19 April 2023 – Global Impact Forum all-stakeholder event

How an impact philosophy can be embedded in different pension fund strategies?

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Pensions for Purpose was delighted to invite Global Impact Forum members to its quarterly online all-stakeholder event.

The hour and a quarter session started with a 10-minute presentation looking at how an impact philosophy can be embedded in different pension fund strategies. This was followed by 40-minute breakout sessions where we were able to dive deeper into this topic with our forum sponsors.

As usual, we then regroup, with our sponsors to share insights from the breakout discussion and Charlotte O’Leary of Pensions for Purpose hosted the Q&A before concluding the session.

Click here to read the bog reviewing this event.

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.

Speakers

David Brown, Director and Training Lead, Pensions for Purpose; Independent Professional Trustee

David Brown
David has worked in the pension and financial services industry for over 35 years with UK and international experience. As well as being Director and Training Lead at Pensions for Purpose he is an accredited professional pension Trustee. His Trustee appointments include schemes with FTSE 100 and FTSE 250 sponsors and with the Smart Pension Master Trust. He has broad investment, risk management and operational experience across both defined benefit and defined contribution schemes.

David has a particular interest in ESG and climate change, and holds the CFA certificate in ESG Investing. He is also a Fellow of the Pensions Management Institute.

David's prior experience includes senior management roles with Tesco, where he was UK and ROI Head of Pensions and Payroll Manager, professional service firms including Deloitte and KPMG, and Fidelity Investments in the US.

Charlotte O'Leary, Lead, Global Impact Forum, Pensions for Purpose

Charlotte O'LearyAs 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).

Breakout room hosts

Michael Gill, Executive Director, Goldman Sachs Asset Management

Michael Gill

Michael is an Executive Director in the Multi-Asset Solutions (MAS) Group, focusing on Fiduciary Management. Prior to joining GSAM, Michael worked as Director and Head of Multi-Asset Solutions at WTW (formerly, Willis Towers Watson) and was responsible for managing client relationships across both advisory and fiduciary mandates as well as providing strategic investment advice to pension funds, charities, and investment trusts.

Michael, who has over ten years’ experience in the industry, is a Level III CFA charter holder and graduated with a degree in Mathematics from the University of Oxford.

Simon Males Executive Director and Head of UK Institutional Business, Tikehau Capital 

Simon Male

Simon Males is Executive Director and Head of UK Institutional Business at Tikehau Capital, the €38.8bn global alternative asset management group. Simon has over three decades’ experience working within the UK institutional market, including leadership roles at global asset management firms such as Legal & General Investment Management, PGIM, Pictet Asset Management and F&C (BMO).

More recently, he founded Carrick Roads Capital Limited, an institutional consulting and capital-raising firm. Simon is a member of the Board of AIMSE Europe and has previously been a member of its Advisory Council since 2013. He is also a serving Trustee and Board Director of two UK Charities (North London Hospice and The Pemberton-Barnes Trust) and has previously served as a Trustee of a £130m UK Defined Benefit corporate pension plan. Simon holds an MBA from London Metropolitan University and several Professional Qualifications, including the IMC.

Tim Manuel, Partner, Co-Head of Responsible Investment, Aon

Tim Manuel
Tim Manuel is the Head of Responsible Investment and leads Aon's 20-strong specialist team, which sits at the centre of Responsible Investment expertise across our asset allocation, manager research, investment consulting and fiduciary management teams.

Tim is chair of Aon's UK Responsible Investment Committee and a regular contributor to the media, industry research and initiatives designed to advance responsible investment best practice.

Tim has a wide range of experience of working with trustee and corporate clients on all sorts of investment, pensions and sustainability issues.

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.

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 membership information, please email our Membership Manager.

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