Library

SVT Academy provides impact education to investors, executives, and entrepreneurs.

Here are publications from SVT and others in the field of impact accounting and management. Feel free to access or download and tell us what you think at info@svtgroup.net!

 

 

A Guide to Social Return on Investment (2009)

This link takes you to the SROI Guide 2009 downloads page at The SROI Network’s website. Here you will find the updated publication, “A Guide to Social Return on Investment,” available in various formats. This Guide represents the evolution of the methodology and is the composite work of dozens of practitioners who have updated the works published by REDF (2001); Emerson, Bonini, Robertson, Scholten, Nicholls, Olsen, Tolmach and the Hewlett Foundation (2003); Nicholls, Scholten, Galimidi & Olsen (Lenthe Publishers, 2006); the new economics foundation (various years); and others.

Click here to download the SROI Guide

 

 

Impact Measurement Approaches: Recommendations to Impact Investors

Impact Measurement Approaches: Recommendations to Impact Investors

In October 2007, the Rockefeller Foundation convened a group of investors actively deploying capital into private equity, debt and real estate investments that generate financial as well as social or environmental returns. This group later changed its name to the Global Impact Investors Network (GIIN).

These investors, representing diverse backgrounds, institutional affiliations and investment philosophies, met to discuss how significantly greater amounts of capital could be placed more effectively into what they called “impact investments.” The group specifically identified the lack of clear, consistent, credible impact information as an impediment to achieving greater scale in this sector.

They made it a priority to understand what methods exist for identifying and measuring impact, and to examine whether and how they might build on existing work to implement a common system of measurement. The Rockefeller Foundation commissioned SVT to conduct a survey of existing impact measurement methods suited to the private equity and debt context, and to advise RIIC members on how they might proceed. The results of this work are presented in two documents:
• Catalog of Approaches to Impact Measurement, a summary of the range of methods that exist; and this report
• Impact Measurement Approaches: Recommendations to Impact Investors, which succinctly captures our analysis and recommendations to the RIIC.

It is our hope that this information and analysis will contribute to a more coordinated and effective approach to impact measurement.

The report explores answers to several questions, such as:
• How can investors know whether they are in fact helping or hindering progress toward the goal of an environmentally sustainable, healthy, dignified economy?
• How does a portfolio company’s pursuit of this goal affect risk and financial returns?
• If there is an added cost associated with pursuing this goal, what approach can be used to assess whether it is “worth it”?

We examine the different types of approaches to impact measurement, and how each is applicable to the various perspectives from which impact investors approach investment.

 

Click here to download RIIC Report Final

 

 

Social Return on Investment: A guide to SROI analysis

Social Return on Investment: A guide to SROI analysis

This 132-page book contains step-by-step instructions with detailed explanation of how to analyze the social return on investment of any business, organization or project. It also contains six case studies of programs in a range of countries and industries. The cost is $25.00 plus shipping. To order please email the number of books and your mailing address to book [at ] svtgroup.net and we will send you payment instructions.

 

 

Catalog of Approaches to Impact Measurement for Private Equity Investors

Catalog of Approaches to Impact Measurement for Private Equity Investors

There is an emerging zeitgeist in the investment community: society’s goal should be to create an environmentally sustainable economy that is healthy and dignified for all people. This view represents a fundamental shift in the definition of “investment.” At its heart is a dawning awareness—grounded in evidence — of both the cost of not considering environmental sustainability and social impact, and the
benefit of doing so. Since capital is arguably the fuel of the economy, those who identify with this zeitgeist believe investors have a fundamental role to play in bringing the more perfect economy into being.

Click here to download SROI approaches

 

 

Managing Social and Environmental Impact: A New Discipline for a New Economy

Managing Social and Environmental Impact: A New Discipline for a New Economy

Sara Olsen and Brett Galimidi co-wrote this article in the Brown Journal of World Affairs discussing solutions to our current economic and philanthropic crises through social entrepreneurship and the governance of its accounting and management systems.

Click here to download Managing Environmental and Social Impact

 

 

Social Environmental Technologies (SET) Catalog

Social Environmental Technologies (SET) Catalog

This catalog illustrates how to define the “addressable impact” of a product innovation.

Click here to download SET Catalog

 

 

A Framework for Approaches to SROI Analysis

A Framework for Approaches to SROI Analysis

The SROI Framework 1.0 describes the general philosophy and steps of the SROI methodology.

Click here to download Framework for Approaches

 

 

SROI Analysis for Wicked Problems

SROI Analysis for Wicked Problems

Wicked problems as defined by Wikipedia, “have incomplete, contradictory, and changing requirements; and solutions to them are often difficult to recognize as such because of complex interdependencies.” Such is the nature of impact assessment in complex areas such as human rights. This paper from SVT attempts to address the challenge using a case study from past SVT client Witness.

Click here to download SROI Analysis for wicked problems

 

 

Mission-Related Investing: A Workshop for Foundations

Mission-Related Investing: A Workshop for Foundations

This paper provides a framework and step-by-step process for deploying foundation investment assets in a way that complements the foundation’s mission. Examples include JP Morgan Chase’s Community Development Fund, Calvert Foundation, Pacific Community Ventures, and Boston Community Capital. Has lessons useful for boards, financial advisors and executives of foundation endowments and other investment funds.

Click here to download Mission-Related Investing

 

 

Double Bottom Line Project Report: Assessing Social Impact in Double Bottom Line Ventures

Double Bottom Line Project Report: Assessing Social Impact in Double Bottom Line Ventures

Provides summaries and analysis of nine methods used by social-purpose venture funds and engaged philanthropy portfolios to assess the non-financial impact of their investments or grants.

Click here to download Double Bottom Line Project Report

 

 

Foundations Need Grant Recipients’ Feedback

Foundations Need Grant Recipients' Feedback

Argues for a mechanism to provide feedback to foundations about their own performance.

Click here to download Foundations Need Grant

 

 

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