Welcome

On Thursday 17th March 2022 we held our first in-person Sustainable Investing Forum since 2020, where we brought together industry experts, senior portfolio managers, and clients to discuss and review the long-term positive impacts of ESG investing, as well as the opportunities that lie ahead.

The slides from the event are now available to view and download below.

Learning outcomes:

  • Reviewing ESG investing to look at long-term positive impacts and opportunities within the market
  • Considering the wider context of investing in ESG strategies and funds and global implications of sustainable investing
  • Identify the different approaches of responsible investing
  • Explain the relationship between performance and responsible investing
  • Engagement: What are the characteristics of responsible engagement and how are these measured and reported
  • Suitability: What are some key characteristics that help identify suitable SRI funds

This event qualifies for 2 hours 45 minutes of structured CPD.

For promotional purposes. Not for onward distribution. For professionals only

Speakers & Topics

Sacha El Khoury

Director, Portfolio Manager

Synopsis

Diversity, Equity and Inclusion: the hidden costs and blatant opportunities

Why is it that mankind was able to launch cosmonauts into orbit, and put a man on the moon, before inventing the simple, yet practical, luggage with wheels – despite the technology existing for at least 5,000 years? In this session, we will explore how in a rapidly changing world, ignoring diversity, equity and inclusion can hinder innovation and hold back invention, to the detriment of company's bottom lines, and shareholder returns – while on the flip side, addressing the unmet needs of so-called minorities and promoting inclusion can unlock significant opportunities and create value for equity investors.

Craig Cameron

Portfolio Manager / Research Analyst

Synopsis

Global Climate Change: Investing in a Sustainable Future

Mitigating climate change is one of the key challenges facing humanity and this will impact all industries globally, requiring significant investment and adaptation, establishing new winners and losers, and creating opportunities beyond just environmental sectors. Craig Cameron will outline how an effective climate change strategy should invest across the entire universe of opportunities through three powerful themes: solutions, transitioning and resilient. Craig will discuss the reasons to invest in climate change, the investment approach and what sets the Templeton Global Climate Change Fund apart.

Richard Clode

Portfolio Manager

Synopsis

Technology for Good

Technology is the science of solving problems and innovation is the key to addressing global challenges from climate change to social issues such as poverty & inequality and the pandemic driven digital divide. New technologies are the key to unlocking a more sustainable future and being on the right side of this sustainable disruption will define your future investment returns.

Industry Experts Panel


Hortense Bioy

Global Director of Sustainability Research, Manager Research Morningstar


Paris Jordan

Multi Asset Analyst


Damien Lardoux

Head of Impact Investing

Host


Jamie Broderick

Director, Impact Investing Institute

Presentations

Diversity, Equity and Inclusion: the hidden costs and blatant opportunities

BMO Global Asset Management

Sacha El Khoury

Director, Portfolio Manager

Download presentation

Global Climate Change: Investing in a Sustainable Future

Franklin Templeton

Craig Cameron

Portfolio Manager / Research Analyst

Download presentation

Technology for Good

Janus Henderson Investors

Richard Clode

Portfolio Manager

Download presentation

Industry Overview

Jamie Broderick

Director, Impact Investing Institute

Download presentation