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Know what you need to know
How funders consume information dictates how it should be collected
13 March 2013




An Authorised Financial Services Provider       Strictly Private and Confidential
Disclaimer


Strictly Private & Confidential

This presentation has been prepared by FirstRand Bank Limited, acting through Rand Merchant Bank (“RMB”).

The information contained in this presentation is confidential and intended solely for the use of the intended recipient. This presentation may contain
information proprietary to RMB and accordingly may not be reproduced, acted upon or disseminated in whole or in part without RMB’s prior written
consent. By attending this presentation, the intended recipient undertakes to keep the information contained in the presentation confidential and not to do
any act or allow same to be done on his behalf which is in breach of the above mentioned prohibition.

This presentation contains information which has not been independently verified by RMB. RMB and its directors, officers, employees and agents make no
representation and give no warranty with respect to, and assume no responsibility for:

 the correctness, accuracy and completeness or otherwise of the information contained in this presentation; or

 the correctness or otherwise of the Advisers’ conclusions based on such information.

Any liability of whatsoever nature and howsoever arising on the part of RMB, their directors, officers, employees and agents relating to the contents of this
presentation is hereby expressly disclaimed.

This presentation is intended for discussion purposes only and does not represent a commitment, proposal, recommendation, offer open for acceptance or
agreement to enter into a transaction. Any transaction is subject to the agreement of final terms to be set out in a separate written agreement. The decision
to enter into any transaction and to assume the risks associated with the transaction rests solely with the intended recipient.

July 2012




                                                                                Strictly Private and Confidential                                               2
• How should social investors
                      go about selecting M&E
                      models?

                    • Who are the key consumers
                      of programme reporting?

                    • Other parameters to
                      consider: Budget; what
                      questions are you asking
                      through M&E; who are your
                      beneficiaries; etc.




Strictly Private and Confidential                   4
Strictly Private and Confidential   5
Strictly Private and Confidential   6
CAROLYNNE WATERHOUSE                                                  Caleb Dlamini
Corporate Marketing                                                   Client Relationship Manager

Jane Roach                  SANE BUKULA                                            Murray Legg
Education Specialist        Head Transformation                                    Rand Merchant Bank
                                                                                   International
Sivuziwe (Sivu) Mzamo
Investment Banking
                            HAPPY POOE                                             NKALE MOTAUNG
Real Estate
                            Corporate Marketing                                    Human Capital

Janet Watts
CSI Practitioner: Arts, Culture and Heritage                                       Beth van Heerden
                                                                                   FirstRand Brand Executive
ILKA DUNNE                  Nevashini Moodley
CIB COE                     FNB Wealth Segment                                     Ian Slade
                            Marketing                                              Programme Manager

                                                   Desiree Storey
WARRICK LEE
                                                   Manager: FirstRand Volunteers
Equator Principles and ESRA
                                                   FirstRand Limited
Risk and Compliance
                                               Strictly Private and Confidential                               7
Strictly Private and Confidential   8
Strictly Private and Confidential   9
Strictly Private and Confidential   10
Strictly Private and Confidential   11

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Know what you need to know - Serious Social Investing 2013

  • 1. Know what you need to know How funders consume information dictates how it should be collected 13 March 2013 An Authorised Financial Services Provider Strictly Private and Confidential
  • 2. Disclaimer Strictly Private & Confidential This presentation has been prepared by FirstRand Bank Limited, acting through Rand Merchant Bank (“RMB”). The information contained in this presentation is confidential and intended solely for the use of the intended recipient. This presentation may contain information proprietary to RMB and accordingly may not be reproduced, acted upon or disseminated in whole or in part without RMB’s prior written consent. By attending this presentation, the intended recipient undertakes to keep the information contained in the presentation confidential and not to do any act or allow same to be done on his behalf which is in breach of the above mentioned prohibition. This presentation contains information which has not been independently verified by RMB. RMB and its directors, officers, employees and agents make no representation and give no warranty with respect to, and assume no responsibility for: the correctness, accuracy and completeness or otherwise of the information contained in this presentation; or the correctness or otherwise of the Advisers’ conclusions based on such information. Any liability of whatsoever nature and howsoever arising on the part of RMB, their directors, officers, employees and agents relating to the contents of this presentation is hereby expressly disclaimed. This presentation is intended for discussion purposes only and does not represent a commitment, proposal, recommendation, offer open for acceptance or agreement to enter into a transaction. Any transaction is subject to the agreement of final terms to be set out in a separate written agreement. The decision to enter into any transaction and to assume the risks associated with the transaction rests solely with the intended recipient. July 2012 Strictly Private and Confidential 2
  • 3.
  • 4. • How should social investors go about selecting M&E models? • Who are the key consumers of programme reporting? • Other parameters to consider: Budget; what questions are you asking through M&E; who are your beneficiaries; etc. Strictly Private and Confidential 4
  • 5. Strictly Private and Confidential 5
  • 6. Strictly Private and Confidential 6
  • 7. CAROLYNNE WATERHOUSE Caleb Dlamini Corporate Marketing Client Relationship Manager Jane Roach SANE BUKULA Murray Legg Education Specialist Head Transformation Rand Merchant Bank International Sivuziwe (Sivu) Mzamo Investment Banking HAPPY POOE NKALE MOTAUNG Real Estate Corporate Marketing Human Capital Janet Watts CSI Practitioner: Arts, Culture and Heritage Beth van Heerden FirstRand Brand Executive ILKA DUNNE Nevashini Moodley CIB COE FNB Wealth Segment Ian Slade Marketing Programme Manager Desiree Storey WARRICK LEE Manager: FirstRand Volunteers Equator Principles and ESRA FirstRand Limited Risk and Compliance Strictly Private and Confidential 7
  • 8. Strictly Private and Confidential 8
  • 9. Strictly Private and Confidential 9
  • 10. Strictly Private and Confidential 10
  • 11. Strictly Private and Confidential 11