Ethical bond update

Presented by

Eric Holt and Beth Goldsmith

About this talk

For Professional Clients only, not suitable for Retail Clients. Where are the yield opportunities in ethical bond investing? In this webinar, Senior Fund Manager Eric Holt will discuss his approach to responsible investing and the screening process used to identify and exclude certain securities from the portfolio. He will outline how the fund has delivered over the medium and long term and where he believes yield opportunities exist in the current environment. Eric will be joined by Beth Goldsmith, Responsible Investment Operations Manager, who will explain how her team works with Eric to ensure ethical considerations are taken into account by bond issuers within the portfolio. Beth will also share some examples of recent activity.

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