This System & Governance Change Community Interest Group (CIG), will be delivered in partnership with our Ecosystem Theme Supporter, Social Value International. Join us for a meeting that aims to assist asset owners and their advisers in moving from systems thinking to systems change.
This meeting will explore why systems thinking is essential for good governance and how it can be applied in practice using real-world approaches, such as the Impact Investing Principles for Pensions. We will examine how to set impact priorities aligned to systemic risks, future retirement outcomes and organisational purpose; how to align advisers, managers and suppliers; and how capital allocation, stewardship, engagement and policy collaboration can drive change. We will also discuss impact reporting as a tool for advocacy.
Attendees will have an opportunity to take part in breakout discussions, where we invite participants to share the barriers to addressing systemic risks; explore why dominant narratives on climate, biodiversity and inequality have failed to drive sufficient investor action; and identify how Pensions for Purpose can help organisations to embed systems thinking and deliver meaningful change.
Who should attend?
This event is open to asset owners such as pension fund trustees and in-house executives, and independent investment advisers.
Register here
Speakers
Leanne Clements, Head of Responsible Investment, People's Partnership
Leanne is a responsible investment expert with 17 years’ experience, with nearly 30 years of working in sustainable development more broadly. Her role is to assist the investment team in integrating environmental, social, governance and stewardship considerations into our investment process. In any discussion, Leanne brings to life the impact such policies have on savers’ pension funds, notably with respect to addressing industry challenges to effective stewardship. Her area of focus is working with wider industry to evolve its understanding of how to expand its stewardship approach with a more systemic lens.
David Brown, Trustee, Smart Pension
David joined the Smart Pension Master Trust Board in October 2018. He is a Fully Accredited Professional Pension Trustee with a range of Board appointments. David has over 35 years’ experience worldwide in the pension and investment industry, working as an operator and consultant. He has worked for two of the Big Four consulting firms and was the UK and ROI Pensions and Payroll Manager for Tesco.
David is a Fellow of the Pensions Management Institute and Associate of the Chartered Insurance Institute. He is passionate about ESG and addressing the risks and opportunities arising from Climate Change. He holds the CFA Certificates in ESG Investing (2021) and Impact Investing (2024).
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 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 worked in partnership with the Impact Investing Institute's to develop the 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.
Phone:
Events: 0330 223 6152
Address:
The Enterprise Centre
University of East Anglia
University Drive
Norwich
Norfolk NR4 7TJ
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