Place-Based Impact Investing Forum

Forum sponsors

We are grateful to our forum sponsors for supporting this work (event sponsors also appear at the bottom of the page)

        Legal & General


The Place-Based Impact Investing (PBII) Forum 
is a forum hosted by Pensions for Purpose and co-managed with The Good Economy. Its purpose is to facilitate action-oriented discussions on how to scale up institutional investment that delivers local and regional social, economic and environmental impact. This builds on research undertaken by The Good Economy, The Impact Investing Institute and Pensions for Purpose in the report: "Scaling up institutional investment for place-based impact", published in May 2021.

The forum operates on a quarterly cycle of:

  • Keynote presentations followed by small group breakout discussions
  • Training opportunities
  • Peer-to-peer meetings for pension funds and other asset owners to share experiences, discuss challenges and learn from other asset owners
  • Opportunities to connect with experts in the PBII pillars of housing, SME finance, clean energy, infrastructure and regeneration investment
  • Signposting to relevant content on our platform
  • Afternoon tea discussions relevant to this agenda
  • Quarterly newsletters with relevant updates and information
We signpost to relevant thought leadership content on our platform using the tag Place-based impact. You can read all relevant articles on this important agenda by clicking here. Educational material can also be found on the Impact Investing Institute's knowledge hub here.  

You can also see all our forthcoming events here

To join the forum and receive information about future events, please email Charlotte O'Leary - [email protected]

Testimonials

"Pensions for Purpose is at the cutting edge of developments in the ESG area, sponsoring high quality, cross-party discussion." Delegate, all stakeholder event.

"The forum facilitates discussion between a wide range ot stakeholders leading to implementation of place based investment." Delegate, all stakeholder event.

"The forum is packed with values aligned impact innovators." Delegate, all stakeholder event.

 

What is Place-Based Impact Investing? 

Investments made with the intention to yield appropriate risk-adjusted financial returns as well as positive local impact, with a focus on addressing the needs of specific places to enhance local economic resilience, prosperity and sustainable development.

Place Based Impact Investing brings together places and investors around five ‘pillars’, underpinned by a solid social and financial rationale for investing:


We recommend five areas for action to scale up PBII:


Membership


Membership of the forum is free of charge, although there are sponsorship opportunities for those wishing to lead on this important debate, including:
  • Sponsorship of the forum: £9,000 per annum plus VAT. Multiple sponsors permitted. Sponsor’s logo and a link to their website will appear on the main forum page and in every quarterly newsletter. Sponsor can act as a moderator in the breakout room discussions. Sponsor will be invited to write a comment in the quarterly newsletter. Relevant events offered by the sponsor will also be featured in the quarterly newsletter.
  • Sponsorship of training opportunities: £3,500 plus VAT per session. Sponsor’s logo will appear on the event invitation and in the quarterly newsletter. Social media to advertise the training (subject to preferences). Sponsor will provide the training session with branded material. Pensions for Purpose will introduce the session and moderate Q&A.
  • Sponsorship of afternoon teas: £3,500 plus VAT per session. Sponsor’s logo will appear on the event invitation and in the quarterly newsletter. Social media to advertise the event (subject to sponsor's media preferences). Opportunity for two speakers to frame the discussion. Pensions for Purpose will introduce the session and moderate Q&A.

Please note that sponsorship is payable in advance. Forum sponsorship is payable quarterly in advance.

Past events where recordings or slides have been or will be shared

22 February 2022 - Place-Based Impact Investing Forum afternoon tea discussion - BMO Global Asset Management. An afternoon tea discussion discussing 'Is LGPS investment in housing making a positive impact on communities, the environment and frontline services? For more information, click here. A recording of the keynote presentation will be shared in due course. 

7 February 2022 - Place-Based Impact Investing Forum online morning coffee - Yoo Capital. A morning coffee discussion on the role of alternative asset classes as a catalyst for place-based impact. To watch the recording of the keynote presentation, please click here

26 January 2022 - Place-Based Impact Investing Forum all-stakeholder event - Mapping the market in a land of impact investment opportunities. An all-stakeholder online event with Callum Stewart, Head of DC Investment at Hymans Robertson, and Sarah Forster and David Greenwood of The Good Economy. To watch the recording of the keynote talks, please click here, or you can read a write-up of the discussion here

6 December 2021 - Online Afternoon Tea discussion - Impact investing in UK housing - Man GroupAn afternoon tea with Man Group discussing impact investing in UK housing. For more information see here.


15 November 2021 - All stakeholder event - Place-Based Impact Investing Forum launch event - The time for place. 
In this online discussion, we discussed the key challenges, barriers and solutions to creating lasting action-orientated change through place-based investing. For more information about the event, please click here, or you can read a write-up of the discussion here

Sponsors of our events

Astarte Capital Partners

BMO Global Asset Management

Impact Investing Institute

Man Group

Schroders

Events
People and Events
15 June 2022 – 15:00-16:00 AEST – Pensions for Purpose online afternoon…

Sustainability and the supernovas: exploring the risks of investing in big tech.


People and Events
18 May 2022 – Place-Based Impact Investing Forum all-stakeholder online…

Connecting local projects with investors


People and Events
4 May 2022 – Place-Based Impact Investing Forum online training with Natixis…

Beyond social housing, what do other real estate investments look like in the context of place-based impact investing?


People and Events
2 March 2022 - Place Based Impact Investing Forum training - The Good Economy

Place-based impact measurement reporting.


People and Events
23 February 2022 - Place-Based Impact Investing Forum - Investing in Place…

This Place-Based Impact Investing Forum event for asset managers, was hosted by the Impact Investing Institute and Pensions for Purpose.


People and Events
22 February 2022 - Place-Based Impact Investing Forum afternoon tea discussion…

This virtual afternoon tea with BMO Global Asset Management discussed 'Is LGPS investment in housing making a positive impact on communities, the environment and frontline services?'


Latest
Thought Leadership
Place-based impact investing through housing – Resonance

Simon Chisholm, CIO at Resonance, outlines why housing can be an excellent fit for LGPS investors looking to deliver positive local impact.


Blog
The Good Domestic Economy: a vision for place-based impact investing -…

A blog by Mark Hepworth, Founding Director, Research and Policy.


Blog
The time for place: an asset manager discussion - Charlotte O'Leary, Pensions…

A write-up of the third in a series of Impact Investing Institute and Pensions for Purpose hosted events for the Place-Based Impact Investing Forum.


Blog
Mapping the market in a land of impact investment opportunities - Karen…

A write up of our recent Place-Based Impact Investing Forum all-stakeholder discussion.


Press
Charlotte O'Leary comments in Impact Investing Institute's response to…

White paper paves the way for LGPS to consider the important benefits of investing with a place-based lens.


Blog
Place-Based Impact Investing Forum - quarterly newsletter - January 2022

In our first quarterly newsletter, we outline the forum's aims, list our upcoming events and feature insights from forum partner, The Good Economy, and sponsor, Triple Point.