Gender Lens Investing and the Role of WEI

8/2/2019 Gender Lens Investing and the Role of WEI

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Women Effect Investments Initiative

Bringing a Gender Lens to Investing


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Goldman Sachs

World Bank

Nike Foundation

Hillary Clinton

100 Years, 100 Women


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when women are economic

agents and leaders, social change

accelerates and returns multiply

this is

the

women

effect


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Women

are over 50% of the US

workforce

make the vast majority of

consumer purchasing

decisions

buy trillions of dollars of

investment product, globally

control $20 trillion in

investment dollars

are 9% of the worldsbillionaires

will inherit 70% of the

upcoming wealth transfer


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Women

are much more likely tobe poor

are barely represented in

most leadership roles

one in three will be

physically or sexually

abused

in the US earn

approximately 80 cents

to the male dollar


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investing with aGender Lens

involves making

investment

decisions that

support gender

equality while

seeking positivereturn


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Invest with a GENDER LENS

Investing with a gender lens takes many forms

most can be represented by three intersecting lenses:

Access toCapital

Products& ServicesWorkplaceEquity


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Investing with a Gender LensFrom Financial First to

Impact First and Across Asset Classes

8

Investment Impact Investment

commercial focus charitable focus

Spectrum of investment choices:

What if we could move more investment dollars to realizing the Women Effect?

Across Asset Classes

Strategic

Philanthropy


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Logic Model

Create a community of

investors supportive of gender

lens investing

Cultivate and strengthen

investment vehicles with a

gender lens

Increased awareness

Education and expertise

Clear path of action

Changed investor behavior

Visible leadership

Education and expertise

Demonstrated impact

Investment design principles

Innovation and growth

Visible managers and leaders

A large, informed pool of capital

investing with a gender lens

Increased use of financial

market tools in gender focusedorganizations and individuals

A robust landscape of

investment vehicles

Gender lens is part of

investment community dialogue

and practices

STRATEGY OUTCOMES IMPACT

Increased funding for

organizations

benefitting women

with:

Access to capital

Workplace equity

Products & Services

Awareness:

Map the Landscape | Education

Materials Media Strategy | Speakers

Collective | Information Road Show

Engagement:

Investor Cohort | Tools for Investors

Advisor Strategy | Online Information

Hub Capacity of Womens Network Orgs

Pilot and Co-CreateGender Metrics | Convergence X

Gender Working Group | i3 Competition

Pilot Process for New Vehicles

Standardize and Spread:

Industry Metrics | Gender Resource Bank

Support System for New Funds | Design

Lab for a Gender Lens | Principles for

Social Enterprise Competitions |

Consortium for Investment Pipeline


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The GENDER & INVESTING ECOSYSTEM

A growing number of investors, funds and support organizations are recognizing

the importance and potential of a gender lens

Investment Vehicles Investor Groups

Supporting Networks Supporting Organizations
http://www.goldenseeds.com/home/http://www.85broads.com/http://www.womensfundingnetwork.org/http://www.goldenseeds.com/home/


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Investment Vehicles in the Market

Vehicle Gender Lens Geography Category

Access to Capital North America Angel Investing

Access to Capital United States Venture Capital

Access to Capital Netherlands Private Equity

Workplace Equity Global Mutual Fund

Access to Capital

Workplace Equity

Africa

Latin America

Social Investment

Access to Capital Southern USA Mezzanine Debt

Access to Capital Global Microfinance

Access to Capital West Coast USA Venture Capital
http://www.goldenseeds.com/home/


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Emerging Vehicles


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Philanthropy Plays an Essential Catalytic Role

Root Capital Example

Permanent Loan

Capital

Advisory andTraining

Knowledge,

Impact and

Dissemination


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Opportunitiesfo

rEngag

ement

Speakers CollectiveGender experts and

investment professionals

represent gender lens

investing at events,

conferences, board meetings,

and other events.Gender Working

Group

Gender experts and investmentprofessionals will contribute to

the design of gender lens

investments and investment

standards.

Education and Promotional MaterialsEducation, investment and gender experts to develop

materials that will be used to both promote

gender lens investing and educate investors about

gender lens investing.

Media StrategyMedia specialists will develop a

media strategy that will include both

traditional media and social media so

as to reach all levels of investors.

Information Road ShowA series of events showcasing leading

impact investors and investmentorganizations that are committed to

investing with a gender lens.

Investor CohortA space for high net worth investors,foundations and other institutional investors to

gather, network, learn, seek and give

advisement about gender lens investing, and

importantly -commit to gender lens investing.

Gender Lens Principles for

Social Enterprise CompetitionsWEI will partner with i3 competitions in order to spur creativity around

gender lens investment vehicles.

Convergence X:

Investing with a

Gender LensOctober 24-16, 2011

Changemakers from the worlds

of investing, philanthropy, and

gender expertise come together

for a unique gathering designed

to generate ideas for models of

new investment vehicles.

ContactKirsten Bunch [email protected] for more information on these opportunities.

Founding CommunityWEI is supported by a remarkable set

of women. Join this group of

changemakers by becoming a WEI

Founding Community member.



Online Gender Lens Investing Info HubA site that is the online manifestation of the WEI ecosystem:

providing comprehensive information and access to a community

leveraging the power of the financial markets to create the Women

Effect.


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Access toCapital

Products& Services

WorkplaceEquity

women effect investments

A landscape

of investment

vehicles

A communityof investors


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Gender Lens Investing and the Role of WEI

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