OFN's 18th edition of Side by Side is now available. This annual reference guide for CDFI industry practitioners and investors provides key insights into the opportunity finance industry’s activity and performance. This year’s edition uses FY 2015 Annual Member Survey data from 221 OFN Member CDFIs (195 Loan Funds and 23 Credit Unions) to illustrate numerous peer group analyses split by primary financing sector and asset size.
OFN’s Side by Side publication is useful for Investors and CDFIs alike! For Investors, the guide is an excellent resource for understanding relevant aspects of the opportunity finance industry. With key ratios on financing and operations, the report helps investors evaluate opportunity finance institutions for future investment, in addition to benchmarking current CDFI investees against their peers. Compare more than 30 peer groups across eight financing sectors.
For CDFIs, including non-OFN Members, Side by Side is an important resource for comparing your organization’s activities and performance against its peers. These peer group comparisons can inform management and operating decisions related to strategic planning and performance objectives, among other initiatives. For CDFIs in an expansion or reorganization phase, this information can help identify key differences in performance and financial composition among CDFIs operating within various lending sectors and asset sizes. Many organizations use Side by Side to inform and educate their boards of directors, funders, and investors.
OFN Members and Allies can download a free Side by Side, and Investors and non-Members/Allies can purchase the report for $150. If you have questions about Side by Side or other OFN Research publications, please contact Lance Loethen, Vice President, Research at 215.320.4343.