Philanthropy Impact

Inspiring philanthropy and social investment across borders, sectors and causes

Long term Value and the Role of the Wealth Managers to Generate a Positive Impact

Report
March 2019
Philanthropy Impact

What follows is a presentation by Nas Karim, Director, Asset Management Advisory, Ernst & Young LLP, given during an event organised by Philanthropy Impact 19 March 2019 about Intermediaries and Social/Impact Investment.

During the panel discussion, Nas outlined the landscape for social impact investment and the role of professional advisers delivering a broad mix of strategies to meet client expectations. He described the spectrum of capital and its implications. He will shared the work of EY on The Embankment Project by working with 32 Asset Owners, Creators and Managers with a total AUM >$29tn.

The objective is to highlight how additional balance sheet value can be unlocked by all participants of the investment value chain through measuring and articulating Long Term Value to investors and stakeholders.

About the Author

Nas is a Director in the Wealth & Asset Management practice at EY. His focus is predominately regulatory change, transformation and proposition development for asset managers and asset owners. Nas is engaged on a number of initiatives across the industry and is working with clients on innovative solutions to manage the challenges posed by sustainable investing. Prior to consulting, Nas has held a number of positions in industry.

 
Most recently he was Head of Change for a Global Institutional Asset manager where he was accountable for transformation projects across a number of business lines including distribution, product development and global investment solutions. Nas has a BSc in Economics and an MBA from Cranfield School of Management.

 

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