IMPACT INVESTING ACADEMY | PHENIX CAPITAL GROUP

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.

LEARN IMPACT INVESTING TOOLS FROM EXPERTS

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

AQUIRE INSIGHTS INTO BEST IMPACT PRACTISES

12 years of expertise in impact investing practices and advocacy.

EDUCATION FOCUSED ON INSTITUTIONAL ALLOCATORS

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

CONNECT WITH YOUR PEERS ON THE SAME JOURNEY

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

DEVELOP YOURSELF & YOUR ORGANISATION

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

ACCESS THE LATEST IMPACT DATA PUBLICATIONS

Receive complimentary impact reports with impact investing market data.

EARN CREDITS ALONG THE COURSE

Track your Professional Education credits via CFA Institute portal.

SHOWCASE YOUR IMPACT LEADERSHIP

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

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.

Phenix Impact Investing Academy - Course I

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

IMPACT INVESTING ACADEMY FOR INSTITUTIONAL INVESTORS

WHO SHOULD JOIN