MASTER: Investments

16/02/2022

Online

9:30 am

Agenda

Is negative screening damaging for ESG? – Blackfinch

The recent ‘boom’ in environmental, social and governance (ESG) portfolios has increased awareness of ESG factors, but it’s important to consider the consequences of different screening approaches.

Negative screening is the most common approach by fund managers, but does it always do good? Advisers keen to address investor concerns over ESG may ask questions like “what do you object to?” or “which industries do you wish to avoid?” and then select an investment solution that negatively screens out these areas. The downside of this approach is this it can adversely affect both the client’s investment and ESG outcomes in the long term.

Join Blackfinch for an informative discussion questioning whether negative screening could be damaging the wider ESG agenda.

Learning Outcomes:

  • Describe the different approaches to ESG within portfolios.
  • Understand the benefits of positive screening can bring within a portfolio.
  • Describe how ESG factor analysis can help drive returns and mitigate the destruction of shareholder value.

The use of Alternatives in a world of lower returns – 7IM

This presentation will:

  • Give a strong positive message on why portfolio returns coming down can be a good story for advisers.
  • Discuss a variety of methods to fight against the tide of lower returns in portfolios – using Strategic Asset Allocation, Tactical Asset Allocation and selection.
  • Deep dive on the area of alternative asset classes and look at some of the strategies 7IM have been using in the current environment.

Macro and Cryptoassests – Tilney Smith & Williamson

In this session, Tilney will talk us through:

  • Macro: loving the unloved. Is now finally the UK’s time in the sun?
  • Cryptoassets: what’s all the fuss about?

MASTER: Investments