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      ANÁLISIS CRÍTICO SOBRE EL USO DEL SROI EN LA EVALUACIÓN DEL IMPACTO SOCIAL EN INICIATIVAS DE EMPRENDIMIENTO SOCIAL: CASO MÉXICO Translated title: CRITICAL ANALYSIS ON THE USE OF SROI IN THE EVALUATION OF SOCIAL IMPACT IN SOCIAL ENTREPRENEURSHIP INITIATIVES

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          Abstract

          RESUMEN La incapacidad del Estado para atender problemáticas sociales como la pobreza en todas sus gamas, el desempleo, y el difícil acceso a la educación y a los servicios de salud, por mencionar solo algunas, ha llevado a la institucionalización del sector social en México, lo que implica un incremento de iniciativas de emprendimiento social dentro del ecosistema emprendedor. Por ello, la necesidad de analizar y valorar las técnicas de evaluación financiera de iniciativas de esta naturaleza es de gran importancia, para determinar si el emprendimiento social realmente está dando solución a la problemática social. En la presente investigación se contempla y conceptualiza el emprendimiento social, haciendo énfasis en la empresa social, a la vez que se indaga sobre su desarrollo en México, para posteriormente abordar las áreas de oportunidad del uso del retorno social de la inversión (SROI, social return on investment) como una medida con una fuerte vocación financiera en la gestión de iniciativas de emprendimiento social. JEL: B55, L26

          Translated abstract

          ABSTRACT The inability of the State to address social problems such as poverty in all its ranges, unemployment, and the difficult access to education and health services, to mention just a few, has led to the institutionalization of the social sector in Mexico, which implies an increase in social entrepreneurship initiatives within the entrepreneurial ecosystem. Therefore, the need to analyze and rate the financial evaluation techniques of initiatives of this nature is of great importance to determine if the enterprise is really solving a social problem. In this research, social entrepreneurship is contemplated and conceptualized, emphasizing the social enterprise, while exploring its development in Mexico and then addressing the areas of opportunity in the use of the social return on investment (SROI) as a measure with a strong financial vocation in the management of social entrepreneurship initiatives. JEL: B55, L26

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          Social Return on Investment (SROI) methodology to account for value for money of public health interventions: a systematic review

          Background Increased scarcity of public resources has led to a concomitant drive to account for value-for-money of interventions. Traditionally, cost-effectiveness, cost-utility and cost-benefit analyses have been used to assess value-for-money of public health interventions. The social return on investment (SROI) methodology has capacity to measure broader socio-economic outcomes, analysing and computing views of multiple stakeholders in a singular monetary ratio. This review provides an overview of SROI application in public health, explores lessons learnt from previous studies and makes recommendations for future SROI application in public health. Methods A systematic review of peer-reviewed and grey literature to identify SROI studies published between January 1996 and December 2014 was conducted. All articles describing conduct of public health SROI studies and which reported a SROI ratio were included. An existing 12-point framework was used to assess study quality. Data were extracted using pre-developed codes: SROI type, type of commissioning organisation, study country, public health area in which SROI was conducted, stakeholders included in study, discount rate used, SROI ratio obtained, time horizon of analysis and reported lessons learnt. Results 40 SROI studies, of varying quality, including 33 from high-income countries and 7 from low middle-income countries, met the inclusion criteria. SROI application increased since its first use in 2005 until 2011, declining afterwards. SROI has been applied across different public health areas including health promotion (12 studies), mental health (11), sexual and reproductive health (6), child health (4), nutrition (3), healthcare management (2), health education and environmental health (1 each). Qualitative and quantitative methods have been used to gather information for public health SROI studies. However, there remains a lack of consensus on who to include as beneficiaries, how to account for counterfactual and appropriate study-time horizon. Reported SROI ratios vary widely (1.1:1 to 65:1). Conclusions SROI can be applied across healthcare settings. Best practices such as analysis involving only beneficiaries (not all stakeholders), providing justification for discount rates used in models, using purchasing power parity equivalents for monetary valuations and incorporating objective designs such as case–control or before-and-after designs for accounting for outcomes will improve robustness of public health SROI studies. Electronic supplementary material The online version of this article (doi:10.1186/s12889-015-1935-7) contains supplementary material, which is available to authorized users.
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            Designing a global standardized methodology for measuring social entrepreneurship activity: the Global Entrepreneurship Monitor social entrepreneurship study

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              Evaluaciones económicas en salud: Conceptos básicos y clasificación

              El alza creciente de los costos en salud ha creado la urgente necesidad de evaluar económicamente las intervenciones de salud con el objetivo de priorizar aquellas que ofrecen un mejor valor o beneficio en relación a sus costos en un contexto local. El propósito de este artículo es entregar algunos principios básicos de evaluaciones económicas que mejorarán el conocimiento médico acerca de la metodología utilizada en este tipo de análisis y además ayudará a demostrar como la práctica clínica se relaciona con la economía del financiamiento en salud. Alguno de los conceptos que se describen en el manuscrito incluyen la definición y clasificación de las evaluaciones económicas en salud (ej. Costo-minimización, costo-efectividad, costo-utilidad y costo-beneficio) así como una breve descripción del plano de costo-efectividad.
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                Author and article information

                Journal
                adter
                AD-minister
                AD-minister
                Escuela de Administración de la Universidad EAFIT (Medellín, Antioquia, Colombia )
                1692-0279
                December 2019
                : 35
                : 53-76
                Affiliations
                [1] orgnameUniversidad Autónoma del Estado de México Mexico filibertovalmed@ 123456yahoo.com.mx
                [2] orgnameUniversidad Nacional Autónoma de México Mexico maluisasaavedra@ 123456yahoo.com.mx
                Article
                S1692-02792019000200053 S1692-0279(19)00003500053
                10.17230/ad-minister.35.2
                392a208f-cd0b-4a9b-a792-e9a9fe236277

                This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.

                History
                : 19 November 2019
                : 04 February 2019
                Page count
                Figures: 0, Tables: 0, Equations: 0, References: 45, Pages: 24
                Product

                SciELO Colombia

                Categories
                Artículos originales

                retorno social de la inversión (SROI).,sector social,social sector,social entrepreneurship,emprendimiento social,social return on investment (SROI).

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