VIEW RECORDING
As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through engagement directly with companies? Exclusion tends to be favoured by end clients, while managers largely favour engagement but is there merit in a combined approach?
Join Tony Adams, Head of Sustainable Investment Research, and a panel of industry experts as they outline their different approaches to divestment and engagement.
Appearing with Tony are:
• Dr Stuart Palmer, Head of Ethics Research, Australian Ethical
• Måns Carlsson, Head of ESG Research, Ausbil Investment Management
• Matthew Patsky, CEO & Portfolio Manager, Trillium Asset Management
• Rachel White, Head of Product Management, Vanguard
• Nathan Fradley, principal adviser at Lime Financial
As a specialist adviser in sustainable investing, Nathan Fradley will add the adviser and client perspective to the discussion and highlight how clients are thinking about these issues.
There will be an opportunity to ask questions of the panelists in the dedicated Q&A session.
CPD Points will only be provided to those who attend the live session.
As part of the panel presentation, please find supporting materials from Vanguard below
Vanguard Investment Stewardship 2021 Semiannual Report
Vanguard Investment Stewardship Insights
The content, presentations and discussion topics covered during this event are intended for licensed financial advisers and institutional clients only and are not intended for use by retail clients. No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented.
Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, these presentations or any loss or damage suffered by the attendee or any other person as a consequence of relying upon the information presented.
Lonsec advises that all content presented at this event by any partner (not part of the Lonsec group of companies) is 3rd party content and forms representations and opinions of those 3rd parties alone. The contents of the presentations at this event are not in any way endorsed by Lonsec.
