Investing in and managing impact assets
Introduction
How to use these resources
Resources in this module
Glossary of terms
We have put together a glossary of terms for impact investing
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Determining impact investment strategy
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Impact Investing: Strategy and Action
Rockerfeller Philanthropy Advisors
Reading time: 40 minutes
This is a 38-page guide that explains how to take practical steps towards implementing your first impact investment and builds on RPA’s introductory guide. It breaks the process down into three stages; 1 Prepare; What do you wish to achieve? 2 Build; Where do you land on the impact investing spectrum of risk and engagement? 3 Refine; Make your first investment. Further resources and a glossary are included at the end.
What the reviewer found helpful:“A very informative and easy read. I enjoyed the real life case studies which provided interest and broke up the report.”
Rebecca Lagan
Advanced
Impact investment risk, return and portfolio effect
There are no Advanced resources for this topic
Fiduciary duty and regulation
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Impact Investing by Pension Funds: Fiduciary Duty – the Legal Context
Impact Investing Institute
Reading time: 60 minutes
A 24-page paper focusing on the duties of pension scheme trustees when making investment decisions. A gentle introduction to the changing world and its impact considerations is followed by a detailed discussion of the legal context of trustees’ fiduciary duty, summarising the way different legal sources and principles interact in relation to the investment of pension fund assets. The paper includes case studies and academic analysis and covers further considerations for both defined benefit and defined contribution schemes, concluding that the law permits impact factors to be taken into account in investment decision making.
What the reviewer found helpful:“A complex and pressing issue, thoroughly and concisely covered in a very readable paper.”
Rebecca Lagan
Advanced
✔ Recommended
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Pension Funds and Social Investment
Department for Digital, Culture, Media & Sport
Reading time: 30 minutes
This report is the Government’s final response to the Law Commission’s paper on how far pension funds should consider the social impact when making investment decisions. The report acknowledges the Law Commission’s findings on barriers that are preventing pension schemes from more easily investing in opportunities with wider social benefits, and outlines the Government’s actions and plans towards removing these barriers. Included in the report are recommendations for the Government, regulators and the wider industry, including changes to the regulatory framework and to FCA guidance.
What the reviewer found helpful:“This paper provided useful insight into the Government’s position and approach regarding the potential for pension funds to invest with impact, and how policy can address barriers to such investment.”
Yinni Hu
Advanced