Will the EU Sustainable Finance Technical Expert Group’s June 2019 reports on the green taxonomy, green bond standards and climate benchmarks succeed in mobilising investors and capital in support of sustainability objectives? WHEB’s Managing Partner George Latham gives his view as well as other investors.

ESG investors happy to fill the policy void


Prosperity with Purpose, our latest Impact Report, is featured in this piece with Australian website New Investor. WHEB has a joint venture with Pengana Capital and runs the Pengana WHEB Sustainable Impact fund for the Australian market. On a recent trip there, Managing Partner George Latham gave his view on how the sector has evolved from ethical negative screens to positive impact investing.


The FP WHEB Sustainability fund is chosen as one of nine funds for Castlefield Investment Partners’ new model portfolio with an ethical mandate for Money Observer readers to follow, introduced here by Simon Holman, Head of Client Investments at Castlefield.

WHEB commits to Net Zero Carbon 10 Target


WHEB Asset Management has committed to meeting the Net Zero Carbon 10 (NZC10) Standard for the FP WHEB Sustainability fund. P1 Investment Management has devised the NZC10 target, which allows fund managers to better align their investment policies to the requirement for carbon-neutrality, rather than just emissions reduction. WHEB is one of four funds who has committed to using the standard.

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On recent trip to Australia, George Latham, Managing Partner, talked to Livewire about the Australian holding we have in the fund, CSL, and our qualifying criteria for impact investment stocks. Working with Pengana Capital, WHEB runs the Pengana WHEB Sustainable Impact Fund for the Australian market, a mirror of the FP WHEB Sustainability fund.


The FP WHEB Sustainability fund’s listing on Hargreaves Lansdown is mentioned an example of incorrect data for ESG and impact funds. Hargreaves lists WHEB’s fund as having 3.28% invested in oil and gas when in reality, the fund has no fossil-fuel investments.


Head of Research, Seb Beloe, talks to Good with Money about how WHEB’s investment strategy is avoiding carbon. He also calls on the industry and other fund managers to do much more to help avoid the climate emergency.

Separating traders from investors


On recent trip to Australia, George Latham, Managing Partner, talked to Livewire about our new Impact Report, long term investment horizons and the difference between investing and trading. Working with Pengana Capital, WHEB runs the Pengana WHEB Sustainable Impact Fund for the Australian market, a mirror of the FP WHEB Sustainability fund.


The government and The Pensions Regulator (TPR) have established a joint working group to develop guidance for pension schemes on reporting in-line with the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD). Seb Beloe, Head of Research at WHEB, welcomes the move but warns more needs to be done to encourage investment in low carbon activities to meet the net-zero target by 2050.

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