Pensions for Purpose and Schroders were delighted to launch part two of our impact investing training session. The session provided a deeper dive into impact, which included discussing some of the following questions:
This training event provided an in depth knowledge, including case studies, to empower asset owners (trustees and pension committee members) to collaborate with their asset managers and investment consultants to consider or add new impact investing opportunities to their funds. It will consider a holistic approach to impact covering: natural capital, climate change and social impact and examples of impact alignment, measurement and disclosures.
Who was this event for?
This event was opened only to asset owners such as pension fund trustees, in-house executives and independent advisers, professional trustees, government representatives and consultants.
Andrew is responsible for managing the $20bn Alternatives capability at Schroders which includes covering natural capital and carbon, hedge funds, fixed income alternatives, commodities and hybrid public/private strategies. In addition, Andrew is head of external asset manager partnerships including responsibility for the business development of the Schroder GAIA platforms globally covering manager selection, product development, product management, sales and marketing.
Career commenced in 1998 in New Zealand in an alternative investment boutique (FMG) creating a number of real asset investment products linked to farmland, forestry, vineyards and property syndicates. Andrew joined Schroders in 2000. Postgraduate Diploma in Business Administration and a Degree in Business Studies, Massey University New Zealand.
Dr. Rhosanna Jenkins leads the biodiversity team at natcap and has 8 years of experience in ecological modelling. She holds a PhD in Environmental Sciences from the University of East Anglia. Her thesis modelled projected changes to Kenya's water resources, biodiversity and agriculture as a result of climate change. She was also a chapter scientist and contributing author to several chapters of Working Group II's contribution to the IPCC's sixth assessment report, including the cross-chapter paper on biodiversity hotspots.
Catherine Macaulay is the Impact Investment Lead at Schroders. She leads the development and implementation of the impact strategy across listed and private assets. This includes the development of their impact framework and proprietary tools to measure, monitor and report their impact over time, as well as ensuring that robust impact management practices are implemented throughout the fund lifecycle for all impact-driven funds at Schroders. She joined Schroders in March 2020 and is based in London.
Prior to joining Schroders, Catherine was a Senior Analyst at Greenmantle, a geopolitical and macroeconomic advisory firm, and has spent time working with impact-oriented NGOs in Latin America and Sub-Saharan Africa. She holds an MA in Politics (PPS) from the University of Cambridge and an MSc in International Development from the London School of Economics. She is a CFA Charterholder.
Lydia Merry Investment Director, Real Estate, Schroders Capital
Lydia Merry is an Investment Director at Schroders Capital and joined in March 2020. Her focus is managing real estate impact-led products from conception to launch including structuring, market and investor insights, alongside capital raising from a broad range of institutional investors both in the UK and globally.
She currently focusses on the Schroders Capital Real Estate Impact Fund and the Social Supported Housing Fund which She has worked in the investment management industry since 2008, predominantly focussed on institutional products and investors and previously worked at Frogmore Real Estate, CBRE Global Investors, Amundi and AXA IM. She has the CFA ESG Investing Certificate (2022), CFA Investment Management Certificate (2015), BA French from the University of Sheffield and is an FCA Approved Person..
Alex Monk, Portfolio Manager, Global Resource Equities, Schroders
Alex Monk is a Portfolio Manager at Schroders working on the Global Resource Equities Team. He is principally responsible for working on the Schroder Global Energy Transition Fund and Schroder Global Sustainable Food and Water Fund. Prior to this, he spent two years as a Global Renewables Analyst, accountable for analysing companies across the entire clean energy value chain, and two years as a Sustainable Investment Analyst covering utilities and telecommunications.
His investment career commenced at Schroders in 2016. Alex has a BA (Hons) Degree in Geography from Oxford University, where he specifically focused on climate science. He also has an MSc Degree in Environmental Policy and Regulation from the London School of Economics and Political Science (LSE), where he focused on climate policy and environmental finance.
Martin Pattinson, Lead of Place-Based Impact Investing (PBII) Forum, Pensions for Purpose
Martin has spent over 40 years of his career in property, banking, asset management and consulting to small and medium-sized enterprises, working with organisations across the UK, Europe, the Middle East, North America and Japan. For most of his professional life, Martin has focused on growing businesses, but latterly moved into management, leadership and strategy setting roles.
At Pensions for Purpose, Martin is responsible for the PBII Forum, bringing stakeholders together to inform, share knowledge, influence and advise, to bring about environmental and societal impact through investment in place.
Nick Spencer, Adviser, Pensions for Purpose
Nick is a sustainable investment strategist with over 30 years’ experience in investment advisory, asset management and asset owner roles. In 2018, he founded Gordian Advice to help UK pension funds and insurance companies integrate responsible investment into their investment strategies and portfolios.
Nick is an Institute and Faculty of Actuaries (IFoA) council member and a past chair of its Sustainability Board. He co-authored a prize-winning paper on Climate Scenario analysis and the DCIF Good Citizen’s Guide to ESG, and was an expert witness to the UK Parliament’s Environment Audit Committee. Nick is an advocate for aligning the asset management industry with a broader societal purpose and is an Ambassador for the Diversity Project.
Maria Teresa has covered a number of positions in BlueOrchard since 2008 like head of the investment team and chief investment officer. At present, Maria Teresa leads the blended finance and impact management team and is responsible for BlueOrchard’s blended finance mandates (PPPs) and overall impact management and measurement practice.
Maria Teresa also leads the Sustainability and Impact team at Schroders Capital, the private assets business of Schroders. Here, Maria Teresa contributed to a number of investment solutions across asset classes focusing on implementing net-zero portfolios and mandate offerings for institutional investors seeking thematic impact-driven investment opportunities. As of January 2023, Maria Teresa is responsible for the Impact team at Schroders which is a newly established team under the umbrella of the Sustainable Investment Team.
Maria Teresa has over 25 year experience in emerging and frontier markets, has authored and co-authored a number of publications, and is a guest speaker at several universities. Maria Teresa is the convenor of the Advisory Board of the Operating Principles for Impact Management, which is a best-in-class impact investing framework for asset managers and asset owners.
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