Exploring Sustainable and Responsible Investment at RSMR SRI Conference
Delve into the world of Sustainable and Responsible Investment (SRI) with insights from the RSMR SRI Conference held on 9th November 2017. Discover adviser-friendly tools and support offered by sriServices and Fund EcoMarket, aiming to align clients' goals and values with investment decisions. Explore topics such as screening, thematic engagement, and the importance of ESG factors in investment management. Gain perspectives on fossil-free investment options and investors' expectations from investment managers regarding social and environmental responsibility.
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RSMR SRI Conference 9 November 2017 Julia Dreblow, sriServices & Fund EcoMarket BA Hons, Dip PFS For information only. sriServices is not authorised to offer advice. This presentation is for use by UK financial services professionals only. Registered company - SRI Consultants Ltd, 03904843
What? Adviser friendly tools & support sriServices.co.uk FundEcoMarket.co.uk fund tool Consultancy, partnerships & being vocal Background 25 years in FS -previously Friends Provident, UKSIF Director, NPI Highly Commended - Corporation of London Sustainable City Awards 2015 (SF), finalist 2016. Shortlisted for two Investment Week SRI awards 2016 &17 RSMR SRI Guide cover 2015 Why? Help match clients aims, opinions & lifestyles to investment choices To help direct more investment towards better companies
Screening (Avoid) Thematic (Support) Engage (Influence)
ESG Environmental Clean Tech Climate Risk Integration Ethical Screening Responsible Ownership Engagement Sustainability Social Impact
ESG Environmental Clean Tech Climate Risk Integration Ethical Screening Responsible Ownership Engagement Sustainability Social Impact
I would like financial advisers to offer fossil free investment options as standard" Strongly agree 12% 28% Tend to agree 38% Neither agree nor disagree 6% Tend to disagree 6% Strongly disagree 9% Don't know 40% Net: Agree 13% Net: Disagree 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Unweighted base: All UK investors (882) YouGov for UKSIF September 2017 www.goodmoneyweek.com @goodmoneyweek
'In general, Investment Managers have a responsibility to ensure that the companies that they invest in are managed in a way that is positive for society and the environment' Strongly agree 17% 40% Tend to agree 23% Neither agree nor disagree 9% Tend to disagree 4% Strongly disagree 7% Don't know 57% Net: Agree 12% Net: Disagree 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Unweighted base: All UK investors (882) YouGov for UKSIF September 2017 www.goodmoneyweek.com @goodmoneyweek
Why is the propensity to buy ethically so low? This is in answer to the assertion that the individual can make a difference by making sustainable investments yui_q6_2. For the following question, by "sustainable investment", we mean investing money in a way that considers environmentaland social impacts of generating financial returns. By "fossil free" we mean investing in companies that don't produce and supply fossil fuels. To what extent, if at all, do you agree or disagree with the following statement? - In general, it is possible for me to create positive social and environmental change by making sustainable investments Strongly agree 6% 33% agree (good) 27% Tend to agree 35% Neither agree nor disagree 12% Tend to disagree But neutral, disagree and don t know is 66% 4% Strongly disagree 15% Don't know 34% Net: Agree 16% Net: Disagree 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Unweighted base: All UK investors (882). YouGov for UKSIF September 2017 www.goodmoneyweek.com @goodmoneyweek
Investment in the retail sector: Responsible Investment Sector Size- retail m 18000 16000 14000 million 12000 10000 8000 6000 4000 2000 0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Vigeo Eiris/Eiris Foundation Investment Association www.goodmoneyweek.com @goodmoneyweek 10
Environment /Climate FSB Task Force on Climate Related Disclosure, (Paris Agreement) EU Sustainable Finance HLEG (incl. fund labels & definitions) IFoA (Actuaries) Climate Risk warning May 2017 Gov t / BEIS launched a plan to accelerate growth of Green Finance (18 September) Social The Law Commission - Review of Pensions and Social Investment Office for Civil Society researching how to expand Social Impact Investment. (October 2017) Social Impact UKNAB (October 2017) Both PRIIPS consultation on Environmental and Social investments The Pensions Regulator clarified that pensions can and should (to pr cis) consider ethical issues (FCA to adopt this language) UKSIF convened letter signed by leading consultants supporting TPR guidance to consider environmental and social issues DWP consultation (Nov 2017) re transparency & where funds invest
Big 3 motivations Personal values & ethics Because it makes Financial Sense To encourage change Impact
Includes RSMR SRI Rated filter option
Issues Impact (measuring / verifying / purpose) SDGs (restructuring strategies?) Stewardship Code - FRC (the role of investors) Climate Risk (post TCFD / Paris) Taxonomies (FAMR, BEIS, DWP, EU?) Regulatory responses to consultations & recommendations? Practitioner responses?
Contact: https://upload.wikimedia.org/wikipedia/fr/thumb/0/04/Logo_Pictet_%26_Cie.svg/500px-Logo_Pictet_%26_Cie.svg.png julia@sriServices.co.uk www.sriServices.co.uk www.FundEcoMarket.co.uk @JuliaDreblow For information only. sriServices is not regulated or authorised to offer advice. This presentation is for UK financial services professionals only. Registered company - SRI Consultants Ltd, 03904843