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Pictet AM: Thematische aandelen als impactbeleggingen

Wat is het verschil tussen impact investing en thematisch beleggen in milieu- of maatschappelijke thema’s?

Impact investing is generally considered the purest form of responsible investment.Modelled on ideas developed in the 1970s by the social entrepreneur Muhammad Yunus, it has traditionally involved directing capital to specific ecological or socially-responsible projects.

The approach has twin aims: to generate financial returns and to deliver material environmental and social benefits.

The range of activities financed under the impact investing umbrella is wide. Recent examples include land rewilding, the construction of wind farms, the improvement of water networks and the development of orphan drugs. 

It is the ethical focus of impact investing that explains why it tends to be seen as the preserve of private finance. Its moral orientation is widely deemed to be at odds with the principles of those who invest in - and construct portfolios containing - listed stocks. Yet recent developments in sustainable finance suggest this interpretation is in need of some revision. 

 

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