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How to measure financial and impact performance of impact investments and how to balance return and impact goals?


Webinar Presentation

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Overview

Impact investing aims to generate measurable environmental or social outcomes alongside financial return. Impact objectives must be considered together with financial objectives, risk, liquidity and resource capacity. When making investment decisions, impact investors seek to balance these factors, and optimize the way in which they deploy capital, in order to maximize their desired outcomes. 

This webinar focuses on financial performance of impact investments. Our panellists represent a variety of institutions: a market access platform for impact investing specialising in micro-loans in emerging markets, the impact investing arm of a large Swiss bank, and a large family office devoted to impact investing. The topics include:

  • How successful are impact investors in meeting their financial performance targets? 
  • How attractive are impact investments compared to other investment opportunities? 
  • How does the financial performance of impact investments vary depending on asset class? 
  • What drives impact investors’ decisions on capital allocation and performance targets?     

Speakers:

  • Sophia Sunderji, Manager, Research, The Global Impact Investing Network
  • Maud Savary-Mornet, Senior Advisor, South East Asia, The Global Impact Investing Network
  • Dimple Sahni, Managing Director, Impact Fund Portfolios, Anthos Fund and Asset Management. B.V.
  • Antonia Sariyska, Impact Investing Strategist, UBS Global Wealth Management
  • Ramkumar Narayanan, Head of Research and Investments, Tameo Impact Fund Solutions SA.

Moderator:

  • Piotr Zembrowski, CFA, Manager, Advocacy Research and Content, Asia-Pacific, CFA Institute

Watch the Webinar

Duration: 1 hr 3 min.

Recorded: 27 May 2021.


Impact Investing Webinar Series:


Presenters

Sophia Sunderji
Sophia Sunderji

Sophia Sunderji serves as a Manager on the GIIN's Research team, supporting the development and delivery of research on impact investing topics.
Prior to joining the GIIN, Sophia worked at the World Bank on collecting and analyzing globally comparable data to support sustainable agriculture and using these data insights to advise governments on policy reforms. She also worked on research and product development at the Aga Khan Foundation's First MicroFinance Company in Kyrgyzstan. In this role, she performed research on client quality of life and satisfaction to assess the impact of loan products on borrowers. Sophia holds a Master’s in Public Administration from the School of International and Public Affairs at Columbia University and a BCom from McGill University.

Maud Savary-Mornet
Maud Savary-Mornet

Maud supports the GIIN with strengthening the impact investing community and building engagement with institutional investors in South East Asia. She brings over twenty-five years of experience in impact investment, international development and in the private and public sector to the GIIN.
Maud brings a track record of 12 years in ESG and impact investment in emerging economies. She grew successfully responsAbility in Asia Pacific, one of world’s leading asset managers in ESG and impact investments. She led the investment team in private debt in financial inclusion and climate finance for 8 years before becoming regional director of Asia Pacific with teams in Hong Kong, Mumbai and Bangkok. She conducted more than 100 due diligences in SME banks and microfinance institutions, closed multiple deals and opened several Asian countries for investment, ranging from Indonesia and China to Samoa in the Pacific Islands. She also developed a network of impact investors in Asia Pacific looking at private debt and private equity as well as capital market solutions.
Maud started her career at the French Central Bank as analyst in charge of the financial rating of SME and large corporates, being then seconded at the French Banking Commission to prepare and negotiate banking regulations and then posted at the French Trade Commission in Hong Kong.
Maud is a very strong supporter of Gender lens investing. She led the gender diversity initiative at responsAbility and worked extensively on a gender bond initiative for Asia Pacific.
French and Australian citizen, Maud graduated in 1991 from Sciences Po Paris, with a major in economics and finance. One of her personal goal is to open minds to sustainable finance and she is frequently invited to speak in conferences. She has published several articles on microfinance, impact investment and ESG. She also serves as advisor and Board member in several companies, networks and NGO, including Alygne Inc in California and the French Foreign Trade Advisors in Hong Kong.

Dimple Sahni
Dimple Sahni

Dimple Sahni is a Managing Director Impact Funds Portfolios at Anthos Fund and Asset Management, one of the largest single family offices in the world. She is responsible for originating investments, managing relationships, and helping to execute strategies for the fund portfolios at Anthos Asset Management dedicated to impact investing across all asset classes including private, listed and real assets. In this defacto Mixed Asset Impact CIO role, she leads the firm’s strategy on impact portfolio construction and asset allocation.
Originally from India, Dimple is an experienced investment professional – with over 20 years of experience in impact investing, investment banking, technology, emerging markets, and venture capital – who began her career in finance working for Goldman Sachs. She then launched a social enterprise focused on education, Epylon, which was later sold to Accenture. After working at L Capital Partners in its technology, energy and environment practice where she was a Kauffman Fellow, she shifted to impact investing at the Omidyar Network, Pierre Omiydar’s philanthropic investment arm. She continued her impact investing career with Unilever Corporate Ventures on its exploration of emerging Asia. Most recently she was fund principal at the Hattery, an early-stage impact investing and design firm which was sold to Google.

Antonia Sariyska
Antonia Sariyska

Antonia is an Impact Investing Strategist in the Chief Investment Office of UBS Global Wealth Management. She specializes in impact investing strategies, particularly in private markets, while also working with the broader Sustainable Investing team on sustainable portfolios and approaches.

Antonia has long been passionate about sustainability, having worked for the European Commission on development cooperation, finance and transition into the Sustainable Development Goals (SDGs). Prior to UBS, Antonia worked on deal-sourcing for family-driven venture capital investments, led fundraising efforts for an entrepreneurship education foundation and co-founded a clean tech startup in energy efficiency. Passionate about entrepreneurship, she spends most of her spare time following startup endeavors across the world, getting into heated discussions about football and Formula 1, and braving the Swiss hiking trails.

Antonia holds an MBA from INSEAD in Singapore and France. She also has a dual Bachelors degree in Financial Services from the American University of Moscow (Russia) and the University of Westminster (UK), and a Masters in Communications from Vrije Universiteit Brussel (Belgium).

Narayanan Ramkumar
Narayanan Ramkumar

Ramkumar is currently the head of research and investments at Tameo Impact Fund Solutions SA, a new startup company specializing in the provision of independent and expert services aiming to mainstream the impact investing industry. Prior to Tameo, Ramkumar worked at Symbiotics for over 8 years, contributing to its research work in the areas of microfinance funds, markets, and social performance by developing reporting tools and co-authoring white papers and industry reports on these topics. Before Symbiotics, he worked for over 3 years at the World Microfinance Forum Geneva, leading a working group aimed at raising awareness of the opportunities and challenges of private sector microfinance investments in China.
Ramkumar holds a master’s degree in Public Management and a bachelor’s degree in Business Administration from the University of Geneva.

Piotr Zembrowski
Piotr Zembrowski CFA

Piotr Zembrowski, CFA, is manager, advocacy research and content, Asia Pacific Advocacy & Policy Outreach, at CFA Institute. He conducts research into financial regulation, to support the advocacy team's development and promotion of capital markets policy perspectives in Asia Pacific. He is also responsible for content management and editorial aspects of Asia-Pacific Research Exchange (ARX), an online research-publishing platform. Piotr has four years of experience as a financial journalist in Hong Kong, covering asset management, fintech and ESG, among other topics. Previously, he worked at TD Bank in Canada, where he was responsible for development of online and mobile banking and investing platforms. Piotr has a Master of Science degree in astronomy from University of Toronto and a Master of Journalism degree from the University of Hong Kong. He earned his CFA charter in 2006.