Speakers and topics

Don’t let the Hamburglar steal sustainable investing

CCLA Better World Global Equity Fund

A recent FCA study reminded us that over 80% of adults would like the way their money is invested to do some good as well as provide a financial return. James will argue that a metric-led approach to sustainable investment is potentially mis-leading and that an approach that favours proper engagement has true merit. He will explain about how carbon footprints and offsets (as commonly used sustainable finance metrics) work and discuss the difference between real emissions and emissions avoidance. He will argue that engagement and real world change goes beyond merely a portfolio, going some way to satisfy what investors crave.

James Corah
Head of sustainability
CCLA Investment Management

James is responsible for CCLA’s approach to sustainable investing, aiming to deliver real and lasting change through active stewardship, integrating ESG factors into the investment processes and ensuring that portfolios are aligned with the values of clients. He joined CCLA in 2010 and has developed and led programmes that have improved corporate behaviour on a wide range of issues including climate change, mental health, the living wage and modern slavery. 

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Breaking the mould: being responsible, sustainable and value orientated

Responsible & Sustainable European Equity Fund

The strong growth-led bull market over the past decade or so in Europe has seen an increasing divergence in valuation between ‘growth’ and ‘value’ areas of the market and on a relative basis versus the US. This backdrop provides a unique opportunity for allocators to capture record valuation discounts in terms of both a geographic and style basis. The EdenTree value orientated and contrarian European strategy has delivered outperformance against both value and mainstream equity market benchmarks across 15 years, despite stylistic headwinds. Over his tenure of the strategy, Chris has continued to apply the same thorough bottom-up stockpicking process, based on fundamental analysis with a strict valuation criteria. The outcome is a diversified portfolio of responsible and sustainable companies, which, on aggregate, trade at a significant discount relative to the benchmark.

Chris Hiorns
Head of multi-asset strategies and European equities
EdenTree Investment Management

Chris joined EdenTree in 1996 and has been running responsible and sustainable money since 2008. 

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Global fixed income strategies to address global warming issues

Global Fixed Income strategies, Global Green Bond and the Global Credit Fund

Is the transition to a low carbon economy driving a rise in rates? Are green bonds still a valuable component in building investment portfolios? Is a broader focus beneficial for the financial performance of impact funds? In this session, Mirova, a global asset manager committed to impact investing, will provide valuable insights and expertise on global fixed income strategies.

Bertrand Rocher
Co-head of fixed income, head of credit research
Mirova, an affiliate of Natixis Investment Managers

Bertrand joined Mirova in 2010. He started his career in 1997 and has been both a buy side and a sell side credit analyst, covering industrials for various banks in Madrid, Brussels and Paris. He is a lecturer in equity valuation at Sciences Po. He ranked second at the Euromoney 2018 survey for two categories: autos, general industries.

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