WaterEquity: Alternative Investment
商品編號:9B20N016
出版日期:2020/06/22
再版日期:
商品來源:
商品主題:Entrepreneurship; Finance; International Business
商品類型:Case (Pub Mat)
涵蓋議題:social return;portfolio theory;asset allocation;utility function
難易度:4 - Undergraduate/MBA
內容長度:13 頁
地域:United States
產業:Utilities
事件年度:2018
In September 2018, WaterEquity, a US-based investment vehicle for both financial and social returns, had to raise US$50 million in total funding capital. The sales team had to propose sales pitches for alternative investments for three types of investors. From a financial perspective, the investment was essentially a risk-free asset with an annual return of 3.5 per cent. However, this investment could also positively affect four developing countries—India, the Philippines, Indonesia, and Cambodia—by providing clean water solutions for billions of people. Through the lending facilities of the local microfinance institutions of these four countries, WaterEquity could offer support to the poor and empower more women, generating both financial and social returns. Different groups of investors might be attracted by different levels of these social returns as well as the financial returns. The sales team planned to use a simple extension of the standard Markowitz portfolio theory framework to incorporate social returns and account for two distinct types of returns, customizing the sales pitches for each of three groups of investors.
教學手冊:WaterEquity: Alternative Investment - Teaching Note
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