Are you a financial adviser, investment consultant or fund trustee? Do you want to learn more about ESG and impact investing? You may like to know that we’re helping to run a free one-day event in Leeds on Tuesday 9th July to highlight the latest developments in this increasingly important sector.
The event is being sponsored by Global Systematic Investors and Resonance Social Impact Investment.
Do investors need to pay a performance penalty for investing with their conscience?
Can a sustainable approach be combined with evidence-based factor investing?
How can we be sure that the funds we advise our clients to invest in really will make a positive difference?
What part specifically can impact investing play? And what are the options available? And
How can advisers start having conversations with clients about matching their investments with their personal values?
The keynote speaker will be Dr Jake Reynolds, Executive Director of the Cambridge Institute for Sustainability Leadership, University of Cambridge.
Max Tennant from Ifamax Wealth Management will talk about his experience of running a values-based financial planning business.
We’ll also be hearing from Grace England from Resonance, an impact investment firm which currently has around £150m under management.
Andrew Cain will be talking about the state of play with sustainable investing in the UK.
I will be quizzing GSI’s Garrett Quigley and Bernd Hanke about the many years of research they’ve done to ensure that, as well as societal and environmental benefits, their Global Sustainable Value Fund provides the highest possible financial return.
Both have many years of experience managing quantitative investment strategies — Garrett with Dimensional Fund advisors, Bernd with Goldman Sachs.
Finally, I will be talking about sustainable investing from a marketing and business development perspective, and explaining how you can use a sustainability niche to grow your businesses.
The event will rue held in the Peter Lorimer Suite at the Leeds United football stadium, Elland Road, Leeds LS11 0ES. It will run from 10am and 3pm.
The good news is that the event is entirely free of charge. The bad news is that there are only a few places left. To avoid disappointment, book straight away by following this link:
The Values-Based Adviser, Leeds, Tuesday 9th July 2019
Robin is a journalist and campaigner for positive change in global investing. He runs Regis Media, a niche provider of content marketing for financial advice firms with an evidence-based investment philosophy. He also works as a consultant to other disruptive firms in the investing sector.
