Blended Value Investing: Capital Opportunities for Social and Environmental Impact

Autor(es) : Jed Emerson, Gary Mulhair, Joshua Spitzer

This paper is offered not as a fully comprehensive survey of the emerging area of blended value investing, but rather as a set of examples of how such investing practices are being developed and applied around the world. The paper’s intent is not to provide a single answer for all investment challenges, but to demonstrate how groups of investors are mobilizing capital on new terms to meet the challenges of emerging investment opportunities, as well as the demands of investors seeking out new asset classes in which to place their capital.
This paper presents innovations in capital finance that promise to bridge market-rate interests with strategic opportunities to create blended value that benefits shareholder and stakeholder alike. This paper also identifies several areas of research that would help advance the field of blended value investing. Finally, the paper concludes with words of caution that suggest a prudent approach to developing blended value capital markets.

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Copyright 2006 World Economic Forum.