Trend Hunter Series
Making an impact: The breakdown of impact investing and why you don't need to sacrifice returns In this session, we join Affirmative Investment Management, Kilara Capital, and Conscious Investment Management as they deep dive into the burgeoning field of impact investing and discuss why you don't need to sacrifice returns illustrated through real-life case studies, and explain how impact investing differs from ESG investing.
10th September 2021 This document is for general use. Modification of content is prohibited unless you have Netwealth’s express prior written consent.
Before we get started
The views expressed in this presentation are those of the author and presenter and do not necessarily reflect those of Netwealth Investments Limited’s. It is a general summary only. It is not advice nor an endorsement of any product or service. Netwealth Investments Limited (Netwealth) (ABN 85 090 569 109, AFS Licence No. 230975) is a provider of investment products and services and information contained in this presentation is of a general nature which does not take into account yours or your client’s individual objectives, financial situation or needs. Any person considering a financial product or service from Netwealth (or its related parties) should obtain the relevant disclosure document at www.netwealth.com.au and consider consulting a financial adviser before making a decision and before deciding whether to acquire, dispose of, or to continue to hold, an investment in any Netwealth (including its related parties) product. Whilst reasonable care has been taken in the preparation of this presentation using sources believed to be reliable and accurate, to the maximum extent permitted by law, Netwealth and its related parties, employees and directors are not responsible for, and will not accept liability in connection with any loss or damage suffered by any person arising from reliance on this information. This presentation is for general use. Modification of content is prohibited unless you have Netwealth’s express prior written consent.
2
| netwealth
Housekeeping
1 CPD point available • Must have attended for >40 minutes • CPD details will be included in the postwebinar email
3
| netwealth
This webinar is being recorded • Slides will be sent to you after the webinar via email
Enter your questions in the questions of webinar toolbar • We will get to them at the end of the webinar
A little bit about Netwealth See wealth differently
As a specialist platform provider, Netwealth provides financial advisers with a wide range of financial products & services to help manage their clients’ investments and superannuation.
4
| netwealth
See wealth differently
Award winning platform Industry recognition for overall satisfaction, service excellence and technology
Investment Trends 2020 Platform Benchmarking Report
Investment Trends Planner Technology Report
Highest overall satisfaction score among primary users for the 9th year in a row
5
| netwealth
See wealth differently
Chant West Best Advised Product
Asia's 200 Best Under A Billion1
Meet today’s Trend Hunters
Ben Krasnostein
Co-Founder and Managing Director Kilara Capital
6
| netwealth
Matthew Tominic
Founder and CIO Conscious Investment Management
Kate Temby
Board Member and Independent Director Netwealth
The spectrum of responsible investments ESG and Negative Screening
Traditional Finance-only
Sustainable Positive Screening
Impact investing
Concessionary returns investing
Philanthropy
Delivers competitive returns Mitigates environmental, social and governance (ESG) risks Pursues environmental, social and governance (ESG) opportunities Focused on measurable high-impact solutions Limited or no regard for the social and environmental consequences of an investment
Focus
Negatively screen out investments with poor practices in order to protect value
Pursue sustainable opportunities – focus on investing only in sectors that have progressive ESG practices that may enhance value
Address societal and environmental challenges while generating market rate financial returns for investors
Address societal challenges that require a below-market financial return for investors
Address societal challenges that do not generate a financial return for investors
Renewables, waste reduction, gender & racial equity
Environment and climate, health, education, sustainable development
Support for innovation, proof of concept, catalytic capital.
Catalytic capital, social change, political change, environmental protection
Green buildings (5%-7%)
Impact bonds (2-5%)
Renewable Energy Infrastructure (6%-8%)
Private Equity (20%+)
Buying property and providing rent free to a not-for-profit
Target Sectors
No filters
Eliminating certain investments from a portfolio - tobacco, gambling, weapons, mining?
Investment Examples
Oil & Gas Listed Equities
Tech Listed Equities
7
| netwealth
Housing (6-8%)
Climate Works Blueprint Institute WWF
Questions and answers
Thank you Trend Hunters Series We hope you’ve enjoyed Netwealth’s Portfolio Construction Trend Hunters series. You can catch up on any missed presentations with recordings and slides available for every session at netwealth.com.au/web/insights
Portfolio Construction Podcast In this podcast series, our investment research team pick the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.