WHEB

Featured content: WHEB's article declaring their belief that the future of driving will be electric vehicles, despite bumps in the road, was chosen for our 'Top Picks' newsletter. It was selected from items uploaded to the Pensions for Purpose platform in November as one of six stories to share with members. #ElectricVehicles #SustainableTransport #PensionsforPurpose https://ow.ly/nGea50Umvo7

The UK Wealth Managers on Climate Group (UKWMCG), a consortium of leading wealth managers in the UK with commitments to a Net Zero economy, are asking asset managers to step up their ambitions around climate change by: 1️⃣ Improving the ambition of their commitments 2️⃣ Accelerating their action towards carbon reductions 3️⃣ Increasing their influence through engagement We whole-heartedly support this ambition and have published our response to this request on our website: https://lnkd.in/e_DFCGNF #ClimateChange #NetZero #SustainableInvesting EQ Investors I B Corp Cazenove Capital Paradigm Norton Financial Planning Quilter Cheviot Financial Planning Sarasin & Partners LLP Greenbank Investments 7IM LGT Wealth Management Tribe Impact Capital

📢 As part of our work to engage with asset managers, calling for stronger net zero commitments and action within the industry, this week we have taken action with other companies, as members of the UK Wealth Managers on Climate Group 🌍 We are asking asset managers to do three things: 1️⃣ Improve the ambition of their commitments  2️⃣ Accelerate their action towards carbon reductions 3️⃣ Increase their influence through engagement There is much that needs to be done if the industry is to fulfil its crucial role in tackling the climate crisis. Read more from our Head of Impact, Steve W. ➡️ https://lnkd.in/ecDzFYdP #ClimateChange #NetZero #SustainableInvesting

WHEB’s independent Investment Advisory Committee’s key purpose is to scrutinise our investment team’s activities, including stewardship. They review the fund’s holdings and ensure that they meet with both the spirit and the letter of the strategy’s sustainability criteria. Members play an #advisory role, are #independent experts in the field of #sustainableinvesting and meet every four months. Follow the link to read our latest summary minutes as we welcome Hans-Christoph Hirt, PhD to the team: https://lnkd.in/eSPtH7CS Thanks to Alice Chapple Martin Rich Abigail Rotheroe Jayne Sutcliffe for another year of challenge and support.

Impact investment has been a difficult place to invest in the past few years and what an extraordinary period this has been.   Performance against a magnificent-seven dominated benchmark has been challenging and sentiment (and valuations) in the impact space have rarely been as depressed as now. However we believe the opportunities in the impact space have never been greater.   Read the full article to understand the story https://lnkd.in/efHNqTBP   #impactinvesting #sustainabilityinvesting   The value of units 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. Past performance does not predict future returns. Your capital is at risk.  

📢 Just published! We're pleased to announce that videos of the presentations from our Annual Investor Conference 2024 are now live on our website: https://lnkd.in/e3dGS3D7 These include: 🥕 The enormously popular Guy Singh-Watson of Riverford Organic Farmers providing a fascinating walk down memory lane including what drove him to create Riverford and his philosophy on how business should be done. ⌛Ingrid Holmes and Luke Sussams join WHEB's Seb Beloe and Claire Jervis, CFA on a panel discussing "Progress on the net-zero carbon (NZC) transition" and the outlook for achieving net zero carbon emissions by 2050. 📜 Rachael Monteiro and George Latham address "Hopes and fears. Will SDR help build capacity for impact investing?" alongside Ida Levine Jake Moeller and Philip Spyropoulos where they consider, among other things, whether SDR will mobilise capital for impact investing. We hope you enjoy them. #ethicalbusiness #carbontransition #sdr #sustainabilityinvesting The value of units 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. Past performance does not predict future returns. Your capital is at risk.

A great podcast and fantastic to be part of Impact Europe's impressive suite of content. 🙌 https://lnkd.in/evJgiHvd Great to spend time with Jana Bour and Ben Rosoman from The Good Economy to discuss the future of UK and European sustainability investing regulations at a time when SDR comes into play and SFDR goes under review... #SDR #SFDR #impactinvesting

Last week I attended the annual WHEB #Investor Conference. 🕴 As an early adopter of the #Sustainability Impact Label, WHEB deserve some credit to show it is moving the needle in the right #direction. 🧭 In any field we need #pioneers that take #risks, spend the time and effort. In that respect they are showing the way to many other asset managers how it can be done. And for instance what is good (better) for the planet 🌎 can be good for business too. 🙂 What is to mention as well is that this conference was inviting others players / #competitors to share the stage to share their thoughts and insights. Another way to lead the way as all #learnings will help will get us there quicker. 👏 It is important to realise that with a little more time more investors - just like consumers - will ask for the product that respect the people AND the environment. 🌿 Thanks to the speakers Guy Watson, Philip Spyropoulos, Jake Moeller, Luke Sussams, Ida Levine, Ingrid Holmes, George Latham Nice to meet in person Susie Winstanley and Esther Muschamp, let's keep the #conversation going in 2025! Antony John, Rachel Derrick, Sarah Dutton Photo credit to WHEB team. A B Lab UK organisation. #invest #sustainablefinance #financenature #sustainability #collaboration

Thanks to everyone who joined us for our Annual Investor Conference last Thursday. To our expert speakers who provided depth to their panels - Luke Sussams Ingrid Holmes Philip Spyropoulos Ida Levine Jake Moeller Our exhibiting partners... 🐝 City Hive - an independent organisation on a mission to democratise access to investing and investments. 📢 Business Declares - as business leaders we declare a Climate and Ecological Emergency. 💜 PAPYRUS Prevention of Young Suicide 📏 Net Purpose - makes impact measurement effortless for investors. 📈 Future-Fit Foundation - free guidance to help companies, investors and advisors play their part in building a better world. 🌾 Make It Wild - A passionate, community engaged organisation, taking direct action to regenerate the land, creating a thriving, biodiverse ecosystem. 🌳 Wilder Carbon - high quality conservation projects delivered in the UK result in long-term carbon lock-up and real biodiversity gains. Our fantastic audience who brought energy and enthusiasm for sustainability investing, with 84% engaging in our questions and polls via Slido. To the whole WHEB team for producing the content and contributing to the smooth running of the day (and putting our giant banner up 😉) And finally, to Guy Singh-Watson of Riverford Organic Farmers whose refreshing and honest keynote provided talking and thinking points for the rest of the day... and beyond. 📽️ Recordings to follow soon... #impactinvesting #sustainbilityinvesting #carbontransition #SDR

I was delighted to represent Square Mile Investment Consulting & Research Limited at WHEB's recent annual investor conference. Alongside Ida Levine, Philip Spyropoulos, George Latham, and Rachael Monteiro, we explored the FCA's SDR directive, its implications for advisers and whether it will materially increase capital flows to #impact investments. We recognised that the initiative's success hinges on a significant increase in labelled funds. To that end, WHEB deserves credit for being an early adopter of the Sustainability Impact label and then generously sharing its application insights to support and motivate other firms to apply for a label. The event highlighted WHEB's transparency and originality, with candid discussions and valuable economic and social insights. Congratulations on hosting an exceptional conference and continuing to be a force for good in our industry. #SustainableInvesting