Though not a new concept, investor stewardship is increasingly being recognised as a catalyst for effective change and delivering tangible real-world outcomes. However, this heightened market focus on engagement has amplified existing weaknesses in the investor stewardship ecosystem and also introduced new obstacles to achieving stewardship aims.
The effectiveness of engagement is limited by:
Consequently, investors, their clients and consultants face a high degree of complexity when it comes to undertaking and understanding effective stewardship and engagement.
This threatens to weaken stewardship as a lever of change and is raising questions about whether clients are getting value for their money. Action from all of those involved in investor stewardship is imperative.
In this discussion, WHEB will draw on their extensive expertise as an active asset manager investing in positive-impact listed companies, to outline the challenges facing investor stewardship and engagement practitioners, and to offer insights on how to best address them.
Who should attend?
This event is open to asset owners such as pension fund trustees, in-house executives and independent advisers, professional trustees, government representatives and consultants.
Sponsor
Speakers' biographies
Rachael Monteiro, Stewardship and Climate Analyst
As Stewardship and Climate Analyst, Rachael's role is broad-ranging and involves helping to shape WHEB's stewardship strategy and initiatives, developing related engagement and voting policies, cultivating stakeholder relationships and building engagement systems.
Her responsibilities also extend to analysing sustainability data, particularly focusing on emission reduction targets, and managing external sustainability reporting.
Within the impact research team, she works closely with Seb Beloe, Head of Research, and supports the broader impact investment team. Rachael joined WHEB in 2020 after completing her master's in environmental technology at Imperial College, London.
She also holds the Investment Management Certificate (IMC) and a degree in geography from King’s College London and previously had a career as a business development professional.
Seb Beloe, Partner, Head of Research
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.
Before WHEB, Seb was head of SRI Research at Henderson Global Investors. Seb also spent 10 years in senior roles inthe 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.
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 putting on events for all members of our network.
Richard has over 30 years working in the pension industry as an adviser, senior executive, board member and trustee. He has a portfolio of Board Roles covering finance, education and 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.
For more information, please email the Membership Manager.
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