The challenge
Asset managers who invest money on behalf of others, as well as asset owners such as pension funds and endowments, have fiduciary duties – the legal obligation to act in the best interest of their clients or scheme members – when making investment decisions. An often narrow interpretation of fiduciary duties as the sole obligation to deliver financial returns, paired with the misconception that impact investing means sacrificing financial returns, are the two biggest barriers to impact investing.
What we do to solve it
Together with leading legal experts, we produced research that demonstrates the compatibility of impact investing with an asset manager’s and an asset owner’s fiduciary duties. With the insight of pension professionals, we developed our Impact Investing Principles for Pensions – a practical guide for pension schemes to pursue an impact investing strategy. We also produced a how-to-guide on impact investing for foundations who want to invest their endowment with impact. We bring our guides come to life through delivering events and training.
How we do it
Pensions
Helping pension funds and their investment advisors to progress their impact investing journey
Endowments
Working with foundations to help endowments to be invested with impact
Asset managers
Supporting asset managers in integrating impact into their thinking and investment process
Family offices
Mobilising more personal wealth to create meaningful impact
Our work
Putting people and the planet at the heart of investing
Helping investors become impact investors
Helping you learn about impact investing
Glossary
We have put together a glossary of terms for impact investing
