What is meant by social impact investing, and how can it deliver to asset owner objectives such as growth, secure income and inflation-linking? Our online session will highlight the benefits of social impact investing for investors and communities.
The session will then unpack the value of diversification across sectors: how it can contribute to risk mitigation, speed of deployment and depth of impact achieved? We will share examples of ways these challenges have already been addressed and how investors have benefitted.
Fiduciary duty is mentioned by asset owners as something which restricts allocation to social impact. The meeting will seek to challenge that view, by emphasising how impact assets can generate uncompromised returns for investors, with the added benefit of directly benefitting communities.
Who is this event open to?
This event is open to asset owners such as pension fund trustees and in-house executives, as well as investment consultants and other institutional investors interested in social impact investing.
Register hereSpeaker
James Murray, Head of Social Infrastructure, AlphaReal
James joined AlphaReal in 2017 as Portfolio Director for Social Infrastructure, focusing primarily on supporting the growth of AlphaReal’s social infrastructure funds and leading the origination process. In 2022, he took on the role of Co-Fund manager, and more recently Head of Social Infrastructure. He joined from specialist property consultants, Gerald Eve. James has 20 years of experience in real estate, with a focus on the social real estate sub-sectors - health, housing and education. James is a qualified Chartered Surveyor, and has a BSc Honours from Reading University in Real Estate.
Host
Karen Shackleton, Founder & Chair, Pensions for Purpose
Karen has worked in the finance sector for over 30 years. As well as being Founder of Pensions for Purpose, she is Chair of the Strategic Investment Board for the Ministry of Justice, and a Non-executive Director and Chair of the Board of Resonance Ltd, a social impact investment company. She sits on the Advisory Council of the Impact Investing Institute.
Karen also provides independent investment advice to the London Boroughs of Islington and Camden through Apex Group. She was the Chief Executive/Managing Director of AllenbridgeEpic Investment Advisers from 2010 to 2013. Before that, she had 10 years’ experience as a fund manager and director for County NatWest and BZW Investment Management (now BlackRock).
Pensions for Purpose
Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks.
Our Community allows members to learn from leaders in the impact investment industry. We provide a trusted environment to interact, collaborate and share knowledge. Members engage in a programme of activity to shape their strategy in ESG, sustainable and impact investments.
For more information, please email the Membership Manager.
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