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20 October 2021 - Investing in place: an asset owner discussion - Impact Investing Institute and Pensions for Purpose

At this asset-owner only discussion, Karen Shackleton (Chair and Founder, Pensions for Purpose) was joined by Debbie Fielder (Clwyd Pension Fund) to discuss her experience of investing in place.

Posted on Oct 20, 2021

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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... At this asset owner only discussion, Karen Shackleton (Chair and Founder, Pensions for Purpose) was joined by Debbie Fielder (Clwyd Pension Fund) to discuss her experience of investing in place.

What is Place-Based Impact Investing? 

“Investments made with the intention to yield appropriate risk-adjusted financial returns as well as positive local impact, with a focus on addressing the needs of specific places to enhance local economic resilience, prosperity and sustainable development.”

Place-Based Impact Investing brings together places and investors around five ‘pillars’, underpinned by a solid social and financial rationale for investing (see above right).

This forms one of three stakeholder discussions following on from the launch of the White Paper on scaling institutional investment for place-based impact, published in May 2021 by The Good Economy, the Impact Investing Institute and Pensions for Purpose.

At the beginning of the session, the Impact Investing Institute provided a brief introduction to the key issues, challenges and opportunities involved in place-based impact investing. This was followed by Karen’s conversation with Debbie.
 
Who was this event for?

This event was suitable for anyone involved in the governance or management of pension fund assets or other pools of assets, particularly LGPS and DC Master Trusts. For example, trustees, pensions managers and committee members, in-house pension teams.

Agenda

The agenda for this online interactive discussion was:
  1. Welcome and housekeeping
  2. Introductory presentation on PBII from the Impact Investing Institute
  3. Fireside chat by Karen Shackleton with Debbie Fielder, Deputy Investment Director for the Clwyd Pension Fund
  4. Mixed breakout rooms to discuss key issues, challenges and opportunities in PBII
  5. Return to main meeting – sharing of key insights

If you are interested in attending future events please visit our Forum page.