The Journey from ESG to Impact

3 March 2021

The Journey from ESG to Impact

The Journey from ESG to Impact

Join us on Wednesday 3 March 2021 to hear from industry experts on the growth in Impact investing, why consumers are starting to invest in this space and finally gain insight from three experienced asset managers about how they are adapting to this area of investment.


  • 8:30 - Introduction from Steve Kenny, Commercial Director, Square Mile Research
  • 8:35 - Interview with Jamie Broderick, Director of the Impact Investing Institute and Richard Romer-Lee, Managing Director, Square Mile
  • 9:15 - What does the consumer think of impact investing? - The Big Exchange
  • 9:25 - Panel discussion with John Fleetwood, Director of Responsible and Sustainable Investing, Square Mile and the three sponsors;
    - Sarah Norris, Portfolio Manager Global Impact Equity Fund, Aberdeen Standard Investments
    - Simon Bond, Director of Responsible Investment Portfolio Manager, Columbia Threadneedle Investments
    - Ben Constable-Maxwell, Head of Impact Investing, M&G Investments
  • 9:55 - Closing remarks 

This virtual event will provide 90 minutes of structured CPD for attendees. 

Traditionally the province of the institutional markets, Impact investing is gaining traction in the retail space, however there are still a number of misconceptions surrounding this style of investing. During the event, we seek to address these, providing insight from Jamie Broderick, Advocate for Social Impact Investment, on the growth in this area, as well share research findings from The Big Exchange on why consumers are starting to invest in this space. Finally, you will hear from 3 experienced asset managers on how they are tackling this area of investing.


Sponsors & partners

M&G plc

Columbia Threadneedle Investments

Aberdeen Standard


  • Simon Bond

    Simon Bond

    Director of Responsible Investment Portfolio Manager, Columbia Threadneedle Investments

    Director of Responsible investment with 34 years experience in the investment industry and responsible portfolio management solutions. Innovative and pioneering product development in responsible investment, leveraging 29 years specialisation of Investment Grade Fund Management to bring social investment into the mainstream. Managing funds in U.K. Europe and globally that deliver the right return for both investors and society. Fast growing Assets Under Management in excess of $970m, of which 3 funds are over $900m. With 7 years track record of Impact strategies delivering benefits for society through conventional asset classes.

  • Ben Constable-Maxwell

    Ben Constable-Maxwell

    Head of Impact Investing, M&G Investments

    Ben is Head of Sustainable and Impact Investing, leading M&G’s strategy on impact investing as well as covering sustainability issues such as climate change and the circular economy. He has been central to the development of ESG integration within M&G’s investment processes and has supported the development of ESG solutions for clients across asset classes. Ben plays an active industry role as a member of various sustainable and impact investment initiatives, interacting with companies, policymakers, NGOs and other investors. He is a Trustee at Firefly International youth organisation, which provides educational and mental health support for young people in conflict-affected areas in the Balkans and Middle East. Previous to joining M&G in 2003, Ben spent four years with the Equities team at Invesco Perpetual. Ben has an honours degree in Classics from the University of Newcastle-upon-Tyne.

  • Steve Kenny

    Steve Kenny

    Commercial Director, Square Mile

    Steve is responsible for the distribution business, playing an active role in the servicing of clients in the asset management, adviser and platform space. He is also responsible for the development and implementation of the company’s strategy in conjunction with the Executive Management Team.

  • Richard Romer-Lee

    Richard Romer-Lee

    Managing Director, Square Mile

    Richard is a co-founder of Square Mile and is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. He works closely with clients, as well forging strong business relationships within the wider industry.

  • Sarah Norris

    Sarah Norris

    Portfolio Manager Global Impact Equity Fund, Aberdeen Standard Investments

    Sarah is an Investment Director within the European Equity Team at Aberdeen Standard Investments. She is responsible for providing research coverage of the Healthcare Equipment & Services and Software & Computer Services sectors, and she is also the lead portfolio manager on the European Ethical Equity Fund and co-portfolio manager of the management of the Global Equity Impact Strategy for Aberdeen Standard Investments. Sarah joined Standard Life in 2011 from Referendum Ready, a non-profit campaign that partnered with the Government of Southern Sudan Mission prior to independence. She continues to work with Impact Sudan, a non-profit organisation based in the US that supports education and community development projects in South Sudan.

  • James Broderick

    James Broderick

    Director of the Impact Investing Institute, Impact Investing Institute

    Jamie is a director of the Impact Investing Institute, an independent, non-profit UK organisation that aims to accelerate the growth and improve the effectiveness of the impact investing market. The Institute is supported by the UK's Government Inclusive Economy Unit, the Foreign, Commonwealth & Development Office, the City of London Corporation, and a number of financial services organisations in the UK. Jamie was head of UBS Wealth Management in the UK from 2013-2017. Jamie joined UBS after nineteen years at J.P. Morgan Asset Management, latterly as Chief Executive of its European operations. He joined J.P. Morgan in New York in 1993 and moved to London in 1996. He started his financial services career at Wellington Management Company, an independent asset management partnership in Boston.

  • John Fleetwood

    John Fleetwood

    Director of Responsible and Sustainable Investment, Square Mile

    John oversees responsible and sustainable investing, having founded 3D Investing in 2015 which was acquired by Square Mile in 2020. He focusses on researching responsible, sustainable and impact investment funds to enable advisers and asset managers to develop model portfolios with a remit to invest for good. John is the editor of the Good Investment Review – a half-yearly in-depth report of the sector - and 3D Investing is a founding partner of the Big Exchange.