How do I invest in a responsible and sustainable way? What are the options and how can I tell an authentic investment from all the ‘greenwash’? And will I have to compromise investment returns? These are just a few of the questions that people are asking as concern for the climate crisis gains momentum and our focus turns increasingly to the impact our choices have on the wider world.
A virtual conference on responsible and sustainable investing
In February 2021, in response to huge demand for credible, authoritative information on sustainable investing, Tilney held its first Responsible and Sustainable Investment Conference. With attendees joining virtually, the conference was introduced by Tilney, Smith & Williamson’s CEO, Chris Woodhouse and hosted by Tilney’s Sustainable Portfolio Manager, Louie French. They were joined by Kate Capocci, Lead ESG Expert and Investment Manager at Smith & Williamson, Peter Michaelis, Head of Sustainable Investment at Liontrust Asset Management and Seb Beloe, Partner and Head of Research at WHEB Asset Management.
Highlights from the conference
- In a lively talk, Kate Capocci highlights the jargon, explains what responsible investing is (and isn’t) and how it can improve overall returns.
“What are the issues that are important to you, and what are the environmental and social outcomes that you want to achieve alongside your financial performance?”
- Peter Michaelis shares some fascinating – and upbeat – slides, talks through Liontrust’s approach to sustainable investing and drills down into the UK Ethical Fund to show this in action.
“There's a powerful investment logic to investing in sustainable companies.”
- Seb Beloe discusses some of the major social and environmental challenges that we face over the next 20 years and looks at how WHEB invests in companies that are providing solutions to these challenges.
“We would argue that our returns are competitive because our focus is on companies that provide solutions to sustainability challenges. It's not a trade-off.”
- In the final presentation Louie French gives a whistle-stop tour of Tilney’s sustainable and responsible offering, focusing on portfolio construction and fund selection. He also highlights the ‘green maze’ confronting investors.
“Our flagship Tilney sustainable portfolio is now 15 years old so we're certainly not new boys on the block.”
Can Tilney help you with your investments?
Contact us today if you’d like to speak to a Tilney expert about your investments. You can book online or by calling 020 7189 2400.
This article was previously published on Tilney prior to the launch of Evelyn Partners.