Fund Provider or Business Name
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Name of Fund or Initiative
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Website
Main contact for this award
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Position in organisation
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Email Address
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Phone number
The approach
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Describe the fund and the change that it is aiming to achieve, including:
- The rationale for its strategic approach, including dynamics of the target investment market, an assessment of the opportunities, major assumptions and the key success factors
- The process and criteria for selecting investments, and how they contribute to the aims
- The scope, including the number of investments and scale of funding
- The contribution from the fund to the enterprise, including type of funding, governance, advice or other forms of support
Outline the expectations for financial risks and returns, including:
- The fund aim for level of risk, returns and length of investment (eg. open or closed)
- The hurdle rate of return for specific investments
- The approach to trade-offs between impacts, risks and returns
Anticipated Impacts
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Outline the anticipated benefits from specific social and/or environmental impacts, including target populations or ecosystems (you may want to send a report or website URL), including;
- An overview of the fund as a whole
- Selected examples of specific investments
Measuring the impact
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Describe the ways that impact is measured at the level of each initiative and collectively across the fund, including:
- The methodologies used to assess impact, including principles, processes and standards
- The source of information used to calculate impact measures and any means for verification
- An assessment of co-benefits, and any social and environmental risks
Reporting and Disclosure
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Provide actual or planned levels of disclosure and public reporting including:
- The targets for impact, quantified where possible
- The form of reporting to investors and to the public
Capital raising for the fund
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Describe past or planned capital raises for the enterprise, including:
- Sources of funding, capital offers and summary of terms
- Timing and pathway for capital raises in future
Examples of the key initiative(s) being funded
Provide examples of up to three key investments (for established funds) or examples of investments that are planned to be funded (for new funds).
Supporting documentation
Please include URL links to any supporting documentation for your entry, such as links to articles and other content referenced in the entry. We strongly encourage you to use URLs for your supporting documentation, however if you need to email any to us please send them to awards@mindfulmoney.nz.
The above declaration is true.
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I have read the Terms & Conditions of Entry and agree to comply with them.
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