This 2 hour deep dive provided a grounding in the language, approaches, and vision for gender-smart investing, which is about intentionally incorporating gender based factors into financial analysis to get better outcomes. It was designed for investors and investment intermediaries newer to the field, giving them the confidence and understanding to participate more fully in the remainder of the programme.
Topics covered include:
Language, context of GLI
Gender data and analysis
Intersectionality and a JEDI lens
Private markets including Project Sage
Public markets, shareholder engagement
Gender finance as a tool for social change
Portfolios in action
Katharine supports the execution of the Gender strategy at British International Investment, focusing on gender data collection and impact measurement. She is co-chair of the Impact Measurement and Management Working Group of the Gender Finance Collaborative and sits on the Working Group for the HIPSO Gender metrics. She has experience working both in the impact investing and women’s entrepreneurship space, previously at Calvert Impact Capital and Cherie Blair Foundation for Women.
Ruth Shaber MD is the founder and president of the Tara Health Foundation, which promotes health, well-being and opportunity for women and girls through innovative evidence-informed programs. She is also the co-author of a new book written for mainstream investors, the XX Edge, which makes a persuasive data-led financial case for investing with a gender and broader diversity lens.
Kelly serves as Senior Consulting Director at Sagana. Throughout her career, Kelly has focused on gender lens investing, gender smart banking, and impact measurement and management.
Simon Pickard has become a passionate private impact investor after a career focused on equity fund management with a number of large international financial institutions including Carmignac in Paris and MAN Group and Jupiter in London. He acts as a consultant and Chair of the Impact Investment Committee for UBP in Geneva, and combines this with managing his own impact portfolio and on supporting other impact investors, including members of the global community Toniic.
Rehana is the Founder and CEO of Spectrum Impact, a strategy consulting firm that supports a range of organizations looking to expand their impact investing footprint.