What is impact? Al hetgeene dat tot het nog-niet-financieele eenige - - PowerPoint PPT Presentation

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Apr 03, 2023 611 likes •758 views

What is impact? Al hetgeene dat tot het nog-niet-financieele eenige betrekking heeft The role of data in ESG & impact investing VBA, Amsterdam, 13 juni 2019 piet.klop@pggm.nl 1 Reconnecting with the real world 2 Larry Fink said

SLIDE 1

What is impact?

“Al hetgeene dat tot het nog-niet-financieele eenige betrekking heeft”

1 The role of data in ESG & impact investing VBA, Amsterdam, 13 juni 2019 piet.klop@pggm.nl

SLIDE 2

Reconnecting with the real world

2

SLIDE 3

Larry Fink said what?

3 “Within the next 5 years all investors will measure a company's impact on society, government, and the environment to determine its worth.”

https://nordic.businessinsider.com/blackrock- larry-fink-investors-esg-metrics-2018-11/

SLIDE 4

4

World Portfoli

Portfoli
“Doing the thing right”

Compliance, fiduciary duty Reducing risk Operations-related (ESG) SASB, TCFD “Doing the right thing” Discretionary option Making difference Product-related (SDG) GRI, GIIN

portfolio world

SLIDE 5

Sustainable Development Goals

SLIDE 6

Sustainable Development Investments (SDI)

6 Impact management ??

SDI

€20B Investing in Solutions program

SLIDE 7

Impact: real world outcomes

7

SLIDE 8

SDG positive impact indicators

8

SLIDE 9

All together now

9

SLIDE 10

The Full Monty

10 https://impactmanagement project.com/wp- content/uploads/Investor_s

Perspective-PGGM_-

Mapping-a-portfolio-by-its- effects-on-people-and- planet.pdf

SLIDE 11

It’s a crowded space

Principles and frameworks Guidance & standards Classification & ratings

SLIDE 12

But a free market after all

12

SLIDE 13

For Q&A

Alignment or additional impact? All SDGs or selection? Crappy data, now what? Benchmarks & baselines Maintenance vs. incremental impact Netting positive and negative impact?