FAST PODCAST: How impact investing fits into portfolios this year | Pendal Group
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FAST PODCAST: How impact investing fits into portfolios this year

Impact investing – which aims to make money while solving the world’s biggest problems – went mainstream in 2021. What role will it play in portfolios this year? TIM CROCKFORD explains

You can also listen to this podcast on Apple or Spotify

An excerpt from this podcast

“Impact investing strategies are always going to be long-duration strategies,” says portfolio manager Tim Crockford, who heads up Regnan’s equity impact investment team.

“That that has to be a consideration for anyone thinking about making a step into an impact investment vehicle.

“That means impact investors will run with portfolios that are vastly different to the global equity benchmarks that you might try and measure their performance against.

“Impact investing vehicles will tend to divert capital towards smaller and medium-sized companies as opposed to some of the world mega caps and blue chip stocks that typically dominate equity indices.

“These are strategies that will run with very high active shares, very high tracking errors (the difference in returns between a portfolio and a benchmark).

“But what we are finding more and more is that investors of all shapes and sizes like the long-term view that impact investors take.

“They like the fact they can understand the themes that will ultimately drive the creation and growth of their capital over the long-term holding periods that impact investors typically take.

More and more we see investors resonating with this longer-term view and seeing through the shorter term noise and volatility that markets typically throw up.

“It means that as an investor I’m going to have to think a little bit more laterally than previously, where I might just compare to benchmarks.

“But over the longer term, it’s likely to outperform because it is at the beginning of its life cycle.”

Listen to the podcast for more examples


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Find out about

Regnan Global Equity Impact Solutions Fund

About Tim Crockford

Tim Crockford leads Regnan’s Equity Impact Solutions team and is senior fund manager of Regnan Global Equity Impact Solutions Fund. Tim previously managed the Hermes Impact Opportunities Equity Fund after co-founding the Hermes impact team in 2016.

About Regnan

Regnan is a responsible investment leader with a long and proud history of providing insight and advice to investors with an interest in long-term, broad-based or values-aligned performance.

Building on that expertise, in 2019 Regnan expanded into responsible investment funds management, backed by the considerable resources of Pendal Group.

The Regnan Global Equity Impact Solutions Fund invests in mission-driven companies we believe are well placed to solve the world’s biggest problems.

The Regnan Credit Impact Trust (available in Australia only) invests in cash, fixed and floating rate securities where the proceeds create positive environmental and social change. Both funds are distributed by Pendal in Australia.

Visit Regnan.com

Find out about Regnan Global Equity Impact Solutions Fund

Find out about Regnan Credit Impact Trust

For more information on these and other responsible investing strategies, contact Head of Regnan and Responsible Investment Distribution Jeremy Dean at jeremy.dean@regnan.com.


This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current as at February 3, 2022.

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