Alternative Ownership Enterprises: An Introduction for Mission-Oriented Investors

The economic transformation required to overcome the intersecting social and environmental crises we face cannot be achieved without transformation of business itself. Alternative Ownership Enterprises (AOEs) are organisations that "...significantly shift economic value and decision-making power toward the non-investor stakeholders they impact, such as workers, producers, consumers, community members, or even a non-financial purpose." This report from Transform Finance can help you to better understand the case for AOEs, and why the time to support them is now. It explains the main characteristics of different AOE models; explores their relative differences; highlights their impacts as it relates to the needs of mission-oriented investors; and highlights key actions required to expand the field of AOEs. Transform Finance has also created a learning hub with additional resources on alternative ownership enterprises.

Although this resource was created with investors in mind, it will also be relevant to business owners exploring ways to shift their corporate structure to better align with their values.