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Measuring impact

Over the past two years, with the unprecedented chaos caused by the global health crisis, focus on sustainability and ethical issues has continued to sharpen - resulting in a huge uptake of ESG investing opportunities. As interest for ESG investment solutions grows among investors, the financial industry needs to establish ways of measuring impact.

Current measurement processes are typically inconsistent and lack any link to tangible outcomes. Because of the breadth of issues packed into the ESG acronym, and since stakeholders often have different priorities when it comes to a company’s overall ESG package, measuring a company’s ESG impact is no easy feat.

In Episode 5 of ESG Innovation Hub, we’re exploring impact measurement strategies and discussing the challenges that arise when evaluating ESG performance for investors.

Topics for discussion include:

- How can we measure the long-term impact of an investment solution?
- Managing conflicting priorities: which stakeholder’s needs should be prioritised when evaluating ESG ratings?
- Best practices for delivering consistent, reliable ESG reports - is ESG intelligence the answer?
Live online Nov 11 4:00 pm UTC
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Presented by
Georgina Mitchell, WellHouse Consulting | Guest speakers to be announced
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  • Construct a multi-asset portfolio strategy with ESG ETFs Jan 11 2022 4:00 pm UTC 60 mins
    Georgina Mitchell, WellHouse Consulting | Guest speakers to be announced
    As the rise of ESG gains momentum, shaping the future of society for the better, the number of assets allocated to exchange-traded funds (ETFs) is also on the rise. Between 2019 and 2020, inflows into the European ETF market grew by a huge €25bn, with AUM growth at 135%.

    On our first episode of 2022, we’re taking a deep-dive into the ESG ETF market and exploring the best portfolio management strategies to succeed in the year ahead.

    Join this session to explore:
    - ESG performance: a fundamental asset allocation tool?
    - Top performing ESG ETFs of 2020 and new ETFs to look out for in the year ahead
    - Voting on shareholder resolutions to drive tangible change
    - And more
  • Overcoming conflicts in ESG Dec 1 2021 4:00 pm UTC 60 mins
    Georgina Mitchell, WellHouse Consulting | Guest speakers to be announced
    In the ESG economy, the impact of both financial and non-financial business decisions can have a far-reaching effect on investment returns. This can be problematic for advisors, as a much broader set of factors must be taken into account when assessing an investment decision.

    When analysing a company’s ESG score, it can be difficult to know how to approach moral conflicts and grey areas. A good example of this kind of moral conflict is that of cryptocurrency. While proponents believe that crypto has the potential to level the economic playing field on a global scale, cryptocurrencies present a dilemma from an ESG perspective because of the negative environmental impact of crypto mining. To drive the uptake of ESG, financial professionals need to develop a consistent approach to dealing with moral conflicts that arise when assessing corporate performance.

    Which is why, in Episode 6 of the ESG Innovation Hub, we’ll be joined by speakers from across the financial industry, who’ll be sharing their insights into the moral grey areas in ESG and offering a comprehensive blueprint for mitigating any potential risk.

    We’ll be discussing:

    - The grey areas of ESG and the importance of knowing where they arise
    - Mitigate risk by engaging investors with comprehensive and objective reports that approach moral conflicts head-on
    - Future-proof your investment approach with a concrete strategy for overcoming ESG conflicts
    - And more
  • Measuring impact Nov 11 2021 4:00 pm UTC 60 mins
    Georgina Mitchell, WellHouse Consulting | Guest speakers to be announced
    Over the past two years, with the unprecedented chaos caused by the global health crisis, focus on sustainability and ethical issues has continued to sharpen - resulting in a huge uptake of ESG investing opportunities. As interest for ESG investment solutions grows among investors, the financial industry needs to establish ways of measuring impact.

    Current measurement processes are typically inconsistent and lack any link to tangible outcomes. Because of the breadth of issues packed into the ESG acronym, and since stakeholders often have different priorities when it comes to a company’s overall ESG package, measuring a company’s ESG impact is no easy feat.

    In Episode 5 of ESG Innovation Hub, we’re exploring impact measurement strategies and discussing the challenges that arise when evaluating ESG performance for investors.

    Topics for discussion include:

    - How can we measure the long-term impact of an investment solution?
    - Managing conflicting priorities: which stakeholder’s needs should be prioritised when evaluating ESG ratings?
    - Best practices for delivering consistent, reliable ESG reports - is ESG intelligence the answer?
  • Social factor investing: mainstreaming the 'S' of ESG Recorded: Oct 6 2021 58 mins
    Georgina Mitchell, WellHouse Consulting | Kristina Touzenis, BST-Impact | Steve Cheng, Independent Consultant
    Interest in how the private sector approaches ESG issues is growing, with customers and shareholders craving  transparency on the impact of business on society, and calling for more tangible actions to drive positive corporate impact. The rise of ESG investing over the past decade has effected real progress in improving our understanding of the impact of commerce on the environment, and governance standards have been developed to ensure those standards are met equitably.

    Progress is fragmented across the three factors of ESG and social factors are lagging behind, as their qualitative nature makes them more difficult for analysts to define and quantify. Despite growing interest in the s' of ESG, the lack of any common standards or benchmarks for evaluating social factors makes them harder for investors to assess.

    The global pandemic and the Black Lives Matter movement have made people wake up to the urgent need for positive social change. Which is why, on Episode 4 of the ESG Innovation Hub, we're taking a deep dive into the social element of ESG investing and asking - what is needed to mainstream social factor investing?

    Join this episode to explore:

    - Harmonisation, transparency and cohesion: how can we agree on social principles, metrics and financial standards?
    - Active vs. passive investing: harnessing investments to affect real change in business
    - Bridging the gap between investors' expectations and investments' material impact
    - And more

    Confirmed speakers:
    - Kristina Touzenis, Managing Partner, BST-Impact
    - Steve Cheng, Independent Consultant

    This series is hosted by Georgina Mitchell, Consultant, WellHouse Consulting
  • Build a sustainable, diversified net-zero investment portfolio Recorded: Sep 8 2021 44 mins
    Georgina Mitchell, WellHouse Consulting | Chris Iggo, AXA Investment Managers
    Achieving net-zero by 2050 is a mammoth task that requires cross-industry collaboration and support. Financial institutions are at the epicenter of this green revolution, tasked with the role of setting the pace and shape of our transition to net zero. For independent advisors and wealth managers, the shift to net-zero represents a huge opportunity. But it does not come without its risks.

    The first major challenge for advisors is in creating an effective assessment criteria, which ensures they are not greenwashing (marketing opportunities as sustainable when they are not.) Additionally, advisors need to understand how to offer clients better a stronger risk-return balance by diversifying. Doing this without impacting the overall sustainability of the portfolio can be tricky.

    In the third episode of BrightTALK’s Original Series, “ESG Innovation Hub” we’ll be inviting the brains behind some of this year’s most successful ESG portfolios to explore the future of sustainable investing and to present you with an action plan to constructing a sustainable and diversified net-zero investment portfolio.

    Register for this webinar to discover:

    - How investment trends are shifting in response to the net-zero transition
    - The diversification vs. sustainability puzzle: how to offer ESG investors better risk/returns
    - Avoid greenwashing: how to develop a future-proof sustainability assessment criteria
    - And more

    Interview with Chris Iggo, (Chief Investment Officer - Core Investments, AXA Investment Managers)

    This series is hosted by Georgina Mitchell, Consultant, WellHouse Consulting.
  • Educate investors about ESG Recorded: Aug 25 2021 63 mins
    Georgina Mitchell, WellHouse Consulting | Brunno Maradei, Aegon AM | Mikkel Bates, FEFundinfo | Michael Young, USSIF
    A recent study by OnePlanetCapital found that almost a tenth of investors currently hold ESG investments, and the number is expected to double this year alone. As society becomes increasingly concerned by questions of sustainability and equity, investors want to be able to make investment decisions that reflect their convictions and support causes they care about.

    However, in the absence of any widespread benchmarks or definitions, wealth advisors need to drive communications with investors, delivering education and data to ensure transparency and build trust.

    Join the second episode of BrightTALK’s Original Series, “ESG Innovation Hub” to hear from industry experts about their experiences engaging investors with ESG, and get to grips with the latest investor education strategies.

    Join the webinar to:
    - Bridging the knowledge gap: the case for investing in education
    - Identify your investors’ expectations and deliver value by offering investment opportunities that address their needs
    - Master ESG data reporting and disclosures to ensure investors understand what they’re investing in

    Speakers:
    - Brunno Maradei, Global Head of Responsible Investment, Aegon Asset Management
    - Mikkel Bates, Regulatory Manager, FEFundinfo
    - Michael Young, Manager of Education Programs, USSIF

    Hosted by Georgina Mitchell, Consultant, WellHouse Consulting
  • Integrate impact into your investment strategy Recorded: Jul 7 2021 44 mins
    Georgina Mitchell, WellHouse Consulting | James Alexander, UKSIF
    Environmental, societal and governance factors demonstrated their importance as drivers of value last year, as businesses with higher ESG ratings outperformed others in the aftermath of the Covid-19 crisis. At the same time, investor sentiment is evolving - as society becomes more concerned about the environment and social equity, demand for investment products that reflect the investor’s own convictions has skyrocketed.

    For wealth managers and financial advisors, there are various approaches that can be taken to capitalise on growing demand for ESG investing options. The challenge is in understanding the nuanced differences between these approaches and anticipating which strategy will best align with investors’ needs.

    In the first episode of BrightTALK’s new original series, “ESG Innovation Hub,” we’re inviting leaders from across the global wealth industry to share their insights on the business case for ESG and to present a roadmap to help you integrate impact into your investment strategy.

    Join this session to explore:

    - Assessing assets - what qualifies as ESG?
    - How to apply sustainable investing practices across the investment process and company operations
    - Differences between qualitative vs. quantitative analysis techniques
    - How to develop successful integration frameworks for ESG

    Speaker:
    - James Alexander, Chief Executive, UK Sustainable Investment and Finance Association

    Hosted by Georgina Mitchell, Consultant, WellHouse Consulting
Live monthly webcasts about ESG investing strategies.
With investors across the globe becoming increasingly concerned by the impact of their investment decisions, momentum behind ESG is growing by the second and ESG funds are more lucrative than ever. Bloomberg predicts that by 2025, over ESG assets will hit $53 trillion - representing a third of global AUM. However, investors remain concerned over the quality and fragmentation of ESG data, and in the absence of any standardised assessment criteria, developing a sound ESG investment strategy is no easy feat.

In this BrightTALK Originals series, we invite experts from across the global wealth space to share their insights on the future of impact investing and present practical, tried-and-tested strategies to help you build a robust ESG investment strategy.

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  • Live at: Nov 11 2021 4:00 pm
  • Presented by: Georgina Mitchell, WellHouse Consulting | Guest speakers to be announced
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