Mission-Related Investing: New Names, Same Mission. What to Expect Next.

Over 200 years ago, Quaker and Methodist immigrants in the U.S. avoided investing in businesses tied to war, slavery, tobacco, gambling, and other activities inconsistent with their faith-based values. The desire to make investments that have a dual objective of profit and a social and/or environmental return has steadily grown since that time. Mission-related products such as SRI (Socially Responsible Investing), ESG (Environmental, Social, Governance), and impact investments have resulted in significant “sweet spots” for investors to place capital efficiently across a variety of asset classes. This includes private equity, fixed income, real assets, infrastructure and even public equities. This panel will explore how stakeholders gained entry to mission-related investing, how they have generated returns through strategies that consider both impact AND social, economic, and environmental issues.

Speakers:

• Andrew Siwo, Investment Director, Colonial Consulting (moderator)
• Sean Flynn, Managing Director, Head of Business Development - Asset Management, Credit Suisse (panelist)
• Ken Gustaven, Executive Director, Merck (panelist)
• Bhakti Mirchandani, Senior Vice President, Investment Fund (panelist)
• William Burckart, President, The Investment Integration Project (panelist)