Our approach

Our social impact activity covers three areas which are delivering impact, building evidence and sharing learning.

Delivering Impact

We have explored how social investment can address social need across the areas in our Outcomes Matrix in our Social Investment Insights Series. We will continue to update our evidence and actively seek further investment opportunities which address specific social issues and fill gaps in the availability of social finance.  

Our investment process assesses the potential social impact in deals through our Pre Due Diligence Screen and our Social Impact Tests which looks at key areas including mission, impact, governance and activities.

Building Evidence

We want to build evidence about the impact of social investment to grow the market and ultimately deliver positive change for vulnerable and disadvantaged people. All of our investments are required to monitor their social impact which will help us build evidence and share learning.

Our impact monitoring processes are proportionate and vary according to the type of investment. Over time, we would like to see greater transparency in the social investment market with impact information available publicly so that others can learn from it.

Sharing Learning

We are keen to share learning across our portfolio to help highlight sustainable social business models, grow the social investment market and share good practice.  We will actively be sharing our evidence base as it continues to grow with charities and social enterprises, investors and other stakeholders to help raise awareness about the potential of social investment to achieve social impact.

As a start, we have recently developed a bank of case studies which highlight different social investment products and approaches for addressing social issues.

Our first Social Impact Report outlines our approach in more detail. 

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