LEARN IMPACT INVESTING TOOLS FROM EXPERTS
Learn from experts in IMM with practical knowledge in impact investing & academic background.
IMPACT INVESTING MASTERCLASS FOR INSTITUTIONAL INVESTORS
HOW TO INVEST WITH POSITIVE IMPACT:
7 STEPS TO BUILD A VALUES- CONSISTENT PORTFOLIO
13 November 2024 | Munich
14 November 2024 | Zurich
IMPACT INVESTING MASTERCLASS FOR INSTITUTIONAL INVESTORS
This masterclass aims to equip participants with the skills to translate clearly defined objectives from a Theory of Change (ToC) into actionable targets for implementation and portfolio construction. Participants will dive into the process of developing, refining, and operationalizing a ToC specifically for investment purposes.
We will cover the measurement of change and the establishment of a robust system of key performance indicators (KPIs) to track and assess impact goals in investments. For the final exercise on impact fund selection and portfolio design, participants will use Phenix Impact Fund Database - an exclusive in-house sourcing tool designed for professional investors - to complete a mock-up portfolio.
Understand portfolio construction that reflects your values and fulfils the demands of your Impact mandate while maintaining financial returns.
Develop a financial-first Impact Investing method with a rigorous system of KPIs for actively seeking to create positive change on people and the planet while achieving financial returns.
Harness an understanding of the significance of a Theory of Change (ToC) and its connection to developing a robust impact investment thesis centred on outputs, outcomes, and impact. Operationalise the ToC to construct an impact investing portfolio.
Gain hands-on experience in setting parameters for comparing finance-first impact funds through exclusive access to proprietary sourcing tool containing 2600+ vetted impact funds.
Gain exposure to and recognize different asset managers’ implementation strategies via real-world examples and case studies on how they have integrated and operationalized their values into their portfolios and impact measurement systems.
MASTERCLASS SCHEDULE
MUNICH
13 November 2024 | 8:30 - 13:00
08:30 Registration and welcome breakfast
09:00 Session 1
- Actionable theory presentation
- Values in action case-studies
10:45 Coffee Break
11:00 Session 2
- Investor journey case study
- Group assignment
12:00 Networking Lunch
Hotel Vier Jahreszeiten Kempinski Munich
Maximilianstraße 17, 80539 München, Germany
ZURICH
14 November 2024 | 12:00 - 16:30
12:00 Registration and welcome lunch
12:30 Session 1
- Actionable theory presentation
- Values in action case-studies
14:30 Coffee Break
14:45 Session 2
- Investor journey case study
- Group assignment
15:45 Networking drinks
COWORKING LOUNGE TESSINERPLATZ
Tessinerplatz 7, 8002 Zürich, Switzerland
Are you interested in the masterclass, or do you have additional questions? Please contact our institutional investor relationship manager: Tom Alker via tomalker@phenixcapitalgroup.com.
Learn from experts in IMM with practical knowledge in impact investing & academic background.
12 years of expertise in impact investing practices and advocacy.
10 years of experience curating educational events for institutional investors & asset owners.
Learn amongst your peers, exchange best practices and co-create new approaches.
Takeaway a set of actions & more sophisticated approaches to apply within your organisation.
Receive complimentary impact reports with impact investing market data.
Track your Professional Education credits via CFA Institute portal.
Receive a Certificate of Completion at the end of each course.