Tuesday, 9 February 2021
Wednesday, 10 February 2021
Introduction | ESG 101
“Ethical”, “sustainable” and “ESG” are all terms used that take account of clients’ concerns around making a net positive impact on the world. How do we quantify each term and measure the impact it is having on a client’s portfolio and the world at large?
This session will break down some of the common ethical investing terms and provide a framework to assess and discern between different products as well as players and providers in the space. We’ll point you in the right direction to credible resources that will assist you in the due diligence process to making informed ESG decisions.
CEO, Responsible Investment Association Australasia; Co-Chair, Australian Sustainable Finance Initiative
There is no economy without water, and no sustainable economy without water and waste management.
With a growing world population, improving water and waste management is becoming a vital issue for governments and businesses to address. Companies in these under-researched sectors stand to benefit from powerful structural growth drivers, offering investors the opportunity for growth and diversification.
Fidelity’s recently launched Sustainable Water and Waste Fund gives investors an unique opportunity to harness growth in demand for these services and contribute to their capacity for sustainable resource management for the benefit of both people and the planet. The Fund integrates ESG issues in its investment process leading to superior sustainable characteristics of the fund.
With 20 years’ experience, Portfolio Manager, Bertrand Lecourt discusses these compelling themes, his investment process and why investors should consider this fund.
Portfolio Manager, Fidelity Sustainable Water & Waste Fund
In this adviser panel, meet the ESG champions who have successfully adopted strategies for their clients and advice practices. Discover their journey and learn how they have navigated conversations, overcome common pitfalls and delivered value to their clients through responsible investment.
Financial Adviser & Partner, Koda Capital
Partner, Investment Adviser, Crestone Wealth Management
Fees | Investments | Performance
Ethical investing products have been commonly thought of as having higher fees and lower returns. But as the ethical sector has evolved into the mainstream of the investing world over the past few years, does this still prove true?
This session will analyse the latest data around ethical funds to discuss the perceived trade-offs between investing ethically and generating strong returns for clients.
Financial Planner, Federation Financial Services
Global Trends | Macro Outlook
ESG investing has reached a critical point, with better data and lower-cost solutions more aligned with investment objectives. How do we compare to the rest of the world and how can we learn from these global trends. We look at a benchmark investor in Australia and the unmanaged ESG risk to our counterparts in the US, UK and Canada.
In this session we will dive into the latest data of ethical investing options around the globe, and uncover product trends and client behaviours around sustainable investing.
This session also explores the driving forces of advisers and consumers in Australia and who the likely the winners from this data are.
Principal, CoreData Research
Risk | Research | Ratings
With more and more fund managers seeking to be portrayed as 'ethical', it's easy for lines to blur between marketing speak and true ethical commitment.
This session will discuss examples of greenwashing and how financial services professionals can be on their guard for companies seeking to profit from the ethical trend. Discover the right questions to be asking to help you determine who is really doing a good job.
Senior Portfolio Manager, Russell Investments
Head of Wholesale Partnerships, Australia, Russell Investments
The Black Summer bushfires were an inflection point for ESG, with more and more Australians now seeking access to ethical and sustainable investments.
In this session, Journalist Lachlan Maddock is joined by Praemium’s Head of Investment Managers and Governance, Damian Cilmi, to look at how technology is opening up the opportunity for advisers to support ethical investors in a new way and what options advisers have to deliver tailored ethical portfolios.
Head of Investment Managers and Governance, Praemium
Value Proposition | Communication
An increasingly socially conscious community is demanding transparency and evidence of their investments’ impact on society and the environment.
In this session, you will learn to navigate scepticism and handle questions around ESG to engage the socially aware and the proactive Millennials in preparation for the great transfer of wealth. Find out how you can adopt conversation guidelines and ask the right questions to steer client conversation on delivering long-term value through responsible investment.
Founder & Financial Planner, AJ Financial Planning