Podcasts about wheb asset management

In this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith.They discuss Ben's career, how he founded one of the early sustainability focused investment managers, WHEB Asset Management, then launched a dedicated green themed investment company, Menhaden Capital.Ben shares his passion for rewilding, explaining his efforts to revive large swathes of the UK countryside, but also globally.You can learn more by listening to Ben's podcast 'Rewilding the World' or you can visit www.menhaden.com. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Hosted on Acast. See acast.com/privacy for more information.

This week Nick talks to George Latham, Managing Partner at WHEB Group George has over 25 years of experience in sustainable investment. He currently holds the position of Managing Partner and Chief Risk Officer at WHEB Asset Management since 2012. Prior to that, he led the sustainable investment team at Henderson Global Investors which established the positive impact investment strategy that continues at WHEB. Additionally, he played a key role in designing and launching Threadneedle Asset Management's sustainable investment strategy in the late 1990s. George holds a degree in Geography from Oxford University, served as a British Army infantry officer, and is an Associate of the CFA UK. He is also an ambassador for B Corps UK.George's book choices were - The Infinite Game: How great Businesses Achieve Long -Lasting Success by Simon Sinek  and  Range: How Generalists Triumph in a Specialized World by David Epstein. REGISTER for ADP Live with Hugh Hendry and Barry Norris hereThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

WHEB Asset Management is not really a household name here in Australia, and nor are many of the companies that they invest in. Yet for many years, the WHEB team has made it their mission to invest with a focus on creating positive impact, which they have done successfully. Their 2021 impact report has just been released (WHEB-Final-Impact-Report-2021) and I would encourage you to check it out because it really leads the market in demonstrating the positive impact created by the fund, and importantly also mentions some of the areas where the outcomes aren't yet perfect. It's this transparency that makes WHEB stand out as a Fund Manager dedicated to ethical and sustainable investing. Victoria MacLean is an Associate Fund Manager who works with WHEB's team to generate investment ideas, research opportunities, and make stock recommendations based on in-depth analysis of companies and markets. Prior to joining WHEB, Victoria worked at Aberdeen Standard Investments (ASI) for over 10 years, with her last role as Investment Director. Victoria is a CFA Charterholder and has a Master's degree in Public Administration from the London School of Economics, and a degree in Law from the University of Edinburgh. Victoria also serves as a co-chair of the CFA Special Interest Group for Impact Investing, participated in ASI's diversity network, and was involved in numerous young professional & women's initiatives in finance.  I hope you enjoy this discussion with Victoria MacLean of WHEB Asset Management.    We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging. You can find WHEB at  pengana.com/our-funds/wheb and www.whebgroup.com. For more information about James Baird and JustInvest Financial Planning see: justinvest and ethicalinvestment.    

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/)

George Latham, partner at WHEB Asset Management, explains all about the different styles of investing to make a positive difference - and helps you work out which might be right for you.

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.

In the fifth instalment of Good With Money’s Smug Money Podcast Series Seb Beloe, partner and head of research at WHEB Asset Management, tells us why the potential for 5g technology is exciting him: and not just because he'll be able download a movie in a second.

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.