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 and the Impact Investing Institute. 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
3 November 2022 – Pensions for Purpose Annual Stakeholder & Awards Event…

Join us at our must-attend, in-person, flagship event on innovative solutions to help pension funds invest for impact and net zero.


People and Events
14 September 2022 – 14:30-15:30 BST - Joint Place-Based Impact Investing…

Genuinely affordable housing: a net zero approach.


People and Events
18 July 2022 – Joint Paris Alignment Forum and Place-Based Impact Investing…

The perfect impact investment? Addressing climate change and creating a positive social impact.


People and Events
11 July 2022 – Place-Based Impact Investing Forum online training with…

Community Development Financial Institution (CDFI) enterprise lending as place-based impact investment.


People and Events
6 July 2022 – Place-Based Impact Investing Forum all-stakeholder online…

From local government and defined contribution pension schemes to insurers: how can institutional capital be directed to support communities in the UK and what needs to change?


People and Events
22 June 2022 - Place-based investing - making it work for councils and…

Karen Shackleton, founder of Pensions for Purpose, spoke at this LGC webinar in association with Foresight.


Latest
Thought Leadership
Affordable Housing Impact Report – Edmond de Rothschild Asset Management

Social assessment of affordable housing.


Thought Leadership
Real estate investors seek smarter ESG – Natixis Investment Managers (AEW)

Owners of core real estate portfolios seek ESG metrics that enable true impact.


Thought Leadership
Redefining the standard for climate impact investing in real estate – Fidelity…

At the intersection of performance and purpose.


Case Studies
Our story – Cheyne Capital

A personal experience of Cheyne Impact Real Estate's supported living programme.


Press
PBII and its role in improving the image of the real estate industry –…

EG Magazine, Estates Gazette, June 2022


Thought Leadership
Delivering impact in real estate: European social infrastructure – Franklin…

The need for investments in European social infrastructure persists.