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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.

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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.

View our PRI reports

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).

UKSIF v2

European SRI Association (EUROSIF)

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

eurosif

View our EUROSIF statement

FRC Stewardship Code

WHEB successfully became a signatory to the revised 2020 UK Stewardship Code in March 2022. We were a signatory to the previous version of the Stewardship Code from 2012 and were awarded ‘Tier 1’ status when the FRC began grading applicants in 2016.

FRC V2

View our Stewardship reports

Shareholders for Change

In April 2023, WHEB joined Shareholders for Change, a European network of institutional investors involved in active engagement with corporations to enhance a common social agenda as an essential element of their role as shareholders.

SFC

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.

NZAMI

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.

NZC V4

CDP (formerly the Carbon Disclosure Project)

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.

CA100

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.

FF business

Impact Management Project

WHEB has been an active contributor since 2020. This is a forum for organisations to build consensus on how to measure, compare and report impacts on environmental and social issues.

IMP

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.

GIIN V2

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.

Access to Medicine Foundation

Chemical Footprint Project

An NGO-led initiative focused on eliminating hazardous chemicals from global supply chains. WHEB is a signatory since 2019 and is involved in collaborative engagements with companies (e.g. First Solar).

ChemicalFP

Chemsec

WHEB is a member of the Investor Initiative on Hazardous Chemicals and has led engagements with Ecolab and Linde.

IIHC Chemsec

The Big Exchange

WHEB joined as a founding partner in 2019, and Seb Beloe is a member of the impact advisory board of this pioneering new investment platform launched by Big Issue Invest. The FP WHEB Sustainability Fund has retained its gold medal in the latest fund assessment.

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.

BSI

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.

GFANZ

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.

Finance for Biodiversity pledge

Task Force on Climate-related Financial Disclosures (TCFD)

The Financial Stability Board created the TCFD to improve and increase reporting of climate-related financial information. WHEB bases its carbon reporting around the TCFD framework and has been a supporter since 2017.

TCFD

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.

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.

Science Based Targets initiative (SBTi)

We are committed to having our net zero targets verified by the SBTi.

SBTi

Business Declares

WHEB was one of the first businesses to declare our support for the Business Declares network in 2019. In setting out WHEB’s action plan, we aim to support the community of businesses taking urgent action to tackle climate change. Furthermore, we commit to advocate to other business leaders the importance and value of joining this movement at such a critical time.

Business Declares

ESG Accord

WHEB are a founding partner of the Accord Initiative from ESG Accord launching in July 2023. A suite of compliance, education, CPD and Regulatory analysis services that provide everything financial advisers need to build ESG and Sustainability into their advice process.

ESG Accord

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