Rebecca Mills’ Post

The Lever Room has just supported Purpose Capital to make history 🥳 as the first Impact Investment fund in New Zealand to have its practices verified against the International Principles for Impact Management. Congratulations, Purpose Capital!  We were over the moon to be selected as the preferred partner to pioneer this independent verification, assessing the methodology against the best practice framework for integrating impact throughout the life of an investment. This work, overseen by the The Global Impact Investing Network—the leading industry body for impact investing globally—leverages our expertise in Impact Measurement and Management (IMM). It’s terrific to see Purpose Capital commit to this recognised global standard. The Impact Principles seek to enable capital mobilisation and deployment at scale with investor confidence and integrity, ultimately driving collective outcomes to help solve global challenges. Signatories to the Principles today represent more than a third of the global impact investing market and feature a diverse group of investors across all investor types, asset classes, impact themes, sizes, and geographies. Purpose Capital is the first investor to join from NZ! 👏👏👏   Click the link to learn more on how Purpose Capital found engaging with us and to download your copy of the report. https://lnkd.in/gDE4KGW4   “We feel a deep responsibility to insure we take a best practice approach to impact investing for the funds we manage and for the investment sector in New Zealand so that investors know if it's an impact investment, it “does what it says on the tin”. -         Bill Murphy, Chief Executive, Purpose Capital Purpose Capital have chosen to share the full report in the spirit of transparency and in the hope that it will be useful to others committed to the continued pursuit of best practice. 🔁 Repost this to help your network #SocialImpact #ClimateFinance #SustainableInvestment #ImpactMeasurement #ImpactInvesting Impact Investing Network Centre for Sustainable Finance: Toitū Tahua Responsible Investment Association Australasia (RIAA) Sustainable Business Council NZ Sustainable Business Network Edmund Hillary Fellowship (EHF) Lever Room

I really enjoyed catching up with our contacts and making new ones at the PEI Impact Investor Global Summit in London yesterday. Lots of fascinating insights from GPs and LPs on market trends and the direction of travel. My key takeaways are below.   🌍 In 2024, SFDR Article 8 and 9 remain important – but are not as important as they once were. GPs generally agreed that, whilst an Article 8 and 9 categorisation remains important to some investors, there are signs that their significance is beginning to diminish. LPs are (quite rightly) placing greater emphasis on GPs' responses to targeted questions about approach when deciding whether to allocate capital rather than on the badge borne by the fund.    🌍 Impact investing is not charity. GPs must deliver and institutional investors require a competitive return on their investment as well as a meaningful and measurable contribution to people and planet.    🌍 Chicken and egg – the track record of impact investing. On balance, LP appetite for impact strategies is increasing year-on-year, but some anxiety remains as GP track records are often less mature than for other, more established investment approaches. GPs with impact strategies expect to see an influx of capital into the sector as track records develop – this is occurring rapidly but it needs to happen faster!   🌍 Cautious optimism – M&A. There is cautious optimism amongst some GPs that the impact M&A market is showing signs of improvement and that exits, in particular, will become much more frequent in H2 2024.    🌍 Private equity and infrastructure are dominant, but credit is coming. Whilst private equity and infrastructure strategies dominate impact investing, it is widely expected that we will see a marked increase of credit impact funds over the coming years.  #esg #impactinvesting #assetmanagement

🔎 Private equity attracts the highest proportion of impact capital 🌱 Impact Investing Institute launched its new report yesterday which found that the UK impact investing market has grown to £76.8 billion in assets under management (AUM) as of the end of 2023. It also revealed that #privateequity attracted the highest proportion of impact capital. The report showed that three asset classes together account for approximately 85% of the market: 💼 Private equity made up 45% of estimated AUM 🏗️ Real assets including infrastructure and property made up 28% of estimated AUM 💳 Private debt made up 11% of estimated AUM Findings build on the BVCA and City of London Corporation’s upcoming report in October, ‘The UK Centre of Excellence in Impact Investing’, which will make the case for why we should scale and add value to the UK impact investment market. Government has a crucial role in fostering an environment that encourages impact investing and enables large-scale partnerships with private capital to tackle pressing challenges, including through blended finance and outcomes-focused approaches. Read the full report here: https://lnkd.in/emakwfJK

🌟 Signing the Impact Principles Part 2 🌟 We are thrilled to share Part 2 of our journey with the Impact Principles—focusing on our Disclosure Statement and the process of Independent Verification. At SIIFIC, we believe in transparency and accountability as the bedrock of effective impact investing. This latest blog entry dives deep into how we crafted our Disclosure Statement and the pivotal role that independent verification plays in cementing trust and alignment with our investors and stakeholders. Discover the insights, challenges, and triumphs we encountered along the way, and understand why these steps are not just about compliance, but crucial for fostering a robust impact investing ecosystem. Read more about our journey here: Signing the Impact Principles - Part 2: Disclosure Statement and Independent Verification https://lnkd.in/gjbdqYRC #ImpactInvesting #Sustainability #SIIFIC #SIIFIC #ImpactPrinciples #Transparency #Japan #IMM

🌏 Australia’s Impact Investing Opportunity 🌏 The global impact investment market has grown at 21% annually to reach $2.45 trillion FUM (GIIN). Yet, Australia's growth is lagging behind at just 8% last year, totalling $78 billion - according to RIAA. An article in the IFA (below) points out that more effort is needed to bridge gaps between institutional investors and grassroots stakeholders. With the right focus, Australia has the potential to become a global leader in impact investing. 🌳 At RegenX, we’re tackling these challenges head-on by making climate-positive investments more accessible, transparent, and scalable for wholesale investors and wealth managers. Our platform is designed to drive the growth Australia needs in this space. ☀️ 👉 To keep up to date on our progress and pilot, sign up here: https://lnkd.in/g_aY_WHs #ImpactInvesting #RegenX #Sustainability #Australia #EthicalFinance Source: IFA https://lnkd.in/gb74cemr

Impact investing is growing at 14% annually, according to this FT article. But the big challenge remains impact measurement. If we want to continue to build trust in the impact space, then we need better tools to show that impact. Just another reason why the Disclosure Guidelines published recently by the Canadian Purpose Economy Project are so timely: the more we can align on how we demonstrate impact, the more trust in the marketplace we will build. https://lnkd.in/gn-qv6pp #ImpactInvesting #SocialImpact #SustainableFinance #ImpactMeasurement #PurposeEconomy #ResponsibleInvesting #ImpactMetrics #SustainableBusiness

⭐️Delighted to share the second part of our journey at SIIFIC as we delve into the meticulous process behind our Disclosure Statement and Independent Verification of Impact Principles. This step marks a pivotal moment in our commitment to transparent and accountable impact investing. I invite you to read our insights and learn why these principles are integral to building trust and achieving sustainable, impactful results. Read the full article here https://lnkd.in/gXyuBPAP #ImpactInvesting #Sustainability #Transparency #Accountability #SIIFIC #SIIF #Impactprinciples #Japan #ESG

Sustainable & Impact investing can align financial goals with core values, contributing to a sustainable future and strong-long term growth. Investing in companies with responsible business practices lead to resilience and profitability. Check out this article to learn more about how you can make a positive impact with your investment choices.

Christian Rosenholm's message in Børsen today: "Impact investing is growing globally, but more capital is urgently needed to drive positive change."    Last week, we had the pleasure of hosting Christian in Stockholm as part of Trill Impact’s internal speaker series, launched in Q2 2024. The initiative aims to foster learning, gain insights on best practices, and spark discussions across our organization on ESG- and Impact-related topics. Other speakers included Petter Reistad, CEO of the sustainability reporting platform Celsia, Meinrad Lugan, Senior MedTech Expert, and Joohee Rand, Head of the Secretariat for the Operating Principles for Impact Management.   Thank you to everyone involved in making the series.