Search Results
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BASIX
by Peter Tufano • Shawn ColeBASIX, an Indian microfinance corporation, must decide whether to continue to sell weather insurance to its clients. A brand-new financial product, weather insurance pays if measured rainfall during the growing season falls below a pre-specified limit. Mr. Sattaiah, managing director of the BASIX's ... More
Language: ENGCopyright: 2007 -
SKS Microfinance
by Shawn Cole • Theresa ChenVikram Akula, CEO of SKS Microfinance, seeks a venture capital investment to fund his firm. SKS, one of the largest and fastest growing microfinance institutions in India, is a profitable, for profit institution with a social mission. In what is one of the first commercial financing deals in the wor... More
Language: ENGCopyright: 2008 -
SKS and the AP Microfinance Crisis
SKS, India's leading microfinance firm, is challenged when politicians declaim microfinance as exploitation of the poor and severely restrict business practices.... More
Language: ENGCopyright: 2011 -
Language: ENGCopyright: 2017
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SKS Microfinance (Abridged)
by Shawn Cole • Theresa ChenVikram Akula, CEO of SKS Microfinance, seeks a venture capital investment to fund his firm. SKS, one of the largest and fastest growing microfinance institutions in India, is a profitable, for-profit institution with a social mission. In what is one of the first commercial financing deals in the wor... More
Language: ENGCopyright: 2017 -
BASIX (Abridged)
by Peter Tufano • Shawn ColeBASIX, an Indian microfinance corporation, must decide whether to continue to sell weather insurance to its clients. A brand-new financial product, weather insurance pays if measured rainfall during the growing season falls below a pre-specified limit. Mr. Sattaiah, managing director of the BASIX's ... More
Language: ENGCopyright: 2012 -
Language: ENGCopyright: 2016
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Wellington Global Impact
by Shawn Cole • Lynn SchenkWellington Global Impact is one of the first public equities impact investing strategies in the market. The case explores how the strategy was developed at Wellington, including an analysis of the culture that supported its development. It also explores the difficulty in marketing the strategy as a ... More
Language: ENGCopyright: 2018 -
Language: ENGCopyright: 2016
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Language: ENGCopyright: 2019
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Language: ENGCopyright: 2018
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BANEX and the No Pago Movement (A)
This case examines Grassroots Capital's decision of whether or not to continue investing in a Bolivian microfinance bank that is suffering financial distress.... More
Language: ENGCopyright: 2011 -
OpenInvest
Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting LGBTQ friendly companies, while sti... More
Language: ENGCopyright: 2018 -
Root Capital and the Efficient Impact Frontier
In 2015 Root Capital, a pioneer in the impact investing space, began to explore how to more systematically integrate impact and financial management. After much deliberation, Root Capital landed on ex-ante rating system for any potential investment that produced a proprietary expected impact. With t... More
Language: ENGCopyright: 2018 -
Language: ENGCopyright: 2016
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OpenInvest
Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting LGBTQ friendly companies, while sti... More
Language: ENGCopyright: 2018 -
Language: ENGCopyright: 2018
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DBL Partners: Double Bottom Line Venture Capital
This case explores the origins and current practices of DBL, a San Francisco-based venture capital fund and one of the first impact investment funds to achieve significant financial returns to scale. This case allows for a competitive analysis of DBL's investment strategy as it seeks to deploy $400m... More
Language: ENGCopyright: 2016 -
Making Impact Investing Markets: IFC (A)
In 2017, the International Finance Corporation (IFC) faced the first big investment decision in its new Scaling Solar project. Founded in 1956, IFC was an international investment body with national governments as shareholders, whose mission was to promote economic development. It achieved this prim... More
Language: ENGCopyright: 2021 -
Making Impact Investing Markets: IFC (B)
In 2018, Thailand's Bank of Ayudhya (known as Krungsri), was considering whether to participate in the first issue of a new financial instrument from the International Finance Corporation (IFC), known as a gender bond. Building on the success of the Green Bond program at promoting investment in sust... More
Language: ENGCopyright: 2021 -
Language: ENGCopyright: 2020
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First National Bank's Golden Opportunity
Executives at First National Bank in South Africa are considering whether to launch a potentially exciting, but rather unorthodox, new savings product. Instead of paying interest, this product gives depositors the chance to win large cash prizes each month. Michael Jordan, CEO of the bank's Consumer... More
Language: ENGCopyright: 2007 -
Social Finance, Inc.
Social Finance attempts to design and launch a complex new financial instrument that will entice private capital to invest in social service provision.... More
Language: ENGCopyright: 2011 -
Background Note: Introduction to Investing for Impact
Background Note: Introduction to Investing for Impact by Shawn Cole, Vikram Gandhi and Caitlin Reimers Brumme... More
Language: ENGCopyright: 2018 -
Goldman Sachs: Making an Imprint in Impact Investing
Goldman Sachs acquired Imprint Capital Advisors, a small firm that specialized in advising clients on environmental/social/governance (ESG) and impact investments. The founders sold Imprint with the belief that joining a global financial firm would help to scale impact investing, if not bring it int... More
Language: ENGCopyright: 2018