Impact investment : a practical guide to investment process and social impact analysis + website /
Apply a rigorous investment process and integrate social impact analyses to successfully select and invest in social impact investments Impact Investment: A Practical Guide to Investment Process and Social Impact Analysis is a must-read guide for investors and wealth managers entering the social fin...
Κύριοι συγγραφείς: | , |
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Μορφή: | Ηλ. βιβλίο |
Γλώσσα: | English |
Έκδοση: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2015]
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Σειρά: | Wiley finance series.
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Θέματα: | |
Διαθέσιμο Online: | Full Text via HEAL-Link |
Πίνακας περιεχομένων:
- Cover; Title Page; Copyright; Contents; Preface; Acknowledgments; Chapter 1 Introduction to Impact Investing; What is an Impact Investment?; Who Makes Impact Investments?; How This Book is Designed; Sourcing and Screening; Investment Analysis and Valuation; Due Diligence and Investment Structuring; Term Sheet and Documentation; Building Value to Exit; Private Equity Funds; Impact Investment Evolution; Notes From the Field; What This Book is Not; Setting Forth; Chapter 2 Sourcing and Screening; Sourcing Strategy; Geographic Analysis; Data Sets; Data Aggregation and Weighting.
- Controlling the Analysis; Results; Country Economic Analysis; Business Cycle; Foreign Exchange Risk; Beyond Geography and Economics; Sourcing for Impact; Screening Questions; Screening for Social Impact through a Social Impact Map; Screening Business Strategy and Operations; Screening the Current Investment Round; A Look at Three Potential Investments; Prospective Investment 1: Mobile Money (PagaPago); Prospective Investment 2: Micro Solar Energy (Solero Lighting); Prospective Investment 3: Healthcare (Mtoto Clinics); Moving Forward with an Investment.
- Concluding Thoughts on Sourcing and Screening; Chapter 3 Investment Analysis and Valuation; Information Exchange; Nondisclosure Agreement; Desktop Due Diligence: Financial and Operating Information; Solero Bottom-Up Analysis; Pricing Analysis; Volume Analysis; The Solero Projection Model; Inputs: Setting the Model Up for Flexibility; Globals; Income Statement: Revenue and Cost Build; Operating Expenditures (Opex); Capital Expenditures and Depreciation; Working Capital; Working Capital Timing and the Cash Conversion Cycle; Long-term Funding: Debt; Finalizing the Income Statement.
- Overall Organization and Functionality of the Income Statement and Balance Sheet; The Cash Flow Statement; Valuation: Discounted Free Cash Flow; Terminal Value; The Cost of Capital; Risk-Free Rate; Market Risk Premium; Beta; Country Risk; Size; Control Premium; The Cost of Debt; The Weighted Average Cost of Capital (WACC); The Discounting Process; FCFF vs. FCFE; Relative Valuation and Comparable Company Analysis; Selecting a Peer Group; Solero's Peer Group; Valuation Multiples; Using Multiples for Valuation; Internal Rate of Return and Money Multiple; Triangulating a Value.
- Desktop Due Diligence: Social Impact Mapping; Step 1: Mission; Step 2: Social/Environmental Goals; Step 3: Inputs; Step 4: Activities; Step 5: Output; Step 6: Outcomes; Step 7: Impact; Continuing the Investment Process; Chapter 4 Due Diligence and Investment Structuring; Due Diligence; Management Meetings; Existing Investor Meetings; Board of Directors Meetings and Corporate Governance; Following the Value Chain; Specialized Due Diligence for Social Impact Validation and Analysis: Stakeholder Analysis; Due Diligence by Others: Engaging Independent Consultants.