Navigating a changing world
Sustainable and impact investing has entered the next phase in the evolution of this important area for investors as the sector navigates a raft of new UK and global regulations.
At this morning event, delegates will hear from a range of fund managers about how they are responding to regulatory change and political upheaval, as well as how they are taking advantage of opportunities and working through challenges.
Speakers will explain how their funds are tackling global environmental and societal issues. We will also be discussing how they measure impact, effective engagement strategies, how client reporting is evolving and where these funds may sit in portfolios.
Our Sustainable & Impact Briefing will give delegates a chance to interact with speakers and peers to discuss the big talking points around the development of sustainable investing. This concise morning event will run from 08:30 - 10:30 which means minimal time spent out of the office!
Who should attend:
Places are complimentary for discretionary investment professionals who actively invest client money, or researchers/analysts who influence decisions relating to the buying or selling of funds.
We welcome delegates from the following firm types: Banks, Discretionary Wealth Managers, Family Offices, Funds of Funds/Multi-Manager, Private Banks, Research Companies, Stockbrokers... with job titles such as: Chief Investment Officer, Head of Fund Selection, Head of Investment Strategy, Head of Multi-Manager, Head of Research, Investment Analyst, Investment Director, Investment Manager, Investment Research Manager, Wealth Manager.
Simply apply for your place using the registration form today and we will be in touch to let you know if you have been approved!
Event sponsors:
Speakers
Agenda
Given the urgency to halt global warming, prevent biodiversity loss and drive social progress, we believe that investing in companies that are providing scalable, innovative products and services which help companies to achieve these outcomes has a wider, more powerful impact compared to investing in companies which are simply improving their own footprint or complying with best practices.
We will discuss how we invest in listed companies that are generating positive and measurable change alongside financial returns. Our investment process is based on the belief that investors don’t have to choose between positive impact and the potential for strong financial returns as financial sustainability underpins both goals. We will therefore explain how our investment framework is used to assess company impact alongside traditional financial analysis.
Energy specialist, Jamie Melrose will explore:
- What the energy transition looks like and why it is occurring
- The likely path for oil & gas markets
- The outlook for renewable energy & energy efficiency
- How we invest in these themes
Based on the results from Research in Finance’s annual UK Responsible Investing Study (UKRIS) this session will cover all things responsible investing including:
- Market understanding and perceptions
- Appetite and sentiment
- Asset and regional allocations
- The FCA’s Sustainability Disclosure Requirements
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