Tim Crockford, Regnan: How to have impact in listed markets

Impact investing has a long history in private markets, but when it comes to investing in public companies that are listed on a stock exchange, it’s a lot harder, to measure your impact, and to influence the companies you’re investing in. Today, I’m speaking with Tim Crockford, all about the Regnan Global Equities Impact Solutions Fund. Tim is head of Equity Impact Solutions, he’s based in the UK, and he has a unique approach to analysing companies, and to measuring impact. He and his team go to remarkable lengths to explore not only companies of interest, but examining the market, and indeed the complete supply chain that surrounds the problem they hope the company is working to solve. They use the problem as the baseline, and work to find the organisations that are best positioned to solve it. Tim is really passionate about this stuff, and I hope you get as much out of this conversation as I did. I’d also like to introduce you to the sponsor of this series and that’s, the ACCR, the Australasian Centre for Corporate Responsibility. The ACCR engages with companies as a shareholder, advocating for them to improve their environmental and social practices, and in the process make the company more sustainable. It’s no easy feat, but through a modest holding of shares, and with the help of a high-performing team, they put forward shareholder resolutions that focus on positive social and environmental outcomes. They’re a group of pragmatic lawyers and finance experts, and by utilising shareholder resolutions, they approach some of Australia’s biggest companies in a forum they can’t ignore. Head to www.accr.org.au/shareholders to get involved. Now Tim was kind enough to go into a lot of detail about his approach, and so I do need to emphasise that, as always, nothing in this podcast is financial advice. Please do seek your own professional advice before making investment decisions. All the show notes are at www.johntreadgold.com Enjoy