Investing for Impactful Outcomes
INVESTING FOR IMPACTFUL OUTCOMES
Trustees are increasingly integrating impactful sustainability principles into their schemes’ investment beliefs and goals to build more resilient portfolios. As with climate change, biodiversity loss has come to the fore as a systemic risk that needs to be managed to help ensure that we have a planet worth living in for future generations. There are many forces driving the development of a biodiversity transition, including targets and regulation such as the Taskforce for Nature-related Financial Disclosures.
Feesfree for members and non-members
1 hourof CPD
Tracey and Sian will discuss these drivers along with some practical considerations when implementing such strategies, including:
- How trustees can seek to deliver real, positive impact for society and the environment while meeting their scheme’s strategic financial objectives
- How schemes of different types and sizes can access long-term, structural growth opportunities and build more resilient portfolios
- An impact assessment framework to provide schemes the ability to align portfolio to the UN Sustainable Development Goals (SDGs)
- The importance of engaging with companies and a consistent and measurable impact framework by which to analyse them to drive change for members
- Pension Scheme Managers
- Policy advisers
- Corporate IFAs
- Investment managers
- Communication professionals
Tracey is AXA IM’s dedicated Local Authority Client Director and is responsible for managing all aspects of AXA IM’s relationships with our local authority clients, supporting them to meet their objectives.
Tracey joined AXA IM in 2012 having previously been Pensions and Treasury Manager at Surrey County Council, which she joined in 1991 as a trainee accountant. Tracey first became involved with working on the Surrey Pension Fund in 1999 and latterly was responsible for managing relationships with multiple stakeholders including scheme employers and service providers such as actuaries, investment consultants and managers. Tracey holds a Bachelor’s degree in Economics from Essex University.
Sian is an Equity Investment Specialist for AXA IM in London, focused on thematic, impact and sustainable strategies. She has a particular focus on our clean economy, biodiversity and sustainability strategies. Sian plays a pivotal role in developing these investment solutions for the institutional and wholesale markets with the aim of supporting investors’ long-term financial and sustainability goals.
Prior to joining AXA IM in 2021, Sian worked at Schroders where she was an Investment Director covering global equity thematic and sustainable strategies, developing these solutions and working with clients on incorporating sustainability into their portfolios. Previously Sian worked at Aon where she was a Product Specialist covering multi-asset strategies and working with institutional clients across the UK and Europe.
Sian holds a BSc in Business Studies from the University of Surrey.