Thursday 24 June 2021

Day 3 is built around the needs of Professional Adviser and Investment Week readers, including financial advisers, wealth managers and fund selectors.

Registered delegates will get access to the entire Festival so please do feel free to take a look at all of the agendas. While we hope you will be able to attend as many sessions as possible, we understand that you are busy professionals so you are welcome to attend as much as time allows. The platform we are using to host the digital event allows you to easily log in and out of the event.

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Festival welcome

Opening welcome and interview.

Speakers
Broadcaster & Financial Journalist
Editor-in-Chief
Investment Week, Professional Adviser and Cover
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Exploring latest trends in the European ESG fund landscape

ESG funds can no longer be seen as a niche area of the European funds landscape. Record ESG fund flows, assets, and product development activity, combined with an ambitious regulatory agenda to address climate change all herald a new era for sustainable investing in Europe. This talk will examine the continued growth in inflows, assets, and the number of sustainable funds available to European institutional and retail investors. Additionally, Bioy will discuss how SFDR is re-shaping the landscape and share the latest statistics on Article 8 and 9 funds.

Speaker
Global Director of Sustainability Research
Morningstar
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Actual ESG: data illuminates, but only judgement solves problems

Actual investment is not about stockmarkets and share prices, it is the art of deploying long-term capital to create wealth in the real world. But wealth creation isn’t real if it slowly destroys the environmental and social fabric of society at the expense of future generations. Some of the greatest growth opportunities in coming decades will therefore be amongst those companies that are doing most to tackle our biggest challenges. This process of disruption and change is judgemental and can’t be captured by backwards looking ESG metrics. In fact, using such an approach may be a dangerous distraction from the overarching need to change real world behaviours.

  • Responsible investing is not primarily about simple exclusions or portfolio tilts.
  • The real world conduct of companies matters far more than sweeping rules. Resource-intensive engagement is key.
  • ESG isn’t just about risk, it guides us to our future great growth opportunities
Speaker
Client Service Director
Baillie Gifford
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What sustainable investing tells us about the future

The last two decades have shown that integrating sustainability into stock selection can enhance investment returns. In this session, Harriet Parker will discuss what the development over this period tells us about successful sustainable investing today, the key sustainable themes of the next decade, what the world will look like in 10 years’ time and what this means for investors now.

Speaker
Investment Manager, Liontrust Sustainable Investment Team
Liontrust
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BMO Global Asset Management
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In conversation with: The future for EdenTree and responsible and sustainable investing

Edentree's new CEO and CIO come together to discuss the future of their business after 30 years leading and pioneering in this market. They will also discuss how they see the landscape of responsible and sustainable investment developing over the coming years.

Speakers
Chief Executive Officer
EdenTree Investment Management
Chief Investment Officer
Edentree Investment Management
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Bigger, bolder, more beautiful

As asset managers, we have a responsibility to help the world transition to a more sustainable future. In order to make a significant positive impact, there needs to be engagement with carbon-intensive sectors and low ESG-scoring corporates in order to assist them in improving their corporate practises. This is more impactful coming from a bigger asset manager. In this session, we will explain the benefits of our inclusionary approach to sustainable investing.

Innovating and being bolder, will help to unlock opportunities for clients & for society as a whole:

  • Historically Emerging Market Debt has been challenging to access in a sustainable way, we will discuss how it has recently become the epicentre of ESG improvement and climate transition and how we are leaders in this space
  • Biodiversity is vital in the fight against climate change; investing in Natural Capital is a way to promote this. We will discuss the reasons why we are the first large scale asset manager aiming to make natural capital a mainstream asset class.

We will discuss why in this space you need to be bigger and bolder in order to make the world more beautiful.

Speakers
Head of Emerging Market Debt
HSBC Asset Management
Head of IFA Distribution, UK
HSBC Asset Management
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Lunch
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Uncovering client interests and priorities as they seek to do the right thing

Overview of developments driving sustainable investing, client levels of intent and motivation, thematic trends, and opportunities that enable investors to do good.

Speaker
Founder and CEO
Boring Money
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Schroders

Speaker
CIO of Schroder Investment Solutions
Schroders
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How are advisers integrating ESG into their business and selecting solutions for clients?

How to navigate the plethora of responsible investment funds and understand the approaches being taken by advisers to integrate ESG and meet client needs.

Speaker
Managing Director
Square Mile
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Why invest in the energy transition?

This session explains the key drivers behind the rapid rise of Clean Energy and the investment opportunities this creates:

  • Public awareness and desire to change
  • Governments including the EU, China, Japan, UK and the US under President Biden are taking decisive action on both the climate emergency and air pollution
  • Complete transformation of energy landscape. Wind and solar are now the cheapest sources of electricity generation, even without subsidy
  • Complete transformation of transport industry: e-mobility and autonomous driving
  • New manufacturing methods, with more software and A.I.
Speaker
Client Portfolio Manager, Thematic Equities
Pictet Asset Management
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Green Infrastructure – Long term opportunities and how to find them

The focus on green infrastructure intensified in 2020. There is a strong economic argument for addressing urgent climate and sustainability issues through investment. Governments have committed to spending substantial amounts to meet the climate crisis over the coming decades. This is set to generate substantial investment opportunities, some less obvious that others.

  • What does this mean for advisers, their clients and their investments?
  • Where will the best opportunities be – green energy, the global transport fleet, or a new innovation?
  • How do you know if they are the right opportunities for your clients?
  • Why it makes business sense and in your clients’ best interest to take a long-term view
Speaker
Fund Manager, Rathbone Global Sustainability Fund
Rathbones
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Panel discussion: How are IFAs evolving their businesses to meet changing sustainable investing needs?

Sharing best practice ideas about what's worked when approaching sustainable investing, meeting client needs, identifying opportunities, and making your own firms more sustainable.

Speaker
Senior Financial Planner
Paradigm Norton
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Aligning ESG outcomes with attractive financial returns in Fixed Income
  • An effective approach to delivering ESG integration and the foundations required to manage dedicated ESG solutions
  • Global Corporate Bond Sustainable and Responsible Investment fund: A solution providing investors the ability to deliver an enhanced ESG outcome from a traditional asset class allocation, which complements the ability to deliver attractive financial returns
  • Climate Transition Bond Fund: Taking a Global unconstrained approach to deliver a compelling total return and high income by investing in companies and countries that are addressing the causes of climate change and adapting to its consequences


A double bottom line: Delivering credible impact measurement

Impact strategies are chosen by clients who wish to achieve a double bottom line: financial returns alongside measurable, positive environmental and social impact. The United Nation’s Social Development Goals have provided a timely framework for impact strategies, however there is no industry standardization for impact measurement and disclosure. Additionally there is a wide variance in data availability and quality. Sarah will discuss approaches to the credible impact measurement and reporting that is the essential bridge between Impact managers and their clients seeking both investment and social and environmental returns.


Speakers
Investment Manager
Aberdeen Standard
Investment Manager
Aberdeen Standard
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First Sentier
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Candriam
Speaker
Senior Fund Manager - Thematic Global Equity
Candriam
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The New Normal – Planet, People and Profit

In this time of crisis, it has never been so important to consider investing for Planet, People and Profit. For decades companies have externalised broader stakeholder costs, but increasingly investors are aligning capital to those companies who are leading the transition to a more sustainable world economy. Active management of these issues provides a key investment advantage as such strategies are better positioned to deliver attractive returns over the long term. Abbie Llewellyn-Waters (Portfolio Manager of Jupiter’s Global Sustainable Equities strategy) will explore how investing for all stakeholders can align clients to a low carbon fund that has social equality at the heart of its investment process.

Speaker
Head of Sustainable Investing, Fund Manager
Jupiter Asset Management
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How to select the right ESG portfolio for your clients

With ESG factors continuing to drive a growing number of investor choices, easy-to-understand ESG solutions are a must-have for today’s adviser. In this session, Morningstar Investment Management CIO for the EMEA region, Dan Kemp, explores the key challenges and considerations when selecting and ESG solution. Dan will focus on how to determine the ‘ESG-ness’ of an investment, discuss the different approaches to ESG and highlight some key features to look for when selecting the right solution for you clients.

Speaker
Chief Investment Officer
Morningstar
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Closing Remarks