‘ESG investing olympics’

Over the last few weeks the Foundation, Joffe Trust and Blagrave Trust have been working together to appoint an investment manager for a mandate of £33.5 million.

In what we think to be a first, we took the unusual approach of making this investment tender public with the key instruction simply to ‘impress us’ on social and environmental integration and impact. The response blew us away, with 59 proposals resulting in a short-list of five managers who were invited to present at a day-long event – the ‘ESG investing olympics’ – held at the Royal Institution in London in early March, attended by an audience of over 100 like-minded asset owners, all sharing our desire to create impact through their investments.

The event was a huge success, click on the videos below to see what happened on the day.

We are working towards making a decision in June, so do watch our website for an announcement.  Ultimately we will also be analysing the proposals to produce a ‘state of the sector’ report covering trends, areas of improvement, and remaining gaps, and featuring the five short-listed as best in sector case studies, so that we can share learning with like-minded asset owners and signal to the market what emerging best practice and asset owner expectations for higher standards of ESG and Impact look like.