Presentation at CFCLondon, May 30th, 2018

Alison Fort

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Agenda Introduction to impact investingToniic & 100% network overviewT100 research: latest insights from 100% impact investors

IMPACT INVESTING DEFINED

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“INVESTMENTS MADE INTO COMPANIES,

ORGANIZATIONS, AND FUNDS WITH THE

INTENTION TO GENERATE SOCIAL AND

ENVIRONMENTAL IMPACT ALONGSIDE A

FINANCIAL RETURN.“

-GIIN

IMPACT INVESTING DEFINED

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Spectrum of capital

Source: The Rise Of Impact: Five Steps Towards An Inclusive And Sustainable Economy, UK National Advisory Board On Impact Investing, 2017 & Impact Management Project, 2017.

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The Toniic community

ToniicMembers

Current staff

135+ membershipsHNI, UHNI, Family Offices, Foundations, Institutions

300+ investors

20+ countriesMore info at: toniic.com/investors/featured-members

OUR VALUE PROPOSITION

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member

services

field

building

• Help investors go farther• Attract new capital towards impact• Systemic change towards an ecosystem creating impact

global community

investment in action

education & tools

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The Toniic 100% networkA global action network for Impact Investors

Principal-level investors

Committed to 100% impact in an investment portfolio

T100 2nd report launched 24th May76 portfolios

$2.8 billion committed, $2.3 billion deployed

Who’s going all in?

T100

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T100 POWERED ASCENT

100%ers are investing across Asset Classes

Going all in & going deeper

T100 THE JOURNEY TO IMPACT

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THE T100 PROJECTToniic SDG

Impact Theme Frameworkavailable at toniic.com/sdg

• 60 impact themes tied to 17 SDGs

• First year T100 mapped investments to the impact themes, and thus the SDGs

• Here is what we see …

Community Empowerment SDG11

T100 THE JOURNEY TO IMPACT

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T100 THE JOURNEY TO IMPACT

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By primary SDG

T100 POWERED ASCENT

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Regional Investments of 100%ers by Investor Domicile

Diverse geographies

Appropriate returns for deeper impact across a portfolio

T100 POWERED ASCENT

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82% met or exceeded financial return expectations

T100 POWERED ASCENT

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Impact measurement & management –seeing progress

T100 POWERED ASCENT

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Over sixty percent engage in some form of measurement compared to 38%.86% met or exceeded impact goalsFamily offices and triple-digit asset owners are measuring more consistentlyThe collection of quality impact data remains the number one challenge

Key takeaways

Impact investors active in multiple geographies, across asset classes, and with a wide range of asset sizeImpact investors are going farther fasterInvestors are meeting financial goals whilst deepening impact performanceImpact measurement remains a work in progress, and an industry priority

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Thank you!

alison.fort@toniic.com

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Toniic resources

T100: Launch & T100 Powered AscentT100: Insights from Impact Advisors and Consultants 2017Toniic DirectoryToniic Impact Portfolio ToolSDG Framework

THE T100 PROJECT

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Available for download at www.toniic.com/t100

This presentation is licensed to the public pursuant to the Creative Commons Attribution Non-Commercial No-Derivatives 4.0 International (CC BY-NC-ND 4.0) license.