1. Newsroom
  2. Impact investing engages with a wider public
Menu
Insight 20.07.2021

Impact investing engages with a wider public

Impact investing engages with a wider public

Impact investing increasingly tells a story that investors can relate to, as Rupert Welchman pointed out at the recent Sustainable Investment Festival.


Indeed, we are just at the beginning of an educational and bridge-building dialogue between impact fund managers and investors. To give some background, impact investing got off the ground around the year 2007 and for a long time was limited to private markets. Only quite recently was impact investing extended to listed equity, a development that has broadened out the sector and brought its disciplined approach to a wider investing public.

There is significant momentum for this spread to continue, so much so that we could end up with regional impact funds and different areas of impact that investors and end clients can focus on. The quality of our data, the disclosure and the impact measurement are key to the way we want to invest at UBP, and the bar will no doubt be raised further in the future, as investors will want to know that when they buy an impact fund, it follows the full spectrum of rigorous criteria. You can’t ever drop your standards, as Rupert concluded.

Key takeaways from the panel session on impact investing in listed equities at the Sustainable Investment Festival.

Interview: Rupert Welchman & Damien Lardoux

impact investing

Rupert_Welchman_150x150.jpg
Rupert Welchman
Portfolio Manager
Impact Equities
View his Linkedin profile



Expertise

Global equities

Invest in companies with superior and sustainable value creation.


Further reading

Insight 08.05.2024

UBP House View - May 2024

In light of the extended duration of high interest rates, we’re employing a carry strategy, ramping up our allocation to high-yield bonds.

Insight 26.04.2024

Swiss equities back on the radar

Following a relatively lacklustre performance in 2023 and the Swiss National Bank’s recent interest rate cut, is now the time to revisit the Swiss equity opportunity set? In this Investment Rendez-Vous podcast, Eleanor Taylor Jolidon, co-head of UBP’s Swiss and Global Equity team, walks us through Swiss business models, current valuations and industries of particular interest.

Insight 12.04.2024

UBP House View - April 2024

The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.