WHEB Asset Management is not really a household name here in Australia, and nor are many of the companies that they invest in. Yet for many years, the WHEB team has made it their mission to invest with a focus on creating positive impact, which they have done successfully. Their 2021 impact report has just been released (WHEB-Final-Impact-Report-2021) and I would encourage you to check it out because it really leads the market in demonstrating the positive impact created by the fund, and importantly also mentions some of the areas where the outcomes aren’t yet perfect. It’s this transparency that makes WHEB stand out as a Fund Manager dedicated to ethical and sustainable investing.
Victoria MacLean is an Associate Fund Manager who works with WHEB’s team to generate investment ideas, research opportunities, and make stock recommendations based on in-depth analysis of companies and markets. Prior to joining WHEB, Victoria worked at Aberdeen Standard Investments (ASI) for over 10 years, with her last role as Investment Director. Victoria is a CFA Charterholder and has a Master’s degree in Public Administration from the London School of Economics, and a degree in Law from the University of Edinburgh. Victoria also serves as a co-chair of the CFA Special Interest Group for Impact Investing, participated in ASI’s diversity network, and was involved in numerous young professional & women’s initiatives in finance.
I hope you enjoy this discussion with Victoria MacLean of WHEB Asset Management.
We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging.
You can find WHEB at pengana.com/our-funds/wheb and www.whebgroup.com. For more information about James Baird and JustInvest Financial Planning see: justinvest and ethicalinvestment.