18 June 2024 – Introducing the Taskforce on Inequality and Social-related Financial Disclosures

All-member online Community event at 15:00-16:30 BST.

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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Markets rely on people and society to operate. These dependencies, as well as the impacts businesses and investors have on the people, can pose major business risks or opportunities. Inequality is a system-level risk for the economy, which can undermine the functioning and stability of society and institutions. 

Launching in September 2024, the Taskforce on Inequality and Social-related Financial Disclosures (TISFD) will develop a global framework for reporting and managing inequality and social-related risks, opportunities, impacts and dependencies that will harmonise with existing standards and will be positioned to be integrated within common disclosure frameworks. 

We are delighted to hear from several  members and Supporters of the TISFD Working Group, which was established to support the activities needed to launch the TISFD in September 2024. Join us for an informative session with the chance to share your perspective on how the TISFD can add value to your work and how it is relevant for your organisation. You will also receive information about the Supporter network that is open for any organisation interested in expressing support for the launch of the TISFD. 

Following the panel discussion, we will move to breakout rooms of mixed stakeholders, led by some of our Community Partners, including Cardano, Downing, Federated Hermes Limited and Tikehau Capital. We will then return to the main room to share insights.  

We look forward to you joining us. 

Who is this event for?

This event is open to all our members. If your organisation is yet to join Pensions for Purpose, you can attend an event before signing up, so please register for a trial session. 

Register here     
Read TISFD overview      Read TISFD Supporter FAQ


Speakers' biographies

Kate Tallant Meier, Interim Executive Director of the Taskforce on Inequality and Social-related Financial Disclosures (TISFD)

Kate is the Interim Executive Director of the Taskforce on Inequality and Social-related Financial Disclosures (TISFD) and a Partner at SocialSide, where she works closely with corporate and civil society leaders to advance the social side – the human side – ofsustainability. Kate brings over 20 years of experience in creating social change, with a focus on building collective impact initiatives that create societal and economic value simultaneously.

She is the co-author of
numerous papers, including Unilever’s recent Equity for
impact, the World Business Council for Sustainable Development’s Tackling inequality: anagenda for business action, and FSG’s Centering equity in corporate purpose.

Delilah Rothenberg, Co-Founder and the Executive Director of the Predistribution Initiative (PDI)

The PDI,is a non-profit supporting investor thatidentifies measurement and management tools, as well as investment structures, which share more wealth and influence with workers and communities. Delilah has almost two decades of financial experience  across public and private equity, and has worked in advisory and working groups for several initiatives: the Chartered Insurance Institute,(CII), Capitals Coalition, the Global Reporting Initiative (GRI), Sustainability Accounting Standards Board (SASB), PRI, the Global Impact Investing Network(GIIN) and treasurers/comptrollers.

She is an Executive Fellow at the Rutgers SMLR Institute for the Study of Employee Ownership and Profit Sharing and a former Open Society Foundations Fellow.
 

Vincent Siegerink, Economist/Policy Analyst, at the Centre on Well-being, Inclusion, Sustainability and Equal Opportunity (WISE), at the Organisation for Economic Co-operation and Development (OECD)

Vincent is responsible for the centre’s work on the measurement of the non-financial performance of firms. In this capacity, he works to align official statistics of stakeholder well-being with business measures of their own non-financial performance. He also acts as a co-lead of the Impact Management Platform on behalf of the OECD and is a member of the group working to create the Taskforce on Inequality and Social-related Financial Disclosures. 

Breakout Room Moderators

Michael Bushnell, Head of Sustainability Advisory, Cardano, UK

Michael has over 15years’ experience advising pension schemes and sponsors on all aspects of sustainability and employer covenant, with a particular focus on strategic planning, regulatory issues, integrated risk management solutions, and covenant-led journey planning. 

He previously worked at Zolfo Cooper, where he gained extensive experience of restructuring and pensions advisory services. Michael is a qualified accountant (ACA) and has a master's from Cambridge University. 

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).

Douglas Anderson, Head of International Consultant Relations, Federated Hermes Limited

Douglas joined Federated Hermes Limited in February 2017 as Head of Consultant Relations. Prior to this, he was a consultant relations manager at Lazard Asset Management Limited for five years from 2011 and at Capital International for 11 years from 2000.

He has also worked in consultant and actuarial roles at Bacon & Woodrow (now Aon Hewitt) and Hymans Robertson. Douglas holds the Investment Management Certificate (IMC) qualification and a BSc (Hons) in Mathematics from the University of St Andrews.
 

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

Charlotte O'Leary, CEO, 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 their mission. She also co-leads the training and Business Briefing service for asset owners and their advisers. 

Charlotte is a member of the Sounding Board for the Social Value Portal, the Advisory Board for the Sororum, the pensions expert group for the Global Steering Group for Impact Investing and a member of the Pensions Equity Group. 

She has over 15 years of experience in asset management, starting in fund analysis and progressing through to institutional business development, having worked for some well-known institutions, including Jupiter, Pictet and Cambridge Associates. Through these 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. She played a key role in developing the Impact Investing Institute's Impact Investing Principles for Pensions. 

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.