This was an Impact Investing Adopters Forum all-stakeholder member-only event on 27 April 2022. There was a panel session focusing on ‘Disclosures: the route to environmental and social impact transparency’.
Financial disclosures on everything from climate to nature and inequality are emerging, and now we have the Sustainable Finance Disclosure Regulation for asset managers. What do disclosures achieve? How should investors build in these fast-changing initiatives and frameworks in order to mitigate risks and pursue opportunities? Is there any way that this transparency could not lead to financially material outcomes for investors? What are the risks of ignoring them?
In Pensions for Purpose’s Impact Investing Adopters Forum all-stakeholder events, we are not afraid to ask the difficult questions, so we were very pleased to have Olivia Prentice, former COO at the Impact Management Project, Ida Levine from the Impact Investing Institute, Delilah Rothenberg from the Predistribution Initiative and Laure Villepelet from Tikehau Capital discuss what transparency meant for the scaling of impact investment and what challenges lie ahead. There was an opportunity to hear their views and to ask pressing questions.
Who was this event for?
Anyone involved in the governance of pension funds or other asset pools at a Trustee Board or executive level either as a decision-maker or as a practitioner.
Olivia Prentice, former COO and Head of Content, Impact Management Project
Olivia is a partner and Head of Impact at Bridges Fund Management, responsible for Bridges’ impact strategy and impact management practice across all funds. Previously, Olivia was on secondment from Bridges to co-found the Impact Management Project (IMP), an ambitious sector-wide initiative to build market consensus on sustainability and impact management. In its first phase, the IMP developed the five dimensions of impact and impact classes. More recently, Olivia led the creation of the Impact Management Platform, which helps enterprises and investors to understand how existing standards can be used together to manage sustainability impacts. Olivia also led the IMP’s operations and fundraising.
Olivia has extensive experience advising both investors and corporates on designing impact management approaches and investment strategies across diverse geographies and asset classes. She has authored several publications on this topic, and regularly delivers training for global academic institutions and industry networks. She has lived and worked in New York and Tanzania and is currently based in London.
Ida Levine, Board Director, Impact Investing Institute
Ida currently serves on the Board of the Investor Forum, and has previously held positions as Board Director, Senior Vice-President and Senior Counsel and Director of European Public Affairs at Capital Group and European Counsel at J.P. Morgan Investment Management. She also was a partner at international law firm Jones Day.
Delilah Rothenberg, Co-founder, Predistribution Initiative
Delilah Rothenberg is a Co-Founding Partner and the Executive Director of the Predistribution Initiative (PDI), a multi-stakeholder non-profit organization designed to support investors in aligning their investment governance, financial analysis, and asset allocation practices with the principles of Universal Ownership and systematic stewardship. Delilah brings over 17 years of experience in finance across asset classes – particularly private capital markets – having worked with private equity investors, lenders, and project developers on growth financing, ESG (environmental, social, and governance) integration, and impact strategy for over 12 years. Prior to private capital markets, Delilah worked in sell side equities with Bear Stearns and investment research with Gerson Lehrman Group (GLG). Delilah serves on the Value Reporting Foundation’s (previously SASB’s) Standards Advisory Group; the Council of Institutional Investors (CII) Markets Advisory Group; has played active roles in the Principles for Responsible Investment (PRI) and Global Impact Investing Network (GIIN) working groups; is a Board Director of For the Long Term (public treasurers focused on ESG); was an advisor to New York City Comptroller-elect Brad Lander’s campaign; is a Contributor to Rights CoLab; and, is a former Open Society Foundations Fellow.
Laure Villepelet, Head of ESG & CSR, Tikehau Capital
Laure Villepelet joined Tikehau Capital in 2017 to promote and accelerate ESG initiatives across alternative asset classes (private debt, real assets, private equity and capital markets strategies). Laure drives the creation, implementation and reporting of the Group’s practices regarding ESG integration, engagement and impact (with a focus on climate change, healthcare, innovation and inclusion). Previously, Laure was sustainable development manager for L'Oréal France and coordinated projects from recycling initiatives to clean transports. She started her career with PWC valuations in NYC and London, and worked as financial analyst in Singapore. Laure has a master’s degree in science from Sciences Po Bordeaux and is a CFA® charter holder.
Impact Investing Adopters Forum
The Impact Investing Adopters Forum is a member forum of pension funds, investment consultants and fiduciary managers at the forefront of sustainable finance. Adopters have committed to the Impact Investing Institute’s Impact Investing Principles – and advancing the impact investing agenda. The Forum is run by Pensions for Purpose in partnership with the Impact Investing Institute to advance the principles, share best practice and encourage more pension funds to invest with a positive social and environmental impact. The forum is sponsored by Tikehau Capital.
To join the Impact Investing Adopters Forum please email Charlotte O’Leary.
Pensions for Purpose
Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks.
For more information, please email Charlotte O’Leary.
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