May 4, 2021
We were delighted to participate in this event, now in its second year.
Matt Evans, Portfolio Manager of the Ninety One UK Sustainable Equity Fund, spoke about his Quality investment approach and commitment to using investment as a force for positive change at its core. Matt invests in companies making a positive contribution to society and the environment. His differentiated investment approach focuses on positive impact and engagement as he looks for sustainably-run, high-quality businesses that are fully aligned with the long-term interests of key stakeholders. We are pleased to share the recording of this presentation below.
The keynote speaker Alex Edmans, Professor of Finance at London Business School and Academic Director of the Centre for Corporate Governance, talked about highlighting the power of reorienting ESG investing from historically focusing on “doing no harm” to “actively doing good”. Alex presented rigorous evidence on which ESG factors work and which do not, as well as outlining a practical framework for implementing ESG investing in practice – in particular, how to discern which companies are truly responsible and which are greenwashing.
Investing in companies making a positive contribution to the future of society and the environment. Could be suitable for investors keen to invest in a core UK equity portfolio of companies making a positive, sustainable impact on society and the environment.
Geographic / Sector: Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that the resulting value may decrease whilst portfolios more broadly invested might grow.Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss.Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.Sustainable Strategies: Sustainable, impact or other sustainability-focused portfolios consider specific factors related to their strategies in assessing and selecting investments. As a result, they will exclude certain industries and companies that do not meet their criteria. This may result in their portfolios being substantially different from broader benchmarks or investment universes, which could in turn result in relative investment performance deviating significantly from the performance of the broader market.