09:10 – 09:15
Introduction by the conference chair, Karen Shackleton.
09:15 – 09:30
Elizabeth Corley, Impact Investing Institute
Current thinking and trends in impact investing in the UK.
09:30 – 10:10
Expectations from impact
Our panel looks at the journey an asset owner takes when considering allocations to impact. What drives the decision to invest? What can fund managers do to drive engagement? What do investors look to achieve?
10:10 – 10:30
What does success look like?
Choosing to invest in impact can mean that a number of factors have to be taken in to account when assessing the outcome of a strategy. What does success look like? How do you balance the financial and non-financial outcomes when investing in listed assets?
10:30 – 11:10
Round Table Discussion
Embedding impact into a portfolio
How should institutional investors incorporate impact into their investment strategies? What are the challenges that need to be faced?
11:10 – 11:40
11:40 – 12:00
Private debt – matters of scale and impact
Impact investing is most regularly associated with the private markets investment space. What are the criteria for success in this area of investment, and how can investors ensure that they can achieve their investment goals?
12:00 – 12:40
Impact measurement is central to evaluating the effectiveness of impact strategies. The panel looks at the process of establishing investment goals, pre-investment assessment, on-going monitoring and evaluating outcomes.
12:40 – 13:00
Setting up an environmental impact portfolio
Impact investors understand the need to achieve appropriate returns for a given investment strategy. Our speaker discusses how to incorporate the various risk, impact and financial return objectives of investors when designing an impact portfolio.
13:00 – 14:00
14:00 – 14:40
Direct practical experience of the opportunities identified and challenges faced when getting impact strategies off the ground.
14:40 – 15:00
Setting up a social impact portfolio
Our speaker discusses how best to incorporate the risk, impact and financial return objectives of impact investors, with a focus on the particular requirements of social impact strategies.
15:00 – 15:40
Round Table Discussion
Which areas of impact are most likely to be introduced at pension funds: social, economic, environment? Which asset classes are most suited to impact strategies? How can investors best balance risk, impact and financial return?
15:40 – 16:10
16:10 – 16:30
Impact as a driver of investment returns
Our presenter looks at the factors behind the considerable growth in impact investment. Why is there now such an interest in impact investing? Is investment performance the main driver of investment decision-making?
16:30 – 17:10
As impact investment grows in popularity, so to does the range of investible opportunities. Is there sufficient accessibility to suitable vehicles and how can pension funds indentify new sources of impact strategies?
17:10 – 17:30
Andrew Mitchell, Founder and Senior Adviser, Global Canopy
Andrew is an international thought leader on natural capital finance and tropical forests. In 2017, he established the consultancy Equilibrium Futures, to provide strategic advice to family offices, asset managers, and banks on risks and opportunities linked to natural capital in their philanthropy and finance. Andrew is the Senior Adviser to Global Canopy, an international think tank he founded in Oxford in 2001 and leads its work on developing landscape green bonds.
17:30 – 17:40
Conference close and Pensions for Purpose Awards Ceremony.
17:40 – 19:00
Drinks in exhibition area
Dinner in venue