Podcasts about seb beloe

WHEB's Seb Beloe spoke to Ross Miller about whether additionality is the most effective measure of an investment's impact, and how public markets can provide a platform for positive social and environmental outcomes.

This week is the final episode in this series of conversations that explores impact investing in listed equities. Impact investing has a long history in private markets, but when it comes to investing in public companies that are listed on a stock exchange, it's a lot harder, to measure your impact, and to influence the companies you're investing in. Seb Beloe was an early guest of the show, and he's back to tell us more about his fund, which is called the WHEB Sustainable Impact Fund. He's head of Research at WHEB Asset management, and he's a deep thinker about companies and their impact on the world. We go beyond talking about metrics and frameworks, to explore the nature of the companies that are leaders in the space. And, when it came to the prickly issue of additionality, the discussion went deep, Seb has some very clear views on the issue. And, I'd like to introduce you to the sponsor of this series and that's, the ACCR, the Australasian Centre for Corporate Responsibility. The ACCR engages with companies as a shareholder, advocating for them to improve their environmental and social practices, and in the process make the company more sustainable. You can get all the show notes at www.johntreadgold.com Enjoy

If it's not transparent, how do you know if a fund is truly sustainable? Seb Beloe of WHEB Asset Management talks to Jen Gale, founder of Sustainable-ish, about why showing investors their money is so important.

WHEB Asset Management is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy. Seb Beloe is the Head of Research and leads the integration of sustainability analysis within the investment process, as well as overseeing engagement activities. Previously, Seb was Head of SRI Research at Henderson Global Investors where he led on the identification and analysis of sustainability themes and company-level corporate responsibility analysis. Prior to Henderson, Seb was the Vice President of Research and Advocacy at SustainAbility.  He has published several reports on sustainable business, and has been a member of numerous corporate advisory boards and awards panels. Seb has two degrees in environmental science and technology, from the University of East Anglia and Imperial College and is a Chartered Environmentalist. Highlight: You must have a long term perspective in investing. “...what’s really changed is the level of interest in sustainability and impact investing from institutional investors and retail investors as well.” We see an ESG stampede around some particularly high profile companies that are clearly providing some kind of low carbon solution. The most obvious example is Tesla. Methodology on measuring the impact and taking numbers from a company e.g. Kingspan and translating the impact into energy saved and carbon emissions. Engagement during company Annual General Meetings and proactive engagement to speak with companies’ management. You have to analyse companies and be actively looking at how they are reducing carbon emissions. It is important to frame the conversation around the business case, not just because its good for the planet. Large institutional investors are required to at least think about ESG issues, but they are also under a lot of pressure from their own beneficiaries to invest in a more responsible way. Financial sector is not beloved by people, it’s not trusted very much, but they like to invest in funds with people that they think they can trust. The partners have majority of their own money invested in the fund. THe EU green taxonomy is a very strong signal where the european economy is heading. “it's been a real privilege working with people who have that real sense of mission around environmental issues“. Time stamps: [03:35] Impact investing and sustainable investing [06:10] History of WHEB [10:00] Growth of the fund and its challenges  [17:00] Amazon’s performance is ultimately about consumerism and volume [21:35] Is there actually more impact in the environmental themes than the social themes? [29:00] Relevance of the allocation in a company to have engagement conversations [33:56] You have to be commercial to make the business sustainable  [38:10] The positive effect in performance and not holding positions in oil and gas companies [40:10] What type of clients come to WHEB [53:10] Impact of government policies [58:00] Why it’s important to have a sense of mission  Useful links: www.WHEBgroup.com (http://www.whebgroup.com) Seb Beloe on Twitter (https://twitter.com/SebBeloe) Seb Beloe's Linkedin (https://uk.linkedin.com/in/sebbeloe) BBC on FTSE & Dow Jones fall - Worst day since 1987 (https://www.bbc.co.uk/news/business-51829852?app=news.business.story.51829852.page) HSBC report - ESG stocks did best in COVID-19 slump (https://www.gbm.hsbc.com/insights/global-research/esg-stocks-did-best-in-corona-slump) , by Ashim Paun, Co-Head, ESG Research FT article on Nordic Investor - Lessons from my $600m gamble on renewables (https://www.ft.com/content/f9ba8d70-6547-11ea-b3f3-fe4680ea68b5) , by  Jens Ulltveit-Moe EU taxonomy for sustainable activities (https://ec.europa.eu/info/publications/sustainable-finance-teg-taxonomy_en) Tim O’Riordon (https://en.wikipedia.org/wiki/Tim_O%27Riordan) Kingspan (https://www.kingspan.com/group/) Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business - Fast Forward 2030 (http://fastforward2030.com/) Find talent and careers with impact - Realchangers (https://www.realchangers.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/)

Welcome to Good With Money’s Smug Money Podcast Series: a podcast designed to give you the inside track on the most exciting developments and opportunities in the sustainable money world, as well as top savings and investment tips. In this episode, we speak to Seb Beloe, partner at WHEB Asset Management, who tells us about how he and his team have been working to even further decarbonise the WHEB Sustainability fund, despite its investments in energy saving companies and technologies already taking hundreds of tonnes of Co2 out of the atmosphere every year. Seb also gives a rallying cry to the investment industry, calling on money managers to do much, much more to help mitigate climate change. But remember, none of what you will hear constitutes financial advice and if you invest on the basis of this podcast, you do so at your own risk. Past performance is not a guide to future performance, and you could lose all your capital.

Seb Beloe, partner at WHEB Asset Management, tells us how he has been further decarbonising his fund and calls on the investment industry to follow suit and do much, much more to help mitigate climate change.

Welcome to the fifth instalment of Good With Money’s brand new Smug Money Podcast Series: a podcast designed to give you the inside track on the most exciting developments and opportunities in the sustainable investment world. In this episode, we speak to Seb Beloe, partner and head of research at leading sustainable asset manager WHEB Asset Management, who tells us why the sustainable potential for 5G technology is exciting him - from driverless cars, to selling our unused solar energy to our neighbours to harnessing the energy from our footsteps as we walk; the benefits of an increasingly connected world seem manifold (if not a little scary... Skynet, anyone?) But remember, none of what you will hear constitutes financial advice and if you invest on the basis of this podcast, you do so at your own risk. Past performance is not a guide to future performance, and you could lose all your capital.

Seb Beloe lives in the country, just outside London, he’s struck a balance between the rural and the urban, and this is echoed in his work where he combines his passion for sustainability, with making investments that earn a decent return. He’s Head of Research at WHEB Asset Management, which is a fund manager that seeks out progressive companies that make products that are doing good in the world. They invest in public companies, listed on the stock market, and while their impact might not be as deep as their private markets forebears, they’re making conscious investment accessible to a lot of people.