Reporting impact
Impact calculator
Since 2016, the WHEB investment team has sought to quantify the real-world positive impact associated with our portfolio. Our proprietary Impact Calculator illustrates what a given amount of money invested in the strategy contributes to, such as the renewable energy generated or clean water treated.
Ultimately, the impact is generated by the end users of those products and services. This calculator connects that real-world activity back to the investor who owns a stake in the companies delivering it.
The calculator can be used with both impact funds in our range.
Impact reports
Published annually, impact reports set out the specific sustainability challenges our portfolio is designed to address, the companies contributing to those solutions and quantified data on outcomes, including greenhouse gas reductions and progress towards sustainable business practices.
The reports also cover the investment team's theory of change: the causal path from investment activity to measurable real-world outcomes.
Impact reports demonstrate our continued leadership in the rapidly growing market for listed equity impact investing.
Independent Advisory Committee
Useful links
Advisory Committee Minutes
An independent committee of sustainability investing experts reviews the fund's holdings every four months, assessing them against the strategy's sustainability criteria. Summary minutes are published after each meeting.
Stewardship reports
Published annually, the stewardship reports document engagement with portfolio companies over the year: what was raised, how companies responded and what changed. They include voting data and case studies illustrating how stewardship decisions are made.
External reports
The investment team engages with regulators, policymakers and standard setters to support stronger frameworks for sustainable investing. The funds are signatories to a number of industry initiatives, including EUROSIF, the PRI and the FRC Stewardship Code.
Net-zero carbon data
Five of the nine investment themes focus on companies whose products and services help other parts of the economy reduce emissions or adapt to climate change.
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