Impact Investment Academy

What’s the difference between ESG and Impact and why does it matter?

NOVEMBER 2022

ESG vs. IMPACT – What’s in a name?

When a client says they want to do good with their money, how do you make sure it happens?

With the profile of sustainable investment growing significantly in recent years – a trend that only accelerated during the pandemic – clients are increasingly looking for ways to make their money do good.

But how do you know what good really looks like?

With terms such as sustainable, ethical and ESG used interchangeably, not to mention new funds launching and rebranding, the market is a minefield and it’s difficult for advisers to know what’s under the bonnet of each fund, and how they compare.

The IIA21 brought together more than 250 investment professionals including advisers, asset managers and market influencers, the 2021 Impact Investment Academy helped advisers understand what’s in a name.

Together with our expert panel and keynote speakers, we unpicked the greenwashing and armed advisers with the knowledge and tools to make sure that when clients think their money is doing good, it actually is. And because ESG screening only offers one lens for assessing a fund’s rating and may not answer all your client’s questions, we showed how going beyond screening reveals the full picture.

Following the incredible success of 2020 (The impact tide is rising) and 2021 events, and with the intensifying spotlight on climate change as we saw from COP26, it’s clear that transformation in the impact investment market is needed if we’re to deliver real benefits for clients and society at large.

The 2021 Impact Investment Academy will help advisers know how to look under the label and find out once and for all… what’s in a name.

Join this unmissable event in 2022 so that you know you can help your clients find the funds that truly align with their values.

2021 Plenary Speakers

Catherine Howarth
Chief Executive, ShareAction
Desiree Fixler
Former Group Sustainability Officer, DWS Group (a subsidiary of Deutsche Bank
Phil Spyropoulos
Phil Spyropoulos
Partner, Eversheds Sutherland
Martin Todd
Portfolio Manager, Sustainable Global Equity, Impact Opportunities, Federated Hermes
Graeme Baker
Portfolio Manager, Global Environment Strategy, Ninety One
Annette Hender
Partner and Chartered Financial Planner, Taylor Made Financial Planning LLP
Gavin Francis
Founder and Director, Worthstone

2021 Panel Speakers

Seb Beloe
Partner and Head of Research, WHEB Asset Managemen
Tim Crockford
Senior Fund Manager, Regnan
Ben Constable-Maxwell
Head of Sustainable and Impact Investing, M&G Investments
Louise Kooy-Henckel
Managing Director and Head of EMEA Sustainable Investing, Wellington Management
Murray
McEwan

Director, Flowers McEwan
Ashley Hamilton Claxton
Head of Responsible Investment, Royal London Asset Management
Rebecca Seabrook
Director, Portfolio Manager, Fixed Income – EMEA, BMO Global Asset Management
Samuel Grantham
Investment Manager, abrdn
Salima Lamdouar
Portfolio Manager – Credit, AllianceBernstein
Jo
Little

CEO, Emery Little
James
King

Partner, King Financial Planning
Andy
Willemite

Chartered Financial Planner, Heron House Financial Management
Clémence Chatelin
Head of Sustainable Investing and Senior Financial Planner, Paradigm Norton
Abigail Rotheroe
Investment Director, Snowball Investment Management

We’d like to thank our Affiliate Supporters for their help in
delivering IIA 2021:

To give you a feel for what to expect at the IIA, see the highlights from 2019

About us

Worthstone is an independent B Corp. For a decade, we’ve been helping financial advisers walk the talk. Why? Because done right, impact investment means returns for everyone.

Through our pioneering Impact Portal, our comprehensive rating system examines all aspects of impact investment giving advisers the full picture so they can make sure their clients’ money is doing exactly what they’d intended.

““As ESG goes mainstream, it’s important that we keep pace with thought leadership in this area and there is no better event to do so.””

Murray McEwan
Director, Flowers McEwan Ltd