We are experiencing a transition to an era where total social benefit is becoming an increasingly important metric for the perceived value of products and services. Consequently, the investment industry is risking its enduring relevance and credibility by assessing and subsequently rewarding success through solely financial metrics.
For this roundtable discussion, and subsequent whitepaper summarising the discussion, we assembled representatives from asset owners, investment managers, family offices, foundations, private equity groups and a responsible remuneration specialist to discuss the potential for outcomes-based investment products to offer an opportunity for investment managers to deliver greater value for their clients.
We feel this is a topic worthy of focus due to our experiences working with clients to build teams that are incentivised to create and manage products that allow them to invest in companies with profitable business models which deliver scalable, net positive, impact as a function of their growing business models.
Investor appetite for managers to demonstrate additional value beyond traditional risk and return
considerations
How can pre-agreed outcomes be accurately measured? Can Investment managers manage what they can’t measure?
Practical applications from existing fund managers:
Who’s using outcomes as part of their inventive structure and how are they doing it?
Mark Thompson, Roundtable Chair
If you'd like to discuss the topics raised in the paper, please contact impactinvesting@acre.com.