Pensions for Purpose’s impact investment performance research demonstrates that the financial performance of impact investments has been equivalent, and in some cases superior, to broad market indices across multiple asset classes. These findings demonstrate that investors can achieve the double-dividend of attractive risk-adjusted returns combined with tangible impact.
The history is good and we believe the outlook is positive for impact investing. Combatting climate change through decarbonising the global economy requires significant investment, providing a long-term structural growth opportunity.
With over 15 years’ experience managing positive environmental impact through listed global equities, Vontobel’s Impact Equity team discussed the lessons they had learnt, the scale of impact achievable through investing in public companies and why this represents a significant investment opportunity.
Who was this event for?
This event was open to asset owners such as pension fund trustees, consultants, in-house executives and advisers.
Marco Lenfers, CFA, Client Portfolio Manager, Vontobel
Marco Lenfers joined Vontobel Asset Management in 2013. He is Client Portfolio Manager covering the Listed Impact strategies within the Vontobel Conviction Equities Boutique.
Previously, he held similar roles at Vescore AG and at Notenstein La Roche Privatbank AG, both of which Vontobel acquired later on.
From 2010 to 2013, he was Head of Client Portfolio Management at Bank J. Safra Sarasin AG in Basel. From 2005 to 2009, he worked as Senior Relationship Manager for institutional clients at Bank Sarasin AG in Munich. From 2000 to 2005, he was Senior Portfolio Manager at HSBC Global Asset Management (Deutschland) GmbH in Düsseldorf.
Karen Shackleton, Director and Founder, Pensions for Purpose
Karen has worked in the finance sector for over 30 years. As well as being Founder of Pensions for Purpose, she is Deputy Chair of the Strategic Investment Board for the Ministry of Justice and a non-executive director and Chair of the Board of Resonance Ltd, a social impact investment company.
She sits on the Advisory Council of the Impact Investing Institute. Karen also provides independent investment advice to the London Boroughs of Islington, Camden and Hounslow through MJ Hudson. She was the Chief Executive/Managing Director of AllenbridgeEpic Investment Advisers from 2010 to 2013. Prior to that, she had ten years’ experience as a fund manager and director for County NatWest and BZW Investment Management (now BlackRock).
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.
Our Community allows members to learn from leaders in the impact investment industry. We provide a trusted environment to interact, collaborate and share knowledge. Members engage in a programme of activity to shape their strategy in ESG, sustainable and impact investments.
For more information, please email the Membership Manager.
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Watch recording here