Impact Investing Education
The Activator Series is an impact investing education series that leverages our 10 years of experience supporting global impact investors. Our goal for the series is to give our members that are new to impact investing or investing in general the basic tools they need to start deploying their wealth in better alignment with their values.
The Series is broken down into three phases:
- Basic: We answer your questions on what impact investing is, the difference between impact investing and ESG, and how to pick an approach that works for you.
- Portfolio Approach: We workshop with you to construct a portfolio that aligns to your values and financial targets.
- Intermediate: We help you understand impact measurement and provide you with impact management tools that will help you deepen your impact.
Accelerate Your Impact Investing Journey in Three Phases
|Understanding Impact Investing||Intro to Portfolio Construction||Understanding Impact Management|
|Frameworks for Impact Investing||Understanding Private Equity Funds||Integrating Philanthropy|
|Forming Your Team||Understanding Private Equity Direct Deals||Understanding Emerging Markets|
|Incorporating Evidence||Understanding Private Debt||Crafting your Theory of Change|
|Choosing SDGs, Impact Theme, Geographies, and Lenses||Understanding Alternatives to Private Debt and Equity||Introduction to Reimagining Capitalism|
|Picking Your Approach||Understanding Public Equities|
|Laying the Foundations of Impact for Foundations||Understanding Bonds/Public Debt|
|The Impact Investing Ecosystem||Understanding Real Estate|
|Understanding Other Asset Classes|
Activator Series Resources
The Activator Series provides impact education tools and resources that cater to all types of learners:
- Live Educational Modules: Interactive content webinars
- Exercises: Worksheets and assignments may be included in between monthly modules to help you apply the concepts to your own impact investing goals
- 24/7 Access: Watch recorded webinars anytime
- Glossary of Commonly Used (and often mis-used) Terms
- Detailed Written Guides: Each topic will also include detailed written guides to support your learning
The Activator Cohort: Complete the entire course with a small group.
The Activator Cohort provides members with an intimate learning environment where they can complete each module with a supportive group of peers.
- Cohort Kickoff Session: Overview of the course, learning objectives, and identify personal goals and learning objectives.
- Cohort Study Groups: Facilitated one-hour Study Group Calls for each module to deepen the learning experience, share resources, answer questions and help participants put their learning to practice.
- Cohort Closing Session: The final session of the Basics Module is a guided peer-learning session to explore key next steps and determine what support is needed from the community.
- Optional Cohort Buddy: We encourage members in the cohort to partner up with another participant to travel through the journey together for support, accountability and to deepen relationships.
Current Impact Investing Education Modules
|February 4||Understanding Impact Investing||Sustainable Investing, Responsible Investing, Mission Investing, ESG investing, Socially Responsible Investing, Green Investing, among many others. What distinguishes impact investing from the other approaches?|
|March 3||Frameworks||This module covers frameworks from the Impact Management Project, the International Finance Corporation, and the United Nations Sustainable Development Goals. It explains the frameworks and their applicability to your work as an impact investor.|
|April 7||Forming Your Team||Toniic members include those who make all investment decisions themselves, those that have a full time team, and those that leverage outside advisors. This session discusses the pros and cons of these approaches and provides resources to complement your internal capabilities.|
|May 5||Incorporating Evidence||Learn where to find and how to evaluate evidence of which interventions are likely to succeed in their intended positive net impact.|
|June 2||Choosing SDGs, Impact Themes, Geographies and Lenses||Toniic has identified 60 impact themes tied to the 17 Sustainable Development Goals. Learn about the SDGs, the associated impact themes, which are most active in the community, and some examples of particular constraints faced with specific themes and geographies.|
|July 7||Picking Your Approach||This session compares of the two basic approaches to impact investing: carve out and portfolio. It describes the two approaches and sub-approaches within them, as well as provides you with tools to get started.|
|August 4||Laying the Foundations of Impact for Foundations||Foundation investors face unique constraints and those constraints vary by jurisdiction. This session focuses on some of the unique constraints facing Foundation impact investors.|
|The Impact Investing Ecosystem||Learn about the roles of accelerators and incubators, Development Finance Institutions (DFIs), venture philanthropy networks, field building foundations, consultants, advisors, and other investor networks in the impact investing ecosystem.|