gender Lens Geography Category

    Access to Capital United States Venture Capital

    Access to Capital West Coast USA Venture Capital

    Access to Capital Spain Venture Capital

    Access to CapitalWorkplace EquityProducts & Services

    Iceland Private Equity

    Access to CapitalWorkplace Equity

    France Private Equity

    Access to Capital Netherlands Private Equity

    Access to CapitalWorkplace Equity

    Global Private Equity

    Access to CapitalProducts & Services

    Sub-SaharanAfrica

    Private Equity

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    Gender Lens Investment Vehicles

    Mutual Fund; Angel Investing

    Vehicle Gender Lens Geography Category

    Access to Capital North America Angel Investing

    Access to CapitalWorkplace Equity

    United States(Midwest andSouth)

    Angel Investing

    Access to Capital United States(Wisconsin andMidwest)

    Angel Investing

    Workplace Equity Global Mutual Fund

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    what if a more robust

    set of gender lens

    vehicles were offeredto investors what

    could that look like

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    What If?

    an investment vehiclefocused on maternalhealth affordabletechnologies, mobileeducation and

    monitoring.

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    What if?

    A peer-allocatedcapital model with agender lens and virtualgiving women the room

    to live up to their

    potential outside of thetraditional pitch scenario,while maintaining work-life balance acrossdiverse geographies

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    What if?

    An investment vehiclefocused on ending thetrafficking of women andgirls on changing incentivesthroughout the supply chain

    with credit card companies,the hospitality industry, orinnovative reportingtechnologies

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    we use a gender lens

    as a viewfinder foropportunity social,

    financial, or both

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    Products & ServicesInsurance, Technical Assistance

    Value Chain

    MFIs, Intermediaries

    ClientsStructural Barriers

    Initiatives or CampaignsCEO Roadmap

    Industry TrendsCommercialization

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    Microfinances Gender Ecosystem

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    Informing the Rest of the Space

    This report found that,within the Impact andInvestment Standards(IRIS), indicators

    measuring the impacton women weremeasured mostcomprehensively withinthe financial services

    sector.

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    Potential Overlaps in Our Work

    Amplifying the Message Raising Awareness of Gender Lens Investing

    Creating Opportunities forEngagement

    Events, Relationships, Engagement with Vehicles

    Moving Money

    Creation of Vehicles

    Research and Content Development

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    Our Question Today

    How does/should/could microfinance, from a commercialization

    perspective in particular, tie into Women Effect Investments?

    InvestmentCapital

    InvestmentVehicles

    Accessto

    Capital

    Products&

    Services

    Workplace

    Equity

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    @CriterionVent

    #genderlensinv