• Case Study

Social Finance Grows Its Fan Base

  • Source : Corporate Knights
  • January 2014
This case study, published in Corporate Knights, examines the growing popularity of social finance among investors. It explores why more investors are becoming interested in impact investments and the tools available to them. The article likely discusses the motivations behind this shift, the types of social finance instruments gaining traction, and the benefits for both investors and social causes. It highlights the increasing recognition of social finance as a viable and impactful investment strategy.
  • Case Study

Esg and Impact Investing

  • Source : Journal of Asset Management
  • October 2022
This report Driven by rising climate risk (e.g., the 2015 Paris Agreement) and social inequalities, sustainable investing has surged—over 35% of global assets are now in sustainable strategies DNB+6ResearchGate+6Academia+6. This editorial distinguishes ESG investing, which integrates environmental, social, and governance criteria—often via exclusion—from impact investing, which adopts active, targeted strategies with measurable, intentional outcomes . The authors caution that confusing ESG with impact can mislead investors and harm trust, urging clearer definitions and transparency to ensure that capital genuinely fosters positive environmental and social impact
  • Case Study

Is There a Gold Social Seal? the Financial Effects of Additions to and Deletions From Social Stock Indices

  • Source : University of Reading
  • January 2016
This study investigates the financial effects of additions to and deletions from social stock indices. It finds that adding a stock does not significantly change its market price, but deletions are associated with negative cumulative abnormal returns in the short term, which can reach -14% six months post-event. Furthermore, trading volumes for deleted stocks increase on the event date, and the operational performance of these firms deteriorates after removal from the social index.
  • Case Study

Is Social Impact Investing the Next Venture Capital?

  • Source : Forbes Opinion
  • January 2014
This article explores whether social impact investing is the next frontier for venture capital. It highlights impact investments as a funding opportunity generating both social and financial returns, particularly valuable given the limited resources of governments and charities. The authors discuss the potential for impact investing to address global issues, offer new market opportunities for investors, and provide uncorrelated returns. It also touches upon the relationship between Corporate Social Responsibility (CSR) and impact investing.
  • Case Study

Social Finance Framework

  • Source : Citi
  • January 2021
This case study presents Citi’s Social Finance Framework, outlining its approach to aligning financial activities with social objectives. The framework details how Citi supports the Sustainable Development Goals (SDGs) through its financing, providing various case studies to illustrate its impact. It emphasizes the importance of access to essential services and opportunities. This document serves as a guide for understanding Citi’s commitment to social finance and its role in contributing to a more inclusive and sustainable economy.
  • Case Study

Environmental Finance and Impact Investing -status Quo and Future Research

  • Source : ACRN Oxford Journal of Finance and Risk Perspectives
  • February 2016
This report provide an Environmental finance , encompassing carbon, energy, and climate finance, has become increasingly influential in both theory and practice. However, the field’s varied definitions, fragmented research streams, and diverse viewpoints hinder its coherent development. Through a systematic literature review of 117 high-quality articles, this study organises EF into three meta-themes: (1) EF types and markets, (2) impact investing within EF, and (3) EF business models. It identifies key obstacles—such as inconsistent terminology, lack of measurement standards, and financing gaps—and proposes a focused research agenda.
  • Case Study

What is Social Finance?

  • Source : German Development Institute (DIE)
  • January 2021
This publication delves into the various definitions of social finance as understood by market participants and explores the implications of the EU Taxonomy for Sustainable Activities for development policy. It examines how concepts like bonds, equity, sustainability ratings, and governance frameworks fit within the evolving landscape of sustainable and social finance. The paper aims to provide conceptual clarity and highlight the role of regulatory initiatives in shaping the future of financing for sustainable development.
  • Case Study

Investors’ Preference for Creating Impact: (a Study to Understand Impact Investors’ Preference While Making Investment in India)

  • Source : Vision
  • January 2022
This study analyses impact investors’ preferences when selecting ventures for investment in India. Using a choice-based conjoint experiment, it reveals that the stage of investment is the primary factor, followed by behavioral inclination towards impact. Investors prefer social ventures with innovative ideas, particularly in healthcare, agriculture, and education sectors. The findings offer practical implications for social entrepreneurs, impact investors, and policymakers to foster a more conducive environment for impact investing in India.
  • Case Study

Investments for Social Sustainability in India

  • Source : Economic and Political Weekly
  • January 2020
This article assesses investments for social sustainability in India, highlighting the imperative to link economic growth with social and environmental priorities, as driven by the Sustainable Development Goals. It examines constraints such as fiscal procyclicality, limited access to finance for social enterprises, and biases in corporate social responsibility, which contribute to suboptimal social development outcomes. The paper also discusses the emergence of impact investment as a crucial asset class bridging private finance and purpose-driven initiatives in the Indian context.
  • Case Study

Effective Blended Finance in the Era of Covid-19 Recovery

  • Source : UNDESA
  • January 2021
This publication discusses the crucial role of effective blended finance in the context of COVID-19 recovery efforts, particularly for developing countries. It highlights how the pandemic severely impacted private financial flows, exacerbating pre-existing financing gaps for sustainable development goals. The report emphasizes the need for innovative financing mechanisms that strategically combine public and private resources to mobilise significant capital. It underscores the importance of regulatory frameworks and strong governance to ensure that blended finance initiatives are transparent, accountable, and achieve their intended developmental impacts, facilitating a robust and equitable global recovery.
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