Innovation & Sustainability - Identifying market leading companies of the future

Innovation is fast becoming synonymous with sustainable development objectives of companies. The speed of change is rapid, and we anticipate a decade of significant change, A number of dominant themes are already emerging; digitalisation, cleaner energy, electrification and hyper connectivity. Numerous companies are embracing these themes, enabling new ways of organising our economies and promoting greater efficiency and circularity. In this two-part series, Hamish Chamberlayne, Head of Global Sustainable Equity, and Tim Brown, Senior Product Specialist explore: • The key drivers leading rapid economic change and how companies are evolving to embrace this new dynamic • The importance of identifying companies that have a positive impact on society and the environment and avoiding those industries that pose significant transition risk • The relevance of integrating both traditional financial and ESG analysis into investment decision making and how it applies to the ‘Triple bottom-line’ approach • Why active investing, engagement, better investment outcomes and better Environmental & Social outcomes go together • How transparency and reporting are fundamental to monitoring results and outcomes Speaker bio: Hamish Chamberlayne is Head of Global Sustainable Equity at Janus Henderson Investors. He is also Portfolio Manager of the Janus Henderson Global Sustainable Equity and Institutional Global Responsible Managed strategies, a role he has had since 2012. Hamish joined Henderson in 2011 from Gartmore, where he was an equity analyst with the global equity team. Hamish graduated with a master’s degree in chemistry from New College, Oxford University. He holds the Chartered Financial Analyst designation and is a qualified accountant. He has 17 years of financial industry experience.