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Impact Report, Q1 2022

While we believe recent price inflation is likely to be transitory, the current state of affairs has nevertheless unnerved investors, prompting fears of a further rise in interest rates.

In the latest Impact Quarterly Report, we discuss our approach to inflation. We argue that in the context of impact investing, inflation is a near-term risk – sustainability megatrends should ultimately play out over the next five years… and beyond.

Other highlights in this edition include:

  • Our exposure by impact: We share how our portfolio breaks down across nine impact themes, as aligned to the SDGs
  • Case studies: We provide case studies for two portfolio companies
Risk profile
  • This information does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.
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Ingrid Kukuljan
Head of Impact & Sustainable Investing, Federated Hermes Limited

Ingrid joined in February 2020 and has 25 years’ experience spanning asset management, as well as capital and private markets. As Head of Impact & Sustainable Investing, she is responsible for the construction and management of the portfolios within the strategy. She joined from PDM Capital where she was managing a thematic equity fund. Prior to this, she was at Jupiter Asset Management as Fund Management Director where she managed the EMEA portion of the Global Managed Fund and co-managed Jupiter’s flagship EMEA fund. She started her career in 1997 at Lazard & Co where, for six years, she was a generalist CEE and European equities analyst. Ingrid was included in Citywire’s first ever global compilation of the 1,000 top fund managers in the world. Ingrid is a Non-Executive Director of Fair4All Finance, founded with dormant asset money solely to create positive impact by promoting financial inclusion in the UK. Ingrid holds a degree in Italian and Business Studies from University College London, CISI Diploma in Investment Regulation & Compliance and is fluent in four languages.

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