In the Spotlight

In this episode of The Green Dream, Impax’s Luciano Lilloy, Portfolio Manager, and Miriam Benarey, Head of Sustainability Client Advisory, speak with host James Baird on how AI is driving a boom in the tech sector at a scale we’ve never seen before—but what’s the real-world impact, and how do we invest in it through an ethical lens?

Impax’s Ross Pamphilon, Chief Investment Officer for Fixed Income, and Liam Moore, Head of Fixed Income Portfolio Specialists, discuss how supercycles and secular trends are combining to reshape the landscape for fixed income investors.

Watch the recording of our recent webinar examining how artificial intelligence is driving a significant global infrastructure build‑out. Our investment specialists, Paolo Macri, Luciano Lilloy and Barbara Heap explore the implications of rising compute demand on energy, water and physical infrastructure, identify where efficiencies are emerging across the AI value chain, and outline how these considerations inform investment decisions. The session provides practical insights into how environmental markets principles are applied in the context of AI.

We hosted an in‑person breakfast seminar in London, Sustainability in the Era of AI – Framing the Debate, examining how AI is influencing sustainability across industries, including infrastructure efficiency, environmental impact and responsible governance

Featuring: Luciano Lilloy, Portfolio Manager; Robyn Lockyer, Co-Head of Stewardship; Fotis Chatzimichalakis, Portfolio Manager;
Sanjeev Lakhani, Portfolio Manager; and William Grey, Research Analyst

Watch the full video from the event here.

We hosted an in‑person breakfast seminar in London, Sustainability in the Era of AI – Framing the Debate, examining how AI is influencing sustainability across industries, including infrastructure efficiency, environmental impact and responsible governance

Featuring: Luciano Lilloy, Portfolio Manager; Robyn Lockyer, Co-Head of Stewardship; Fotis Chatzimichalakis, Portfolio Manager;
Sanjeev Lakhani, Portfolio Manager; and William Grey, Research Analyst

Watch the highlights from the event here.

In this short conversation, meet Fotis Chatzimichalakis, Sanjeev Lakhani and Luciano Lilloy – three of Impax’s Environmental Markets portfolio managers. The team discusses where they see the most compelling secular growth themes – from energy efficiency and grid infrastructure to water resilience – and why they believe this is one of the most exciting moments in decades to invest in environmental markets.

Impax’s Ross Pamphilon, chief investment officer for fixed income, and Charles French, chief investment officer for listed equities, sat down with Citywire Engage to discuss how asset allocators should consider longer-term perspectives to better understand investment opportunities and improve their portfolios’ resilience.

In this interview with Asset TV, Impax CEO Ian Simm discusses the forces driving change across global markets and describes how the firm’s specialist approach helps clients to better identify opportunities and risks.

Featuring: Ian Simm, Founder & CEO

Topic – The Social Edge: Capturing alpha through systematically evaluating corporate culture

Featuring: Christine Cappabianca, Portfolio Manager, Impax Asset Management and Amber Fairbanks, Co-Head of Global Credit Research

As climate risks intensify and investor expectations evolve, Impax Asset Management’s Chris Dodwell and Shahbano Soomro explore the urgent themes shaping sustainable finance in 2025 and beyond. From the escalating impact of extreme weather events to the disruptive potential of AI, the conversation highlights how investors must rethink resilience, risk modelling, and capital allocation.

Featuring: Chris Dodwell, Global Head of Policy & Advocacy, Co-Head Sustainability Centre, and Shahbano Soomro, Sustainable Investment Strategy

Based on a round table discussion with investors from Ceres’ Investor Network, this report lays out how leading investors, including Impax, are navigating climate risks and identifying adaptation opportunities, highlighting emerging best practices for investors seeking to protect portfolio value while ensuring a more resilient economy.

Roberto Bosch joined the Fixed Income panel at the BTG Global Managers Conference in Brazil, sharing insights on the theme “Global Fixed Income: Perspectives and Strategies in a High Interest Rate Environment.” Watch the video to hear his views on navigating today’s evolving market dynamics.

Featuring: Roberto Bosch, Portfolio Specialist

Chris Dodwell, Global Head of Policy & Advocacy, Impax, participates in a panel organised by Responsible Investor to discuss the climate adaptation challenge.
Featuring: Chris Dodwell, Global Head of Policy & Advocacy, Co-Head Sustainability Centre.

In this film Impax Asset Management discuss the nuances of impact bonds and the growing opportunity set they present. Ross Pamphilon, Anthony Trzcinka and Yvonne Tai cover why and how Impax use impact bonds in their portfolios, relative value and credit risk considerations, as well as labelled and off-labelled bond case studies.

Featuring: Ross Pamphilon, Head of Fixed Income, Anthony Trzcinka, CFA®, Senior Portfolio Manager, and Yvonne Tai, Co-Head of Global Credit Research

Impax recently discussed the ongoing global trade war and market volatility in the context of the transition to a more sustainable economy. This session covered the investment implications relevant to our focus areas at Impax, including sector and thematic views across equities and fixed income.

Featuring: Rob Ruhr, CFA®, Head of Portfolio Specialists, Charlie French, Chief Investment Officer, Sid Jha, Equity Portfolio Manager, and Ross Pamphilon, Head of Fixed Income

We recently held an in-person breakfast seminar examining the role of corporate culture in employee experience and organisational success. Discussions focused on the link between culture and financial outcomes, methods for measuring culture, and the relationship between governance, leadership, and purpose.

Featuring: Christine Cappabianca, Portfolio Manager, and Charles French, Co-Portfolio Manager and Co-CIO, Listed Investments

We recently held an in-person breakfast seminar examining the role of corporate culture in employee experience and organisational success. Discussions focused on the link between culture and financial outcomes, methods for measuring culture, and the relationship between governance, leadership, and purpose.

Featuring: Christine Cappabianca, Portfolio Manager, and Charles French, Co-Portfolio Manager and Co-CIO, Listed Investments

Julie Gorte wrote an op-ed, first published in ESG Dive, discussing why investors need information on corporate resilience strategies for climate-driven disasters to price investment risks accurately.

Featuring: Julie Gorte, Senior Vice President, Sustainable Investing

mallowstreet’s recent survey of insurance firms with UK offices and defined contribution schemes outlines the preferences of institutional investors. In partnership with Impax, this survey finds sustainable fixed income investments are at the forefront of change in the UK pension and insurance industry – but there are clear differences between DC schemes and insurers.

Charlie Donovan spoke with The Future of Finance Podcast, diving into the complexities of the energy transition, the challenges of net-zero investing, and how macroeconomic factors like inflation and interest rates shape sustainable finance

Featuring: Charlie Donovan, Principal Economist, Impax Asset Management.