Participatory Simulation: Building an Impact Portfolio
Michael McCreless, Root Capital
During this workshop, participants will have the opportunity to build their own impact investing portfolio by choosing from a set of 200 actual loans from the portfolio of Root Capital, an impact investor that provides loans to agricultural businesses in Africa and Latin America. Root Capital will provide detailed data about the expected financial risks, returns, and impacts of each loan; instructions for how to choose from that set of loans to build a portfolio; and an Excel tool that auto-calculates the total expected risk, return, and impact of the portfolio you build. Participants will have an opportunity to find out whether their chosen portfolio falls on the ‘efficient impact frontier,' meaning that it offers the greatest possible impact relative to the expected risk-adjusted financial return. At the end of the workshop, discussants from several impact investing funds will provide commentary and feedback.
impact investing; impact management;
Catherine Dun Rappaport, Boston Community Capital Michael McCreless, Root Capital Kelly Peterson, Northern California Community Loan Fund Caitlin Rosser, Calvert Impact Capital Nate Schaffran, Northern California Community Loan Fund