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How can we make impact investing more accessible?

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We are proud of the Impact Reports we have published over the last few years, but we thought it was time to do something different for the fourth edition. Having listened to our clients’ feedback and realizing the significance of communicating with clients in a digestible manner, we spent time developing a new format for the report earlier this year and worked on an interactive impact microsite to accompany it.

The increasing financialization of the investment industry has meant it has lost its connection with the person on the street. Being open, transparent and demonstrating the positive impact an investment can have in the real world is a powerful way of reengaging people with investing. The purpose of WHEB’s Impact Microsite is to help intermediaries communicate this message to their clients. We also encourage consumers to navigate the site themselves and understand the impact their money is having on the world and also how it is contributing to achieving the UN’s Sustainable Development Goals.

The power of impact investing

In our view a part of the ESG industry has lost its way, as ESG data has become focused on a company’s operations whilst ignoring the products and services it provides. We believe that by focusing on companies whose product or service is solving a sustainability challenge, in combination with integrating ESG analysis within financial analysis, we can best achieve a positive impact.  It is a holistic approach which also incorporates engagement and stewardship at both the portfolio level, and WHEB’s activities as a business as well. We hope our Impact microsite demonstrates to both intermediaries and consumers the positive effect an investment can have and helps make the sustainable investment sector more accessible.

Responsible investing is decades old but a combination of factors is giving the sector significant momentum. With more women controlling more wealth, millennials wanting to invest sustainably, and most recently, the BBC documentary Blue Planet II highlighting the damage of single use plastics in our oceans, it seems the sector is at a tipping point, so it is essential it is communicated correctly.

WHEB’s new Impact microsite

Our interactive impact microsite has a host of resources for investors and prospective investors in our fund. It includes our latest Impact Report1, now in a much shorter digestible format (it has gone from 38 to 12 pages), as well as a separate detailed methodology document.2 There is an interactive section on mapping the fund to the UN Sustainable Development Goals; 100% of our holdings are invested in businesses that directly support 7 of the SDGs through the products and services that they sell. However, because the SDGs were primarily written for governments, several of the goals are for wider societal objectives such as peace, justice and reduced inequalities. The companies held in WHEB’s investment strategy indirectly support these ten other goals through their management practices and policies.

The impact site also houses our Impact Calculator, which we have updated this year. Last year it was based on 5 environmental metrics, now there are 6 environmental ones and 3 social, which focus on healthcare and education. Quantifying positive social impact is challenging and very few, if any, listed equity asset managers report this. We are proud of the developments we are making in impact reporting and we will continue to improve the methodology.

Engagement and voting is a key part of our approach to sustainable and impact investing. We engage with businesses in our portfolio to understand them better and to encourage a more progressive approach to environmental, social and governance issues. We report on our engagement activity over the course of the year as well as on how successful we believe that we have been. The engagement section on the impact microsite is an interactive tool showing the types of engagement, how successful they were and a series of case studies.

Advances like the microsite provide our investors with very clear signals about how their money is aligned with internationally agreed goals to solve critical world problems and raise living standards. At the same time, we take an additional step by evaluating what these activities mean in actual outcomes. In our latest Impact Report, we show the positive environmental and social impact for every £1 million pounds invested in the Fund, and the Impact Calculator allows investors to see the effect of smaller amounts in the fund. A client can input the exact amount they have in the fund, see their impact across the 9 metrics and download an ‘impact statement’ PDF.

We believe the microsite, particularly the impact report and calculator, can help intermediaries to explain the link between investments and real-world outcomes to their underlying clients, and therefore make finance and investment a much more tangible experience.

The Impact Microsite can be accessed here https://www.whebgroup.com/reporting-impact-investment/impact-calculator

1 https://www.whebgroup.com/reporting-impact-investment/impact-reports

2 https://www.whebgroup.com/investing-for-impact/how-we-invest

 

Foresight Group LLP completed an acquisition of the trade and assets of WHEB Asset Management LLP (WHEB). By way of Novation, Foresight Group LLP now acts as investment manager. Foresight Group LLP uses the trading names WHEB and WHEB Asset Management.

Foresight Group LLP and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 198020 and has its registered office at The Shard, 32 London Bridge Street, London, SE1 9SG. FundRock Partners Limited (formerly Fund Partners Limited) remains the Authorised Corporate Director of the Funds and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 469278 and has its registered office at Hamilton Centre, Rodney Way, Chelmsford, England, CM1 3BY.

 

Important Notices:

Risks include: the price of shares (“Shares”) in FP WHEB Sustainability Impact Fund, WHEB Sustainable Impact Fund or WHEB Environmental Impact Fund may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance does not predict future returns. The Fund invests in equities and is exposed to price fluctuations in the equity markets, and focuses on investments in mid-sized companies in certain sectors so its performance may not correlate closely with the MSCI World Index (the benchmark). For full risks, please see fund prospectus on www.whebgroup.com

General: This information, its contents and any related communication (altogether, the “Information”) is issued by WHEB Asset Management LLP (“WHEB Asset Management”). It is intended for information purposes only and does not constitute or form part of any offer or invitation to buy or sell any security including any shares in the FP WHEB Sustainability Impact Fund or WHEB Sustainable Impact Fund, including in the United States. It should not be relied upon to make an investment decision in relation to Shares in the FP WHEB Sustainability Impact Fund or WHEB Sustainable Impact Fund or otherwise; any such investment decision should be made only on the basis of the Fund scheme documents and appropriate professional advice. This Information does not constitute advice of any kind, investment research or a research recommendation, is in summary form and is subject to change without notice. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming shares. WHEB Asset Management has exercised reasonable care in preparing this Information including using reliable sources, however, makes no representation or warranty relating to its accuracy, reliability or completeness or whether any future event may or may not occur. This Information is only made available to recipients who may lawfully receive it in accordance with applicable laws, regulations and rules and binding guidance of regulators. WHEB Asset Management LLP is registered in England and Wales with number OC 341489 and has its registered office at 7 Cavendish Square, London, W1G 0PE. WHEB Asset Management LLP is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 496413.

FP WHEB Sustainability Impact Fund

FundRock Partners Limited (formerly Fund Partners Limited) is the Authorised Corporate Director of the Fund and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 469278 and has its registered office at 6th Floor Bastion House, 140 London Wall, London, EC2Y 5DN. The state of the origin of the Fund is England and Wales. The Representative in Switzerland is ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich, whilst the Paying Agent is NPB Neue Privat Bank AG, Limmatquai 1/am Bellevue, P.O. Box, 8024 Zurich . The relevant documents such as the prospectus, the key investor information document (KIIDs), the Articles of Association as well as the annual and semi-annual reports may be obtained free of charge from the Representative in Switzerland.

WHEB Sustainable Impact Fund

The Manager of the Fund is FundRock Management Company S.A., authorised and regulated by the Luxembourg regulator to act as UCITS management company and has its registered office at 33, rue de Gasperich, L-5826 Hesperange, Grand-Duchy of Luxembourg. The Representative in Switzerland is ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich, whilst the Paying Agent is NPB Neue Privat Bank AG, Limmatquai 1/am Bellevue, P.O. Box, 8024 Zurich. The relevant documents such as the prospectus, the key investor information document (KIIDs), the Articles of Association as well as the annual and semi-annual reports may be obtained free of charge from the representative in Switzerland. The state of the origin of the Fund is Ireland. The Fund is registered for distribution to professional investors in Austria, France, Germany, Italy, Luxembourg, Norway, Singapore, Sweden and the United Kingdom, and is registered for offering to retail investors in Switzerland, Denmark and the Netherlands. The Fund is also available for professional investors in Belgium and Hong Kong. It is not available to investors domiciled in the United States.

WHEB Environmental Impact Fund

The Manager of the Fund is FundRock Management Company S.A., authorised and regulated by the Luxembourg regulator to act as UCITS management company and has its registered office at 33, rue de Gasperich, L-5826 Hesperange, Grand-Duchy of Luxembourg. The Fund is registered for distribution to professional investors in the United Kingdom. It is not available to investors domiciled in the United States.

The MSCI information may only be used for your internal use, may not be reproduced or re-dissseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages (www.msci.com).

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WHEB is now a part of Foresight Group.
Authorised and regulated by the Financial Conduct Authority
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