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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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    COURSE I

    IMPACT INVESTING FOUNDATIONS FOR INSTITUTIONAL INVESTORS

    INVESTING WITH YOUR VALUES TO CREATE POSITIVE CHANGE

    Through this course, impact professional heard from IMM experts and fiduciary intermediaries on how they have designed the modern Impact portfolio around the values and financial needs of their clients. 

     

    This course allowed them to walk away with a roadmap for discovery, a clear understanding of how to invest with values for change, and how to achieve 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.

     

    WHO CAN 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 consisted of 3 modules of 3 hours each on-site interactive training, including breakfast.

    Participation: In-person

    The course included 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

     

    * New course is coming up in spring 2025. Enrolment will start in September 2024.

     

    Module 1

    THE GOLDEN THREAD: THEORY OF CHANGE (TOC)

     

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

       What is a ToC​

    •    Why you need a ToC​

    •    Weaving the Thread into Thesis

     Faculty speaker: Carol Tarr, IMM Lead & Academy Programme Director, Phenix Capital Group.

    DATE: New course is coming up in Spring 2025. Enrolment will start in September 2024.

    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 was designed to help actively seek to create positive change on the planet and in society while achieving financial returns for a financial-first impact. We explored 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 the participants and their organization. We discussed the Spectrum of Capital, values-alignment, mission-driven mandates, and innovations in faith-based investing. We also addressed how to articulate their organisation's mission and translate their values into investment action. 

      Spectrum of Capital

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

    •   From Screens and Themes to Impact

    Faculty speaker: Carol Tarr, IMM Lead & Academy Programme Director, Phenix Capital Group.
    Guest Speaker: Eleni Theodorou-Admiraal, Managing Director, We Share Forward Foundation.
     

    DATE:  New course is coming up in Spring 2025. Enrolment will start in September 2024.

    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

    Faculty speaker: Carol Tarr, IMM Lead & Academy Programme Director, Phenix Capital Group.

    DATE: New course is coming up in Spring 2025. Enrolment will start in September 2024.

    TIME: 09:00 - 12:00

    ATTENDANCE: In-person

    WHERE: The Edge building, Deloitte offices, Amsterdam 

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

    WHY OUR ACADEMY

    Impact Academy Icon

    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.​

    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.
    Academy Certificate example

    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
    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I

    Impact Investing Academy Course I diploma

    MORE CONVERSATIONS ON IMPACT INVESTING

     

    FIND EVENTS NEAR YOU!

    IMPACT EVENTS MAP
    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