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Myths Prohibiting Scale & Growth in Impact Investing

This session will provide an overview of impact investing, including a full spectrum approach. The webinar will also cover the growth in the industry over the last 10 years and most importantly the prevailing myths across the field that are stunting scale and growth. Participants are encouraged to engage and ask questions and share their experiences with these myths.
Recorded May 22 2018 59 mins
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Presented by
Rehana Nathoo, Spectrum Impact
Presentation preview: Myths Prohibiting Scale & Growth in Impact Investing
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  • Impact Investing: Private Equity to Address Global Problems Sep 8 2021 5:00 pm UTC 60 mins
    Justin Kulla, TZP Group, Partner and Head of Impact Investing and ESG
    The United Nations estimates the world needs $5-7 trillion to address its largest and most challenging problems. While governments and non-profits will have a meaningful role to play, the private market will play the most important role in identifying, developing and scaling effective solutions. Education, medicine, financial inclusion and climate sectors will all be revolutionized by private sector technology and innovation. The purpose of this talk is to describe the ways in which impact investing is set to become the most important economic driver in the 21st Century because, and not in spite of, the social and societal needs.
  • Passive Pitfalls and Active Alpha in China ETFs Jun 1 2021 7:00 pm UTC 60 mins
    Phillip Wool, PhD Managing Director & Head of Investment Solutions, Rayliant
    Chinese stocks produced one of the strongest returns of major equity markets in 2020, a welcome result for those betting on China’s rapid economic growth and low correlation with other global markets. On top of a compelling beta story, roughly 85% of trading in China is done by amateur retail investors, leading to rampant mispricings and the potential for intelligent strategies to yield large behavioral alpha. At the same time, mainland China’s markets carry an array of special risks, from questionable accounting and often confusing regulations to state-owned companies with weak governance and poor performance—the quintessential value traps.

    As China’s economy becomes “too big to ignore”, ETF investors looking for exposure will need navigate these unique challenges and opportunities. In this talk, Phillip Wool, Rayliant’s Head of Investment Solutions and a portfolio manager of Rayliant’s Quantamental China Equity ETF (RAYC), will explain why active management is an essential piece of the investing puzzle for Chinese stocks.

    Phillip will cover the pitfalls of passive ETF design in a retail-dominated market with a nuanced investment landscape, and explain how an active approach to building ETFs for China A shares manages risk and exploits behavioral bias to fully capture the benefits Chinese equities have to offer.
  • Fixed Income Funds: Active vs. Passive Jun 1 2021 12:00 pm UTC 60 mins
    JR Rieger, Owner, The Rieger Report LLC
    Is 2021 the year of actively managed bond funds?

    The growth in choices of bond funds ranging from passive to active continues. What you need to know about the myths and realities of the bond market and fund performance.

    Join this discussion as we cover:
    -The risks in manager selection
    -The hard choice to make: active management or passive?
    -Bond funds or ETFs: strengths & weaknesses of both
    - When bonds go from boring to bad
  • What to Do When an Investment Strategy Performs Poorly Apr 16 2021 10:00 am UTC 57 mins
    Larry Swedroe, Chief Research Officer, Buckingham Strategic Wealth
    In recent years, US stocks have far outperformed international stocks. Growth stocks have far outperformed value stocks. This has led to question the benefits of diversification and ask what they should do when an investment strategy performs poorly.

    The goal of this talk is to answer that very question: what should you do about poor performance? We will discuss the value of patience and how the all-too-human problems of recency bias, relativism and engaging leads many investors to abandon well-thought out plans.
  • Matching investors with African businesses seeking capital of $5m to $50m+ Apr 16 2021 8:00 am UTC 60 mins
    Mark Taylor, CEO at Neu Capital Africa
    This presentation will explore the key requirements for capital-raising in Africa primarily from the perspective of a business which is raising capital. In addition, we will make some observations which should be useful to an investor which is considering deploying capital in Africa but is new to the continent.

    There are a number of key issues for a business to consider if it is raising capital. A capital-seeker needs an honest appreciation of how its investment will be assessed by investors and the investment’s level of investor-readiness. Capital-seekers should ensure that they have good quality professional help and be prepared to pay for this. When prosecuting a capital-raise, it is important to maintain momentum and rhythm in the process. To ensure minimum disruption to the operations, it is important to understand the investors’ interests and approval mechanisms accurately. Finally, raising capital from third parties entails that you know your regulatory obligations.

    As a new investor to Africa, it can be daunting to find a safe environment in which you can be confident that you are dealing with quality counterparties, that you avoid expensive mock charges because due diligence reveals fatal flaws which you should have flushed out early in the process, and manage reputational risk as you navigate cultural differences while ensuring sound corporate governance.
  • The Build-for-Rent Rental Home Investment Boom Apr 15 2021 5:00 pm UTC 60 mins
    Jeff Cline, Co-CEO of SVN | SFR Capital Management, LLC
    Since the start of the pandemic, one commercial real estate (CRE) segment experienced fast and furious acceleration, gaining in both popularity and demand as a result. Build-for-Rent - this growing commercial investment asset class focused on buying a large number of newly-built rental homes - is today rising to the forefront.

    The pandemic has brought many new Build-for-Rent (BFR) home opportunities, and we believe it’s just getting started. As home builders are beginning to embrace this concept and are now assigning valuable land pipeline dedicated to BFR communities, we see 2021 as the start of a 10 to 20-year market depth.

    A large new trend in 2021 will be the number of dedicated BFR communities completed and occupied from what was previously a retail lot pipeline by regional and national builders. Between the advance of BFR pre and post-covid, there will be more consideration around the design and functionality of homes and the connectivity in the communities - the latter being even more of a focus on the BFR communities to create a better sense of engagement.

    Join Jeff Cline, Co-CEO of SVN | SFR Capital Management, LLC, a private, commercial real estate investment firm dedicated to the Build-for-Rent asset class, to hear about the sector that is leading the commercial real estate segment. In this presentation, Cline will discuss:

    An overview of the Build-for-Rent asset class leading the CRE segment.
    Financial performance compared with other investment segments.
    A comparison of all CRE asset classes for investment.
    A look at what’s to come in 2021 and beyond.
  • IM Outlook for 2021: Recovering and Thriving in a Post-COVID World Apr 15 2021 3:00 pm UTC 60 mins
    Hector McNeil at HANetf, Massy Larizadeh at New Horizons Advisory, Michael Koegler at Market Alpha Advisors LLC
    The COVID-19 pandemic continues to shape the investment management story for 2021. While revenues for investment management firms remained largely intact in 2020, the pandemic still impacted the people, operations, and technology used by investment managers.

    Deloitte forecasts weakness for the economy going forward until the deployment of COVID-19 vaccines. What does the path forward look like for investment management firms?

    In this outlook, join investor managers and other experts as we will explore the current status and plans for achieving success in 2021 and beyond.
    - Industry impact from COVID-19
    - Understanding how 2020 shifted investment preferences
    - Passive funds and private capital
    - Market volatility and price movement at the industry sector and asset class levels
    - How active managers are providing value to investors through the volatility
    - Will a lumpy economic recovery favor some investment managers over others
    - Talent, financial management, and operations emerging stronger than they were at the start of 2020

    Hector McNeil, CEO at HANetf
    Massy Larizadeh, Managing Director/Founder of New Horizons Advisory
    Michael Koegler, Managing Principal and Co-Founder of Market Alpha Advisors LLC
  • Rising Equities, rising Inflation – how should you allocate your portfolio? Apr 15 2021 10:00 am UTC 60 mins
    Dr. Sönke J. Siemßen, Head of Client Portfolio Management at Nomura Asset Management Europe KVG mbH
    End of Covid-19 crisis is in sight, equities are up, earnings forecasts exuberant. What could possibly go wrong? Soenke examines the regional differences in the recovery, fiscal policies and monetary policies.

    The divergences in the world are increasing. Who are the winners, who are the losers? Should this not be reflected in market prices? He will also take a close look at the threat of inflation – in the short term as well as the long-term – and the likely reactions of central banks.

    Finally the implications for strategic and tactical asset allocation – how do high valuations, inflation and regional disparities during the Covid-19 crisis as well as the market recovery impact our choices? Does current market volatility yield opportunity?
  • Investing in times of a changing climate Apr 15 2021 8:00 am UTC 60 mins
    Tim Bachmann, Vice President, Portfolio Manager Global Equities, Active Equities at DWS Investment GmbH
    Recent months and years have once again highlighted the consequences for society of unchanged climate-damaging actions. That's because the directly measurable damages from natural disasters totaled $160 billion in 2019. And in 2020, the figure already exceeded $200 billion.

    This contrasts with about $915 billion already invested in renewable energy and energy efficiency projects in 2019. But studies have shown that this amount will need to at least triple by 2030-40 to meet the goals of the Paris Climate Agreement.

    And so it is little wonder that the biggest climate sinners are taking decisive and targeted action in 2020 (e.g. the U.S. by re-entering the Paris Climate Agreement). Therefore, "clean technologies" should also offer attractive investment opportunities in the coming decades.

    In today’s webinar you will learn:

    -that climate change should not only be perceived as a financial risk but also as a long-term investment opportunity
    -an update on the latest political and technological progress towards carbon neutrality targets
    -the concept of climate mitigation and climate adaptation as well as a selection of long-term sustainable investment trends with strong growth potential
    -how to unlock value by investing into clean technology stocks while taking into account theme purity as well as ESG criteria

    Investors who consider climate change not only as a major damaging event but also as an opportunity are looking at a broad investment spectrum. The topic of climate change has the potential to demonstrate once again how well investors with dedicated funds can reconcile return and sustainability goals.
  • Digitally Evolving Credit Unions: A Business Case for Evolving Member Experience Apr 14 2021 5:00 pm UTC 45 mins
    Elizabeth Kaspern, SVP at TruMark Financial Credit Union, Jay Levin, CRO at Relay Network & Karen Diamond, pureIntegration
    Today’s credit union members expect a consistent, personalized experience—no matter how or where they interact with you: in person, by telephone, through a smartphone application, or on your website. Join us to hear from industry leaders who will break down what it really means to evolve the member experience, how to plan your member’s digital journey, and how small changes make a big difference.
  • Thematic Investing: Finding the Right ETF Apr 14 2021 10:00 am UTC 60 mins
    Presenters from: HANetf, Sanlam Investments, iClima Earth, and Tematica Research
    The European ETF market continues to grow as asset managers, banks and insurance companies are viewing them as a strategic opportunity. Thematic ETFs, in particular, have soared in the beginning of 2021 as investors look to gain exposure to global trends.

    HANetf, Europe’s first white label ETF provider, will be joined by some of their partners to discuss Q1 performance and what investors can expect going into Q2. The European ETF market is growing rapidly, with HANetf’s AUM increasing 85% during the first 3 months of 2021. The news of vaccine roll-outs and hope of national lockdowns being lifted fueled market activity and influenced many areas.

    We’ll be joined by 3 asset managers to discuss the performance of their industries in the first quarter of 2021. The topics we will be discussing include:

    Global equities
    Decarbonisation and new legislation
    Digital infrastructure and the roll-out of 5G

    Hector McNeil, co-founder and co-CEO of HANetf
    Hannah Gooch-Peters, Global Equity Investment Analyst at Sanlam Investments
    Gabriela Herculano, co-founder and co-CEO of iClima Earth
    Lenore Hawkins, Chief Macro Strategist at Tematica Research
  • Does diversification still work? Apr 14 2021 8:00 am UTC 46 mins
    Seth Weingram, Ph.D and Thomas Dobler, Ph.D., Acadian
    Part 1: Diversification called into question
    Part 2: Flaws of conventional approaches
    Part 3: What can you do from a multi-asset perspective
    Q&A to follow

    Presented by:
    Seth Weingram, Ph.D. – Senior Vice President, Director, Client Advisory, Acadian
    Thomas Dobler, Ph.D. – Senior Vice President, Portfolio Manager, Multi-Asset Class Strategies, Acadian
  • Digitally Evolving Credit Unions: A Business Case for Automation Recorded: Mar 25 2021 28 mins
    Ashwin Krishnamurthi, Large credit union and Karen Diamond, pureIntegration
    Credit unions that seek digital solutions to improve overall operating efficiency and member satisfaction will hear how a large credit union successfully implemented process automation to achieve significant business goals. We will discuss the lessons learned, as well as best and worst decisions made along the way. Join Ashwin Krishnamurthi, a Process and Automation Expert at a large credit union and Karen Diamond, VP of Enterprise Accounts at pureIntegration for this fascinating discussion.
  • Climate Change Dawn: ESG opportunities Recorded: Mar 11 2021 60 mins
    Andrew Busch, Pooja Kholsa & Laura Craft
    The ESG world has shifted as the Biden administration takes over with a heavy focus on climate change. What will be the policies driving opportunities in this space? How do we separate the noise of “greenwashing” for the sounds of serious change in energy, carbon and investing? Join us for a great discussion with on these topics.

    Hear from three unique perspectives. Laura Craft is the Head of Global ESG Strategy for the private equity firm Heitman. Pooja Kholsa is Vice President Client Development for start-up Entelligent. Andrew Busch is the former 1st Chief Market Intelligence Officer for the US government and Economist/Futurist at BPI.

    Key Takeaways:
    What are the biggest opportunities with ESG investing?
    What are the biggest problems with ESG investing?
    What is the Biden administration’s policies toward climate change?

    Andrew Busch, Economist, Futurist, Consultant & CEO
    Pooja Kholsa, Vice President Client Development, Entelligent
    Laura Craft, Senior Vice President Head of Global ESG Strategy, Heitman
  • Values at Work: Sustainable Investing and ESG Reporting Recorded: Mar 11 2021 53 mins
    Paul Ellis, Daniel Esty, Todd Bridges & Christina Alfonso-Ercan
    Values at Work is a book recently published by the Yale Initiative on Sustainable Finance. The book and this webinar panel focus specifically on the challenges and opportunities of the current ESG reporting frameworks and suggest some paths forward.

    Paul Ellis, Host of The Sustainable Finance Podcast (SFP) and Daniel C. Esty, Co-Editor of Values at Work and Director of the Yale Center for Environmental Law and Policy, have invited several of the 21 Values at Work contributing authors to join this panel. They will discuss how to harness the power of markets and finance to protect the natural world, promote human well-being, and create a more equitable economy and society.

    Moderator: Paul Ellis, Founder & Host of The Sustainable Finance Podcast (SFP) at BrightTALK.com and Principal at Paul Ellis Consulting

    Daniel C. Esty, Co-Editor of Values at Work: Sustainable Investing and ESG Reporting & Director, Yale Center for Environmental Law and Policy
    Todd Arthur Bridges, Partner and Global Head of Sustainable Investing and ESG Research, Arabesque
    Christina Alfonso-Ercan, Corporate ESG Integration Expert & former CEO, Madeira Global
  • Achieving Goals with Impact Investing Recorded: Mar 11 2021 22 mins
    Galie Makhathini, Investment Executive: Environmental, Social and Governance, Metier
    Impact investing and the increasing demand by investors who screen investments for tangible benefits for society and the environment has changed the way the world invests. This seminar, therefore, focuses on how to achieve goals through impact investing.

    The belief is that everyone can be an impact investor that is why there is a strong belief that even investors who are not impact investors can make an impact through their portfolios. Based on this belief, the key takeaway will be how to proactively target and incorporate the goals at various stages of the investment cycle thus making the goals the central focus.

    Other takeaways will include how to establish portfolios based on the impact goals and how the portfolio selection influences the impact story of every portfolio. The audience will get a sense of approaches that can be adapted to deploy increasing amounts of capital to high-impact projects that address critical societal challenges. Strategies that demonstrate a focus on enterprise development and socio-economic development will also be discussed.

    The conversation will also elaborate on some of the impact management approaches (metrics and key performance indicators) notably adopted by investors. In conclusion, methods for impact reporting and accountability will be reviewed.
  • Recipe’s secret unveiled: Choosing the best apples. Metrics Matter, a lot! Recorded: Mar 10 2021 58 mins
    Oriol Rius, Ana Paula González, Alex de la Torre & Pablo Verra
    When assessing the needs for a New Impact Industry, a lot of data shows that there is no time left to act. It is an urgent matter. So, the Impact investments is quickly growing accordingly, and the challenge will soon be the avoidance of ‘green washing’ experienced in other asset classes. Some beautiful tools developed to tackle that should help, but any Portfolio Manager’ success has a lot to do with the ability to gather as many options as possible, and then assess them to pick which ones should be part of a portfolio seeking profitable investments in companies that impact positively. Doing so through alliances and a strong methodology for analysis allows a broader universe of opportunities.

    Join us as we discuss:
    -The Need to Measure Impact
    -Current Tools and Comparison with Credit Rating Agencies
    -Proprietary Methodology should Make the Difference among Portfolio Managers
    -The End Results: A Case Study

    Oriol Rius, Co-Founder & Managing Partner, Vista Alta Impact Investments
    Ana Paula González, Head of Managed Funds, 500 Startups
    Alex de la Torre, Social Finance Manager, Europe & Latin America, Ashoka
    Pablo Verra, Partner, Financial Advisory | Corporate, Impact & Development Finance, Deloitte
  • Intentionality Matters! Recorded: Mar 10 2021 50 mins
    Mamadou-Abou Sarr, Founder & President, V-Square Quantitative Management
    The integration of material sustainability factors into investment portfolios needs to be intentional and not accidental to achieve targeted impacts. This webinar will explore how the growing demand for integrating ESG considerations into investments must be reconciled with the deluge of data, and the call for tangible metrics which makes a compelling case for quantitative finance.

    Learn how artificial intelligence (AI), machine learning and natural language processing (NLP) are among the disciplines and techniques that have become available to ESG quant researchers and practitioners to sustain the exponential growth of data with the goal of aligning investors’ values with investment processes, and potentially creating a dual positive impact.
  • Why It's Time for Institutional Investors to Embrace SDG-Aligned Investing Recorded: Mar 10 2021 27 mins
    Mirtha Kastrapeli, Founder and CEO, Beyond Alpha
    Sustainable investment has been attracting increased attention by institutional and individual investors for more than two decades. This is reflected in the more than 3,000 signatories to the UN Principles for Responsible Investment (UNPRI) from 60 countries and representing USD 103.4 trillion in assets under management as of 2020.

    However, although these efforts may have created a positive impact on investors’ portfolios with higher risk-adjusted returns, they have fallen short of achieving positive people and planet outcomes, as articulated by the United Nations Sustainable Development Goals (SDGs).

    This contradiction and lack of progress should be very concerning for institutional investors that have expressed their commitment to sustainability. The fact that investors’ actions are not translating into clear positive people and planet outcomes, and reducing negative impacts and externalities, is undermining the credibility of the investment community’s efforts around sustainability. What is more, by not focusing on supporting our shared social and environmental systems, investors are weakening their ability to guarantee lasting returns for their clients and beneficiaries.

    So, what can investors do to contribute to the achievement of the SDGs and, by doing so, support the shared social and environmental systems that will fuel long-term investment opportunities?

    To answer this question, Beyond Alpha interviewed more than 40 investment managers, asset owners, and thought leaders, globally, and gathered input from extensive secondary research, over a 12-month period.

    This presentation will discuss the findings of this study and will offer a different investment approach and set the tools for institutional investors to meaningfully contribute to the SDGs.
  • Quantifying the financial relevance of ESG & Climate Recorded: Mar 10 2021 56 mins
    Rachael Camargo, Raina Oberoi & Paul Riccardella, MSCI
    As investors pursue different approaches to ESG integration, we'll be looking at the impact that E, S and G scores have had on financial valuations. We'll also evaluate the financial impact of climate transition risk on equity markets, as well as the resilience showed by several MSCI ESG Indexes during the months of the pandemic.

    Join us as we discuss additional lenses to portfolios including degree of alignment with the UN Sustainable Development Goals as well as:

    -How do we quantify the contribution to risk and return from ESG?
    -Do better-performing ESG businesses outperform?
    -Could changes in a company's ESG characteristics be a financial indicator?
    -How are investors taking action on climate change?

    Rachael Camargo, Executive Director Americas Index Product, MSCI
    Raina Oberoi, Managing Director, Head of Americas Index Solutions Research, MSCI
    Paul Riccardella, Executive Director, Head of Americas Index Wealth Advisory Team at MSCI
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  • Title: Myths Prohibiting Scale & Growth in Impact Investing
  • Live at: May 22 2018 1:00 pm
  • Presented by: Rehana Nathoo, Spectrum Impact
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