Case Studies


Unlocking more philanthropic capital for social investment: an exploration of best practice - Bates Wells
Luke Fletcher, partner at Bates Wells, and Oliver Hunt, associate at Bates Wells, advised and supported CAF, UnLtd and Shift to identify where greater…
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Why we invest in CVS Health; a closer look at cutting costs in healthcare - WHEB
Seb Beloe, Head of Research at WHEB, looks at one of their portfolio holdings, an American retail pharmacy, healthcare company and insurer.
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Impact investment examples - Earth Capital
Earth Capital outlines the impact being achieved in some of the companies in which they invest.
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Why we invest in Aptiv; driving change in the automotive industry - WHEB
Seb Beloe, Head of Research at WHEB, looks at one of their portfolio holdings which focuses on enabling vehicles to be 'safe, green and connected'.
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Impact investing in action - M&G
M&G provided a 25-year fixed rate, senior loan to a large UK healthcare provider.
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HESTA
Impact investing case study. HESTA is Australia‚Äôs largest pension fund dedicated to people in the health and community services sector. This case study…
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Why we invest in Orpea - WHEB
Ben Kluftinger, Senior Analyst at WHEB, looks at one of their portfolio holdings to highlight how impact investing needn't just be good for society and…
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Tesla; our view - August 2018 monthly commentary - WHEB
Ted Franks, Partner at Fund Manager at WHEB considers a stock they don't own, Tesla, the revolutionary American maker of electric cars.
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Australian green mortgages - M&G
Impact investing in action series
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Robeco puts tobacco on exclusion list
Robeco excludes investments in the tobacco industry from its mutual funds. This is a logical next step in its Sustainability Investing approach.
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