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Our industry networks

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Supporting positive outcomes

We believe it is our responsibility to use our influence within the wider financial system purposefully to support and enable more positive outcomes.

We do this not just through our engagement and reporting with clients and their advisors, but also with regulators, policymakers and standard setters.

We think of our involvement a little bit like this – a single football fan would struggle to claim it was their singing, and not the thousands around them, that inspired their team to win the game. But, as a community all singing together, the fans create an atmosphere that has a clear bearing on the outcome of a game. This way, WHEB, together with other like-minded businesses, can change the financial system to make sustainability a priority.

As a business, WHEB is a signatory to a number of industry initiatives that align with our long-term view and support sustainable investing. Our role may vary, depending on the organisation, but often involves sharing information and ideas, contributing to the development of standards and best practice and also hosting or participating in conferences.

B Corps

WHEB Asset Management has been a Certified B Corporation since 2016. George Latham, Managing Partner, is a B Corp Ambassador. Katie Woodhouse and Laura Grenier are co-leads on a Net Zero working group.

Principles for Responsible Investment (PRI)

WHEB has been a signatory since 2012. The PRI works to support investors in incorporating environmental, social and governance (ESG) factors into their investment and ownership decisions.

Institutional Investors Group on Climate Change (IIGCC)

WHEB has been a signatory since and member of the Policy Group since 2013. We have also been an active participant in formulating the Paris Aligned Investment Initiative.

UK Sustainable Investment and Finance Association (UKSIF)

WHEB has been a member since 2009 and is regularly involved with events and initiatives including for example in helping to develop responses to the UK Government’s sustainable finance proposals (e.g. the Sustainability Disclosure Requirements).

European SRI Association (EUROSIF)

WHEB has been a signatory since 2012 and has been awarded the EUROSIF Transparency logo for the past ten years.

FRC Stewardship Code

WHEB has been a signatory to the Stewardship Code since 2012. The Code aims to enhance engagement between institutional investors and companies to help improve long-term returns to shareholders and the efficient exercise of governance responsibilities.

Net Zero Asset Managers Initiative (NZAMI)

An international group of asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or sooner. In 2020, WHEB became a founding signatory.

Net Zero Carbon 10/20

NZC20 is an initiative focusing on delivering absolute carbon reductions at the fund level. WHEB is a founding signatory of it's first phase, NZC10, in 2019 and participates in events aimed at promoting the standard.

Carbon Disclosure Project (CDP)

WHEB has been a signatory since 2012 and assists with research projects and speaks at events. The CDP is an international, not-for-profit organization providing the only global system for companies and cities to measure, disclose, manage and share vital environmental information.

Climate Action 100+

This is a collaborative engagement initiative focused on major carbon emitters. WHEB is involved in collaborative engagement initiatives with companies (e.g. Daikin) and has worked with the CA100+ since 2020.

Future Fit Business

The Future Fit business benchmark is a strategic management tool for companies and investors to assess, measure and manage the impact of their activities. Seb Beloe has been a member of the Development Council since 2019.

Impact Management Project

WHEB has been an active contributor since 2020. The Future Fit business benchmark is a strategic management tool for companies and investors to assess, measure and manage the impact of their activities.

Global Impact Investing Network (GIIN)

A not-for-profit network dedicated to increasing the scale and effectiveness of impact investing around the world. WHEB has been a member and part of the Working Group defining guidance for impact investing in Listed Equities since 2021.

Access to Medicines Foundation

WHEB is a signatory and has worked as part of an investor collaboration to promote action by pharmaceutical and related businesses since 2013.

Chemical Footprint Project

An NGO-led initiative focused on eliminating hazardous chemicals from global supply chains. WHEB is a signatory and is involved in collaborative engagements with companies (e.g. First Solar).

The Big Exchange

WHEB is a founding partner, and Seb Beloe is a member of the impact advisory board or this pioneering new investment platform launched by Big Issue Invest.

British Standards Institute (BSI)

This is the UK’s national standards body responsible for creating standards on sustainable finance among many other areas. WHEB has been represented on a variety of technical committees developing specifications on sustainable finance with BSI since 2019.

Glasgow Financial Alliance for Net Zero (GFANZ)

GFANZ is a global coalition of leading financial institutions committed to accelerating the decarbonization of the economy. WHEB became a member in 2021 through our work with the NZAMI.

Finance for Biodiversity Pledge

Pledge signatories call on global leaders and commit to protecting and restoring biodiversity through their finance activities and investments. WHEB became a signatory in December 2022.

CFA Institute Asset Manager Code

WHEB is compliant with the Code, which outlines the ethical and professional responsibilities of organizations that manage assets on behalf of clients. It provides standards and supportive guidance based on general principles of conduct.

Responsible Investment Association Australasia (RIAA)

Responsible Returns is an initiative of the RIAA, which champions responsible and ethical investing in Australia & New Zealand. It operates the world's longest running Responsible Investment Certification Program. The Pengana WHEB Sustainable Impact Fund has been certified since 2017.

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