Once a niche strategy straddled between sustainable investing and charity, Impact Investing now finds itself firmly on the radar of major institutional investors seeking to allocate capital with the longer term on their minds. However, “Impact” is frequently misunderstood, often making it is difficult to distinguish between the different shades of sustainability it may be associated with.

To shed light on what constitutes impact investing, how it is being identified and measured, NordSIP proposes a lunch seminar tailored to institutional investors:

IMPACT IN FOCUS

Identify, Integrate & Measure Impact Investments

Together with four experts with an exceptional breadth and depth of knowledge and experience in impact investing, we will focus on answering the following questions:

  • From asset selection to engagement – what is impact, what is not?
  • Can listed investments really achieve impact?
  • Seeing in believing – what kind of results have been achieved?
  • Measuring impact – what does research show?
  • Where is impact investing heading today?

For any question, please contact your moderator for the event:

Aline Reichenberg Gustafsson – [email protected]

Program

11:30 – Registration

11:50 – Lunch & Welcome address

12:00 – In search of Impact
by the Investment Leaders Group, Cambridge Institute for Sustainability Leadership

12:15 – Listed Impact by Victoria Leggett

12:30 – Impact on the ground by Per Haagensen

12:45 – Achieving Global Impact by Shade Duffy

13:00 – Roundtable discussion, moderated by Aline Reichenberg Gustafsson

13:45 – Concluding remarks

In partnership with

More about your experts

Jasminka Enderle

Project Manager, Sustainable Finance
University of Cambridge Institute for Sustainability Leadership

Jasminka Enderle is Project Manager in Sustainable Finance in University of Cambridge Institute for Sustainability Leadership. She joined CISL in January 2018. In this role she is leading the project for the new report 2018 “In search of impact – Measuring the full value of capital”. This report aims to create transparency of investments impact to enable consumer choice in financial decision making process. She is also leading the project “Bank 2030”, where banks aim to understand how to accelerate the financing of the low carbon economy.

Jasminka previously worked for three years at PWC Germany in advising financial institutions in sustainable operations, compliance and was in charge of the PWC research publication “Efficiency of credit processes in German banks”. Prior to this Jasminka worked for seven years within German Corporate Banking for Commerzbank and UniCredit with focus on market risk, credit and credit portfolio management. Jasminka has a MSC in Finance from Frankfurt School of Finance and Management.

Victoria Leggett

Portfolio Manager
Head of Responsible Investing
Union Bancaire Privée

Victoria Leggett has 15 years of investment experience, having started her career at Arbuthnot as a UK equities analyst before joining Threadneedle as a European Equities Analyst.

In 2010 Victoria joined UBP as a Portfolio Manager on European Equities and as of head of Responsible Investing for UBP.

Victoria has a BA in History and German Literature from Durham University and holds the IMC qualification.

Shade Duffy

Head of Corporate Governance
AXA Investment Managers

As Head of Corporate Governance within the Responsible Investment team in MACS, Shade has been responsible for leading voting and engagement work since joining AXA IM in 2005.

Prior to AXA IM, Shade worked in a similar role as Head of Corporate Governance at Henderson Global Investors for three years. Before that, she worked as a Deputy Manager for the National Association of Pension Funds’ Voting Issues Service, where she advised pension funds on corporate governance issues.

Shade holds a Master’s in Law from Tulane University and a Bachelor’s in Law from Wolverhampton University. Shade serves as a member of the Association of British Insurers’ Share Schemes Panel and is a member of the New York Bar.

Per Haagensen

Head of Business Development Nordics
responsAbility Investments AG

Per manages a European team that is responsible for institutional investors at responsAbility Investments AG. Per has more than 20 years of financial markets experience.

Prior to joining responsAbility, Per worked at various investments banks including Clarkson-Platou and Fondsfinans in Oslo. He started his career at Cazenove & Co. in London, UK. Per is a graduate of the University of Bath, with an executive MBA from the Norwegian School of Economics (NHH).