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Library of Birmingham

Room 101

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B1 2ND

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How to manage conversations about sustainability and ethical investing with clients. Learn about impact, process and delivery of ESG

About this Event

Advisers who thought that sustainable (or ESG) investing was a passing fad need to think again. It’s a secular trend that won’t be reversed.

2019 has arguably seen a tipping point in public attitudes to climate change in particular. That’s partly down to the efforts of the teenage environmental campaigner Greta Thunberg. There’s also been widespread coverage too of climate strikes by schoolchildren around the world and the Extinction Rebellion protests in London and other parts of the country.

A recent survey, commissioned by Christian Aid, found that 71% of the UK public think that, in the long term, climate change will be more important than exiting the EU. Six out of 10 adults said ministers are not doing enough to tackle it. Another survey, for the Evening Standard, showed that 85% of adults are now concerned about global warming.

Schroders publishes an annual survey of UK financial advisers, and the 2019 survey has just been released. Astonishingly, this is the first year that advisers were specifically asked about ESG. These were the findings:

Advisers believe disruption will be the prevailing theme for the next decade, with 76% believing that disruption from changes in the environment, including climate change will increase

• 47% of advisers said that climate change was raised by clients either “fairly frequently” or “most of the time” in conversation. 41% reported the same about the environmental impact of investments

• 43% of advisers explicitly consider ESG factors as part of their fund selection process

• 91% of advisers report that 0-25% of their clients currently specify that their investments should reflect ESG factors in some way

Commenting on the survey’s findings, Philip Middleton, Head of UK Intermediary at Schroders, commented: “As concern has built in 2019 about the ongoing climate emergency, our survey suggests that awareness of ESG factors among investors is rising and is fueling conversations with advisers.

“We are pleased to see that 43% of advisers consider ESG factors in their fund selection process as ESG continues to grow in importance.”

The results of the Schroders survey certainly reflect our own experiences at Global Systematic Investors. Advisers across the country are increasingly telling us that sustainable investing is something they cannot afford to ignore any longer.

Max Tennant, Managing Partner at GSI and the founder of IFAMAX Wealth Management in Bristol says: “This is an excellent opportunity for advisers who are thinking of offering sustainable investment options to their clients to learn from professionals who understand the subject inside out.

“Incorporating values-based investing into our value proposition at IFAMAX has transformed our business.

“We ask every new client, as a matter of course, what they want for society and the world at large. Almost invariably we find that people want to explore and talk about their values. They love the fact that they can achieve far more with their investments than simply financial returns.

“Indeed, it’s been so successful that all of our clients now invest in a sustainable way. We found there were no objections. Even those we thought might have an issue with it have warmly welcomed it.”

The compere for The Values-Based Adviser will be the journalist Robin Powell from The Evidence-Based Investor. Speakers at the event will include:

Eoghan Gill from the ESG research and ratings firm Sustainalytics;

Jake Reynolds from the Cambridge Institute for Sustainability Leadership; and

Tim Horrocks from the Cheltenham-based financial planning firm RockWealth, which has put sustainable investing at the core of its value proposition.

GSI fund managers Bernd Hanke and Garrett Quigley will also be explaining how, by combining factor-based investing with an ESG overlay, how we are able to generate returns which are at least as good as those delivered by comparable mainstream funds.

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Date and Time

Location

Library of Birmingham

Room 101

Broad Street

Birmingham

B1 2ND

United Kingdom

View Map

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Eventbrite's fee is nonrefundable.

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