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 Principles for Pensions
Impact Investing Institute
Reading time: 20 minutes
Together with leading practitioners from across the pensions sector, the Impact Investing Institute has developed four Impact Investing Principles for Pensions. They are a practical guide to impact investing and provide four concrete steps pension schemes can take to pursue an impact investing strategy.
Introductory
✔ Recommended
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Impact Investing Made Simple
Pensions and Lifetimes Savings Association (PLSA)
Reading time: 45 minutes
A 20-page guide to introduce anyone involved in investing for retirement to the concept of impact investment. It presents the opportunity to make a positive impact on people and the planet through investment, while also generating healthy returns for pension savers. The guide looks at the growing importance of ESG investment, UK regulations for pensions and the UN Sustainable Development Goals. It seeks to outline why impact investing will drive future growth, concluding that sustainability is an imperative, not an option for pension funds.
What the reviewer found helpful:“I liked the gentle gearing up of the significance of the issue throughout the report. I doubt that a pension trustee could read this through without some serious reflection.”
Rebecca Lagan
Introductory
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The Case for Impact Investing – What Pension Funds Need Know
Impact Investing Institute
Reading time: 1 hour (webinar)
This webinar explores why investing with impact is a smart decision for your pension fund and how pension funds can start thinking about making a change while delivering a substantial financial returns, today. The session was hosted by the Impact Investing Institute’s CEO Sarah Gordon, in discussion with Emma Howard Boyd, Chair of the Environment Agency, which successfully runs a pension scheme with a strong focus on responsible and sustainable investment, and David Blood, co-founder and Senior Partner of Generation Investment Management, who has 16 years of experience in successful sustainable investment.
Introductory
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How DFIs and NABs can partner to move more capital for impact in local markets
Impact Investing Institute
Reading time: 10 minutes
The document considers how Impact investing market builders can collaborate with DFIs to leverage sources of finance, expertise and solutions to support economic development. Emphasis is placed on the possibilities for innovation, breaking down silos and filling gaps in the market to create more targeted social investment. Insights are the given from 3 DFIs in the UK, Nigeria and the Netherlands.
What the reviewer found helpful:“A useful paper for anyone wanting to place DFIs within in the impact ecosystem, and to learn about opportunities for collaboration with them”- Anna Martinovic
Introductory
Impact investment risk, return and portfolio effect
There are no Introductory resources for this topic
Fiduciary duty and regulation
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Fiduciary Duty in a Changing World: Impact Investing – the Why and How
Impact Investing Institute
Reading time: 1 hour (webinar)
How should pension funds, which hold some of the largest pools of capital in the world but have strict fiduciary duties, approach impact investment?
Introductory
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Can Charities Invest their Endowment with Impact?
Impact Investing Institute
Reading time: 15 minutes
This short report sets out the case for charities to move their investment strategies for their endowments away from a ‘classic investment approach’ and towards impact investing. It does so by offering both mission-related reasoning and financially material factors. The thorough list of FAQs at the end cover the how investing endowments with impact aligns with charities’ legal duties and the law, and potential legal considerations for trustees to be aware of. This advice has been reviewed by several legal firms.
What the reviewer found helpful:“The paper convincingly explains the growing impetus for impact investing, particularly for those who are already familiar with charity law” Anna Martinovic
Introductory