Seb Beloe's guest appearances

Seb Beloe

Impact Leaders - Sustainable & Impact Investment and Performance with Purpose

Good Future

John Elkington

Tim Crockford

Tim Smit

Rachel Mason

Lindsay Smalling

Katz Kiely

Bronwyn King

Cathy Clark

Kylie Porter

Kat Dunn

Rosemary Addis

Joel Solomon

Damon Gameau

Amit Bouri

Tom Dawkins

OwlTail

WHEB Asset Management is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy.    Seb Beloe is the Head of Research and leads the integration of sustainability analysis within the investment process, as well as overseeing engagement activities. Previously, Seb was Head of SRI Research at Henderson Global Investors where he led on the identification and analysis of sustainability themes and company-level corporate responsibility analysis. Prior to Henderson, Seb was the Vice President of Research and Advocacy at SustainAbility.  He has published several reports on sustainable business, and has been a member of numerous corporate advisory boards and awards panels. Seb has two degrees in environmental science and technology, from the University of East Anglia and Imperial College and is a Chartered Environmentalist.   Highlight:  You must have a long term perspective in investing. “...what’s really changed is the level of interest in sustainability and impact investing from institutional investors and retail investors as well.” We see an ESG stampede around some particularly high profile companies that are clearly providing some kind of low carbon solution. The most obvious example is Tesla. Methodology on measuring the impact and taking numbers from a company e.g. Kingspan and translating the impact into energy saved and carbon emissions. Engagement during company Annual General Meetings and proactive engagement to speak with companies’ management. You have to analyse companies and be actively looking at how they are reducing carbon emissions. It is important to frame the conversation around the business case, not just because its good for the planet. Large institutional investors are required to at least think about ESG issues, but they are also under a lot of pressure from their own beneficiaries to invest in a more responsible way. Financial sector is not beloved by people, it’s not trusted very much, but they like to invest in funds with people that they think they can trust. The partners have majority of their own money invested in the fund. THe EU green taxonomy is a very strong signal where the european economy is heading. “it's been a real privilege working with people who have that real sense of mission around environmental issues“.   Time stamps: [03:35] Impact investing and sustainable investing [06:10] History of WHEB [10:00] Growth of the fund and its challenges  [17:00] Amazon’s performance is ultimately about consumerism and volume [21:35] Is there actually more impact in the environmental themes than the social themes? [29:00] Relevance of the allocation in a company to have engagement conversations [33:56] You have to be commercial to make the business sustainable  [38:10] The positive effect in performance and not holding positions in oil and gas companies [40:10] What type of clients come to WHEB [53:10] Impact of government policies [58:00] Why it’s important to have a sense of mission    Useful links:  www.WHEBgroup.com Seb Beloe on Twitter  Seb Beloe's Linkedin  BBC on FTSE &amp; Dow Jones fall - Worst day since 1987 HSBC report - ESG stocks did best in COVID-19 slump , by Ashim Paun, Co-Head, ESG Research  FT article on Nordic Investor - Lessons from my $600m gamble on renewables, by  Jens Ulltveit-Moe EU taxonomy for sustainable activities Tim O’Riordon KingspanConnect with JP Dallmann on Linkedin, Twitter, or Instagram. Contact us to help you transition into Sustainable &amp; Impact Investing - ILA &amp; Partners  How to incorporate SDGs into your business - Fast Forward 2030  Find talent and careers with impact - Realchangers  Impact Leaders is produced by Podcast Publishing

WHEB Asset Management is a positive impact investor focused on the opportunities created by the transition to a low carbon and sustainable global economy. Seb Beloe is the Head of Research and leads the integration of sustainability analysis within the investment process, as well as overseeing engagement activities. Previously, Seb was Head of SRI Research at Henderson Global Investors where he led on the identification and analysis of sustainability themes and company-level corporate responsibility analysis. Prior to Henderson, Seb was the Vice President of Research and Advocacy at SustainAbility.  He has published several reports on sustainable business, and has been a member of numerous corporate advisory boards and awards panels. Seb has two degrees in environmental science and technology, from the University of East Anglia and Imperial College and is a Chartered Environmentalist. Highlight: <ul> <li>You must have a long term perspective in investing.</li> <li>“...what’s really changed is the level of interest in sustainability and impact investing from institutional investors and retail investors as well.”</li> <li>We see an ESG stampede around some particularly high profile companies that are clearly providing some kind of low carbon solution. The most obvious example is Tesla.</li> <li>Methodology on measuring the impact and taking numbers from a company e.g. Kingspan and translating the impact into energy saved and carbon emissions.</li> <li>Engagement during company Annual General Meetings and proactive engagement to speak with companies’ management.</li> <li>You have to analyse companies and be actively looking at how they are reducing carbon emissions.</li> <li>It is important to frame the conversation around the business case, not just because its good for the planet.</li> <li>Large institutional investors are required to at least think about ESG issues, but they are also under a lot of pressure from their own beneficiaries to invest in a more responsible way.</li> <li>Financial sector is not beloved by people, it’s not trusted very much, but they like to invest in funds with people that they think they can trust.</li> <li>The partners have majority of their own money invested in the fund.</li> <li>THe EU green taxonomy is a very strong signal where the european economy is heading.</li> <li>“it's been a real privilege working with people who have that real sense of mission around environmental issues“.</li> </ul> Time stamps: [03:35] Impact investing and sustainable investing [06:10] History of WHEB [10:00] Growth of the fund and its challenges  [17:00] Amazon’s performance is ultimately about consumerism and volume [21:35] Is there actually more impact in the environmental themes than the social themes? [29:00] Relevance of the allocation in a company to have engagement conversations [33:56] You have to be commercial to make the business sustainable  [38:10] The positive effect in performance and not holding positions in oil and gas companies [40:10] What type of clients come to WHEB [53:10] Impact of government policies [58:00] Why it’s important to have a sense of mission  Useful links: <a href="http://www.whebgroup.com" rel="nofollow" target="_blank">www.WHEBgroup.com</a> Seb Beloe on <a href="https://twitter.com/SebBeloe" rel="nofollow" target="_blank">Twitter</a> Seb Beloe's <a href="https://uk.linkedin.com/in/sebbeloe" rel="nofollow" target="_blank">Linkedin</a> BBC on FTSE &amp; Dow Jones fall - <a href="https://www.bbc.co.uk/news/business-51829852?app=news.business.story.51829852.page" rel="nofollow" target="_blank">Worst day since 1987</a> HSBC report - <a href="https://www.gbm.hsbc.com/insights/global-research/esg-stocks-did-best-in-corona-slump" rel="nofollow" target="_blank">ESG stocks did best in COVID-19 slump</a> , by Ashim Paun, Co-Head, ESG Research FT article on Nordic Investor - <a href="https://www.ft.com/content/f9ba8d70-6547-11ea-b3f3-fe4680ea68b5" rel="nofollow" target="_blank">Lessons from my $600m gamble on renewables</a>, by  Jens Ulltveit-Moe <a href="https://ec.europa.eu/info/publications/sustainable-finance-teg-taxonomy_en" rel="nofollow" target="_blank">EU taxonomy for sustainable activities</a> <a href="https://en.wikipedia.org/wiki/Tim_O%27Riordan" rel="nofollow" target="_blank">Tim O’Riordon</a> <a href="https://www.kingspan.com/group/" rel="nofollow" target="_blank">Kingspan</a> Connect with JP Dallmann on <a href="https://www.linkedin.com/in/jp-dallmann/" rel="nofollow" target="_blank">Linkedin</a>, <a href="https://twitter.com/JPDallmann" rel="nofollow" target="_blank">Twitter</a>, or <a href="https://www.instagram.com/inspiredbyjp/" rel="nofollow" target="_blank">Instagram</a>. Contact us to help you transition into Sustainable &amp; Impact Investing - <a href="https://www.linkedin.com/company/impact-leaders-advisors" rel="nofollow" target="_blank">ILA &amp; Partners</a> How to incorporate SDGs into your business - <a href="http://fastforward2030.com/" rel="nofollow" target="_blank">Fast Forward 2030</a> Find talent and careers with impact - <a href="https://www.realchangers.com/" rel="nofollow" target="_blank">Realchangers</a> Impact Leaders is produced by <a href="http://podcastpublishing.help/" rel="nofollow" target="_blank">Podcast Publishing</a>

28: Seb Beloe of WHEB AM - Investing In The Transition To A Zero Carbon And Sustainable Economy

Seb Beloe lives in the country, just outside London, he’s struck a balance between the rural and the urban, and this is echoed in his work where he combines his passion for sustainability, with making investments that earn a decent return.  He’s Head of Research at WHEB Asset Management, which is a fund manager that seeks out progressive companies that make products that are doing good in the world. They invest in public companies, listed on the stock market, and while their impact might not be as deep as their private markets forebears, they’re making conscious investment accessible to a lot of people.

Seb Beloe lives in the country, just outside London, he’s struck a balance between the rural and the urban, and this is echoed in his work where he combines his passion for sustainability, with making investments that earn a decent return. He’s Head of Research at WHEB Asset Management, which is a fund manager that seeks out progressive companies that make products that are doing good in the world. They invest in public companies, listed on the stock market, and while their impact might not be as deep as their private markets forebears, they’re making conscious investment accessible to a lot of people.

Seb Beloe: Impact investing in public markets, the trade-off