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EMPOWERING CHAMPIONS OF IMPACT!

PRACTICAL TOOLS TO IMPLEMENT IMPACT INVESTMENTS INTO AN INSTITUTIONAL PORTFOLIO.

    IMPACT INVESTING ACADEMY FOR INSTITUTIONAL INVESTORS

    Phenix Impact Investing Academy is a series of executive educational courses focusing on the needs of institutional investors.

    ​​The academy offers deep-dive sessions covering the most current topics in impact investing with practical tools, best-in-class case studies with the support of academic institutions and industry experts. ​​

    The Impact Investing Academy is curated by Phenix Capital Group, utilising the broad knowledge in impact investing aggregated since 2012. The Academy offers concrete tools to institutional investors, to tackle their current challenges whether they are beginners or advanced impact allocators. ​​

    The Academy supports investors’ impact journey to define, implement, integrate and innovate their impact approach.​​​
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    WHO SHOULD JOIN

    Phenix Impact Investing Academy offers an executive education, designed for the decision-makers of institutional investor organisations based in the Benelux region, who are interested in expanding their knowledge and learning the best practices to integrate impact investing into their portfolio. Professional investors from both public and private markets are welcome to join.

    ● Public and Corporate Pension Funds and their Fiduciary Managers,
    ● Insurance Companies,
    ● Sovereign Wealth Funds,
    ● Family Offices,
    ● Foundations and Endowments,
    ● Wealth Managers/Private Banks,
    ● Development Finance Institutions,
    ● Faith-based Organisations.
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    WHY US

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    LEARN IMPACT INVESTING TOOLS FROM EXPERTS ​

    Learn from experts in IMM with practical knowledge in impact investing & academic background.​

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    AQUIRE INSIGHTS INTO BEST IMPACT PRACTISES​

    12 years of expertise in impact investing practices and advocacy. ​

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    EDUCATION FOCUSED ON INSTITUTIONAL ALLOCATORS​

    10 years of experience curating educational events for institutional investors & asset owners.​

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    CONNECT WITH YOUR PEERS ON THE SAME JOURNEY​

    Learn amongst your peers, exchange best practices and co-create new approaches.​

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    DEVELOP YOURSELF & YOUR ORGANISATION

    Takeaway a set of actions & more sophisticated approaches to apply within your organisation.​

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    ACCESS THE LATEST IMPACT DATA PUBLICATIONS

    Receive complimentary impact reports with impact investing market data.​

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    EARN CREDITS ALONG THE COURSE

    Track your Professional Education credits via CFA Institute portal.​

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    SHOWCASE YOUR IMPACT LEADERSHIP​

    Receive a Certificate of Completion at the end of each course.​

    COURSES 2023

    Course I 

     

    IMPACT INVESTING FOUNDATIONS FOR INSTITUTIONAL INVESTORS

     

    INVESTING WITH YOUR VALUES TO CREATE POSITIVE CHANGE

    Join us and hear from IMM experts and fiduciary intermediaries on how they have designed the modern Impact portfolio around the values and financial needs of their clients. 

    At the end of this course, you will walk away with a roadmap for discovery, a clear understanding of how to invest with your values for change, and how to achieve your financial and societal goals. 

     

    Learning Outcomes and key takeaways: 

    Understand the importance of a Theory of Change (ToC) and its relation to forming a strong impact investment thesis.
    Identify the key components of a ToC and start to build your own.
    Be able to evaluate the logic within a potential investees’ ToC for the purpose of investment decision-making.
    Develop a Financial-first Impact Investing method for actively seeking to create positive change on the planet and in society while achieving financial returns.
    Narrow down the UN Sustainable Development Goals (SDGs) and targets to the ones that are most important and best reflect your values, and articulate your organisation's mission.
    Understand the Spectrum of Capital and how it applies to your organisation.
    Understand the approaches and innovations within the fields of values-aligned, mission-driven, and faith-based investment markets.
    Understand portfolio construction that reflects your values and fulfil the demands of your Impact mandate while maintaining financial returns.
    Master clear communication tactics for communicating values with fiduciary intermediaries and ensure your portfolio remains values-aligned.

     

    ENROLEMENT & FEES



    WHO SHOULD ATTEND:

    This executive-level course is designed for the decision-makers of institutional organisations, with the content focused on C-Suite, Board Members, Portfolio Managers and ESG/Impact Investing officers of organisations such as pension funds, fiduciary managers, insurance companies, family offices, banks, sovereign wealth funds, foundations and endowments, development finance institutions, faith-based organisations.

     

     

    PARTICIPATION:

    This course offers LIMITED SEATS and is reserved ONLY FOR INSTITUTIONAL INVESTORS & ASSET OWNERS.

    The course consists of 3 modules of 3 hours each on-site interactive training, including breakfast.

    Participation: In-person

    The course includes pre-module theory, in-module practical sessions & group work, post-module additional reading materials 

    Certificate of Completion at the end of the course & earn CFA PL credits

     



    PARTICIPATION FEE:  €3000,- incl. VAT (Complimentary celebratory offer to our institutional investor community)

     

     

    LIMITED SEATS!

    Each participant is required to enrol for this course via an application.

    Please apply via the following link until 15 September 2023.

    Module 1

    THE GOLDEN THREAD: THEORY OF CHANGE (TOC)

     

    In this module, we explore how Impact Investors express their worldview and articulate how they plan for system change via a Theory of Change (ToC). Moreover, we explore the roots of the logic model and its importance in impact investing. We discuss the intricacies of ToC design and interpretation, and how it informs investment decision-making. We delve into the golden thread that runs between the logic of the ToC and the formation of your investment thesis, and onward into how to weave it into your investment strategy. You will learn how to extract and build on the essential information it provides, whether its for constructing/improving your own ToC or interpreting one you receive from a potential investee.

       What is a ToC​

    •    Why you need a ToC​

    •    Weaving the Thread into Thesis

     

    DATE: Wednesday, 27 September 2023

    TIME: 09:00 - 12:00

    ATTENDANCE: In-person

    WHERE: The Edge building, Deloitte offices, Amsterdam 

    FORMAT: Theory, practical session - workshop (breakfast included)

    Module 2

    VALUES MAPPING

     

    This module is designed to help you actively seek to create positive change on the planet and in society while achieving financial returns for a financial-first impact. We explore how to develop a method for values mapping, how to narrow down the Sustainable Development Goals (SDGs), and set targets to the ones that are most important to you and your organization. We discuss the spectrum of capital, values-alignment, mission-driven mandates, and innovations in faith-based investing. We also address how to articulate your organization's mission and translate your values into investment action. 

      Spectrum of Capital

    •   Values-aligned, Mission-driven and Faith-based

    •   From Screens and Themes to Impact

     

    DATE: Thursday, 9 November 2023

    TIME: 09:00 - 12:00

    ATTENDANCE: In-person

    WHERE: The Edge building, Deloitte offices, Amsterdam 

    FORMAT: Theory, practical session - workshop (breakfast included)

    Module 3

    PORTFOLIO ALIGNMENT

     

    In this module, we explore how to ensure that your portfolio reflects your values and fulfils the demands of your impact mandate while maintaining financial rigour. We discuss how to position the discussion, open up the conversation, and help your clients invest with their values in mind. We also provide clear communication tactics for asset owners and discuss how to rectify misalignments and put measures in place to ensure that your portfolio remains values-aligned. 

      Does your portfolio reflect your values?​

    •   Communication and Positioning​

    •   Rectifying Misalignments

     

    DATE: Thursday, 8 February 2024

    TIME: 09:00 - 12:00

    ATTENDANCE: In-person

    WHERE: The Edge building, Deloitte offices, Amsterdam 

    FORMAT: Theory, practical session - workshop (breakfast included)

    UPCOMING IN 2024

    Course II 

    IMPLEMENTATION OF IMPACT MEASUREMENT, TOOLS & FRAMEWORKS 

     

    ENROLMENT OPENS: January 2024

    COURSE DATE: April - June 2024

    FORMAT: Morning breakfast & workshop

    WHERE: TBC

    Module 1  

    FUND SELECTION 

      Impact DD

    •   Build your own portfolio

    •   Innovation and amplification

    Module 2  

    MEASURING CHANGE

      Metrics & Benchmark 

    •   Frameworks

    •   Tools

    Module 3 

    REPORTING & REGULATIONS

      How to use SFDR

    •   Taxonomies

    •   Reports

    CERTIFICATE OF COMPLETION​

    At the end of each course, a certificate of completion is issued to participants upon successfully participating and applying knowledge within the workshop environment. ​

    CFA Institute credits

    CFA Institute members will be able to claim the Professional Learning(PL) credits earned from external sources. Completing a course of 3 modules would account for 12 PL credits.
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    FACULTY & SPEAKERS

    Impact Investing Academy faculty consists of Phenix Capital Group IMM experts & guest speakers from the industry.

    Each module will invite expert speakers and case-study presenters relevant to the topic.

    PROGRAMME DIRECTOR:

    Carol Tarr, IMM Lead at Phenix Capital Group.

    Formerly Lecturer in Sociology and Research Methodology at Nyenrode Business University; founder of Atomic Spices and portfolio manager for a circular economics VC fund. Expert and researcher in values-based portfolio alignment and gender-lens investing. Master’s degree in Theological Studies (Ethics and World Religions) from Harvard University.
    Carol Tarr

    MORE CONVERSATIONS ON IMPACT INVESTING.

     

    FIND EVENTS NEAR YOU!

    IMPACT EVENTS MAP

    HEAR FROM THE INDUSTRY EXPERTS

     

    Piet Klop

    Head of Responsible Investment,

    PGGM

     
    “The best thing investors can do to grow the impact of their investments and to grow the industry is to take more responsible risk, to get better at judging future risks. Risks right now is mostly a statistical phenomenon, what happened over the past 20 years you expect later that you arrive at some measure of risk. I think that’s not going to cut it anymore. We need to trust projections, we need to trust scenarios. In an exponentially changing world, yes we can justify taking more risk, in order to get to the impact we all need.” 
     
     

     

    Katie Fulford-Smith

    Impact Investment Professional, Big Society Capital 

     
    “So investors can do more to drive capital to impact Investing and by working together so there’s a real power in learning from peers so, whether you’re an investor and an asset manager or whether you’re an investor and an asset owner, the more you can talk to your peers, educate yourself about the opportunities and how to great real impact and then act on that together, I think greater things will happen.”
     
     

     

    Cyril Gouiffès

    Head of Social Impact Equity Investments, European Investment Fund 

     
    “In order to drive more capital to the industry, investors should first and foremost in my view, consider very carefully what are their short-term, medium-term and long-term objectives because smart investment decisions in 2023 cannot only be about generating fast or exclusively financial performance because of the summer we’re experiencing the social situation that is prevailing in many members states in the EU, prevailing in worldwide, I think it is not wise to only asses the quality of investment through the goggles of financial KPIs. So, I think factoring in Impact is actually the only wise decision in the long term when it comes to making a smart investment decision.”
     
     

     

    Sir Ronald Cohen

    Chairman of Global Steering Group for Impact Investment

     
    “The great purpose of the impact revolution is to bring the capital of the private sector which dwarfs philanthropic capital and even government capital, to bring that capital with its entrepreneurship and its innovation to tackling social issues. We have to prevent the private sector from doing harm, but we also have to recruit the private sector to doing good and the best way of doing that is to begin to think in terms of the performances of companies, not just in terms of their profits but also in terms of their impact.”
     
     
    SUSTAINABLE DEVELOPMENT GOALS

    OUR COMMITMENT TO UN SDGs

    The world is facing an abundance of environmental and societal challenges. Recent years have seen a significant momentum surrounding the need of a ‘new normal’ where financial markets are designed to positively contribute to sustainable development. Despite this trend, significantly more private sector capital is needed to help finance the implementation of the 2030 Agenda, which requires investments in the amount of several trillion USD each year. Phenix Capital Group accompanies institutional investors and asset owners throughout their impact journey. We provide tools to facilitate the implementation of a successful impact investing allocation and to navigate current impact investing opportunities.
    LEARN MORE ABOUT IMPACT INVESTING
    SDGs - Sustainable Development Goals