Social Investment Market Chapter 6

This is the final chapter and includes information in the two appendices at the end of the report.  I hope you have found this 6 part blog interesting.  If you would like to know more about any aspect of this report, please contact me.

The Government will work with leading social investment experts to take forward aspects of this strategy

Ultimately everyone will need to be part of building a dynamic social investment market

  • social ventures
  • individual citizens
  • mainstream financial institutions
  • charitable foundations
  • social venture intermediaries
  • professional bodies and business networks

Success will look like a bigger market...

...that works more efficiently

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Social Investment Market Chapter 5

Big Society Bank

The Bank will have a clear social mission and four operating principles:

  • Independence
  • Acting as a wholesaler
  • transparency
  • self-sufficiency

The Bank will be both a wholesale investor and a champion of the market

The Bank could invest in funds for front line social ventures, for intermediaries and for development of new market vehicles and infrastructure.

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Social Investment Market Chapter 4

This is a six-part framework for action, from enabling reforms on public services and localism to setting up the Big Society Bank.

  • More open and localised public services will rely on and create opportunities for social ventures
  • Social investment benefits from appropriate tax incentives
  • The right business environment is vital to social ventures
  • Social ventures need support to improve their investment readiness and their business capability
  • Better market infrastructure will help social investment to grow
  • Financing and Championing

Finally, these actions will help acceleration of the social investment market's development.

Social Investment Market Chapter Three

This picture shows that Social Enterprises and the Social investment market has been around since early 2001.  In fact I can remember back then receiving a first edition of a magazine called 'Social Enterprise'.  It came as a free trial with my NewStart Magazine when I worked as an Employment and Training Manager for Groundwork  Birmingham.  Back then, no-one had a definitive name for a Social Enterprise.  Groundwork Birmingham - a registered charity - had what we called then a 'trading arm' which carried out Environmental Business Services and Consultancy.  By today's standards that is a  Social Enterprise or probably more correctly it should have been a CIC because the "profits" went to support the charity.  

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Social Investment Market Chapter Two

So today is Chaper Two of 'Growing the Social Investment Market: A vision and strategy made simple...

(well the text is made simple, actually doing it in practice will prove a little more difficult)

Chapter Two: Our vision for a dynamic social investment market

  • Create a new pillar of finance for social ventures (if you missed the definition of what a social venture is, read yesterdays post)
  • Make it easier for social ventures to access capital and advice
  • The new pillar of investment means greater roles for investors
  • It's going to be a Big challenge!
  • "UK charitable investment and endowment assets ... account for nearly £95Billion"
  • Finance this big will make BIG changes (they do like this word in Government don't they!)
  • Individual social ventures will have access to a large pot of social investment and support and will have access to tailored investment products
  • Social venture sector could grow in size and dynamism - business producing social outcomes
  • For other voluntary organisations there will be opportunity
  • For individual citizens there will be new opportunities
  • For Charitable foundations opportunities to unlock reserves for social investment
  • For high-net worth individuals investment opportunities with social outcomes
  • For banks and other finanical services opportunity to help whilst investing in the sector
  • For public sector further opportunities to share the running of public services out into civil society.


Well that's short and sweet - once again if you need any of this explaining then please leave a comment below.


Tomorrow: Chapter 3 - The Social Investment Market now - progress to date, symptoms of fragility and underlying causes..