Software permeates almost every sector of the modern global economy. Over the past decade or so, software solutions have become embedded in real economy processes to make them more efficient, delivering financial savings and so supporting company margins. Their problem-solving capabilities can also help tackle environmental challenges.

In the era of the ‘digital factory’, every machine can be connected to cloud-based software solutions. Performance data can be captured and analysed to identify any issues before they shut down an entire production line, thereby improving resource efficiency in manufacturing.

Enterprise resourcing planning software meanwhile enables companies to perfect their logistics and distribution models, therefore reducing emissions associated with carbon-intensive supply chains and operations.

Even in the relatively analogue construction sector, software solutions are being increasingly applied to improve the design and delivery of projects, optimising the use of materials and cutting wastage on building sites.

The rise of data management, processing and storage is itself energy intensive. However, the relative efficiency and higher utilisation rates of large-scale data centres, when compared with traditional on-site servers, means the shift to cloud-based solutions can itself deliver environmental savings while also unleashing the potential benefits of enhanced computing power.

For investors looking to understand the impact of the companies they invest in, the software sector does carry its own challenges. Impact analysis is complicated by the fact that it hinges on how services are applied by software companies’ customers, as well as by the difficulties in establishing baselines for comparison. Yet, as we discuss in this recording, this issue is beginning to be addressed.    

As we transition to a more sustainable economy, and as new innovations emerge, it seems clear that software can play a powerful enabling role as part of the solution to pressing environmental challenges.

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Lisa Beauvilain

Head of Sustainability & ESG, Executive Director

Lisa is responsible for the development and oversight of Impax’s Sustainability and Environmental, Social and Governance (ESG) analysis, including overseeing stewardship work in the Listed Equity team. She is the Chair of Impax’s ESG, Sustainability Lens and Environmental Committees and also Co-Heads Impax’s impact investment work.

Lisa joined Impax in 2010. She started working in the financial industry in 1999 and previously worked as an executive director in the Investment Management Division of Goldman Sachs in London. Lisa has also worked as an independent consultant, focusing on environmental policy research and analysis.

She is active within working groups and advisory councils relating to impact investing, water, governance and ESG standard setting with several external industry organisations.

Lisa has an MSc in Environment and Development from the London School of Economics as well as an MSc in Finance from the Hanken School of Economics, Finland.

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Fotis Chatzimichalakis

Portfolio Manager

Fotis is a Portfolio Manager on Impax’s Specialists and Climate strategies. He researches stocks globally and specialises in Information Technology and Industrials.

Fotis joined Impax in 2015. He has a background in engineering and joined Impax after graduating from the University of Edinburgh with an MSc focused on Sustainable Energy and Finance. He interned with Impax’s Listed Equity team from the beginning of 2015 and prior to that completed work experience at Barchester Green Investment.

Fotis is a CFA Charterholder.

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David Winborne

Senior Portfolio Manager

David is co-manager of the Global Opportunities, Leaders and US Environmental Leaders strategies. He has global research responsibility and specialises in Energy Efficiency and Pollution Control environmental markets sub-sectors. David researches stocks globally with a focus on the Technology and Telecommunications sectors.

David joined Impax in 2015 from the in-house asset management team at Tesco Pension Investment where he had joint responsibility for the successful development, launch and management of a new global equities investment platform for Tesco’s pension fund. Prior to this David was a fund manager at Sarasin & Partners, where he was responsible for the firm’s Asia-Pacific equity fund and for contributing investment recommendations to Sarasin’s flagship thematic Global Equity fund.

After graduating from the University of Bath, David began his career at Insight Investment on the Global Equities graduate scheme in 2003 as a global equity analyst.

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Adam Palin

Editor

Adam is responsible for Impax’s insights and thought leadership content, working closely with Impax’s investment team and policy experts.

Adam joined Impax in 2021 from M&G, the UK-listed asset manager, where he produced investment content across asset classes for a range of audiences. Adam started his career in 2011 at the Financial Times, where we was a reporter for the FT’s award-winning personal finance section, FT Money.

Adam has an MLitt in International Security Studies from the University of St Andrews and a BSc in Politics with Economics from the University of Bath.

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