Aegon Asset Management
Iain Snedden, Investment Specialist
Fund: Aegon Global Sustainable Equity Fund
Perfect Is the Enemy of Good
Perfection is always difficult to achieve. Whilst we should strive for it in everything we do, including ESG investing, we should also recognise the contribution of improvement, both in terms of providing sustainable solutions and generating investment returns. The session will discuss how independent sustainable analysis and committed engagement efforts are crucial to this philosophy and the approach employed by the Aegon Global Sustainable Equity Fund.
BMO Global Asset Management
Nick Henderson, Director, Global Equities
Fund: BMO Responsible Global Equity Fund
Investing With Impact In Mind
Our world faces significant challenges – climate change, social inequalities and the ongoing Covid-19 pandemic to name a few. But we at BMO GAM are optimistic about the future, believing in the ability of society, companies and individuals to discover sustainable solutions to respond to these challenges and create opportunity from adversity. Our Responsible Global Equity Strategy strives to play its part in mobilising private capital towards securing a more sustainable future for all, alongside delivering positive financial performance. Discover how we use our fund to drive positive change, and how we measure the impact of our investments.
Kempen Capital Management
Martijn Kleinbussink, Portfolio Manager
Fund: Kempen Global Sustainable Equity Fund
A Transition To A Sustainable Economy
The transition to a sustainable economy is happening now, changing and disrupting the world as we know it and shaping markets for years to come. These rapid changes are creating exponential growth opportunities in global economies and financial markets. During the presentation we'll explore: How has our conception of sustainability evolved? Which industries and companies are best positioned to succeed, and why? What sources of alpha are available to funds that seek to support this transition? Learn how and why Kempen constructs a strategy that incorporates these considerations and evinces these trends.
Mark Whitehead, Fund Manager
Fund: Sanlam Sustainable Global Dividend Strategy
Sustainability Pays Dividends
Investing in companies that operate sustainably leads to better outcomes for all stakeholders, as it demonstrably benefits society by enabling a transition to a low carbon, resource efficient and circular economy. Companies that combine strong dividend and sustainability credentials are more likely to offer visibility of earnings and dividend growth as well as strong total returns over the long term. These enduring beliefs are central to the investment philosophy of the Sanlam Sustainable Global Dividend Strategy. In this presentation, lead fund manager Mark Whitehead presents the strategy and how it is positioned to capture opportunities in the months and years ahead.