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