Impact investing in action: Regnan team releases maiden quarterly report
Regnan’s impact investment team … (l-r) Mohsin Ahmad, Maxine Wille, Maxime Le floch and Tim Crockford
Regnan’s impact investment team has released its maiden quarterly impact report for the Regnan Global Equity Impact Solutions fund.
It’s the first report since senior fund manager Tim Crockford and his impact investment team moved to Regnan — a global leader in responsible investing. Regnan is part of Pendal Group.
In the report, which can be downloaded here, Crockford and his team demonstrate how innovation in agriculture is “spawning a multitude of new technologies and business models, providing attractive investment opportunities”.
The report also outlines investments in German recycling innovator Befesa and Brazil-based educator YDUQS.
“The team and I are excited to be up and running again, having successfully launched the Regnan Global Equity Impact Solutions strategy in October 2020 in the UK, and more recently in Australia,” Crockford says in the report.
Impact investing aims to generate both a financial return and a positive impact on society.
It’s the latest stage in the evolution of responsible investing, which began in the 1980s with the emergence of ethical funds created by faith-based groups looking to align their investments with their values.
Ethical funds were originally about screening out companies such as tobacco growers, casinos and weapons makers. But impact investing goes further, recognising that portfolios can be biased towards companies that generate positive outcomes for the world, while also delivering strong returns.
“This is the evolution of the project we started together back in early 2016,” Crockford says in the report.
“Our ambition has always been to create an exciting, differentiated core global equity solution for our clients… A solution that allows investors to deliver a genuine positive impact by investing in mission-driven companies that create the environmental and social solutions which drive the advancement of our productive systems.”
Who is 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.
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 email@example.com.
Regnan’s focuses is on delivering innovative solutions for sustainable and impact investment, leaning on over more than 20 years of experience at the frontier of responsible investment. “Regnan” is a registered trademark of Pendal.
The Regnan business consists of two distinct business lines. The investment management business is based in the United Kingdom and sits within J O Hambro Capital Management Limited, which is authorised and regulated by the Financial Conduct Authority and is registered as an investment adviser with the SEC.
The investment team manages the Regnan Global Equity Impact Solutions (RGEIS) strategy, which aims to generate market-beating long-term returns by investing in solutions to the world’s environmental and societal problems.
Alongside the investment team is the Engagement, Advisory and Research (EAR) team of Pendal Institutional Limited in Australia, which has a long history of providing services on environmental, social and governance issues. While the investment management team will often draw on services from and collaborate with the EAR team, they remain independent of the EAR team and are solely responsible for the investment management of the RGEIS strategy.
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. Regnan Credit Impact Trust is distributed in Australia by Pendal.