Thought leadership on pension fund impact investment

About Us

Pensions for Purpose is a collaborative initiative of impact managers, pension funds, social enterprises and others involved or interested in impact investment.

Our aim is to promote understanding of impact investment by effectively sharing news stories, blogs, case studies, academic research and thought leadership papers and acting as a first port of call for journalists seeking comment on impact investment-related issues.

Pensions for Purpose is run by Karen Shackleton, Stephanie Windsor, Alex Noble and Charlotte Tyrwhitt-Drake. They are supported by an Oversight Committee of Influencer members who meet quarterly.

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Karen has worked in the finance sector for over 30 years. She is Deputy Chair of the Strategic Investment Board for the Ministry of Justice and a non-executive director and Chair of the Board of Resonance Ltd, a social impact investment company. In 2017 she was a member of a working party for a social investment advisory committee to the government. Karen also provides independent investment advice to the London Boroughs of Islington, Camden and Hounslow, and Warwickshire County Council pension funds through MJ Hudson Allenbridge.
 
She was the Chief Executive/Managing Director of AllenbridgeEpic Investment Advisers from 2010 to 2013. Prior to that, she had ten years’ experience as a fund manager and director for County NatWest and BZW Investment Management (now BlackRock).
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Stephanie has worked with institutional investment firms for over 20 years and currently provides executive support to a number of organisations in this space.

She was previously a founder member and Business Manager at SVG Investment Managers, and an Executive Assistant and Team Leader at UBS Global Asset Management.

She has also worked as an Office and Events Manager, and journalist.

Karen has worked in the finance sector for over 30 years. She is Deputy Chair of the Strategic Investment Board for the Ministry of Justice and a non-executive director and Chair of the Board of Resonance Ltd, a social impact investment company. In 2017 she was a member of a working party for a social investment advisory committee to the government. Karen also provides independent investment advice to the London Boroughs of Islington, Camden and Hounslow, and Warwickshire County Council pension funds through MJ Hudson Allenbridge.
 
She was the Chief Executive/Managing Director of AllenbridgeEpic Investment Advisers from 2010 to 2013. Prior to that, she had ten years’ experience as a fund manager and director for County NatWest and BZW Investment Management (now BlackRock).

Stephanie has worked with institutional investment firms for over 20 years and currently provides executive support to a number of organisations in this space.

She was previously a founder member and Business Manager at SVG Investment Managers, and an Executive Assistant and Team Leader at UBS Global Asset Management.

She has also worked as an Office and Events Manager, and journalist.

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Alexandra has enjoyed a long and successful career in the financial sector, initially as an international fixed income fund manager, working for various well respected institutions including Gartmore, Bankers Trust, and Lazard.  She then focussed  on marketing institutional fund management services globally for Standard Chartered Equitor. Through Noble & Associates she continues to provide advisory services to pension fund trustees, sponsors, fund managers and consultants. She is particularly interested in the development of investing with impact, which aligns with her work in the charity sector.  She is Chair of Future-Fit Ltd and a Trustee of The Tree of Hope, The Foundation of Nursing Studies, and The OPLAN Foundation.
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Charlotte has over 14 years of professional experience in asset management, starting in fund analysis and progressing through to business development. Charlotte has worked for some very well-known institutions, including Jupiter, Pictet and Cambridge Associates. Her most recent roles have been as a director of business development focused on building advisory and fiduciary relationships with pension schemes. Through her roles, Charlotte has built a knowledge and passion for responsible and sustainable investing. She has demonstrated this in co-authoring a paper with the Society for Pension Professionals on Social Impact Investing and speaking on topics such as fee and service transparency at PLSA and Transparency Taskforce events. As well as working forPensions for Purpose, Charlotte runs her own consulting business Impact Challenger Ltd which focuses on identifying the key parties in the impact investment chain and creating solutions to help capital flow more efficiently through the chain. Outside of work Charlotte is a volunteer with Redstart (a charity working to educate children on savings and investments), a singer in a band and is also finishing a self-build.
Alexandra has enjoyed a long and successful career in the financial sector, initially as an international fixed income fund manager, working for various well respected institutions including Gartmore, Bankers Trust, and Lazard.  She then focussed  on marketing institutional fund management services globally for Standard Chartered Equitor. Through Noble & Associates she continues to provide advisory services to pension fund trustees, sponsors, fund managers and consultants. She is particularly interested in the development of investing with impact, which aligns with her work in the charity sector.  She is Chair of Future-Fit Ltd and a Trustee of The Tree of Hope, The Foundation of Nursing Studies, and The OPLAN Foundation.
Charlotte has over 14 years of professional experience in asset management, starting in fund analysis and progressing through to business development. Charlotte has worked for some very well-known institutions, including Jupiter, Pictet and Cambridge Associates. Her most recent roles have been as a director of business development focused on building advisory and fiduciary relationships with pension schemes. Through her roles, Charlotte has built a knowledge and passion for responsible and sustainable investing. She has demonstrated this in co-authoring a paper with the Society for Pension Professionals on Social Impact Investing and speaking on topics such as fee and service transparency at PLSA and Transparency Taskforce events. As well as working forPensions for Purpose, Charlotte runs her own consulting business Impact Challenger Ltd which focuses on identifying the key parties in the impact investment chain and creating solutions to help capital flow more efficiently through the chain. Outside of work Charlotte is a volunteer with Redstart (a charity working to educate children on savings and investments), a singer in a band and is also finishing a self-build.
Influencers

Our Influencer members are investment managers involved in impact investment (either for part or all of their business), trade bodies, consultants and others involved in impact investment who wish to post content on our website.

Influencer members can share (via links to their own website or PDF) thought leadership, case studies, blogs or event details that discuss issues surrounding impact investment.  Influencers choose whether to post content accessible by anyone or limited to Affiliate members only. There is a small, annual fee for Influencer members.

Affiliates

Our Affiliate members include asset owners, government bodies, independent advisers and journalists.

While much of the information on our website is publicly available, an advantage of becoming an Affiliate member is that you can access exclusive, Affiliate-only material.

There are search features that allow you to find content on specific topics, and you can receive alerts of our press releases plus a regular e-mail updating you of new content on the website. Membership is free of charge to Affiliates.   

Latest
Thought Leadership
Our debt to nature - Federated Hermes

For the most part, companies have taken the immense value of nature for granted, but global ecosystems are now threatened at unprecedented levels.


Thought Leadership
The ESG implications of COVID-19: executive pay - BMO Global Asset Management

Explore the executive pay implications of COVID-19 at top UK companies.


Thought Leadership
Food – From an environmental burden to a lighter footprint - BNP Paribas…

BNP Paribas Asset Management have seen that food production and agriculture have a significant impact on the environment and climate change.


People and Events
14 December 2020 - AB Synergy’s London Women in Asset Management Webinar…

'Embracing Your Brilliance' will feature Caitlin Ryan, Facebook EMEA‘s Director of Creative Shop (Meeting held under the Chatham House Rule).


Thought Leadership
Integrating ESG risks: Looking beyond the headline number - River and Mercantile

COVID-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards. However, recent regulatory changes have put ESG firmly back on the agenda.


case studies
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Learn more about real-life examples of impact investments adopted by asset owners.

events
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Search our ongoing list of impact investment related events being hosted or attended by our members.

thought leadership
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Read up on white papers and academic papers on impact investment.

press releases
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Check out our recent press releases and media coverage.

blog
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Read our members’ ongoing thoughts about all things impact investment.