Impact Investing: Trends, Issues and Capabilities
What do (U)HNW clients need from their professional advisers?
Is impact investing about saving the world driving positive social and environmental change or in practice is it in its infancy? Is it impactful? Has there been real progress? Does it work? How can it be done better?
This event will explore the various approaches to impact investing and their efficacy; addressing the continuum of capital from responsible to sustainable and impact driven investment, to social enterprise to philanthropy.
It will answer how do we achieve deeper impact investing? And how can investors, entrepreneurs, and intermediaries seek to generate social and environmental impact while achieving financial returns.
Are professional advisers to (U) HNWI prepared for the various forms of social impact investing? The Corley Report indicates there is a need to strengthens their competence and confidence. Attendees will explore what is needed to support the shift to impact investing e.g. agreed best practice, adjusted rewards, products, regulatory drivers, better reporting, and the need to improve the deal flow and the ability to invest to scale.
Additional issues discussed include:
- The lack of sustainable/impact investment of the billions invested by charities including not investing to influence listed companies to improve practices, products, and contribute to the SDGs; learning about the Coalition established to bring a change in this behaviour
- The interest of millennials in impact investing and the lack of support from families and financial advisers and the lack of investor education designed to meet their needs
- How venture philanthropists and impact investors are working together to fund early-stage impact enterprises
Chair Paul Knox, Managing Director, J.P. Morgan Private Bank
Panel David Pollock, Director, Consilium Capital Ltd
Duncan MacIntyre, CEO UK, Bank Lombard Odier & Co Ltd
Amy Clarke, Partner & Co-Founder, Tribe Impact Capital LLP
Luke Fletcher, Partner, Bates Wells Braithwaite