How to convince Asset Owners (HNW, Family Offices, Pension Funds) about ESG and Impact Investing.

Did you ever notice that all the studies and anecdotal evidence shows that HNW are actually interested in ESG and Impact Investing? I get constant requests from asset owners  for interesting investment opportunities that provide a financial, social and environmental added value. However, when you go through the so called “gate keepers” (private banks, wealth advisors, wealth managers), nothing happens.
You will hear that “risk management can’t approve”. “We need to invest in established, long term track record, blah, blah”. So, I say, “Oh. You mean European Sovereign Debt, or Stocks which haven’t performed in 10 years, or better yet asset managers, like Madoff ”

How can you get through to asset owners?

I have found, that after 13 years of trying,  the most effective is to reach out directly and indirectly, and by letting them experience the ESG and Impact Investment community, at TBLI CONFERENCE EUROPE or ASIA. By allowing them to come, learn and interact with all these financial professionals through educational outreach and actually meet investors, who are putting large sums to work in ESG and Impact Investing, the rest falls into place.

That is why we allow 50 asset owners to come for free. If you are an asset owner and want to learn about ESG and Impact Investing, contact esther@tbli.org

TBLI CONFERENCE™ EUROPE 2011 – 10 and 11 November 2011

Title:  TBLI Conference Europe,

Location: TBLI CONFERENCE™ EUROPE 2011 Grange St. Paul’s Hotel***** London, United Kingdom,

Dates: 10 and 11 November 2011,

The prime annual global networking and learning event on Environmental, Social and Governance (ESG) and Impact Investing. ? Theme for 2011: “ESG and Impact Investing: Now More Than Ever!” ? Attendees will be able to determine their preferred workshops during the conference itself and need not register in advance, which may mean some workshops will be (more than) full and others sparsely attended. This remains part of our 13-year conference tradition. ?

Based in Amsterdam, the TBLI GROUP™ raises awareness of sustainable investment in the financial sector, by assisting investors and providing a global network for parties who share in this goal. For more information, visit http://tbliconference.com/.

Speakers will be available for comment after each session; interviews can also be arranged. For press passes or interviews contact Esther van der Weij: esther (AT) tbli.org
Tel +31.20.428.67.52*21/M +31.6.214.737.65.

This event is made possible in part by the generous support of: Sarasin,
ESG Leaders Award,  ASN Bank,  Buisness in Development,  AVIVA Investors, Thomson Reuters,
ECP International SA, Vigeo, Mn Services N.V, SAM – sustainability investing, Veolia Environmental Services, oekom research AG, ECP International SA, MicroCapital, Novethic, Venture Business Research, Ethical Performance, Blassys, Corporate Register, SRI World Group, SRI World Group, EuroCharity, Eurekahedge, EFFAS, UNEP – Finance Initiatives,  Forum Nachhaltige Geldanlagen, International Association of Microfinance Investors – IAMFI.

What Is a Socially Responsible Limited Liability Company?

The Vermont Legislature has passed a bill that ensures they will be recognized.  Lobbyists and other supporters are confident that similar will take place in states across the US, as well as on the European Union level, and beyond.  They are called Socially Responsible Limited Liability Companies, and if I told you I fully understood how they work, I would be lying.

However in every analysis and in between all the fine print, what I do understand is that the purpose of having such legislation on L3C’s is to help clear the way for more community minded, people centered investment from diverse areas of civil society.  That means not just corporations, but also foundations, non-governmental organizations, and more.  An investment goal that sounds like something the world could definitely use more of.

Below I’m slidesharing a presentation from Americans for Community Development, no need to download anything, just click through the slides and learn more about L3C’s:

SlideShare | View | Upload your own

US States Leading the Way

California and Massachusetts have become the leading US states investing in clean tech.  As a recent article in the CSMoniter points out,

Global investment in clean-tech research and enterprises approached $100 billion in 2007, and much of that money was invested in the United States. Of about $3 billion in “green” venture capital worldwide, half went to enterprises in California, and Massachusetts got about 10 percent.

The article goes on to point out that half of all US states have now launched initiatives to aggressively grow clean tech industries.  In terms of jobs alone, clean tech now employs more than 14,500 people in Massachusetts, growing at a rate of 20% per year.

Among the reasons listed for how some states have been able to successfully grow such robust clean tech industry: access to graduates from good universities, increased government support, access to local resources and raw materials.