PFS CPD Event - Ethical Investing

Venue: Exeter Court Hotel, Kennford, Exeter, EX6 7UX. Room-The Boardroom

Breakfast 8.00am -bacon rolls, orange juice, tea/coffee.

Session starts 8.15 for 1 ½ hrs.

Session Overview:

Craig will be sharing with delegates how King and Shaxson can support adviser firms in the construction of ethical investment portfolios for their clients, providing an insight into the due diligence they conduct on funds in the SRI space, and demystifying the misconception surrounding the performance of ethical portfolios.

Learning Objectives:

• Ethical investing – “one size fits all” does not work
• Its more than a negative screen
• Performance will be different (not underperform)

Bio:

Craig Hart, Client Relationship Manager, King & Shaxson Ethical Investing

Craig has over 30 years’ experience of financial markets, covering various roles including Payments, Trade Finance and Money Markets & Foreign Exchange execution. Craig joined Barclays Bank International straight from school, where he worked for 15 years before seeking a new challenge. He joined Banque Internationale a Luxembourg, London branch (part of the Dexia Group) to assist in setting up Money Market operations. When the London office closed in May 2010 Craig joined the Corporate Bond Dealing desk at King & Shaxson, to assist clients with Fixed Income trade ideas and execution. Craig joined the Ethical Fund Management team in 2012 and is an assistant to Wayne and Harry, focusing mainly on the Platform proposition.