Sustainability as Part of the Client Advice Process (new date)

Across the four presentations we will be considering how responsible investing is being considered, research and ultimately invested in. During the session, the 4 speakers will explore what responsible investing means to their firms and how the research process goes beyond green washing giving advisors confidence that these solutions will be fit for purpose and will deliver the outcomes clients are expecting.

Square Mile will be discussing regulatory change and how they are blending responsible managers to create multi asset solutions. While Ninety-One will be discussing how responsible investing is incorporated into their Sustainable Equity Fund whilst BNY Mellon will look at responsible incorporation into the Global Dynamic Bond fund. There are also no doubts that this year has been one of the toughest years for investment markets in possibly a generation, cost of living rises, inflation spirals, tax rises, a strained global supply chain, the Covid hangover, the most savage rotation to value all compounded by the invasion of Ukraine. Both Ninety-One and BNY Mellon will provide their thoughts on the market and the outlook for this year and beyond.

• Understand the rationale for the rise in the popularity of Responsible investment

• Understand how regulation is impacting the advice model

• Understand the various ‘types’ of responsible investor

• Understand how Square Mile articulates responsible investing into a portfolio solution

• Understand how Ninety-One incorporates responsible investing into an equity solution

• Understand how BNY Mellon incorporates responsible investing into a fixed income solution

Confirmed Speakers:

🗹 Daniel Pereira - Investment Manager, Square Mile.

🗹 Scott Freedman - Fixed Income Manager, Newton Investment Management.

🗹 Matt Evans - portfolio manager, Ninety One Asset Management.

Event running order

8.30am – 9.00am – Arrival, registration, breakfast

9.00am – 9.10am - Welcome PFS/CII

9.10am – 9.25am - Event introduction; Scott Dakers (Square Mile)

9.25am – 9.45am – RI Portfolios; Daniel Pereira (Square Mile)

09.45am – 10.15am – Fixed income perspective (Scott Freedman, Newton)

10.15am – 10.45am – Equity perspective (Matt Evans, Ninety One)

10.45am – 11.00am – Q&A – All speakers

11.00am - Event close

Total 1 3/4 hours CPD

About the Speakers

Daniel Pereira: Daniel is a member of the Investment Management Team and has a focus on income generating portfolios. Prior to this, Daniel led the firm’s Global and US equity fund research, as well as looked after several consultancy clients. He holds a BSc Mathematics degree from Queen Mary University of London and the Investment Management Certificate.

Scott Freedman: Scott is a member of the fixed income team. His role combines both portfolio management and credit analyst responsibilities, specialising in global investment grade and high-yield bonds across several sectors including energy, industrials and healthcare. Scott is co-lead manager of the Newton Sustainable Sterling Bond strategy and forms part of the portfolio management team dedicated to all sustainable fixed-income strategies. Scott joined Newton in 2009 and is a chartered accountant.