AGENDA:

08:00 - 08:30

Registration & Coffee

08:30 - 08:35 Welcome address by Investment Week
08:35 - 09:10

Opening Keynote: Julia Dreblow, Director SRI Services, founder of Fund EcoMarket

09:10 - 09:20 Comfort break, move into boardrooms

BOARDROOM 1:

Private Suite 1

BOARDROOM 2:

Private Suite 2

BOARDROOM 3:

Private Suite 3

BOARDROOM 4:

Private Suite 5

BOARDROOM 5:

Private Suite7

09:20 - 09:55

TwentyFour Asset Management

Pictet Asset Manager

Baillie Gifford

Fidelity International

Investec Asset Management

10:00 - 10:35

Investec Asset Management

TwentyFour Asset Management

Pictet Asset Manager

Baillie Gifford


Fidelity International

10.35 - 10:50

Refreshment Break


BOARDROOM 1:

Private Suite 1

BOARDROOM 2:

Private Suite 2

BOARDROOM 3:

Private Suite 3

BOARDROOM 4:

Private Suite 5

BOARDROOM 5:

Private Suite 7

10:50 - 11:25

Fidelity International

Investec Asset Management

TwentyFour Asset Management

Pictet Asset Manager


Baillie Gifford

11:30 - 12:05

Baillie Gifford

Fidelity International

Investec Asset Management

TwentyFour Asset Management


Pictet Asset Manager

12:10 - 12:45


Pictet Asset Manager

Baillie Gifford

Fidelity International

Investec Asset Management


TwentyFour Asset Management

12:45 - 13:45 Lunch and networking


Please note: programme is subject to change

Session Information

Baillie Gifford

Fund: The Baillie Gifford Positive Change

Catherine Flockhart, Client Service Director

Investing for Positive Change

Baillie Gifford’s Positive Change Fund invests for the future in every sense. The Fund has two equally important objectives: to deliver attractive investment returns and to contribute towards a more sustainable and inclusive world. Catherine Flockhart will outline why the team firmly believes that purpose complements profits, and how patient investors can utilise a forward looking, active patient approach to achieve these two aims. The session will also cover how Positive Change team reports on progress towards their second objective, to contribute towards a more sustainable and inclusive world.


Fidelity International

Fund: Fidelity Sustainable Water & Waste

Bertrand Lecourt, Portfolio Manager

Why A Sustainable Economy Needs to Manage Water and Waste

While the world will always need water, it is an increasingly scarce resource in an environmentally constrained global economy. A complex value chain exists to meet growing urban population’s demand for water. As Portfolio Manager Bertrand Lecourt explores the investment opportunities found here, he will also explain how similar environmental, regulatory and health drivers uncover potential related to the less discussed waste industry. Understand why there has never been a more pressing time to invest in the water and waste themes. Bertrand will discuss this long-term structural trend and the diversification benefits it could offer your clients.


Investec

Fund: Investec Global Environment

Graeme Baker, Co-Portfolio Manager

Capturing The Decarbonisation Opportunity

During this session, Graeme Baker, Co-Portfolio Manager of the Investec Global Environment Fund will explain how this high conviction, actively managed portfolio of quality environmental solutions companies seeks to capture the opportunities arising from the powerful, multi-year structural growth driver resulting from the much-needed flow of capital into sustainable decarbonisation.


Pictet Asset Management

Fund: Pictet-Sustainable Emerging Debt Blend

Mary-Therese Barton, Head of Emerging Debt

Session Title: TBC


TwentyFour Asset Management

Fund: TwentyFour Sustainable Short Term Bond Income

Chris Bowie, Partner & Portfolio Manager

Sustainable Credit: A Free Lunch?

At TwentyFour we believe ESG factors can have an influence on the value of our investments. Having investigated whether a credit fund could be managed on a sustainable basis, we have seen clear evidence that this approach would have achieved good outcomes in terms of returns and volatility.

Looking predominantly within short dated, investment grade credit, we discovered that using a careful combination of negative screening (which generally worsens results) and positive screening (which generally improves results), a sustainable, low volatility portfolio could be created which offer investors the predictability and transparency that they need.