Demonstrable impact as outlined by the UN Sustainable Development Goals (SDGs) means not only social and environmental solutions but a drive towards superior long-term returns.
Regnan's Global Equity Impact Strategy targets solutions to real world problems.
How? Through identifying companies that achieve the best environmental and social outcomes compared with their peers, thereby presenting an opportunity to generate long-term sustainable alpha.
The most successful companies in history have been those that have devised innovative solutions to real-world problems. For them, the impact case is the investment case.
As part of the Global Impact Forum, Tim Crockford of Regnan led this one-hour interactive roundtable, followed by a Q&A moderated by Charlotte O'Leary of Pensions for Purpose.
Who was this event for?
This event was opened to asset owners such as pension fund trustees, in-house executives and independent advisers, professional trustees, government representatives and consultants
Charlotte O'Leary, Lead, Global Impact Forum, Pensions for Purpose
As CEO and an executive director of Pensions for Purpose, Charlotte oversees the running of the business, develops the growth and innovation strategy and looks for opportunities to build partnerships to achieve Pensions for Purpose's mission.
Charlotte is also a member of the Impact Investing Institute's Pensions Expert Panel, an ambassador for the Transparency Taskforce and a founder of 10 Billion World, an end-to-end sustainability project management business aimed at businesses and organisations setting net-zero and carbon reduction targets.
With over 15 years of experience in asset management, Charlotte started in fund analysis and progressed through to institutional business development. Charlotte has worked for some well-known institutions, including Jupiter, Pictet and Cambridge Associates. Through her roles, Charlotte has built a knowledge and passion for sustainable investing. She has demonstrated this in co-authoring a paper with the Society for Pension Professionals on social impact investing and speaking on topics such as fee and service transparency at PLSA and Transparency
Taskforce events. Charlotte played a critical role in developing the Impact Investing Institute's Impact Investing Principles for Pensions and led the launch of Pensions for Purpose's Global Impact Forum (formally the Impact Investing Adopters Forum).
Tim Crockford, Head of Equity Impact Solutions, J O Hambro Capital Management Limited
Tim Crockford leads the Regnan Global Equity Impact Solutions team. He previously managed the Federated Hermes Limited Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Federated Hermes Limited Impact team in 2016. Tim joined Federated Hermes Limited Investment Management in 2009 as a Research Analyst for the European Equities team and became Lead Portfolio Manager of the ESG-integrated Federated Hermes Limited Europe ex-UK Equity Fund in 2015, which he also managed until he left Federated Hermes Limited.
Prior to this, Tim was an analyst at Sourcecap International, a European equity fund boutique, which Hermes acquired in 2009. Before that he was a primary research analyst at Execution Limited (which seeded Source Capital), where he worked on major projects in the consumer, retail and financial services sectors.
Tim was raised and educated in Malta and graduated from the University of Malta in 2006 with a Bachelor of Accountancy (Hons) degree, as well as a Bachelor of Commerce degree.
Global Impact Forum
The Global Impact Forum is an industry-wide member forum hosted by Pensions for Purpose to facilitate meaningful industry discussions on how to embed social and environmental impacts at a strategic level, including in governance discussions, to encourage the flow of capital towards investments that have a positive impact. For morning information, 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 our Membership Manager.