Tag Archives: impact investment

Impact Investing attracting more Fans, claims AAA

Leading fixed income impact investment management firm, Community Capital Management (CCM), has announced that it has invested $4 million on behalf of GIVE (AdvisorShares Global Echo ETF), in a move welcomed by AAA.

Boston, MA, USA, November 23, 2012 — Leading fixed income impact investment management firm, Community Capital Management (CCM), has announced that it has invested $4 million on behalf of GIVE (AdvisorShares Global Echo ETF), in a move welcomed by Alternative Asset Analysis (AAA).

AAA, an alternative investment advocacy group, claims that the investment from GIVE further helps to promote the benefits of impact investing to all kinds of investors who want to see returns while helping vulnerable communities. GIVE was established in May and intends to deliver long-term returns through responsible, sustainable investments.

Various projects have benefited from the investment so far. “It’s great to be able to learn about where this cash is going – the more people know about the benefits of impact investing, the more popular it will become,” stated Anthony Johnson, AAA’s analysis partner.

One of the investments made by CCM on GIFT’s behalf took the form of funding for a 400,000 square foot retail/residential development in Maryland. The project will focus on attracting cyclists and pedestrians and will create 235 new apartments, as well as 60,000 square feet of retail space.

Another project funded by GIFT is the Hidden Creek Apartment in Crescent City, California, which will create low income housing. The homes will incorporate eco-friendly and energy efficient features.

CCM’s senior portfolio manager, Barbara VanScoy, said that they too were very happy that more people are growing interested in impact investing. She said, “We are thrilled that the field of impact investing is expanding with new products like GIVE and that we can be a part of it.”

AAA supports a range of ethical, sustainable and environmentally responsible asset classes. Mr Johnson explained, “We have noticed that, in the wake of the financial crisis, more and more investors are keen to put their cash into philanthropic projects or at least ensure their investments won’t be having a negative impact on anyone.”

AAA supports sustainable forestry projects like those run by Greenwood Management and others in Brazil.

About Alternative Asset Analysis:
The remit of Alternative Asset Analysis is to analyse and provide news on the global performance of a wide range of alternative asset classes including, but not restricted to, commodities, real estate, forestry, foreign exchange, hedge funds, private equity and venture capital.

Media Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com

New Addition to Impact Investment List welcomed by FRA

FRA has backed moves to add Ecotrust Forest Management (EFM) to the open source ImpactAssets 50 2012 (IA 50) database of socially responsible impact investing funds.

Seattle, United States, October 18, 2012 — Forestry Research Associates (FRA) has backed moves to add Ecotrust Forest Management (EFM) to the open source ImpactAssets 50 2012 (IA 50) database of socially responsible impact investing funds.

The list is created each year and gives investors a guide to the top investment products that can deliver good returns, while delivering social and environmental benefits.

The funds listed under the IA 50 have a total of $10.2 billion invested in them and cover a huge range of geographical locations. A spokesperson for EFM, its CEO, Bettina von Hagen, stated, “EFM is honoured to be named among the 50 best impact investment fund managers in the world. We are committed to demonstrating an alternative approach to managing forests in the region – one that can be financially competitive, while at the same time beneficial to the health and resilience of ecosystems and rural communities.”

FRA supports a wide range of forestry investment initiatives, including plantations run by firms like Greenwood Management in countries like Brazil and Canada, which are densely forested. The fact that plantations growing alternative, non-native timbers are managed in these locations, helps to protect the native forests against illegal logging.

In Brazil, Greenwood Management’s plantations produce charcoal that is used by the Brazilian steel industry, which used to use native forests to produce their charcoal. “In this way, plantation projects, if sustainably managed, can help to reduce the impact of deforestation,” stated FRA’s analysis partner, Peter Collins.

Investing in impact investment funds and ethical investment products has become more popular since the economic crisis as a reaction to the volatility of the stocks and bonds market. Mr Collins added, “Investors want something more tangible in exchange for their investment and forestry funds offer just this. Investors with Ecotrust Forest Management and Greenwood Management are investing in timberland with established and growing trees.”

About Forestry Research Associates

Forestry Research Associates is a research and advisory consultancy that focuses on forestry management, sustainability issues and forestry investment around the globe.

Media Contact:
Peter Collins
Forestry Research Associates
620 Vineyard Lane
Bainbridge Island, WA 98110
(206) 316 8394
info@forestry-research.com
http://www.forestry-research.com

AAA Welcomes Oxfam’s First Foray into Impact Investing

UK-based charitable organization, Oxfam, is moving into the world of social investment with a loan worth some £1 million to a Mongolian business that specialises in machinery leasing. The move has been welcomed by AAA as further indication that social impact investment can benefit communities all over the world.

Boston, MA, USA, October 11, 2012 — UK-based charitable organization, Oxfam, is moving into the world of social investment with a loan worth some £1 million to a Mongolian business that specialises in machinery leasing. The move has been welcomed by Alternative Asset Analysis as further indication that social impact investment can benefit communities all over the world.

The loan is being offered through Oxfam’s Small Enterprise Impact Investing Fund, which it has set up with Swiss microfinance specialist Symbiotics and the City of London Corporation.

The response to the news of the loan has been interesting and has prompted investment experts to take the growth of impact investing seriously. As more and more charities move into the commercial sector by funding social projects and businesses that can benefit wide sections of society in developing countries, they are highlighting this type of investment.

Impact investing is growing in popularity among regular investors who are looking to make healthy returns over the medium to long term, while doing their bit to help vulnerable communities or reduce climate change.

AAA advocates many types of alternative investment, but focuses its support on ethical projects like those backed by impact investing. “Helping people to work their way out of poverty and to create jobs and opportunities for large number of people within a community is an extremely productive use of an investor’s wealth,” claimed Anthony Johnson, AAA’s analyst partner. AAA claims that a growing number of investors are now looking for ethical choices when deciding where to invest their cash, after being left with a bad taste in their mouths after the banking crisis.

Barbara Stocking of Oxfam told the Financial Times that it hoped its decision to invest in a socially responsible project will encourage other investors to do the same. “We are determined to prove to the investment industry that its scale and influence means it could play a significant role in eradicating poverty.”

About Alternative Asset Analysis:
The remit of Alternative Asset Analysis is to analyse and provide news on the global performance of a wide range of alternative asset classes including, but not restricted to, commodities, real estate, forestry, foreign exchange, hedge funds, private equity and venture capital.

Media Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com

Morgan Stanley Impact Investment Platform attracts support from AAA

AAA is speaking out in support of the launch of Morgan Stanley Smith Barney’s Investing and Impact Platform, which is intended to make it easier for investors to put their money into socially responsible projects.

Boston, MA, USA, June 23, 2012 — Alternative Asset Analysis (AAA) is speaking out in support of the launch of Morgan Stanley Smith Barney’s Investing and Impact Platform, which is intended to make it easier for investors to put their money into socially responsible projects.

The investments offered through the platform are intended to be socially and environmentally responsible while offering risk-adjusted financial returns. “The project should enable more financial advisers offer a wide range of impact investing products to the masses and not just the wealthy”, explained AAA’s analysis partner, Anthony Johnson.

AAA claims that the market for impact investing is growing, with one in every eight dollars in the US invested in projects that are considered to have corporate and societal responsibility at their center. This totals a huge $3.07 trillion in value terms and shows that people do want to make responsible decisions that align their financial goals with their personal ethics.

Mr Johnson added, “The more products available, for those interested in impact investing, the better.

“We are seeing more and more individuals and even institutional investors looking for ways to make a difference while they make money and these kinds of platforms make it easier to do so.”

Morgan Stanley Smith Barney’s Paul Hatch, added, “With over 4 million clients who have more than $1.7 trillion of investable assets, we are in a unique position to extend the reach of an ‘investing with impact’ program to one of the largest sets of investors in the world.

“Even a fraction of this total represents a substantial amount that could be invested in support of the common good.”

AAA supports a range of ethical investment funds and projects and is especially keen to promote forestry investment as a profitable and ethical options. Mr Johnson explained, “investing in plantations, like the ones run by Greenwood Management and other firms in Brazil, offers a great diversifier for any portfolio and can also help to safeguard the future of sustainable forestry for generations to come.”

About Alternative Asset Analysis:
The remit of Alternative Asset Analysis is to analyse and provide news on the global performance of a wide range of alternative asset classes including, but not restricted to, commodities, real estate, forestry, foreign exchange, hedge funds, private equity and venture capital.

Media Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com

Huffington Post Blog advocates Impact investment says AAA

Alternative investment advocacy group AAA says that a recent blog in the Huffington Post offers a great endorsement of impact investing.

Boston, MA, February 23, 2012 – Alternative investment advocacy group, Alternative Asset Analysis (AAA), says that a recent blog in the Huffington Post offers a great endorsement of impact investing.

It explains how impact investment funds have an ethos of “doing good while doing well”, which highlights the fact that making profits and choosing ethical investments are not mutually exclusive.

The Huffington post blog explains that impact investing combines investment in projects that contribute to social and environmental good, and investing for maximum risk-adjusted returns. Although this is a somewhat unusual combination, it often works and is increasing in popularity among those who want to make a difference while making money.

AAA’s analysis partner, Anthony Johnson, said, “It’s really quite unbelievable that this kind of investment option is only just taking off.

“The model is quite simple, those with money to invest help those without money to make money by providing funding and the profits are then shared.”

Examples include housing projects, forestry projects, small loans for small businesses and farm investments. Most of these funds are setup in developing countries and most investors come from developed countries.

The level of return on impact investment funds differs dramatically but many investors put the social impact of a fund ahead of financial gains, in a refreshing turnaround to the norm.

“It’s not just small-time investors that are getting into impact investing,” said Mr Johnson. “Many of the world’s richest philanthropists are ploughing their money into socially and environmentally responsible projects.” An example is the $3 billion Rockerfeller Foundation. Bill Clinton is also a keen advocate of impact investment.

AAA supports ethical investment in many different forms. It advocates investing in environmentally friendly projects, such as sustainable forestry, through schemes like the teak, eucalyptus and other non-native tree plantations run by Greenwood Management in Brazil. “These projects offer a tangible option for smaller-scale investor,” added Johnson.

Contact:
Anthony Johnson
Alternative Asset Analysis
71 Commercial St
Boston, MA 02109-1320
617-939-9596
info@alternativeassetanalysis.com
http://www.alternativeassetanalysis.com