Join Lisa Fedorenko, Claudia Kwan and Kylie Charlton for a dynamic panel debate challenging conventional wisdom on financial returns and social responsibility. This session will explore the growing evidence that impact investing strategies—spanning concessionary and non-concessionary models—can not only match but potentially outperform traditional commercial funds, leveraging rigorous case studies from emerging and developed markets.
Panellists will dissect data from the Global Impact Investing Network (GIIN) showing 80% of impact investors meet or exceed financial targets, alongside Cambridge Associates’ findings that smaller impact funds (<$100M AUM) achieved 9.5% net IRR, outperforming conventional peers by 5 percentage points. Discussions will address the false dichotomy between profit and purpose, highlighting how market-rate impact funds in sectors like renewable energy and affordable housing capitalize on systemic trends—from climate transition to social equity—while emerging market impact funds targeting Africa delivered 9.7% returns. Attendees will gain actionable insights into structuring portfolios that align client goals with measurable societal benefits, debunking myths about concessionary trade-offs and showcasing how intentional impact measurement strengthens risk-adjusted returns.
Whether advising institutional clients or retail investors, this panel equips financial advisors with tools to navigate the $1.2 trillion impact market and its 18% annual growth trajectory, positioning impact investing as a strategic imperative rather than a compromise.
The information provided in the webinar is constituted as financial information and is not intended to be financial advice.
Registrations open until Tuesday 10 June. Registration requests submitted beyond this date will be processed on a case-by-case basis.
