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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.​​​

    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.

    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.

    UPCOMING COURSE

    Course II 

    IMPLEMENTATION OF IMPACT MEASUREMENT, TOOLS & FRAMEWORKS 

     

    ENROLMENT OPENS: 15th February 2024

    COURSE DATE: April - June 2024

    FORMAT: Morning breakfast & workshop

    WHERE: Amsterdam

    Module 1  

    FUND SELECTION 

      Impact DD

    •   Impact Portfolio Management

    •   Innovation & amplification: multi-asset mgt

    Module 2  

    MEASURING CHANGE

      Metrics & Benchmark 

    •   Frameworks

    •   Tools

    Module 3 

    REPORTING & REGULATIONS

       How to use SFDR , SDR, etc

    •    Taxonomies

    •    Impact Reporting Standards

    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.

    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.

    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.