Social investment performance – what counts?

A new study of the activity in the social investment market from 2002 to 2014 looks at data from three major lenders. As stated by some commentary from NPC:

It’s a first attempt to use data to see what is happening in the social investment market from an investor’s perspective and is tremendously important for the evolution of social investment.

But the bull point of the study is that ‘the total financial return is negative 9.2%’. …. Or to put it another, more positive way: you almost get your capital back, but not quite.

For an organisation used to making grants, that could be a good outcome. Read more in ‘9% loss on a social investment portfolio—good or bad?‘.

‘The Social Investment Market Through A Data Lens’ is available from Big Society Capital research pages, or see the Big Society Capital news release, pdf 142KB.