社投盟亮相全球社会价值投资人大会 中国之声获关注

12月7-8日,由全球社会价值投资网络(Global Impact InvestingNetwork, GIIN)主办的2016社会价值投资者年度峰会(GIIN Investor Forum 2016)在荷兰阿姆斯特丹召开,来自全球的养老基金、私募股权和风险投资基金、基金管理公司、基金会、银行、保险公司的投资者,以及社会创新企业、研究咨询机构和政府代表约700人参加了此次峰会。

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友成企业家扶贫基金会创始人兼理事长、社会价值投资联盟(深圳)(简称“社投盟”)创始主席王平女士作为中国的唯一代表应邀参会,并在“Foundations’involvement in impact at differing stages with differing methods”主题研讨会上发言。友成基金会秘书长零慧、社投盟秘书长白虹陪同出席会议。

GIIN是2007年由洛克菲勒基金会发起的非营利性组织,致力于倡导和提高全球社会价值投资的规模和效益,是社会价值投资者(资产所有者和资产管理者)和服务提供商从事社会价值投资的最大的全球社区。作为一种新兴的投资类别和方式,社会价值投资追求在产生社会和环境价值的同时还能产生财务回报。GIIN在本次峰会上发布的报告显示,社会价值投资的规模增长迅速,年复利率达18%,可见社会价值投资前景可观。

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在主题研讨会上,王平理事长分享了友成基金会和社投盟在推动社会价值投资、打造社会创新生态方面的经验和做法,吸引了与会投资人的合作兴趣。在中国,友成基金会是最早倡导和践行社会价值投资的机构之一。

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王平理事长指出,友成基金会从2007年成立至今,共支出约4000万美金,以“倡导”、“天使投资”及“孵化”为主要方式,打造跨界的社会创新生态。社会价值投资联盟就是友成最显著的孵化成果之一。

早在2014年,友成基金会就联合投资、金融、商业、学术、公益等领域的机构发起筹建社会价值投资联盟,今年8月25日经深圳市民间组织管理局批准成立,并于9月24日深圳慈展会期间正式启动。这个纵横跨界的投资促进平台,将从资金、渠道和评估三方面着手,有效对接社会价值投资的供给方和需求方。

针对社会价值投资领域缺乏公认的科学评估标准这一痛点,王平理事长表示,友成基金会已自主研发出了社会价值量化评估工具——三A社会价值评估平台,从Aim(社会目标驱动力)、Approach(解决方案创新力)、Action(组织行动转化力)三个维度以及三个A之间的一致性角度对企业表现进行评估,帮助被投企业进行战略梳理,也为社会价值投资人提供投资参考。

目前,友成正就评估事宜与联合国社会价值基金UNSIF(United Nation Social Impact Fund)合作。全球通用社会价值评估标准IRIS(Impact Reporting &Investment Standards)评估标准的参与者、全球社会价值及可持续咨询公司Steward Red Queen咨询顾问Willem Vosmer先生表示,他未来也会参与到三A标准的研发中。

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此次社会价值投资者年度峰会上,王平理事长还回答了与会代表所关注的问题,包括基金会如何通过信息分享来倡导建立社会价值投资的合作生态,基金会在社会价值投资中的空间和角色,以及《境外非政府组织境内活动管理法》及新《慈善法》的颁布对国际组织在中国发展的影响等。另外,她还与来自牛津大学、福特基金会、麦克阿瑟基金会的专家共同探讨了基金会在社会价值投资不同阶段的不同作为。

友成企业家扶贫基金会创始人兼理事长王平
发言全文

友成导读

12月7-8日,由全球社会价值投资网络(Global Impact Investing Network, GIIN)主办的2016社会价值投资者年度峰会(GIIN Investor Forum 2016)在荷兰阿姆斯特丹召开,友成企业家扶贫基金会创始人兼理事长、社会价值投资联盟(深圳)创始主席王平女士作为中国的唯一代表应邀参会,并在“Foundations’involvement in impact at differing stages with differing methods”主题研讨会上,发表以“基金会在社会价值投资中的作用”为题的讲话。

本文根据王平理事长英文发言整理。

主题:基金会在社会价值投资不同阶段的不同方法
• 通过社会价值投资促进核心社会和环境目标的实现
• 基金会如何通过捐赠降低社会价值投资的风险
• 社会价值投资的机遇:投资者的投资策略可否具体化?
• 下一代公益:基金会的战略是如何变化的?

主持人:
Gayle Peterson 牛津大学牛津社会价值投资计划项目主任,Saïd商学院副院长
嘉宾:
王平 友成基金会创始人、理事长
John Balbach 麦克阿瑟基金会项目主任
Christine Looney 福特基金会高级项目投资主任

Gayle Peterson:
王平女士,您十年前就进入公益慈善领域成立了友成基金会,筹集大量资金用于“新公益”,包括友成在创业方面也投入了大量的时间和重要资源。您在中国看到了什么?中国可以为这个世界带来什么?友成打造的支持社会创新的平台又是怎样的?请您分享一下。

王平:
谢谢Galye!非常荣幸能够参与今天的讨论,分享中国的做法。

首先请允许我简要介绍一下我所代表的友成基金会。十年前,我与多名商界领袖、学术精英共同成立了友成企业家扶贫基金会(简称“友成”),英文名China Social Entrepreneur Foundation。

至今,友成共支出约四千万美金,通过以下三种方式建造社会创新的生态系统:

1.倡导。我们翻译书籍、组织研讨、提供培训,是最早在中国倡导社会创新和社会企业的基金会之一。2016年,我们与国家级智库——中国发展研究基金会合作撰写了《中国社会价值投资报告》,这是国内第一份系统阐释中国社会价值投资特点和状况的研究报告。

2.社会领域的“天使投资”。我们从初创的社会企业和NGO中发展领袖型人才(change makers),为他们提供资金和其他方面的支持。十年来,我们共支持了超过170家社会企业和组织,他们中的大多数都获得了其他机构的“跟投”,并成长为行业内的翘楚。

3.孵化。我们寻找正确的合作伙伴,与他们共同制定目标和战略,并提供包括种子基金在内的其他资源,用“陪伴式”的方式在九年内孵化了16个社会创新项目——他们最终都成为价值链上的重要环节。

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友成最显著的孵化成果之一就是社会价值投资联盟(China Alliance of Social Value Investment,CASVI)的成立。为动员更多的商业力量参与到社会变革中,我们与来自投资、金融、商业、学术、公益等领域的50余家机构共同发起成立了社投盟,这个多元、纵横跨界的平台,将小到草根组织、大到国际机构包罗其中,有效对接社会价值投资的供给方和需求方。

社投盟是中国首家合法注册的联盟类社会价值投资推动机构,同时具有国际化的特性——Calvert Foundation 创始人Wayne Silby先生、UN Social Impact Fund(UNSIF)全球负责人David Galipeau先生都是社投盟的理事,一些国际专家也在社投盟战略委员会中担任委员。

社投盟的主要职责有以下三部分:

1、资金:创立社会价值投资资金库

首先,我们鼓励主流商业投资人签署“不作恶”的荣誉准则,在投资实践中不投“负面清单”中的项目和企业;其次,我们通过模型设计,LPs转介等方式帮助中国具有社会价值的商业投资基金(如“青云创投”),建立“社会价值伞基金”。在这方面,我们非常欢迎与国际性的基金会、基金及其他金融机构合作,以期在中国探索出不同的模式。

2、渠道:建立社会价值投资项目池

我们与全国性及地方性商业协会合作,在北京、上海、深圳三地组织项目路演、论坛、竞赛等活动,为社会企业/社会创新型企业对接潜在投资人和政策制定者。在这方面,我们期待国际性的基金会与中介机构的参与。

3、评估:开发社会价值量化评估工具

我们自主研发了三A(Aim, Approach, Action)社会价值评估网络平台,为企业/投资的战略、模式、结果以及最重要的三个A之间的一致性进行评分。在这方面,我们正与UNSIF进行合作,同时也欢迎IRIS、B Corp以及其他社会价值评估机构的加入。想要了解更多信息,您可以与社投盟秘书长白虹女士、友成基金会秘书长零慧女士联系,她们就在这个会场上。

如果您对社会价值投资在中国的发展感兴趣,请联系友成和社投盟,我们将会是您在中国的联络窗口和坚实的合作伙伴!谢谢!

Q&A

Q1:《境外非政府组织境内活动管理法》及新《慈善法》的颁布对国际组织在中国的发展有哪些影响?

王平:今年,中国出台了《慈善法》和《境外非政府组织境内活动管理法》。大家知道,在过去的十年中,中国的社会组织得到了很大的发展,现在已有大约30万家NGO组织和5000家基金会;而政府在社会组织的管理方面缺乏经验、规制和能力。在此背景下出台的相关法律,无论对于境外NGO,还是国内社会组织,都是一种规范和梳理——条文中不仅有对行为的规范,也有相关的激励。中国的慈善公益事业从无法可依到有法可依,是中国法制建设的进步,也是中国公益和慈善事业发展的有力保障,这是一件好事,是一次进步;对公益慈善未来的发展有何影响,我们也将拭目以待。

Q2:基金会如何通过信息分享来倡导建立社会价值投资的合作生态?

王平:得益于多年的经济发展,中国的慈善捐赠逐年增长,越来越多的富人选择做慈善家——如捐钱给贫困地区建学校。对于他们来说,Impact Investment是一个新概念。一方面,因为捐钱更容易理解和操作,大额的捐赠也更能引起公众的注意;另一方面,多数富人仍执着于高投资回报率,当与他们沟通“社会价值投资”时,他们会说,“只要能给我带来高回报,我是会投的”。

所以说,我们仍在努力,投资人教育还需要一个过程。

Q3:基金会已经存在了很多年,而社会价值投资正在兴起,处于上升阶段,未来社会价值投资产生的影响力将超过基金会,作为基金会,如何看待基金会的空间和角色?

王平:中国的国情有其独特之处,政府的力量很强大也很有效。中国政府通过国有企业在农村和贫困地区的投资来支持当地的发展,我们有政府的软性贷款,还通过PPP(Public Private Partnership)的方式进行基础设施建设,这其中政府给予了很多的优惠政策。

友成在倡导时,更多地希望去影响私人部门。我们的做法是“以捐代投 以投返捐”:“以捐代投”主要针对那些尚未引起商业投资人注意的初创企业,在商业天使投资进入之前,公益基金会以“捐赠”的方式扶持他们成长,使他们能够脱颖而出;“以投返捐”则当企业获得商业投资后,企业和商业的投资机构则反过来捐赠一部分利润到公益基金会,这部分资金将用于下一个处于种子期的社会创新型企业的扶持。

John Balbach:对于所有基金会的工作和他们的做法我不能断言,但我可以说,我们是在非常务实地解决问题。我们所有的董事都说,高社会价值的投资是真实存在的,我们正处在一条高的轨道上,但仍然需要更多耐心、灵活、宽容的资本让高社会价值的项目生存下来。

Christine Looney:为了达到更加高效和透明的治理,越来越多的基金会开始内部持有他们的所有资产,这是我看到的转变,并仍将继续。未来五到十年,在有影响力的倡导方面,公益慈善的重要作用将得到持续的发挥;但仍然需要各个行业的关键召集人和支持者继续支持社会价值投资。所以,我认为这是公益慈善的机遇。我认为,在企业的不同发展阶段应有不同类型的资本进入,基金会应该为其早期发展提供资金,这样将降低后期的风险,也将助力其发展至下一阶段。

英文实录

Topic: Foundations involvement in impact at differing stages with differing methods
• Advancing core social and environmental goals through impact
• The role foundations can play in using grants to de-risk impact investments
• Opportunities for impact: can investor strategies be streamlined?
• The next generation: how foundations strategies are changing

Moderator:
Gayle Peterson, Programme Director, Oxford Impact Investing Programme, Associate Director, Saïd Business School, University of Oxford

Panellists:
Madam Ping Wang, Chairperson, China Social Entrepreneur Foundation (AKA YouChange Foundation)
John Balbach, Programme Officer, MacArthur Foundation
Christine Looney, Senior Program Investment Officer, Ford Foundation

Gayle:

Ping, I think let’s start by talking a little bit about your journey when you think about stating several new organizations around 10 years ago and watching in China, how vast of wealth shifted towards neo-philanthropy and nevertheless that what including you two foundations’ significant resources and significant time invested in entrepreneurship. What do you see in china and what does china offer to the world? In terms of its own thinking about created really interesting platform about innovation please tell us about that.

Madam Ping Wang:

Thank you Galye. I’m happy to join this panel discussion and share the dynamics in China.

I’d like to briefly introduce the organizations I’m standing for. Almost 10 years ago, together with several top tier business leaders and academic scholars, I established YouChange China Social Entrepreneur Foundation, short as YouChange Foundation.

From then on, YouChange Foundation spent around 40 million US dollars to build the eco-system for social innovation in 3 aspects.

1st advocacy of social innovation and social enterprises,we translate books, host seminars, and provide trainings. One of the main achievements, is the publication of China Social Impact Investment Report 2016, collaborated with the top government think-tank-China Development Research Foundation. It is the first in China to offer a systematic description of the characteristics and conditions of Social impact investment in China.

2nd Social Angel Investment

We identified social change makers from startup Social Enterprises and NGOs, provided grants and other types of support to more than 170 founders of these organizations, many of them got followed up funding and grew into social impact players in the field.

3rd incubation

We incubated 16 social innovation programs in 9 years, through 3 steps:

Find the right partners

Set up goals and strategies together with them

provide seed funding, other resources, and long time accompany

Finally, those long term partners of YouChange became the key junctions of value chain.

The most significant incubation of YouChange foundation is the establishment of China Alliance of Social Value Investment, short as CASVI. In order to mobilize more market forces to engage in social change, together with around 50 leaders from investment, finance, business, academics and NGOs, we build up this inclusive, cross-sectors platforms with multiple players from grassroots to national institutions,to bridge the demand side and supply side.

CASVI is the 1st licensed NGO specializing in social impact investment promotion in China. Also,it’s born with an international structure. Wayne Silby from Calvert Foundation, David Galipeau from United Nations Social Impact Fund( UNSIF) are sitting in CASVI board. And more international experts in CASVI strategic committee.

Well, then what do we do with CASVI? Long in short, 3 parts:

1st capital: to call for “Social Value Fund Pool”.

On one hand, we encourage mainstream VC and PE funds to sign up Honor Code called “No-Evil”, to agree on negative list in investment practice, like UN PRI; On the other hand, we help social impact fund in China such as Tsing Capital to build up “social value umbrella funds”,like fund of funds, through model-design, LPs-referrals etc. For this part, we are happy to work together with global foundation, impact funds and other financial institutions, to make a difference in China.

2nd pipeline: to build up “Social Value Projects Pool

We collaborate with national and local business association to organize road shows, events and contest in Beijing, Shanghai and Shenzhen cross China, connecting social enterprises and social innovation companies with potential investors and policy-makers.For this part, we appreciate to collaborate with international foundations and intermediary organizations.

3rd Evaluation: to develop “Measurement Tool” in quantitative approach

We initiate 3A on-line platform to evaluate the company’s impact value. 3A stands for Aim-Approach-Action. In such tool, we score business or investment by analyzing its strategy, model, result and the most important the consistency of 3As. For this part, we are working closely with UN Social Impact Fund now, and we are also open to align with GIIN’s IRIS and B-corp, ect.

For more detailed information, you can talk to Angela, the secretary general of CASVI, and Ling Hui, the secretary general of YouChange Foundation.They are both here at the conference.

So, if you are thinking of a new emerging region for social impact investment, contact YouChange and CASVI. We will be your contact window and solid partner in China.

Thank you!

Q&A

Q1: Now I want to talk about actually NGO being in China, ford foundation has office in China. The law goes into effect soon and that have some implications on civil society organizations in terms of ford foundations for example in China, Ping would you like to talk about that? What’s the tension might be in terms of relationships with western foundations or organizations?

Madam Ping Wang:

This year, China published “The Charity Law” and “Overseas NGOs’ Domestic Activities Management Law”.

You may know that in the past 10 years, a great number of social organizations were founded, now there are more than 300,000 social organizations and 5,000 foundations. On the contrary, the government is lack of experience, regulations and capacity to manage them.

According to this background, the people’s congress passed the charity law and other regulations. It’s not just about International NGOs, but also domestic social organizations. In general, the supervision is stricter.

However, I think it is a progress, a good thing. This is an opportunity and enabling environment for legitimate and well organized NGOs to develop. Hence, we should wait and see the real impact of the law enforcement in the future.

Q2: So the idea in terms of transparency to share information how one builds partnership based on the outcomes, whether there are unattended consequences, positive outcomes for foreigners. Ping, are you sure your information you’ve got you platform online. You too suggest that the audience could access that?

Madam Ping Wang:

We can see clearly that philanthropy in terms of donation has increased significantly in China after years of economy growth, and more and more millionaires, billionaires, rich people prefer to donate to charity such as building a school in the poor area. But impact investment seems a new concept to them. Because donation is easier to understand and easier to do. Also, high profile donation will easily attract public attention.

The 1st generation of rich people in China still have the high expectation of financial return after years experience of high speed growth and wealth accumulation. As for the investors, regarding social impact investment, they may say “OK, I CAN invest, as long as it brings me the high financial return for sure”.

We are in the early stage. It is the period, we need to advocate more. I am working on it.

Q3: We have one question was foundations are fiddle around for a long time as impact investment increases to judge your increases we working on the big vision what will be involved for foundations to diminish in size or increase in the volatility of a total chaotic system that we work in. so in closing, you’ll be out of jobs soon or in fact it will accelerate giving the dynamic of the market.

Madam Ping Wang:

In China we have very special, unique time and space. Because we have a very strong efficient government. And I think government pay a lot of attention to social impact through state owned enterprise to invest in rural area and poor area also state owned policy event. We have soft loan and we also have PPP, the government and private companies together to build the infrastructure also government give a lot preferential policies to the private side, that’s the contradict of China. So in YouChange foundation we want to promote civil society and to promote private sector to participate in this process. I think our model design is “from donation to investment and from investment return to donation”. So this means the donation from foundation we’ll fill the gap of pre-angel, the gap of seed stage and nobody notice these startup companies and we will choose the social aimed company to give them donation and let them develop into mature.

John Balbach:

I don’t know if I can predict exact what will do all foundations to work or find a way of that, but I can say that in fact we were very pragmatic in solving problems. About us, all directors saying that high impact investments are mainly in our firm that still true and we moving toward a good trajectory but there still really important role for those organizations willing to provide much more patient, flexible and tolerant capitals to fund us to survive.

Christine Looney:

You know my senses and what I am seeing in terms of transferred that more and more foundations are going to internally hold all their assets they could if they want to achieve efficient and clear governance. It is something we started to do and my senses that would be trying to continues and you know the less of the next five to ten years I see a continued important role for philanthropy that only in terms of advancing an impact voice and in this conversation. But there really need critical convener and supporters in all these industries to continue in every supporting effort in order to continue to work on this structure to support the market. So we see there are numbers of opportunities for philanthropy and those were the reasons. And the last picture is I think this area is blended finance come up varies times and I think foundations should be in the position to contribute and in those terms of transactions to fund NGOs and maybe this will de-risking and move on to next stage.

转自:友成企业家扶贫基金会

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