Its official; responsible investment is not a fad!


Rob Williams, Head of Distribution

2 May 2018

We were pleased to welcome over one hundred clients to our annual investment conference last week. Topics discussed ranged from equity lifecycle investing, through how Environmental, Social and Governance (ESG) research can help credit fund managers assess risk and value, to how a multi asset approach is well suited for generating retirement income. But a clear theme running through much of the day was the increasing influence of a ‘responsible’ approach to investing. Asked at the start of day the importance they placed on a manager’s ESG credentials when allocating capital, 72% of our audience said it was ‘important’ or ‘very important’. Only 3% thought the subject ‘a fad’. Wind forward to the same question at the end of day and the numbers had moved to 81% and 1%! Had a handful of sceptics left after afternoon tea or had we struck a chord with our debate? Either way, this chimed with the message from our key note speaker, Rasmus Ankerson, who urged companies to think differently if they want to maintain success. Complacency is the enemy within he says; if it ain’t broke, break it! 
Our most successful conference yet? Probably. Will we change the format for next year? I know what Rasmus would say… 

We were pleased to welcome over one hundred clients to our annual investment conference last week. Topics discussed ranged from equity lifecycle investing, through how Environmental, Social and Governance (ESG) research can help credit fund managers assess risk and value, to how a multi asset approach is well suited for generating retirement income. But a clear theme running through much of the day was the increasing influence of a ‘responsible’ approach to investing. Asked at the start of day the importance they placed on a manager’s ESG credentials when allocating capital, 72% of our audience said it was ‘important’ or ‘very important’. Only 3% thought the subject ‘a fad’. Wind forward to the same question at the end of day and the numbers had moved to 81% and 1%! Had a handful of sceptics left after afternoon tea or had we struck a chord with our debate? Either way, this chimed with the message from our key note speaker, Rasmus Ankerson, who urged companies to think differently if they want to maintain success. Complacency is the enemy within he says; if it ain’t broke, break it! 

Our most successful conference yet? Probably. Will we change the format for next year? I know what Rasmus would say… 

Past performance is no guide to the future. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.