19 October 2021 - Investing in place: an investment consultant discussion - Impact Investing Institute and Pensions for Purpose

At this investment consultant only discussion, Charlotte O'Leary (CEO, Pensions for Purpose), following an introduction by the Impact Investing Institute, chaired a discussion on investment consultants' experience of advising clients on investments in place.

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... At this event, the Impact Investing Institute provided a brief introduction to the key issues, challenges and opportunities involved in place-based impact investing. This was followed by a discussion chaired by Charlotte O'Learly (CEO, Pensions for Purpose) on investment consultants' experiences of advising clients on investments in place.

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 (see above right). 

This forms one of three stakeholder discussions following on from the launch of the White Paper on scaling institutional investment for place-based impact, published in May 2021 by The Good Economy, the Impact Investing Institute and Pensions for Purpose.

Who was this event for?

This event was suitable for anyone on the research or client-facing side within investment consultancy or fiduciary management firms.

Agenda

The agenda for this online interactive discussion was:

  1. Welcome and housekeeping
  2. Introductory presentation on PBII from the Impact Investing Institute
  3. Chaired discussion by Charlotte O’Leary
  4. Mixed breakout rooms to discuss key issues, challenges and opportunities in PBII
  5. Return to main meeting – sharing of key insights

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