1 for investment professionals only May 2014© Blue & Green Communications.

Simon LeadbetterFounder & Publisher

Blue & Green Tomorrow

Number of planets since 1700 is oneWe need two more…

123 years33 years

14 years

May 2014 © Blue & Green Communications 5

200,000 years

© Blue & Green Communications 6

The future could be really grimVolatility, uncertainty, complexity and ambiguity

over consumption(rather than over-population)

resource scarcity and waste(specifically food, energy and water)

rising inequality

pervasive pollution – across land, sea and air

greater incidence of pandemics

biodiversity loss

ocean acidification and increased desertification

shrinking polar ice caps and rainforest regions

resource wars – esp. water

extreme weather and climate change

May 2014

© Blue & Green Communications

Sustainability is about rebalancing

planet, people and prosperity

7

Planet

PeopleProsperity

triple bottom lineSRI - ESG - CSR

May 2014


$59

Global GDPValue of goods and services

$1 trillion $1.79 trillion

$106

Stocks traded2009…


INVESTMENT ENERGY TRANSPORTSPENDING

Wide-ranging content that will appeal to affluent readers to draw them into investment

Not only how to invest, but ‘how to spend it’ sustainably


Investors

SalesIntermediaries

& financial professionals

Investments(funds, etc.)

Sustainablecompanies

Consumers

Engage and spend InvestSophisticated investors

May 2014


Nov-10Jan-11

Mar-1

1

May-1

1Jul-1

1

Sep-11

Nov-11Jan-12

Mar-1

2

May-1

2Jul-1

2

Sep-12

Nov-12Jan-13

Mar-1

3

May-1

3Jul-1

3

Sep-13

Nov-13Jan-14

Mar-1

40

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

Our readership risen from 15,000 March13 to 67,000 in March14 and will reach just over 180,000 by the end of 2014


The Blue & Green approachsees opportunity in adversity

Massive problems create massive opportunities through innovation

Innovation meansincreased wealth and prosperity

Sustainable innovation meanssustainable wealth

May 2014


There are different strategies which suit different clients

Responsible Engagement

Sustainability Themed

Environmental ThemeFaith

Balanced Ethical

Traditional /Negative Ethical

Personal Values Business Influences

Clean Technology

Benefit financially from being ‘ahead of the curve’ . Want fund manager to focus on environmental, social and governance risk /opportunity. Favours well informed companies or sector/market leaders. May want to encourage change.

Reflect personal values/beliefs by avoiding unethical industries or companies . May want to encourage positive progress and change.

Combine ethical considerations with business trends to help reduce risk and benefit from holding more responsible companies - and encourage positive change. Investor wants to feel comfortable with responsible, forward looking investment strategy.

Fund

Man

ager

vie

w o

f clie

nts’

SR

I aim

s &

moti

vatio

ns:

‘I

wan

t to

mak

e m

oney

and

.....

’


The performance myth

PREMIER ETHICAL A INC

KAMES ETHICAL EQUITY A

STANDARD LIFE INVESTMENTS UK

ETHICAL RET

HENDERSON GLOBAL CARE UK

INCOME A INC

CIS SUSTAINABLE LEADERS C ACC

IMA UK ALL COMPANIES

29.923.4 19.7 18.2 17.7 16.6

60.2

44.6 48.1 44.8 47.8

32.3

131.1 134.8

159.6

136.1

115.9

132.9

Performance

1y 3y 5y

May 2014


A digitally-savvy, environmentally and socially conscious generation is about to enter the investment market… are you ready?

Environmentalism and sustainability emerged in the late 1960s

These values are now the social norm for new investors

These norms are informing conversations between those in their 40s, with their parents and their own children

May 2014

25-34 35-44 45-54 55-64 65-74 75+0

500

1,000

1,500

2,000

2,500

1,088

Distribution of net wealth, by age

£ Billion

Wealth & Assets Survey 2010


Not a demand problemBut a supply problem

May 2014


An opportunity for you

Aligning an investment portfolio with a client’s

values/beliefs – they will be more loyal if you do

Investing in the most innovative and

sustainable companies

Helping them use their investment to change the

least sustainable ones

Helping the developing world with investment,

rather than trade/charity

Sustainableinvestment

May 2014

planet | people | profit


“I attended the first boot camp last October – it was an excellent event, and I have subsequently joined the Ethical Investment Association and UKSIF, and around a third of my clients are now investing in SRI funds.”

Paul MabonDirector - Brookdale IFP Limited

May 2014


Today’s programme1100 Opening remarks - Simon Leadbetter: B&GT

1120 George Latham: WHEB

1140 Neville White: Ecclesiastical

1200 Coffee break

1220 Mike Appleby: Alliance Trust

1240 Claudia Quiroz: Cheviot Quilter

1300 Buffet lunch

1350 The research on sustainability - Robert Norum: B&GT

1415 Workstream one and coffee

1500 Comfort break

1510 Workstream two and coffee

1540 Closing remarks - Simon Leadbetter: B&GT

1600 Close: Please sign out secure CPD hours

May 2014

1 for investment professionals only May 2014© Blue & Green Communications.

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Transcript of 1 for investment professionals only May 2014© Blue & Green Communications.