Ep 202: Claudia Kwan - Returns Without Compromise: Investing for Impact and Outperformance
Update: 2025-08-04
Description
David Clark is joined by Claudia Kwan, Managing Director at North Star Impact Funds and recipient of the Outstanding Individual Achievement Award at the Impact Investment Summit. A former Morgan Stanley trader and now one of Australia’s leading voices in sustainable capital, Claudia shares how impact investing is evolving beyond its philanthropic roots to deliver returns competitive with traditional strategies.
For investors who have historically prioritised financial performance over social outcomes, this episode challenges assumptions highlighting how capital can be deployed to sectors like affordable housing, electrification, and healthcare without compromising on economic returns.
Key highlights:
* Why measurable social and environmental outcomes are becoming part of mainstream investing.
* How impact-aligned portfolios can deliver returns in line with traditional benchmarks.
* NorthStar’s values-driven, institutional-grade investment approach.
* Claudia’s journey as a female leader in the investment banking industry.
Great perspective on why purpose and performance are no longer mutually exclusive.
For investors who have historically prioritised financial performance over social outcomes, this episode challenges assumptions highlighting how capital can be deployed to sectors like affordable housing, electrification, and healthcare without compromising on economic returns.
Key highlights:
* Why measurable social and environmental outcomes are becoming part of mainstream investing.
* How impact-aligned portfolios can deliver returns in line with traditional benchmarks.
* NorthStar’s values-driven, institutional-grade investment approach.
* Claudia’s journey as a female leader in the investment banking industry.
Great perspective on why purpose and performance are no longer mutually exclusive.
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