The last decade has seen significant changes to the industry and to the nature of sustainable investing itself. We want to thank you for your own contribution to these exciting developments.
At this year’s Academy we will be reflecting on the progress over the last 10 years, what lessons we’ve learnt to enable us to recalibrate and position ourselves to meet the next challenges emerging on the horizon. Join us for this inspiring event as together we will energise the change required to meet the needs of sustainable investors in the coming years.
Reverend Professor David Wilkinson, Professor of Theology and Religion, St Johns College, Durham University
David Wilkinson is Professor of Theology and Religion at Durham University and Director of Equipping Christian Leadership in an Age of Science at St John’s College where he was Principal until 2023. He has been an astrophysicist and then a church leader in inner city Liverpool. He has PhDs in both science and theology.
His current work is on the relationship of theology to contemporary culture, from science to pop culture. He is a regular contributor to BBC Radio 4’s Thought for the Day.
James Corah, Head of Sustainability, CCLA
Architect of sustainable investing at CCLA. Delivering real and lasting change through active stewardship, integrating ESG factors into our investment processes and ensuring portfolios are aligned with our clients’ values. These programmes have improved corporate behaviour on climate, the Living Wage and modern slavery. Recognised in Investment Week’s Sustainable Investment Awards 2023 for his Outstanding Contribution to the Sustainable Investment Industry.
Abigail has over 20 years of investment experience, most recently as the Investment Director at Snowball Impact Management, a sustainable and impact-focused asset manager. Previously Abigail has managed Asia Pacific portfolios in Hong Kong and London. She is a CFA Charterholder and Non Executive Director of Baillie Gifford Shin Nippon, Templeton Emerging Markets and HydrogenOne Capital Growth and is a member of WHEB Asset Management’s Advisory Committee.
Seb Beloe, Partner/Head of Research, WHEB Asset Management
Seb has spent over 25 years working at the nexus of business, investment, and sustainability. Since 2012 he has been a partner and head of research at WHEB Asset Management where he is a member of the senior management and investment teams.
Prior to WHEB, Seb was head of SRI Research at Henderson Global Investors. Seb also spent ten years in senior roles at SustainAbility, a leading think-tank and consultancy.
Alice Evans, Responsible Investment Strategist (Social), Columbia Threadneedle Investments
Alice is a strategist in the Responsible Investment team, leading on the approach to Social issues across investment and stewardship. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2010. Between 2018 and 2022 Alice was Co-Head of Responsible Investment, focusing on Active Ownership and ESG Integration, and from 2010 to 2016 she was a fund manager in Responsible Global Equities.
Prior to joining the group, Alice gained ten years of investment experience, initially at JP Morgan Asset Management then at Henderson Global Investors, as a fund manager on the Sustainable & Responsible Investment funds and a healthcare sector specialist. Alice holds an MSci in Physics from the University of Bristol and is a CFA Charterholder.
Maria Teresa Zappia, Deputy CEO, BlueOrchard Finance – Head of Sustainability and Impact, Schroders Capital – Global Head of Impact, Schroders
Maria has held multiple roles at BlueOrchard since 2008 (head of Investment Team & CIO) and now leads the Blended Finance and Impact Management team. At Schroders Capital, she heads the Sustainability & Impact team, focusing on net-zero portfolios and impact-driven investments. As of Jan 2023, she is responsible for the Impact team at Schroders.
Leveraged her expertise by developing an impact management framework for private & listed assets. She is a director of sustainable finance organisations.
Bryn Jones, Head of Fixed Income, Rathbones
Bryn is the Head of Fixed Income for Rathbones, and is lead manager on the Rathbone Ethical Bond Fund, the Rathbone Strategic Bond Fund and manager of institutional mandates. He is a member of the Rathbone Strategic Asset Allocation Committee, Non-Executive Chairman of Rathbones’ Fixed Income Committee, and an adviser to the Rathbone Banking Committee.
Gavin Francis | Founder and CEO, Worthstone
Gavin started working in financial services and alongside the advisory community in 1989. In 2010, he founded certified B Corp, Worthstone, which was the UK’s first targeted impact investment resource platform for Financial Advice professionals.
In addition to co-authoring several ground-breaking reports, Gavin has participated in government working groups to help develop impact investing in the UK. He is also one of the founding team of Wellth, a new Impact Investment Managed Portfolio Service (MPS).
Symon Stickney, CEO/Founder, Collidr
Symon has over 22 years experience across various investing disciplines, including securitization, equity and derivatives trading. He held a senior position at a large global life insurance business, in which he created a wealth management platform, as well as their investment product range for the UK.
He has built Collidr from a research business into a global investment fintech business, which includes Collidr Asset Management, and a stand-alone fintech business, Collidr Technologies.
James King, Partner, King Financial Planning
James started as an administrator at Friends Provident in 1989. Since then he has either worked for or been a partner in firms of Chartered accountants. Working 6 years at Macintyre Hudson before moving to Price Bailey where he set up and ran the Private Client Department. James was a partner and a member of the board at Price Bailey before moving on to Tavistock PLC in 2016 where he became Managing Director of Tavistock Private Client. In 2020 he set up and now runs King Financial Planning.
Jon Cobb, Director, Trinity Wealth Management
Jon has been in Financial services since 1995. He heads up the Investment Committee at Trinity and also chairs the Wellth Advisory Committee. Seeing clients remains the most enjoyable part of his responsibilities. He is fortunate to surround himself with good staff.
Outside of work, Jon is a keen angler and also supporter of Portsmouth FC.
Georgia Gritton, Relationship Manager, Cooper Parry Wealth
Georgia has been part of the Chamberlyns team for the last 25 years and during that time has worked her way through Adminstration and Paraplanning roles, en route to becoming a Chartered and Certified Financial Planner.
In delivering Chamberlyns’ service to new and existing clients, Georgia’s role Increasingly includes conversations and actions relating to clients’ goals for sustainability and impact – helping clients to deploy their money with ‘purpose’, and in accordance with their values and wider financial life planning.
Ben Constable-Maxwell, Head of Impact Investing, M&G Investments
Ben is Head of Impact Investing, leading M&G’s strategy on impact investing as well as covering sustainability issues such as climate change and the circular economy.
He has been central to the development of ESG integration within M&G’s investment processes and has supported the development of ESG solutions for clients across asset classes. Ben plays an active industry role as a member of various sustainable and impact investment initiatives. He is also a Trustee at Firefly International.
Phil Spyropoulos, Partner, Eversheds Sutherland
Phil is an asset and wealth management lawyer, helping firms to set up investment funds, mandates and retail services. Drawing on experience in private practice and industry secondments, including with the FCA, Phil advises on regulation, market practice, and market developments (both UK and European) and commercial agreements.
Phil is a specialist in investor disclosure, particularly in the growing area of sustainability, where he has a number of prominent industry roles.
Jamie Broderick – Deputy Chair of the Impact Investing Institute
Jamie Broderick is a Deputy Chair of the Impact Investing Institute, an independent, non-profit UK organisation that aims to accelerate the growth and improve the effectiveness of the impact investing market.
Jamie was head of UBS Wealth Management in the UK from 2013-2017. Jamie joined UBS after nineteen years at J.P. Morgan Asset Management, latterly as Chief Executive of its European operations. He joined J.P. Morgan in New York in 1993 and moved to London in 1996.
Katie Constance, Head of Sustainable Investing Client Engagement, Fidelity International
Katie joined Fidelity International in Sydney in 2018 where she was Director, Institutional Sales, managing relationships with a range of Australian institutional clients. Katie relocated to London in 2022 to join Fidelity’s sustainable investing team where she manages Fidelity’s sustainability-related client engagement strategy and supports clients globally with their ESG needs and requirements. Prior to joining Fidelity, Katie was Head of Legal at Schroders in Sydney.
Amy Browne, Stewardship Lead, CCLA
Champions ethical and responsible investment principals and behaviours across all business activities, and works with the investment team to deliver engagement with investee companies, with specific focus on health.
Amy was listed in the financial News’ 2023 Rising Stars of Fund Management for her work on mental health in the workplace and won the Investments Week’s Sustainable Investment Awards 2023 ‘Best Sustainable Investment Engagement Initiative’ for CCLA’s Corporate Mental Health Benchmarks.
Ashley Hamilton Claxton, Head of Responsible Investment, Royal London Asset Management
Ashley joined Royal London Asset Management in November 2013 following the acquisition of The Co-operative Asset Management (TCAM) by the Royal London Group. Ashley is responsible for our strategy and overseeing our approach to responsible investment across our asset classes.
Her team is responsible for company engagement, governance and voting, environmental, social and governance (ESG) research, data and analysis, and supporting our approach to climate transition.
James Perry, Co-chair, COOK; Founding Partner, Snowball
James is co-Chairman of COOK, a certified B Corporation he helped to create. It now employs nearly 1,700 people. He co-founded the B Corp movement in the UK, and serves on the board of B Lab Europe. He is also a Founding Partner of Snowball, a multi-asset impact investment manager. James is married to Jennifer, and they live near London with their three children.
Steve Watters, Head of Impact, Paradigm Norton Financial Planning
As Head of Impact at Paradigm Norton, a leading B Corp company, Steve leads the firm’s thinking about how to ‘do business better’. On the Investment Committee he focuses on stewardship and fund manager engagement.
Steve says he’s fairly normal, but does try to dream big. As a dad with one eye on the future, he chooses to have an optimistic outlook and relishes the opportunity to collaborate.
Michael Rae, Fund Manager, M&G Investments
Michael is fund manager of the M&G Climate Solutions strategy. Prior to this role he was working as a senior analyst in the Sustain and Impact equity team with a focus on energy, climate and environmental stocks having joined M&G in September 2019 as an analyst covering global energy and chemicals.
Previously, Michael worked at Redburn where he was a partner on the energy team, with a focus on energy and alternative energy stocks. He joined Redburn in 2015 from Goldman Sachs.
We’d like to thank our Affiliate Supporters for their help in delivering this year’s IIA:
Highlights from Impact Investment Academy 2022
At our 2022 Academy we welcomed over 160 advisers and wealth managers to BAFTA HQ in London. The day was packed with compelling content which helped attendees navigate the greenwash and offer their clients compliant advice.
We heard from a variety of experts, including Simon Mundy, Moral Money Editor at the Financial Times who provided a live update from COP27. We were also reminded of how far impact investing has come and the challenges for 2023. Watch our impact investing timeline video here.
The event achieved a Net Promoter Score (NPS) of73, which puts us in the top 25% of all companies*
93% of delegates were ‘somewhat’ or ‘much more likely’ to discuss the impact of a clients investment following the event.
*SurveyMonkey.com, What is a good Net Promoter Score? [online], viewed 24 February 2023
Worthstone is an independent B Corp. For a decade, we’ve been helping financial advisers walk the talk. Why? Because done right, impact investment means returns for everyone.
Through our pioneering Impact Portal, our comprehensive rating system examines all aspects of impact investment giving advisers the full picture so they can make sure their clients’ money is doing exactly what they’d intended.