What challenges we face?
Need to establish a mature influence investment field of investors' trust, and the process of building trust, the most important is must have a clear guidance and structure of the surrounding influence analysis and report.In the process of development of the industry, it is an inherent challenge drift influence "cleaning" risk (similar to "green"), the traditional investment simply labeled influence investment, and try to take advantage of the relatively new asset classes, with its positive attributes.
This approach not only could weaken and distort the market, will blow to investor confidence, thereby preventing benign development of the market.2 degrees investment initiative found, for example, in the presentation is not interested in investment fund "influence" of retail investors, with 48% of people said that the reason is that they are not interested in the project of the proposed claim are sceptical.
WHEB asset management company has the industry in the maximum execution time listed shares influence investment strategy.The company with the United Nations as a measure of the sustainable development target, influence in the annual report on its portfolio to quantify the positive social and environmental impact.WHEB influence report detailed method theory, the products and services to its portfolio companies to produce the positive impact, this paper expounds the WHEB is how to evaluate and measure the positive impact.
In 2019, WHEB launched a new analysis method -- "engine" influence, to comply with its core products and services provided by the investment strategy of the company, carries on the overall impact strength evaluation.A year later, WHEB are prepared to further improve its influence analysis and report the relevant guidelines and structure.Particularly want to ensure that its approach is the most appropriate, not only conforms to best practices, and the basis of calculation result is reliable.
WHEB asset management company, a partner and research at Seb Beloe said: "in 2020, we think it necessary to entrust an independent professional body for peer reviews of our approach."He added: "the carbon trust's report compiled influence leading best practice, to provide a third party has rich experiences in relevant certificates, so they are our ideal partner, I'm pleased to by their test method the rigour of my company."
How can we help?
To health, zero carbon emissions and sustainable economic transformation in the process, will produce a lot of opportunities, WHEB investment strategy would focus on these opportunities.WHEB according to nine topics, screening of diversified investment portfolio around the world.Carbon trust based on existing knowledge and experience, and report the current influence best practice in the field of standard and method, method of WHEB the peer review.
Through peer review, we found that WHEB and estimation method based on reasonable assumptions, methods of design in accordance with internationally recognized best practices influence report.
What benefit us?
We should WHEB commissioned by the peer review, shows that the company is to improve the transparency of commitment, and greater transparency is necessary to expand the size of the impact investment.
Beloe said: "we are happy to review of the carbon trust has confirmed our method is in line with international best practices.The review result promotes the investors and other WHEB stakeholder confidence in the data, into an action to let them more trust to influence the integrity of the report."
Report "influence is a relatively new investment management and measure.Peer review to help confirm the WHEB development method is in line with best practice in this field.This review result let us have the confidence to expand business in the field, including data prompted us investment company to report more influence."
