An Introduction to Responsible Investment

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Please join us at our online event for charities & trustees: An Introduction to Responsible Investment

  • Date: Friday 04 March, 2022
  • Time: commences at 11:00am and ends at 12:30pm

Ethical investing has increased in importance over recent years as more investors seek to integrate environmental, social and governance (ESG) factors in their decision making. As a result, a number of similar definitions and acronyms exist confusing investors as they compete to demonstrate ESG credentials.

This session is specifically for charities (and their trustees) and aims to de-mystify the jargon surrounding responsible investing, explaining why it's important for charities and their investments. NB: Spaces are limited to a maximum of 12 delegates.

We'll introduce a number of ESG investment approaches, along with providing practical tips you can use to question whether investments are helping to combat ESG issues or if they may actually be contributing towards them.

Topics we will cover at this session 

  • What we mean by ESG
  • Why it's important to charities
  • Regulatory factors
  • Types of ESG investing i.e. negative screens, best-in-class, sustainable funds, impact investing etc.
  • Stewardship
  • Voting and engagement
  • ESG investing and returns  
  • Asset owners: their role in the ESG investment chain
  • Questions to ask your asset managers 

Why you and your trustees should attend

By attending this session you will:

  • have a better understanding of ESG and related investment approaches
  • develop increased confidence to inform decision making
  • learn practical tips to assess current and future investments

NB: We will issue certificates of attendance that may be used as evidence for your CPD records

A little bit about your presenters

Simon Holman - Simon is a Partner in Castlefield's Investment Management team and is lead manager of the Castlefield B.E.S.T Sustainable Portfolio Fund. He combines this with a client facing role, keeping charity clients up-to-date on their portfolios and on market developments. Prior to joining Castlefield Simon spent several years as an equity analyst and then fund manager at Aegon Asset Management (now known as Kames Capital).

Ita McMahon - Ita is an Associate in Castlefield's Investment Management team and started her career as a carbon trading policy adviser in government before moving into sustainability consulting. Prior to joining Castlefield she worked for a couple of large investment firms on responsible investment. Ita's role at Castlefield is to engage the companies in our investment portfolios on environmental, social and governance issues.