From exclusions-based investing, ESG integration to impact and purpose vs profit, it’s a confusing time for investors who think beyond financial return.

As awareness of sustainable issues grow, there’s an ongoing debate as to how to assess and measure an investment’s social and environmental impact. Furthermore, it’s challenging to measure, monitor and assess whether best-in-class asset managers really are investing sustainably and in line with their mandate.

With the growing conversation around sustainability and alignment of mission and capital, we believe that asset owners need to be prepared for more detailed discussions about these issues going forward.

Join us at our breakfast seminar on Wednesday 21st June where we will be joined by Jim Roth, Founder and Managing Partner at Zamo Capital, and member of the Investment Committee of the Edinburgh University Endowment to explore the broad issues, the experiences of other not-for-profit investors and how we assess how managers integrate ESG into their strategies.

Event details

Date: Wednesday 21st June 2023
Time: 8:30 - 10:30 AM BST
Venue: Marsh McLennan, Tower Place East, Lower Thames Street, London, ECR 5BU

Who should attend?

Asset owners and those responsible for making investment decisions

Agenda

08:30   Arrival & registration

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09:00   Introduction and overview | Paul Fleming, Head of UK Endowments & Foundations

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09:05   From ESG integration to impact, how you can align your investing with your charity's purpose. | Hill Gaston, Head of UK Sustainable Investment

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09:25   The difficulties of assessing sustainable investment managers. How we assess how managers integrate ESG into their strategies. | Suzanne Lubbe, Manager Researcher

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09:45   How our clients are keeping up with this ever-changing landscape as they look to invest with impact and to integrate ESG factors into investment decisions. | Deborah Cairney, Principal and Jim Roth, Founder and Managing Partner at Zamo Capital

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10:05   Q&A

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10:30   Ends

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