Sessions
Federated Hermes
Fund: Federated Hermes Sustainable Global Equity Fund
Speaker: Martin Todd, CFA, Portfolio Manager, Sustainable Global Equity, Impact Opportunities, Federated Hermes Limited
Session: Investing Sustainably in a higher rate environment
With the days of negative rates and benign inflation behind us, diversification and a focus on quality are needed to navigate the cycle. To achieve this aim, asset managers must look beyond the ESG darlings found in traditional sectors and geographies.
Having recently celebrated its three-year anniversary, Martin Todd, Portfolio Manager, Sustainable Global Equity will discuss how the Federated Hermes Sustainable Global Equity Fund has been able to deliver strong relative returns in a dynamic market environment.
From Impact stocks, to ESG Leaders and Improvers, the approach considers the full spectrum of Sustainable investments. Enabled by strong capabilities in-house, the team are able to invest across these categories, and build a more diversified portfolio. This approach aims to generate a smoother path of returns in this new investment cycle.
Nomura Asset Management
Fund: Nomura Funds Ireland plc - Global Sustainable Equity Fund
Speaker: Alex Rowe, CFA, Lead Portfolio Manager, Nomura Asset Management U.K. Ltd.
Session: What has gone wrong in sustainable investing and why there is actually much to be positive about if these challenges can be addressed
It has been a very tough period for sustainable strategies which have come under significant pressure as a result of both performance and disappointment around driving change. We address a number of the missteps the broader industry has made, what it should be doing to deliver on the expectations of sustainable investors going forward and ultimately why there is a great deal to be optimistic about.
NextEnergy Capital
Fund: NextEnergy Solar Fund (NESF)
Speaker: Ross Grier, COO & Head of UK Investment
Session: NextEnergy Solar Fund: Delivering long term returns and Net Zero
How and why investing with NextEnergy Solar Fund can deliver outstanding financial returns and impact via its clean green climate mitigating energy and cash generating dividend covering Solar PV and Battery Storage assets.
Schroders
Fund: Schroder Global Cities Real Estate
Speaker: Tom Walker, Co-Head of Global Real Estate Securities
Session: Schroder Global Cities has 10 years of sustainable alpha - why environmental legislation and interest rate cuts are making the outlook for real estate greener
Sustainability is dramatically impacting returns that are generated from real estate. This applies equally for assets valued with a 'green premium' as well as those which will become 'stranded assets'. The team use geospatial data science and company engagements to ensure companies in their portfolio are at the forefront of sustainability innovation. With a decade of experience at Schroders, the Global Cities team have consistently focused on investing in the most sustainable real estate companies with the best assets in the top global cities around the world.
Over the next decade, the requirement to decarbonise the built environment in line with the Paris Agreement, will only increase the impact sustainability has on the real estate sector.
Time Investments
Fund: TIME Social Long Income Fund
Speaker: Roger Skeldon – Head of Real Estate
Session: Seeking sustainable returns through investing in Property
Whether investors are seeking financially sustainable returns (via income) or ESG sustainable returns, or elements of both, we will look at what factors are key to assess when investing in Property. We will discuss the macroeconomic landscape, why now is the time to consider Property, and the opportunity when considering the regulatory market. Clients continue to search for investments that have true positive impact. Investing in Property could provide the platform where the positive impact can be measured and demonstrated on people and planet. For those where impact isn’t crucial, understanding the wider opportunity/risks around various ESG factors and how they are managed, is essential if you want to maximise returns.
Vontobel
Fund: Global Environmental Change Fund
Speaker: Marco Lenfers, Client Portfolio Manager, Impact Strategies
Session: From good companies to good investments – Global equities through a different lens.
Companies aligned to our six impact pillars are often found in the less dominant sectors of global equity indices.
But performance has demonstrated a profile and volatility not dissimilar to MSCI World (since inception in 2008).
Why do companies in our portfolio often behave differently to their respective industries?
How do drivers of revenue and growth contrast versus sector expectations?
What are the long-term drivers behind our impact pillars and themes?
We will explore how investing in measurable positive impact captures secular growth and can also bring diversification and differentiation to your global equity allocation.