Allia C&C / RCB Bond presentation - May 2022

Allia C&C through their RCB platform, connect responsible investors with impact borrowers. Here, three presenters, Allia C&C, an issuer, Golden Lane Housing and an Investment Manager, Castlefield, each give their perspective on the opportunity retail charity bonds offer. From an investor’s perspective, the RCB programme provides the opportunity to access income-generative assets, typically yielding between 3% and 5%, with the knowledge that the investment is going to organisations that provide a clear social benefit. RCB goes beyond traditional ESG investing offering opportunities to purchase bonds that create real social impact. The funds raised through RCB issues are helping to provide care for the elderly, supported housing for people with a learning disability, affordable homes, places of beauty – and more Mark Glowrey, Allia C&C 03:37 – How it works 05:17 – The board 05:40 – Sustainable bond framework 06:32 – Timeline 07:30 – History 08:04 – Issuers 12:36 – Recent price and yield 13:47 – Investor Base 14:27 – Investors 14:48 – Distribution Marilyne Davis, FD, Golden Lane housing 15:40 – Unique investor proposition 17:29 – RCB Investment to date 18:11 – Overview of properties & Case study 21:57 – Social impact highlights Mark Elliot, Investment Manager, Castlefield Investments 23:00 – Who we are 24:25 – Our history 26:23 – The investments 27:07 – How we do it 30:18 – Q&A RCB is a pioneering platform, created by Allia, to connect responsible investors with impact borrowers. Operating since 2014, the RCB programme has issued over £300 million of LSE-listed bonds, enabling charities and other social-impact enterprises to access non-bank borrowings. Users of the programme include housing associations, care homes, the Charities Aid Foundation and the Alnwick Garden Trust.