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Understanding Double Bottom Line Investing

Dec 6, 2024

Lecture Notes: Double Bottom Line Investing

Introduction to Double Bottom Line Investing

  • Definition: Investment approach considering both social and financial returns.
  • Current Trend: Has moved from the periphery to mainstream.
    • Example: Increasing awareness and industry growth around impact investing.

Importance of Success Stories

  • Success stories help in reducing skepticism around the model.
    • Examples of Success:
      • Tesla
      • SolarCity
      • Pandora
  • Challenge: Some believe social dimension could compromise financial returns.

Role of Government in Cleantech

  • Key Points:
    • Government involvement is crucial but not unique to cleantech (e.g., FDA in life sciences).
    • Public attention on cleantech can be both beneficial (support) and challenging (political/media wars).
    • Government Financing:
      • Mixed views, but potential for positive outcomes.
      • Examples: Loans to Tesla, BrightSource's solar plant project.
      • Political origins influence public opinion.

Cleantech Investment Dynamics

  • Current Trends:
    • Reduction of U.S. government funding leading companies to look abroad, particularly to China.
    • Companies benefiting from China's national and regional funding.
  • Case Study: Powergenics battery company targeting China and Europe first due to demand.

Navigating Public and Private Sector Interfaces

  • DBL's Role:
    • Helping companies navigate and leverage government support as a stakeholder.
    • Examples of positive impacts:
      • Moving companies into economically targeted areas for tax benefits and job creation.
      • Urban revitalization through entrepreneurial activity.

Investment Decision-Making

  • Selection Criteria:
    • Ventures with potential for growth, not necessarily those without a social dimension.
    • Distinction between venture capital suitability and lifestyle/family businesses.
    • Encouraging management teams to uncover and integrate social dimensions in their businesses.

Real-World Impact and Unexpected Benefits

  • Case Study: Pandora
    • Community engagement by teaching music in schools lacking budgets.
    • Resulted in unexpected political support during royalty battles.
    • Emphasizes the unpredictable nature of value gained from community and multi-dimensional business approaches.

Conclusion

  • The value of engaging with the public sector and NGOs can manifest in unforeseen benefits, highlighting the importance of a comprehensive approach in DBL investing.