Welcome

The Sustainable Investing Forum took place on Tuesday 10th October 2023, bringing 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.

Slides from the event are now available to download below.

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Global Sustainable Equity Fund

Janus Henderson Investors

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

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How do you invest sustainably in China

Stewart Investors

Jack Nelson

Portfolio Manager

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Sustainability in credits

Robeco

Peter Kwaak

Portfolio Manager

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Host

Jake Moeller

Senior Investment Consultant

Speakers

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Synopsis

Janus Henderson Global Sustainable Equity – seeking certainty in a period of increasing uncertainty

Hamish Chamberlayne will provide an update on the Janus Henderson Global Sustainable Equity fund and discuss how the team is focused on resilience and growth.

Colin Graham

Head of Multi-Asset Strategies

Peter Kwaak

Portfolio Manager

Synopsis

Incorporating climate risk metrics and Sustainable Development Goals in credit portfolios

In 2020 Robeco was the first to launch a Climate Credit strategy managed against a Paris Aligned Index, using proprietary forward looking climate impact metrics to help investors decarbonise portfolios. In addition, Robeco uses a framework to construct credit portfolios that positively contribute to the UN Sustainable Development Goals while also delivering attractive financial returns. Peter Kwaak, credit PM and lead portfolio manager for Robeco’s climate and green bond portfolios, will discuss both approaches in more detail.

Jack Nelson

Portfolio Manager

Synopsis

How do you invest sustainably in China?

China’s economic growth has been truly remarkable in recent decades. The investment opportunities are clear, and yet so are the risks. Today we are increasingly being told that China is uninvestable, or that you cannot invest sustainably. Is that really the case? Jack Nelson, manager of the Stewart Investors Global Emerging Markets Sustainability strategy, considers how you approach investing in one of the world's largest economies.