Q2 2022 Report



With the growth of ESG investing and its wide range of implementations, impact investors have sought to demonstrate core elements that differentiate impact strategies from the vast range of other investment products labelled as ‘ESG’ or ‘sustainable’. One of these elements is the ‘theory of change’ that is often implicit within an impact investment strategy.

In our Quarterly Report for Q2 2022, Head of Research Seb Beloe, sets out WHEB’s theory of change and explains how it is embedded in our investment process.

Katie Woodhouse, Climate and Data Analyst, also gives an update on WHEB’s carbon emission reduction commitments.

Other features of the report include our engagement and voting activity, performance commentary and portfolio activity, as well as all the usual quarterly fund analytics and data.

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Pengana Capital Group