Schroders launches Schroders Impact Report

When it comes to impact investing for institutional asset owners, there is no one-size-fits-all solution. But four case studies of large institutional investors by The Global Impact Investing Network show three features they all have in common, writes Danielle Rossingh. #impactinvesting #institutionalimpact https://lnkd.in/eA6FYHhE

One of the keys to our impact investing offering is a firm belief in the materiality of environmental, social and governance (ESG) considerations, combined with a commitment to taking a holistic approach to crafting individualized portfolios that help our clients meet both their financial and impact goals. LNW Chief Impact Officer Justina Lai shares more about our philosophy and what makes our offering unique in this Q&A. https://lnkd.in/gj_NCpsG #esginvesting #impactinvesting #esg

Strategic Implementation of Impact Investing. Integrating impact in the investment portfolio presents investors with new challenges, opportunities and considerations. During the Impact Investor Conference 2024, Vicky van Heck and Reinout van Tuyll van Serooskerken, CFA, CAIA will discuss strategic insights as well as concrete recommendations for implementing impact investing. They will share their insights on the following key questions: 👉 How to determine the impact goals? Take time to identify the themes that you want to create impact on and to determine what you want to contribute as an investor. This also includes defining in an early stage how to measure and report about the impact that is realized. 👉 How to achieve the targeted impact? An investor needs a clear picture on which asset classes are suitable for the chosen impact themes and which are not. This may mean that the investment universe is broadened, for example by including private assets such as private equity and/or debt or infrastructure. Impact Investing is about finding the right combination of top-down and bottom-up analysis to identify the most suitable asset categories to generate the target impact. This includes balancing the impact generating characteristics of investments versus the ease of implementation. 👉 How to select investments that deliver impact? There are plenty of possible impact investment opportunities. It is important to complement a traditional due diligence process with one that focusses on impact. For more information and registration: https://lnkd.in/esRxvMF5 #impactinvesting #pensioenfonds

Elizabeth Corley, chair of Schroders plc and the Impact Investing Institute, sees global fund managers at a crossroads as they balance sustainability commitments with differing regulatory demands. With progress in integrating sustainability into investment processes, the challenge now lies in managing inconsistent regulations across regions while meeting asset owner expectations for systems thinking and universal ownership. Published in partnership with CFA Institute https://lnkd.in/g2uWxknH

Elizabeth Corley, chair of Schroders plc and Impact Investing Institute, sees global fund managers approaching a crossroads, where divergent regulation on sustainability issues will make it difficult to satisfy asset owner demands for systems thinking and universal ownership. Published in partnership with CFA Institute #elizabethcorley #schroders #cfainstitute https://lnkd.in/g2uWxknH

BlueMark's Tristan Hackett recently spoke with David Bank at ImpactAlpha to discuss whether fund managers are prepared to set and meet impact performance targets. The conversation highlighted findings from BlueMark's Making the Mark report, which revealed that only 42% of clients require impact performance targets as a condition for their investments. Tristan noted that while there are valid reasons this practice isn't yet widespread in impact investing, there are also some questionable ones. Read on to uncover the reasons behind these trends, key steps fund managers can take to improve target-setting, and how BlueMark is piloting solutions to ensure fund managers stay on track and deliver on their promises. https://lnkd.in/gqskjQMs

👉 💚 📈 Impact linked compensation Impact linked compansation helps impact fund managers to turn their intention into reality. Thanks a lot World Economic Forum, for giving me the opportunity to shed light on this important topic. Check out the link to the article below. #ChiDeepImpact, #ImpactVC, #Intentionality John Dutton, Allison Voss, Ross Chainey

Elizabeth Corley, chair of Schroders plc and Impact Investing Institute, sees global fund managers approaching a crossroads, where divergent regulation on sustainability issues will make it difficult to satisfy asset owner demands for systems thinking and universal ownership. Published in partnership with CFA Institute #elizabethcorley #schroders #cfainstitute https://lnkd.in/g2uWxknH

"What's your legacy doing for the world?" whether personal or corporate, it's a question I think is often ignored, though taking the time to answer it early on (or now) can have profound impact, not just to when you answer your grandkids questions about the planet and their future! Take a look inside the proprietary Responsible Investment Matrix that Australian Impact Investments apply to the growing universe of 'responsibly positioned' funds. During assessment they look at the intentionality of the fund manager and the strategy of the fund itself to determine a Manager Classification. Then, assess and classify every holding within its portfolio to generate a Portfolio Classification. The Manager and Portfolio Classifications are then each assessed against their Impact Spectrum. It's a powerful, evidence and experience based framework, supporting the transitions of hundreds of million dollars (and growing) towards values aligned investment. #investing #business #finance #strategy #values #bestadvice #money #bankingindustry #sustainability 

We are proud to announce that Closed Loop Partners has been selected again to the ImpactAssets 50 2024! The IA50 recognizes a diverse group of impact investment fund managers who demonstrate a commitment to generating positive social, environmental and financial impact: https://hubs.la/Q02r-ClZ0 To be considered for the IA 50 2024, managers need to have at least $25 million in assets under management, more than three years of experience as a firm with impact investing, documented social and/or environmental impact and be available for US investment. Closed Loop Partners applied for but did not pay a fee to be considered for this award. Receipt of this award is in no way indicative of any individual client or investor’s experience with Closed Loop Partners, or of the past or future performance of any investment. #circulareconomy #impact #investment #award