1 min read

The Journey Towards a Successful Impact and SDG Allocation

The Journey Towards a Successful Impact and SDG Allocation

Moderator: Niki Natarajan, Advisor, Phenix Capital

Speakers:

  • Jack Julicher, CEO, a.s.r. Asset Management

  • Ross Piper, CEO, Christian Super

  • Anders Thorendal, Treasurer & CIO, Church of Sweden

 

With $44 trillion in pension assets worldwide (OECD, 2019), asset owners can build a strong impact and SDGs allocation in very different ways, customizing it to meet specific contexts, goals, and investment strategies. In this panel, leading asset owners shared their journey towards building their impact allocation, discussing how to best start the process, which asset classes to focus on, and identifying hurdles that pension funds and insurance companies may face along the way.

The speakers emphasized investors' need to choose what themes and SDGs to focus on within their impact mandate. Additionally, a clear, measurable definition of impact should be established to ensure the possibility of setting clear targets. These are particularly important as they facilitate the evaluation of year-on-year progress. The main challenges outlined concern the difficulty of reporting on standardized data due to a lack of data availability and measurement frameworks.

Despite these challenges, however, the panelists highlighted that generating impact while having a fiduciary duty is possible and that the market is continuously developing and improving.

Replay more videos from previous events

 

About Phenix Virtual Impact Summit:

Phenix Virtual Impact Summit is a highly curated virtual conference that enables institutional investors and asset owners to share knowledge, exchange best practices and navigate the opportunities within impact investing industry.  

All information and Recordings of the Virtual Impact Summit 2020 are the proprietary products of and owned by Phenix Capital. The reproduction, misuse, dissemination or modification is strictly prohibited without the knowledge and permission of Phenix Capital.

 

Click below and register for our upcoming events

Upcoming events