Finance Matters Put sustainability at the heart of finance

The context: an opportunity to make sustainable finance mainstream

A new generation of finance professionals

ready for a new system of finance

Governments can’t afford to provide basic public services – opening space for business to

step in

Capital doesn’t always flow in ways that are

positive for people and planet

Intermediaries governing the flow of capital lack a

deep knowledge of sustainability

Businesses with a profit & purpose mandate

face complex paths to scale

Career and personal choices made by this generation will shape the financial system’s contribution to sustainable development for years to come

Our vision: we want to put sustainability at the heart of the financial system

Where social and environmental factors are integrated into all

decision-making

That serves the long-term real needs of the

economy

In which a career in finance is personally and professionally

fulfilling

1 2 3

•  We envision a financial system:

…by empowering individual finance professionals to take action

Bring social and environmental factors into product design,

analysis and decision- making

At an institution whose objectives, methods and

culture are consistent with the vision for sustainable finance

Promote sustainable finance and

development through the growth of social

enterprise and impact investing

Innovate in your current work

Move roles or institutions

Invest personal £ or time

Finance Matters helps finance professionals put sustainability at the heart of their careers:

Our story •  Finance Matters is a London-based social

enterprise •  Founded by two women working private equity

and sustainable investing, motivated by opportunity to integrate greater social and environmental impact across the financial system, and based on the belief that the individual can be the source of positive change

•  Launched in September 2012 with the mission to put sustainability at the heart of finance –and give every finance professional the tools to pursue sustainable finance in their own career

We believe choices made by individual professionals in finance are critical to making sustainable finance a reality – and provide the tools to make it happen

Our growth •  Today, Finance Matters has a community

membership of 1,000 individuals working in finance or associated with the London financial services industry

•  Our founding team has expanded to a core team of four women, with a rotating base of 4-6 additional volunteers

•  ~350 individuals read our social investment market updates in our Finance Matters Weekly each week

•  Our events and workshops on sustainable finance and impact investing are typically attended by 20-35 individuals – delivering a deeply engaging and inspiring experience for a small group

We have delivered dozens of events and workshops that encourage people in finance to think about their relationship to sustainability – and put new concepts into practice

43%

14%

14%

9%

8% 7%

5% Financial institutions

Associatied services

Social enterprise or start-up

In education

Other corporate & training

Charities & donors

Gov't & academia

Our member base (i)

Total member base

As at Q3 2014

53%

17%

18%

8%

2% 2% Investment Banking

Asset Management (excl. PE/VC)

Other Financial Intermediary

PE / VC

Corporate / Retail Banking

Private Wealth

Our member base (ii)

Members working in financial institutions only

50% 30%

7%

9% 4% Analyst/Associate Director/VP Principal/Partner/MD Manager Other

As at Q3 2014

Organizational network reach

Our organisation bridges mainstream finance, social investment and the social sector

Past event speakers Advisory Board •  Andrew Levitt, Bridges Ventures •  Vinay Nair, Acumen Fund

•  Martin Rich, Social Finance

•  Mark Cheng, Ashoka •  Geoff Burnand, Investing for Good

•  Angela Homsi & Lila Preston, Generation IM •  Jonathan Jenkins, Social investment Business

•  Nigel Kershaw, Big Issue Invest

•  Filippo Addarii, Young Foundation •  Dr. Raj Thamotheram, Network for Sustainable

Financial Markets •  Caroline Mason, Big Society Capital

•  Deirdre Davies, Deutsche Bank •  Yulanda Cheung, Standard Chartered

•  Deirdre Davies, Responsible for Private Equity & Private Markets ESG at Deutsche Bank

•  Caroline Mason, CEO, Esmée Fairbairn Foundation

•  Kelly Clark, Director, The Tellus Mater Foundation

Organizations we’ve worked with

Pro bono partners

Our team

8

Roberta Benedetti del Rio Co-founder

Female, Corporate Strategy at Barclays. 4 years experience Female, Public Policy specialist at the FCA. 6 years experience Male, Investment Associate at the Church Of England Endowment. 3 years experience Female, European Sovereign Credit Research at RBC. 5 years experience Female, Hedge Fund Sales at UBS. 6 years experience

Madeleine Evans Co-founder

Selected CVs of volunteer base

Investment Associate at Generation IM with 6 years experience in investing and investment banking

Investment Associate at TPG Capital with 3 years experience in private equity and a Master in Public Administration (MPA)

Let’s make it happen

Finance Matters

A new generation of finance professionals ready for a new system of finance

Social enterprises with the financial

acumen needed to scale A social finance

market that blends with the mainstream

Business models in mainstream finance that are fit for the

long-term