What is WHEB and Its Focus?
WHEB is now part of Foresight Group, a move that strengthens its position in the impact investing world. Specializing solely in impact investing within listed equities, WHEB runs a single global mid-cap equity strategy. This strategy targets companies whose products and services tackle key sustainability challenges. These challenges are identified through nine distinct investment themes: Cleaner Energy, Education, Environmental Services, Health, Resource Efficiency, Safety, Sustainable Transport, Water Management, and Well-being. It’s a focused approach that zeroes in on making a real difference through investment.
Main Benefits of the WHEB Strategy
WHEB’s approach offers several standout benefits that make it a compelling choice for investors interested in sustainability and impact:
- Nearly 20 years of experience with one of the longest-established sustainable investment strategies on the market.
- Active engagement with portfolio companies and the broader financial system to push for higher standards in sustainable investing.
- Access for both retail and professional investors to invest in the WHEB strategy through various channels.
- A dedicated team of sustainability experts who have developed bespoke tools to analyze companies and provide transparency.
- Alignment with positive impacts generated by end users of sustainable products and services, such as electric vehicle owners or renewable power consumers.
- Recognition through numerous awards and accreditations for responsible investment and impact investing.
WHEB’s Unique Investment Themes
The nine investment themes that guide WHEB’s strategy are more than just buzzwords. They represent critical areas where sustainable solutions are needed most. From Cleaner Energy to Well-being, each theme targets sectors that contribute to a more sustainable future. This thematic approach helps investors understand exactly where their money is going and the kind of impact it’s supporting. It’s a clear, focused way to invest in sustainability without spreading too thin.
Engagement and Influence Beyond Investment
WHEB doesn’t just invest and sit back. As active investors, they engage deeply with their portfolio companies and the wider financial ecosystem. This means working with regulators, policymakers, and standard setters to push for better practices across the board. It’s about using influence purposefully to create more positive outcomes—not just for investors, but for society and the planet. This proactive stance sets WHEB apart in the impact investing space.
The Team Behind WHEB
The WHEB team is a blend of seasoned impact investing practitioners who bring deep expertise in listed equity markets. Their passion for delivering positive impact shines through in their commitment to long-term relationships and a first-class client experience. This combination of investment savvy and genuine dedication to sustainability creates a powerful force driving the strategy forward. It’s not just about numbers; it’s about making a difference.
WHEB’s Impact on Sustainable Development Goals (SDGs)
- SDG 3: Good Health and Well-being
- SDG 4: Quality Education
- SDG 6: Clean Water and Sanitation
- SDG 7: Affordable and Clean Energy
- SDG 9: Industry, Innovation, and Infrastructure
- SDG 11: Sustainable Cities and Communities
- SDG 12: Responsible Consumption and Production
- SDG 13: Climate Action
- SDG 15: Life on Land
Transparency and Measuring Impact
One of the standout features of WHEB’s strategy is its impact calculator. This tool shows the positive impact that companies in the portfolio help create, though it’s important to note that the impact is ‘associated’ rather than solely attributable to WHEB’s investments. The calculator links the positive outcomes to the end users of sustainable products and services, making the impact tangible and relatable. This transparency helps investors see the real-world effects of their investments, reinforcing trust and commitment to sustainability.
