Ep 60: Does ESG investing move the needle in the real world?

FinTechRetirement planningInvestments
Written By Melissa Canham
 

You can also listen to the episode on Spotify and Apple Podcasts.

In this episode:

As awareness and concerns for environmental, social, and governance (ESG) issues continue to grow, there has been a significant surge in demand for ESG investing. Financial advisers and investors are increasingly interested in incorporating ESG considerations into their investment strategies. However, the actual impact of ESG investing on the real world is still a subject of debate.

Hosted by Nicki Hinton-Jones CFA, Chief Investment Officer at Timeline, this discussion explores the following key questions:

  • Does ESG investing move the needle in the real world and how can we judge its results?

  • What data is required to measure the outcomes, and how can it be obtained and analysed effectively? 

  • What is really needed from the investment community to drive change?

  • What are the opportunities for innovation to improve both investor and real-world outcomes?

Recorded live at Adviser 3.0: Change Agents. We apologise in advance for the poor audio quality but the content is a must-hear for every financial planner.

Who is Clémence Chatelin?

ESG integration manager at CCLA, a UK-based investment manager specialising in responsible and sustainable investing. 

Clémence has lived in four different countries and speaks three languages. She obtained a Bachelor’s in International Management (China) at SOAS, and completed a Master’s in Finance & Investment at the University of Bristol before joining in 2017 on the Graduate Programme with Paradigm Norton, where she led the development of sustainable investing. 


CCLA is one of the UK's largest charity fund managers (with over £14 billion of assets under management as at 31st December 2021). 

Find Clémence here:

Who is Samantha Duncan?

Sam is Founder & CEO of Net Purpose: a London-based technology start-up on a mission to make impact measurement effortless for all investors by 2025.  Backed by clients with over $5TN in assets under management (AUM), and leading investors like Illuminate Financial and former Chair of Goldman Sachs Asset Management Jim O’Neill, Net Purpose cleans, standardises and structures data on the social and environmental outcomes of companies and investment portfolios.  Clients of Net Purpose can effortlessly report in line with all global standards and goals, and accelerate our transition to a more sustainable world.

Sam was previously Head of Impact at LeapFrog Investments, a specialist investor in emerging markets whose portfolio companies reach over 160 million underserved people with financial services and healthcare, across 33 countries.  Sam has held senior impact investing advisory positions with B Lab, UN PRI, the IFC, and the Impact Management Project.  Sam is Australian, started her career at Goldman Sachs, and is a graduate of the University of Queensland and the Johns Hopkins School of Advanced International Studies (SAIS) in Washington, DC.

Find Sam here:

Who is Bhavick Patel?

Bhavick has extensive ETF and investment product experience. Prior to HSBC Bhavick spent 4 years at Source/Invesco and was at Blackrock for five years with the iShares sales team covering asset managers and private banks. Bhavick began his career at Morgan Stanley where he spent two years managing collateral on equity and fixed income derivative portfolios. Bhavick holds a B.Sc in Economics from Royal Holloway, University of London and has completed the IMC.

This panel discussion aims to provide financial advisers with insights and practical knowledge to help their clients make informed investment decisions based on ESG considerations and to navigate the ever-growing number of ESG funds and services available to UK investors.

Find Bhavick here:

Melissa Canham
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