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&C03:37 – How it works05:17 – The board05:40 – Sustainable bond framework06:32 – Timeline07:30 – History08:04 – Issuers12:36 – Recent price and yield13:47 – Investor Base14:27 – Investors14:48 – Distribution Marilyne Davis, FD, Golden Lane housing15:40 – Unique investor proposition17:29 – RCB Investment to date18:11 – Overview of properties & Case study21:57 – Social impact highlights Mark Elliot, Investment Manager, Castlefield Investments23:00 – Who we are24:25 – Our history26:23 – The investments27:07 – 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.