We recently posted part 1 and part 2 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research, and then discussed what impact investing is and why it’s drawing attention from investors. We’re pleased to now present part 3, in which we look at specific investment themes Arnerich Massena has identified in the impact space, and what opportunities we see for investors in these thematic areas. Co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt discuss water, food and agriculture, resource efficiency, and life sciences/healthcare.
“I really see a spectrum of different opportunities in this space,” explains analyst Mitch Vogt. There’s the far left, [from] esg and sri, which aren’t focused directly on making a positive impact, but mostly on scoring companies and avoiding those making the largest negative difference… [to] mission-based investing, which is making a positive difference in the world, but tends to be concessionary on investment performance… In the middle, at the sweet spot, is thematic investing, and that’s the area we believe our portfolios are aligned with. We’re making a positive difference in the world without being concessionary on returns. We’re focusing on themes that are ripe with innovation but lack the capital really needed to fuel those ideas that will make a positive difference in the world.”
Listen to the part 3 podcast here: