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Responsible investing, what’s all the fuss about? A primer for advisers

Recent research indicates that despite the growing popularity of responsible investing, the confusing landscape can be a barrier to holding the conversation with investors. Ashley Hamilton Claxton, Head of Responsible Investment, tracks the evolution of responsible investing, demystifies the various labels attached to investment funds, and discusses how understanding the primary investment objective of funds can help with the client conversation.
Recorded Oct 29 2019 40 mins
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Ashley Hamilton Claxton
Presentation preview: Responsible investing, what’s all the fuss about? A primer for advisers

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  • The changing landscape of sterling credit Dec 3 2019 11:00 am UTC 45 mins
    Ewan McAlpine
    The characteristics of sterling credit markets and rating agency methodologies have seen radical changes over recent years. To demonstrate these and changes in the wider sterling credit landscape, we consider how one of our sterling portfolios, the RL Ethical Bond Fund, has adjusted over recent years.
  • A sustainable foundation for credit analysis Nov 28 2019 2:00 pm UTC 45 mins
    Martin Foden
    ESG investing started as an equity specialism, and much of the data and analysis used today is still centred on equities, so are ESG factors relevant for corporate bonds and what role do Green bonds play? Martin Foden explores this and discusses sustainable fixed income investing and how two distinct processes – ESG and credit analysis – can be integrated to seek to achieve positive outcomes for investors.
  • So, Mr Fox, what is sustainable investing and how is it applied in your funds? Nov 20 2019 11:00 am UTC 45 mins
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  • Global equities: it’s our job to find great investments off the beaten track... Recorded: Nov 12 2019 19 mins
    Peter Rutter
    The great thing about global equities is that it’s a big world out there, the main challenge with global equities is that it’s a big world out there.
    With a universe of 5,000+ potential investments we have developed a differentiated, proven and repeatable process to find differentiated stocks off the beaten track to seek to drive a successful long term track record. Peter Rutter explains how we do that and why it's valuable to clients.
  • Responsible investing, what’s all the fuss about? A primer for advisers Recorded: Oct 29 2019 40 mins
    Ashley Hamilton Claxton
    Recent research indicates that despite the growing popularity of responsible investing, the confusing landscape can be a barrier to holding the conversation with investors. Ashley Hamilton Claxton, Head of Responsible Investment, tracks the evolution of responsible investing, demystifies the various labels attached to investment funds, and discusses how understanding the primary investment objective of funds can help with the client conversation.
  • Sustainable investing – the past, the present and the future Recorded: Oct 24 2019 45 mins
    Mike Fox, Head of Sustainable Investments
    The last decade has seen huge developments in sustainability across much of the globe, and this is having a growing influence on the way investments are managed. The key change was the growing realisation that applying ESG factors and looking at sustainable themes was beneficial for returns – it doesn’t require investors to make costly choices. But what do the coming years have in store? Mike Fox examines how sustainability will develop over the next coming years.
  • Is sustainable investing ethical? Recorded: Sep 27 2019 43 mins
    Mike Fox, Head of Sustainable Investments
    The terminology can be confusing – what is the difference between sustainable and responsible, for example? The sector’s newly-fashionable status has led to some blurring of the terminology in the scramble to launch new products. So Mike Fox describes the sustainable investing landscape and explains the benefit of doing right rather than avoiding the bad.
  • Multi Asset Credit: two year review Recorded: Sep 18 2019 21 mins
    Khuram Sharih
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  • Sustainability in action: Technology – friend or foe? Recorded: Jun 27 2019 40 mins
    Mike Fox
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  • RLAM Fixed Income - six monthly update Recorded: Jun 5 2019 24 mins
    Ewan McAlpine
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  • A valuation focus that has outperformed in the current environment… how? Recorded: Apr 11 2019 39 mins
    Peter Rutter, Head of Equities
    Differentiated stock selection across the corporate Life Cycle has allowed the Global Equity strategy to outperform in the last three years, despite a the process focus on a valuation discipline leading to an overweight to value and valuation factors. As a result of stock picking, the strategy was able to outperform in both 2016 and 2018 despite these being very different years for market styles. In this webinar, the Head of Global Equities Peter Rutter recaps on this investment process and demonstrates the power of investing across the corporate Life Cycle with the team’s differentiated process. The framework is brought to life through three stock examples, each at a different stage in the Life Cycle.
  • Cash solutions update Recorded: Mar 26 2019 32 mins
    Tony Cole and Richard Nelson
    Senior Fund Managers, Tony Cole and Richard Nelson, will discuss their views on rates over the last six months and their thoughts on credit market supply. They will also share their expectations going forward as Brexit approaches and provide listeners with an update on our cash solutions offering.
  • Multi asset credit update: collateralized loan obligations (CLO) Recorded: Feb 21 2019 10 mins
    Sebastien Poulin
    Senior Credit Analyst, Sebastien Poulin, provides an overview of collateralized loan obligations (CLO). He explores the lifecycle of a CLO and how they fit as a part of our Multi Asset Credit Fund strategy.
  • Monthly global equities outlook Recorded: Jan 25 2019 4 mins
    Peter Rutter
    With growth stocks outperforming value stocks for the majority of the last decade, Peter Rutter takes a look at the reasons behind this continuing trend. While these specific dynamics don’t seem to be shifting, there are other significant changes the team have identified in equity markets. Peter notes that the team’s valuation discipline and investment process is continuing to help them identify interesting opportunities.
  • Monthly global equities outlook Recorded: Dec 21 2018 3 mins
    Will Kenney
    Will Kenney, Senior Fund Manager, presents our latest global equity monthly update, discussing recent volatility in the market and the catalysts for this. He describes how the factors at the core of their investment process are helping the team to identify opportunities amidst this current period of volatility and the higher discount rates associated with it.
  • Fixed income outlook 2019 Recorded: Dec 12 2018 19 mins
    Ewan McAlpine, Jonathan Platt, Craig Inches and Azhar Hussain
    Ewan McAlpine, Senior Client Portfolio Manager is joined by Head of Fixed Income, Jonathan Platt, Head of Rates and Cash, Craig Inches and Head of Global High Yield, Azhar Hussain to discuss their views on fixed income markets as we look ahead to 2019.
  • Monthly global equities outlook Recorded: Nov 29 2018 3 mins
    Will Kenney
    Will Kenney, Senior Fund Manager, presents our latest global equity monthly update, discussing recent volatility in the market and the catalysts for this. He describes how the factors at the core of their investment process are helping the team to identify opportunities amidst this current period of volatility and the higher discount rates associated with it.
  • Global equities update Recorded: Nov 21 2018 33 mins
    Peter Rutter
    Peter Rutter, Head of Equities will be focusing on the factors that influence how RLAM’s Global Equity funds perform and how these fit with clients’ wider portfolios. In previous webinars Peter has introduced the differentiated and proven investment process employed by the RLAM Global Equity fund managers. This process leads to differentiated portfolios with performance driven by stock selection and some clear and consistent style and factor characteristics. In particular the funds have tended to perform best when valuation factors are outperforming and there is a risk-off environment in equities. Peter will explain why this is consistent with the investment process and consequently how the portfolios might fit a strong complement to managers with more global growth and larger cap exposures in global equities.
  • Multi asset credit update Recorded: Nov 19 2018 17 mins
    Khuram Sharih
    Fund Manager, Khuram Sharih shares our latest update on multi asset credit. During the webinar Khuram will update on this area of the market before turning to the current positioning of the Royal London Multi Asset Credit Fund.
  • Finding the right target – using ESG in credit investing Recorded: Oct 31 2018 45 mins
    Ashley Hamilton Claxton, Head of Responsible Investment & Martin Foden, Head of Credit Research
    There’s a temptation to think that both equity and credit investors should look at ESG in the same way. This approach can lead to a quicker roll-out, as existing, more established equity process can just be used for credit analysis.

    In this session, RLAM's Ashley Claxton and Martin Foden will explain why they think that the scope and application of ESG factors is quite different: from the different make-up of bond indices, to the subtleties of bond structure, a differentiated approach has to be taken. The only similarity? That if ESG is seen as an ‘extra’ part of your security analysis, you’re probably not doing it right.




    Ashley Hamilton Claxton is responsible for coordinating and overseeing RLAM’s approach to responsible investing across all of our asset classes. She has management responsibility for our company engagement, corporate governance analysis, and proxy voting. Ashley is RLAM’s subject matter expert and spokesperson on responsible investing and corporate governance.

    Martin Foden joined RLAM at the start of 1998. He initially joined RLAM's UK Equity Team, with responsibility for analysing the transport, business services and construction sectors, as well as managing balanced pension funds. This experience greatly enhanced RLAM’s credit research capabilities when he joined the Fixed Income Team at the beginning of 2003. Since moving to the Fixed Income Team, he has been instrumental in developing RLAM’s analytical process through the advancement of the team’s cashflow forecasting and evaluation of issuer structures.
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