Contact PersonSusie Winstanley
DescriptionWHEB is a specialist impact investment firm with a single investment strategy. Our starting point is a long-term belief that the global economy is shifting to a lower-carbon and more sustainable basis. We only invest in businesses that enable - and benefit from - this dramatic change. The FP WHEB Sustainability fund invests in global listed equities and has nine sustainable investment themes; five environmental (cleaner energy, environmental services, resource efficiency, sustainable transport, and water management) and four social (education, health, safety, and well-being). Our missions is to “advance sustainability and create prosperity through positive impact investments.” Measuring the impact of our investments and communicating that impact to our investors is also a key feature of our work.ApproachFor WHEB, impact investing is not just another product line, it is what defines us. All our investments are made with the intention to generate positive, measurable social and environmental impact alongside a financial return. As the world transitions towards a more sustainable economy, companies that enable this shift are more likely to experience significant structural growth. The initial screen we use when we are considering a stock for investment is whether the company’s products or services have a positive impact on the environment and/or society. The stock will also need to fit one of our nine investment themes. ESG analysis is fundamentally integrated into our research. At WHEB, ESG research is not done by a separate team nor is it outsourced to a third party. All members of the investment team undertake ESG research alongside their financial analysis. We believe that this more holistic assessment and understanding of potential and existing investments provides a stronger basis on which to shape our opinion on valuation and risk. The fund’s investment philosophy is built around sustainability, growth, quality and valuation and its style is best described as “growth at a reasonable price”.