Many pension schemes are considering the impact of their investment strategy on people and the planet, including the just transition to clean energy and positively influencing local social issues such as housing. This session heard from experts and pension schemes leading the way. They addressed:
We were delighted to welcome speakers from Church of England Pensions Board, Cushon, the Impact Investing Institute, the University of Cambridge and WHEB.
This event was one of two we delivered with Accounting for Sustainability (A4S) on this topic:
1) A hybrid in-person/online session for pension funds only - 15 May.
2) Online session for all Pensions for Purpose members plus others across the wider pension sector – 22 May.
Who was this event for?
This event was open to all our members. If your organisation is not yet a member of Pensions for Purpose you are able to attend an event before deciding whether to join, so please register for future events.
To the extent that anything on this website constitutes a financial promotion it is exempt from the general prohibition in S21 of FSMA on the basis that the site is only intended for investment professionals as such term is defined in S19 of the Financial Promotions Order. Please note that Pensions for Purpose does not provide consultancy services, advice or personal recommendations on any of the investment opportunities mentioned on the platform. We curate content written by members and do not endorse any underlying funds.
Speakers biographies
Stephen Barrie, Deputy Chief Responsible Investment Officer, Church of England Pensions Board
Stephen Barrie is Deputy Chief Responsible Investment Officer at the Church of England Pensions Board, where he works across the Board’s stewardship activity.
He is treasurer and a board member of the Transition Pathway Initiative, a trustee director of the Church Investors Group, Senior Advisor to Mining 2030, and co-Chair of the Global Tailings Registry Working Group (alongside UNEP and ICOLD), working to improve the public disclosure of tailings storage facilities. Previously, he served as Secretary to the Ethical Investment Advisory Group advising the Church of England National Investing Bodies (~£15 billion AUM); as a Fellow of the UK Parliamentary Office of Science and Technology; and on the staff (now on the governing body) of the Anscombe Bioethics Centre, Oxford. His academic background is in applied moral philosophy, and he holds a PhD (King's College London) on the topic of ethics, intentions, and side effects.
Marc Bennett, Head of Investment, Cushon
Marc joined Cushon last year as Head of Investment because of Cushon's commitment to the climate, and market leading approach to climate integration in investment strategy design. An investment actuary, Marc previously worked in climate risk at JP Morgan, so has first hand experience of how climate integration and sustainability can be used to drive change alongside returns for investors. Since joining Cushon, Marc has helped design the climate integration framework through which the Cushon portfolio is constructed.
Bella Landymore, Policy and Strategy Director, Impact Investing Institute
Bella helped establish the Impact Investing Institute in 2019, leading their programmes to connect private capital to solutions to societal challenges. She joined the Institute from the UK government’s Inclusive Economy Unit, where she was a senior policy advisor on impact investing. During this time, she worked on the government’s response to the Law Commission’s report on pensions and social investment, and the Prime Minister’s Taskforce on growing a culture of social impact investing in the UK. Before this, Bella worked for UBS Investment Bank in their equities trading businesses in New York and London. Bella started her career in the charity sector and has a bachelor’s degree in theology.
Dr Ellen Quigley, Principal Research Associate, University of Cambridge
Dr Ellen Quigley is a Principal Research Associate, the Co-Director of Finance for Systemic Change, and the Special Adviser (Responsible Investment) to the Chief Financial Officer, all at the University of Cambridge. Her work centres on the mitigation of climate change and inequality through the investment policies and practices of institutional investors.
Seb Beloe, Head of Research, WHEB Asset Management
Seb has spent nearly 30 years working at the nexus of business, investment, and sustainability. Since 2012 he has been a partner and head of research at WHEB Asset Management where he is a member of the senior management and impact investment teams.
Prior to WHEB, Seb was head of SRI Research at Henderson Global Investors. Seb also spent ten years in senior roles in both the UK and US at SustainAbility, a leading think-tank and consultancy.
Seb has contributed to the development of industry standards and regulations through participation in several expert and advisory committees including with the BSi, the GIIN, with the Financial Conduct Authority and with groups like the Future-Fit Foundation and the Big Exchange. He has two degrees in environmental science and environmental technology from the University of East Anglia and Imperial College London and is a Chartered Environmentalist.
Breakout room hosts
Bill Manahan, Director of Institutional Solutions, Downing
Bill joined Downing in July 2023 as a Director of Institutional Solutions. He has a wealth of experience in the institutional space - private markets, risk management - across fundraising and business development. He holds a degree in Commerce from University College Dublin and has a post graduate diploma in Law from the Department for international Trade (DIT).
Priya Jassal, Head of UK Corporate Pension Investment Consulting, EY
Priya leads EY's UK Corporate Investment Consulting proposition, which delivers strategic investment advice to both DB and DC pension schemes. With previous roles at Isio and Mercer, Priya has more than 16 years of experience in the pension industry, advising both Corporates and Trustees on their investment strategy for their pension schemes. Priya is CFA qualified and is also part of the Women in Finance and Banking membership.
Pippa Rudling, Director - Global Institutional, Jupiter Asset Management
Pippa joined Jupiter in 2023 and is a Director on the Global Institutional team, responsible for consultant relations.
Prior to joining Jupiter, she spent ten years at Aberdeen Asset Management on the consultant relations team, and then four years at the Asset Management Exchange (AMX) as a sales director.
Pippa has an MSc in Latin American Studies from Oxford University and a BA in Comparative American Studies from the University of Warwick.
Simon Males, Executive Director and Head of UK Institutional Business, Tikehau Capital
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.
Host
Richard Giles, Senior Director and Community Lead, Pensions for Purpose
Richard is a Senior Director at Pensions for Purpose and responsible for working with our Community Partners, setting our strategic themes and hosting events for all the members of our network.
Richard has over 30 years’ experience of working in the pension industry as an adviser, senior executive, board member and trustee. He has a portfolio of board roles in finance, education and culminating in looking after the planet.
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.
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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