Social leaders in the transition to a more sustainable economy
In this session, Charlie will discuss Impax’s proprietary social taxonomy, the thesis behind allocating to this theme, and how research links social factors to corporate outperformance. Naturally, this can lead to market inefficiencies. The combination of 25 years of thematic active management and quantitative behavioural analysis makes this a unique proposition.
Charles French
Deputy Chief Investment Officer (CIO), Listed Investments
Charles is a co-Portfolio Manager of the Impax Global Social Leaders strategy. He provides support and leadership in the development and growth of Impax Asset Management’s listed investments business, covering research, idea generation, portfolio management, ESG integration, and trading. Prior to joining Impax Asset Management in 2022, Charles worked at Newton Investment Management where he started out as a global financial analyst before becoming a portfolio manager and heading up Newton’s multi-asset and equity opportunities teams. He was also deputy chief investment officer, providing leadership and oversight to a global investment team. Charles graduated with a bachelor’s degree in Economics from the University of Nottingham. He is also a member of the Institute of Chartered Accountants (ICAEW) in England and Wales.