This roundtable discussion will take place on Thursday, April 17th, 2014, 9:30am – 11:30am EST / Streamed Panel Discussion: 7:00am – 8:30am PST / 10:00am – 11:30am EST / 16:00 – 17:30 (Paris-Brussels) meeting in New York.
The Impact Investing Movement may be in its infancy, but the baby is growing quickly! While the current size of the Impact Investing market is estimated at $36 billion, various projections predict that it could grow to anywhere from $500 billion to $1 trillion by 2020. To realize this growth, Impact Investing will need to attract mainstream capital from high net-worth investors, investment funds, sovereign wealth funds, university endowments, insurance and pension funds, foundations, and more.
Impact Investing differentiates itself from other investment approaches in that it seeks to measure both financial and social merits of an investment. Other approaches may only screen for investments with negative social impacts, prioritize financial performance over social impact, or provide only unintentional social benefits. Impact investing covers the full range of asset classes, from early-stage to mature, and many sectors, including environment, education, financial services, health, housing, and more.
Consumers, especially the “Millennials”, have widened the scope of their investment lens to include Environmental, Social and Governance factors (ESG) in their decision-making process. They are demanding sustainable investment opportunities that produce positive social outcomes – such as reduction of environmental pollution, improved labor conditions and improved corporate governance.
This client demand, together with the belief that Impact Investing will ultimately lead to increasing sustainability for markets and nations, has driven bulge-bracket firms such as Morgan Stanley, Credit Suisse, and JP Morgan to begin initiatives in this space.
In this roundtable discussion, we will explore some of the creative solutions that early Impact Investing initiatives have achieved and explore strategies to overcome current challenges faced in attracting mainstream investors to impact investing.
Some of the questions that will be considered
What may be the most promising emerging sectors for Impact Investing?
What are the direct (material) and indirect benefits of Impact Investing?
What are some challenges in categorizing investments as ‘Impact Investments’?
Partial List of Speakers
- Peter Roselle, Morgan Stanley – The Pelican Bay Group, Vice President
- Rachel Serotta, Root Capital, Investor Relations Officer
- Ken Locklin, Impax Asset Management, Managing Director
Evan Harvey, NASDAQ OMX, Director of Corporate Sustainability
Click here to register for the meeting or the streaming of the roundtable discussion.
Fossil Free Investment Resources
Why You Should Divest from Fossil Fuels and Invest in Clean Energy
Infographic – Why You Should Sell Your Fossil Fuel Stock Now (DC Divest)
Divesting from Fossil Fuels will Soon be a Fiduciary Duty
Rockefeller Brothers Fund to Divest from Fossil Fuels
The Global Divest-Invest Coalition and Campaign
Financing the Low Carbon Economy: The 2014 Clean Trillion Report
Investor Resolutions Focus on Climate Change and Sustainability
Alternative Energy Stocks and Risk Mitigation
Investors are Embracing Green
The Implications of Climate Science for Investors
Factors Driving the Growth of Responsible Investing
Return on Environmentally and Socially Responsible Investments
10 Green Sectors Attracting Investments
Video – The Impact of Investing
Stock Exchanges Increasingly Mandating Sustainability Reporting
A Company’s Environmental Comportment Impacts Stock Valuations