Impact investing challenges the view that institutional investors must focus on purely financial factors in order to achieve their strategic investment goals. This one-day seminar will help to shape the response of the pension fund sector to an increased awareness of the opportunities presented by impact investing.
Topics to be covered include: measuring impact, introducing an impact strategy to a portfolio, choosing an impact manager
Developed in conjunction with Pensions For Purpose, this event will provide genuine insight into the likely shape of investment thinking for the future of impact investing.
Introduction by the conference chair, Karen Shackleton, Founder, Pensions for Purpose
Speaker: Sean Gilbert, Director of Member Engagement, The Global Impact Investing Network
The Global Impact Investing Network aims to reduce barriers to impact investment so investors can more easily allocate capital to fund solutions to the world’s most intractable challenges. Our speaker will provide insights drawn from the annual GIIN survey on impact investors’ motivations and activities, as well as perspectives on market progress and challenges in impact investing.
Moderator: Karen Shackleton, Founder, Pensions for Purpose
Panellist: Adrian Brown, Independent Adviser
Paddy Dowdall, Assistant Executive Director, Greater Manchester Pension Fund
Ken Hunnisett, Project Director, Triple Point
John Williams, Investment Director and Head of Property Funds, Resonance
How can asset owners and fund managers coalesce to identify opportunities which have not be previously thought about to really move the dial. Our panel investigates some interesting ideas around bringing people together to think differently.
Speaker: Charlotte-Tyrwhitt-Drake, Director, Pension for Purpose
The climate crisis and the Covid-19 pandemic are raising awareness amongst the investment community on how investment capital can be redirected to address some of the environment and society’s greatest challenges. In turn, the investment community is responding to the financial risks and opportunities presented by these challenges and the transition to a sustainable economy. Regulations are influencing trustee decision-making, consultants are coming together through initiatives such as The Sustainability Working Group, and managers are building sustainable and impact strategies. Against this backdrop, the Principles for Impact Investing offer a step-by-step good governance framework for trustees which also recognises the important role of consultants and asset managers in implementing trustees’ impact goals.
Our speaker will outline how the five Principles for Impact Investing provide the cohesive structure for stakeholders to participate at all levels in the allocation of investment capital to impact strategies.
Speaker: Jonathan Gilmour, Partner, Pensions Risk Manager, Travers Smith
Speaker: Sarah Gordon, CEO, The Impact Investing Institute
How the Principles were developed and what they are seeking to achieve.
Moderator: Sarah Forster, CEO, The Good Economy
Katie Fulford-Smith, Engagement Manager, Big Society Capital
Nick Spencer, Investment Committee Member, Centrica Pension Schemes
How can pension funds adopt them? What are the challenges in their use? What are the next steps to be taken to increase the use of impact strategies at pension funds?
Moderator: Charlotte-Tyrwhitt-Drake, Director, Pension for Purpose
Speaker: My-Linh Ngo, Head of ESG Investment, BlueBay Asset Management
Ben Yeoh, Senior Portfolio Manager, RBC Global Asset Management
When investors commit to an impact strategy, how can they tell if their expectations are being met? And what can be done to keep those investments on track? Our speaker will look at these questions in terms of a ‘performance review’ and what can be expected from fund managers.
Moderator: Bella Landymore, Policy Director, Impact Investing Institute
Panellists: Victoria Leggett, Impact Equity Portfolio Manager and Head of Impact Investing, UBP
Oliver MacArthur, Senior Consultant, Impact Research Lead, Aon
Aaron Pinnock, Impact Investment Analyst, The Church Commissioners for England
Rosie Rankin, Director, Positive Change Specialist, Baillie Gifford
Impact investing provides the opportunity for investors to deliver investment returns while making a positive contribution to society. Measuring and reporting of both the financial and non-financial elements of impact investment are an essential part of the process. Our panel discusses the hows and whys of impact measurement, and the challenges that investors face when reporting on the success – or otherwise – of their impact commitments.
Pensions for Purpose promotes understanding of impact investment by sharing news stories, blogs, case studies, academic research and thought leadership papers on impact investment-related issues. The Pensions for Purpose Awards recognise the best content published to the Pensions for Purpose network in 2020.
Re-introduction by the conference chair, Karen Shackleton, Founder, Pensions for Purpose
Moderator: Karen Shackleton, Founder, Pensions for Purpose
Speaker: Narina Mnatsakanian,F Director Sustainability and Impact Investing, Kempen Capital Management
Our speaker takes us through the detail of what’s involved when setting up an impact strategy.
Moderator: Charlotte Tyrwhitt-Drake, Director, Pensions for Purpose
Panellists: Seb Beloe, Partner and Head of Research, WHEB Asset Management
Neil Mason, Strategic Finance Manager, Surrey Pension Fund
Nick Samuels, Head of Manager Research, Redington
Anna Shiel, Head of Origination, Big Society Capital
Impact investing has experienced significant growth in recent years, but there is still a long way to go. There needs to be a step change in the amount of investment capital attracted to the sector in order to address the mounting social and environmental challenges of our times. The panel will discuss the means by which this can be brought about, and the resulting benefits for investors and society alike.
Moderator: Bally Singh, Trustee, West Midlands Pension Fund
Bearing in mind the discussions we have seen, are there some ideas which would change things? As pensions funds, how can we achieve impact post-Covid? How do pension funds anticipate responding to this “new world”? Should pension funds do more? Are there still barriers to overcome to encourage the uptake in impact investment?
Moderator: William Bourne, Independent Adviser
Panellists: Abbie Llewellyn-Waters, Fund Manager, Jupiter Asset Management
Emma Lupton, Vice President, Analyst, Responsible Investment, BMO Global Asset Management
Owen Thorne, Portfolio Manager – Monitoring & Responsible Investment, Merseyside Pension Fund
Dawn Turner, Independent Adviser and NED
Impact investment is not just a force for social good, it is also an opportunity for institutional investors to access new sources of investment return. Our panel looks in detail at how and why impact strategies can be important drivers of investment performance.
Speaker: Louise Kooy-Henckel, Investment Director, Impact Investment, Wellington Management
The Covid-19 pandemic has had far-reaching consequences that that go beyond the spread of the disease itself. Our speaker will look at how the growth in impact investing can help address the political, cultural, and social effects of the pandemic.
Moderator: Elizabeth Carey, Independent Adviser
Panellists: Jonathan Bailey, Managing Director & Head of ESG Investing, Neuberger Berman
George Graham, Director, South Yorkshire Pension Fund
Michael Marshall, Head of Sustainable Ownership, RPMI Railpen
Lauren Peacock, Campaign Manager, ShareAction
Environmental problems such as climate change, waste disposal and water pollution are having, and will continue to have, a profound effect on society. Our panel investigates the options available to investors looking to enable change through impact investment.
Speaker: Richard Curtis, Co-Founder, Make My Money Matter
Richard Curtis is a film writer and director, responsible for films such as Four Weddings and a Funeral, Notting Hill, Bridget Jones’ Diary, Mr Bean, Love Actually, The Boat That Rocked, and most recently About Time and Yesterday.
Richard is co-founder of Make My Money Matter, a people-powered campaign fighting for a world where we all know where our pension money goes, and where we can demand it’s invested to build a better future. He was a founding member of Make Poverty History, the campaign for the MDGs and worked both on that and on Live 8 in 2005. In 2015, Richard helped found Project Everyone to work to make the Global Goals famous and effective – and is now a UN Advocate for the SDGs.
WHEB Asset Management
Make My Money Matter
Greater Manchester Pension Fund
The Global Impact Investing Network
The Impact Investing Institute
South Yorkshire Pension Fund
Impact Investing Institute
Jupiter Asset Management
BMO Global Asset Management
Surrey Pension Fund
Kempen Capital Management
BlueBay Asset Management
The Church Commissioners for England
Pensions for Purpose
Big Society Capital
Merseyside Pension Fund
Pensions for Purpose
RBC Global Asset Management