What you can expect as an investor in Snowball
Laura Boyle, Head of Marketing, Snowball
Fri 1 September 2023
On your behalf we manage a diversified fund to deliver competitive returns whilst being thoughtful stewards of people and nature alongside the capital we’re entrusted with.
In addition to impact and financial performance reporting, we offer an engaging investor relations experience.
Reporting
Impact and financial performance
Quarter report and CIO insights
Virtual update calls with our investment team including portfolio updates, new investments
Education program
Integrating impact, risk and return in your investment strategy
Annual General Meeting
Investor community
Peer learning
Invitations to talks with our fund managers
Sector specific learning events. Recent examples have included a 'lunch and learn' with Learn Capital one of our US based managers who specialise in education, a sustainable oceans salon with Aqua-Spark who are leading experts in aquaculture and sustainable investing for charities and university endowment decision makers.
Invitations to partner events providing you access into the impact investing community globally
Networking
Social events designed to provide a more informal space for our investors to connect with our Leadership Council and Expert Network who are impact and investment industry leaders
"We initially invested in Snowball as we had not made an impact investment before. We wanted to develop a portfolio which targeted impact and returns in every asset class, and have valued the opportunity to learn alongside the team."
Family office investor in Snowball
"Something we have found of value is to use the Snowball quarter report as an example with our other investment managers to ask them to start to provide similar visibility into the impact of our other investments."
Charity investor in Snowball
