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ZURICH • 12 APRIL 2018

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Andrew_Parry - Hermes
NameAndrew Parry
Job titleHead of Sustainable Investing
CompanyHermes Investment Management
TitleSustainable investing – the evolution of ESG
ContentWe live in an era of major transitions – in the climate, in technology, in demographics and in geopolitics – that are disrupting the way that we live our lives, manage our businesses and invest our wealth. The pace of change in these interconnected forces is disrupting many traditional business models and leading to a polarisation of opinion on how to tackle the major challenges that confront us. The Global Financial Crisis of 2008 still lingers at the forefront of our collective consciousness, with the clear memory that unbridled market forces do not always allocate resources efficiently or responsibly. ESG has given investors greater insights into the processes and risks associated with how companies are managed, and can deliver better risk-adjusted returns. Sustainable investing evolves this thinking further to consider the sustainability of a company’s business model, not just from traditional financial metrics and quality of its products and services, but also its social and environmental franchise to operate. Sustainability is no longer an option: it is an imperative.
BiogAndrew Parry is Head of Sustainable Investing and a member of the Hermes Strategy Group. He joined the firm in 2009, initially as Chief Executive and Co-Head of Investment for Hermes Sourcecap, now Hermes European Equities, becoming Head of Equities in 2014 and taking on responsibility for developing Impact investing in August of 2016. In September of 2017 he became Head of Sustainable Investing to reflect the commitment of Hermes to building on their success in Responsible Investing. In 2006, Andrew jointly founded Sourcecap with the aim of building a best-in-class investment boutique focused on excellence in European equity management. Prior to this, Andrew established Pembroke Capital Management in 2003 and successfully launched the Magenta Fund, a global equity non-directional fund.
Portrait Rai Müller 1 - UBS
NameRaimund Müller
Job titleHead Passive & ETF Specialist Sales Switzerland & Liechtenstein
CompanyUBS AG, Asset Management
TitleSustainable Investing with ETFs
ContentSustainable Investing across asset classes has seen a dramatic increase in popularity over the last few years. Environmental, Social and Governance (ESG) criteria now play a significant role in the investment decision process.
The objective of the workshop is to provide investors with clarity and transparency of socially responsible investment opportunities. We will focus on the following topics:
• Sustainable Investing: evolution, approaches and performance.
• Implementation of Sustainable Investments into potential portfolio strategies.
• Sustainable Investing solutions accessible through Exchange Traded Funds (ETFs).
Sustainable UBS ETFs provide you with access to stocks and bonds of companies with high environmental, social and corporate governance (ESG) profiles
BiogRaimund Müller is the head of Passive & ETF Specialist Sales Switzerland and Liechtenstein. He has more than 15 years experience in the financial industry, with expertise in managing client relationships for institutional investors. Raimund Müller has been working for UBS AG, Asset Management based in Zurich since 2012. Prior to UBS, Raimund Müller worked in institutional sales positions within the asset management units at Deutsche Bank and Lombard Odier.
Raimund Müller is a Certified International Investment Analyst (2008). He holds a master's degree in Economics and Finance (2005) from Curtin University of Technology in Perth and a bachelor's degree in Business Administration (2003) from Zurich University of Applied Sciences in Winterthur.
neil-brown - Liontrust
NameNeil Brown
Job titleInvestment Manager – Pan European Equities
CompanyLiontrust
TitleLiontrust Sustainable Future – SF Pan European Fund
ContentNeil Brown will examine how incorporating trends and changes in sustainability directly into the investment process provides an information advantage in finding outperforming companies outperform.
Our Sustainable Future Investment philosophy contends that investors underestimate the value of sustainable and responsible businesses. We seek to identify these companies and exploit this market inefficiency. Environmental, social and governance issues can affect business operations, future earnings and therefore value. By analysing these aspects of companies and integrating them directly into our investment decisions we can deliver investment returns that benefit from sustainable trends and outperform mainstream benchmarks.
BiogNeil Brown joined Liontrust in 2017 after spending five years at Alliance Trust Investments as investment manager on the European funds, before being promoted to lead fund manager on them at Aviva Investors in 2011. Prior to Aviva, he was at Threadneedle Asset Management where he combined the roles of Pan European Equity Analyst and Head of Governance and Responsible Investment. Neil is lead fund manager on the SF European Growth OEIC and SF Pan European SICAV. He is co-fund manager on the SF UK Growth and UK Ethical funds. A frequent guest host on CNBC Squawk box, Neil is also the immediate past Chair of the Investment Integration Working Group, a member of the Listed Equity Advisory Committee and a member of the Sustainable Development Goals in Active Ownership Management Working Group of the UN Principles for Responsible Investment. Neil has an MSc in Development Economics from the School of Oriental & African Studies and a BA (Hons) in Economics from the University of Manchester.
Ruben Feldman - RobecoSAM
NameRuben Feldman
Job titlePortfolio Management Team/ Senior Quant Analyst
CompanyRobecoSAM
TitleRobecoSAM Global Sustainable Impact Strategy - A win-win-win opportunity
ContentThe RobecoSAM Global Sustainable Impact Strategy invests in sustainable companies with a direct link to the United Nations Sustainable Development Goals (SDGs). The strategy focuses on a global impact universe of product and service providers that also exhibit strong operational sustainability and financial attractiveness.
The SDGs significantly increase the role of business and of finance in advancing social, economic and human development.
Bringing SDG investing to the space of listed equities increases the capital allocated to companies with the expertise, scale, and technology to move the needle significantly toward a more sustainable economy. Investing in the SDGs is a societal imperative, an economic necessity, as well as a great multi-billion opportunity for investors, who are looking to instigate positive, measurable impact while generating competitive returns.
BiogRuben is a Senior Quantitative Analyst in Sustainability Investing at RobecoSAM and part of the portfolio management team for the Global Sustainable Impact Equities Fund. Prior to joining RobecoSAM, he worked at Stoxx Ltd (Zurich), where he held various positions of increasing responsibility culminating as Global Head of Index Concepts where he developed smart beta and other indexing solutions for institutional clients. Prior to his tenure at Stoxx, he designed and optimized trading systems as well as risk management solutions for Exis Capital Management in New York. Ruben’s experience also includes research roles at Citigroup (New York) and Faisal Private Bank (Geneva) where he conducted macroeconomic and fixed income research to support institutional investment strategies. He holds a B.A. and Masters in Mathematics from Trinity College Dublin as well as a Masters of Financial Engineering from the University of California, Berkeley. In addition to his bachelor’s and graduate studies, Ruben has completed post-graduate programs in computer programming, mathematics and statistics at both Columbia University (New York) and the University of California, Berkeley and is a CFA Charterholder. He joined RobecoSAM in 2017.