Public equities present one of the greatest enigmas and opportunities in impact investing. On the one hand, because impact investing is defined as having a high degree of intention, contribution, and measurement, questions arise in public equities as to the extent to which it is possible to: a) target specific social or environmental outcomes; b) provide differentiated capital and influence; and c) access the data essential to tracking performance.
On the other hand, public equities as an asset class is too big to ignore in the race to address urgent social and environmental challenges, accounting for the largest share of all managed assets (40%), according to BCG. And investors using public equities to advance targeted impact outcomes have a growing conviction in the viability of the approach.
In this Compass Series panel, leaders from BlackRock, Wellington Management, UBS, and Coeli Circulus are invited to share their perspectives at a time of growing scrutiny of sustainable investment strategies and ask whether it’s time to elevate public equities in the impact consciousness.
Oyin Oduya | Vice President, Impact Measurement & Management Practice Leader, Wellington Management
Andrew Lee | Global Head of Sustainable and Impact Investing, UBS Global Wealth Management
Simon Park | Portfolio Manager & Impact Lead, Coeli Circulus
Ben Thornley | Managing Partner, Tideline
Christina Leijonhufvud | CEO, BlueMark