Impact Investing Event for Institutional
Institutional investors and impact fund managers will be able to exchange best practices, learn from each other’s experiences, and share ideas on creating innovative and scalable solutions to generate impact in private and public markets. During the InvestorConnect sessions, investors can explore a select group of impact strategies in public equity, public debt, private equity, private debt and real assets.
Impact Investing Event for Institutional Investors
We believe in the power of impact investing and the role financial actors play in solving the most pressing issues of our time. Join us on a deep-dive discussion about the relevance of catalysing capital to impact investments and the challenges encompassed in a long-term value creation vision and short-term profit and return maximisation whilst dealing with climate change.
ADVISORY BOARD 2023
- The 2023 programme was developed with the support of:
Evita Zanuso, Head of Strategic Partnership, Katapult Foundation
Hanna Edström, Head ESG Liquid Markets, LGT Capital Partners
Hanna Ideström, Senior Portfolio Manager, AP4
Jenny Carenco, Secretary of the Board, The Swedish National Advisory Board for Impact Investing
Louise Aagaard Jensen, Senior ESG Manager, PKA
Rebecca Rehn, Head of ESG Analyst, Alecta
WHO WILL ATTEND
● 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.
08:30 - 09:00 - Registration
09:00 - 10:10
Breakfast workshop | Phenix Impact Investing Academy: Theory of Change
In this practical workshop, participants will understand how other organizations addressed their theory of change development through case-study content. This workshop is brought to you by the Phenix Impact Investing Academy.
10:10 - 11:00
Fireside chat | Implementation of a Climate Strategy by 2030
With the 2030 Climate Target Plan, the European Commission proposes to raise the EU's ambition of reducing greenhouse gas emissions to at least 55% below 1990 levels by 2030. Investors are thereby encouraged to increase their ambition to limit the rise in global temperature to 1.5°C and avoid the most severe consequences of climate change. But how are investors and their managers able to stick to their targets? How do they hold their partners accountable? Are less ambitious targets a solution? How will regulations such as SFDR go forward or change? And how does a climate strategy fit with fiduciary duty? In this panel, investors will address the many challenges investors allocate to climate face.
11:00 - 11:15 Networking & Fika
11:15 - 12:15
This dynamic session, consisting of short 15-minute speed meetings, is designed to give asset owners an efficient way to learn about a selected group of impact strategies of institutional quality and take an opportunity to enquire for more details, whilst making connections with other asset owners along the way.
12:15 - 13:15 Lunch
Keynote speech | Net Zero and Climate Transition
Smart capital allocation is crucial to achieving the 2050 Net Zero Goals of the Paris Agreement. This session will look into how we can move a step closer towards the climate transition by mitigating global emissions through the use of a short-dated bond strategy.
13:30 - 14:00
Fireside chat | Sizeable Social Investments Aligned with Fiduciary Duty
There has been a greater focus on environmental issues whereas social issues on the other hand were sidelined and underfinanced in every area of the world. This session will dive into topics such as:
• Social Infrastructure & Transportation
• Social Inclusion and Education
• Healthcare & Quality of Life
14:00 - 15:10 Closing networking drinks
BOOK YOUR SEAT AMONGST YOUR LOCAL IMPACT INVESTING PEERS!
A LIMITED NUMBER OF COMPLIMENTARY INVITES ARE AVAILABLE FOR INSTITUTIONAL INVESTORS AND ASSET OWNERS.
FEATURED SPEAKERS 2023
Head of Responsible Investments,
KLP Kapitalforvaltning AS
Prior to joining KLP, Ms Aziz was a lawyer, lecturer and researcher. She also has extensive board experience. She is currently on board for Norwegian Refugee Council which is one of the world`s largest humanitarian organizations for displaced people. She is also a columnist for Norway’s largest online newspaper for finance and business. Ms Aziz holds a law degree from the University of Oslo.
Secretary of the Board,
The Swedish National Advisory Board for Impact Investing
Chair ESG Liquid Markets,
LGT Capital Partners
Hanna holds a MSc in Business Administration from the Stockholm School of Economics and an MSc in International Management from the Community of European Management Schools (CEMS). Hanna is a Chartered Financial Analyst (CFA)and holds a Certificate in ESG Investing from CFA UK.
Sustainable Finance Lab
Chief ESG & Communication Officer,
Brunswick Real Estate
Head of Sustainable Investing,
Global Child Forum
Phenix Capital Group
Swedfund International AB
Amanda Koppang Willfors
Swedfund International AB
Global Head of Responsible Investment,
Aegon Asset Management
Ulrich von Creytz
Head Real Estate Investment Specialists,
Head of Strategic Partnership,
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WHAT IS IMPACT INVESTING
Whereas ESG investing looks to integrate environmental, social and governance factors when subject to an investment’s performance, impact investing goes a step further by seeking investments that contribute to measurable social and/or environmental impact.
THE CHARACTERISTICS OF IMPACT INVESTMENTS
Intentionality: intent to achieve a social or environmental goal is clearly expressed and the investor identifies outcomes that will be pursued
Additionality: thesis or narrative describes how the investor’s actions will help achieve the goal and how the outcome would not have occurred without the investment
Measurement: impact measurement framework in place to assess the level of expected impact and monitor progress against the goal
SPECTRUM OF CAPITAL
Impact Seminar Series programme is focusing on the financial-first impact investments opportunities, offering experienced impact investors the stage to share best practices with their industry peers.
First published by Bridges Fund Management (2015), the Spectrum of Capital maps out different investment approaches, depending on investors’ desired risk, return and impact profile, and categorises them in a range from traditional investment to philanthropy.
- Financial-First Impact Investments: select funds in specific sectors, impact themes, or in alignment to the SDGs. In this approach, there is no trade-off between return and impact, and thus all investments should achieve fully commercial risk-adjusted returns.
Impact-First Impact Investments: funds are selected to maximize impact over returns. These investments may target lower risk-adjusted returns to deliver greater impact.