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Finding Sustainable Investments

Having a pre-defined, long-term investment framework is critical when designing a thematic portfolio. Sustainable Investing frameworks requires both of these elements. But, does sustainable investing increase AUM through inflows, or does it actually drive alpha? For investors in ESG, the United Nations' 17 Sustainable Development Goals provides a great success framework for investors - and it is also good for branding. But, how strictly and widely-used is this framework? And, is this effort to outline success in a detailed way actually driving success in sustainable thematic portfolios?

Join this webinar to:
- Understand the keys to whether investments adhere to sustainable principles
- Learn about the possible ROI of sustainable investments
- Find out how leaders in the field are employing the SDGs for investment success
Live online Dec 2 4:00 pm UTC
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Presented by
Allan Lane, Algo-Chain | Sarah Tunnel, Alliance Bernstein | Kraneshares
Presentation preview: Finding Sustainable Investments

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  • Finding Sustainable Investments Dec 2 2020 4:00 pm UTC 60 mins
    Allan Lane, Algo-Chain | Sarah Tunnel, Alliance Bernstein | Kraneshares
    Having a pre-defined, long-term investment framework is critical when designing a thematic portfolio. Sustainable Investing frameworks requires both of these elements. But, does sustainable investing increase AUM through inflows, or does it actually drive alpha? For investors in ESG, the United Nations' 17 Sustainable Development Goals provides a great success framework for investors - and it is also good for branding. But, how strictly and widely-used is this framework? And, is this effort to outline success in a detailed way actually driving success in sustainable thematic portfolios?

    Join this webinar to:
    - Understand the keys to whether investments adhere to sustainable principles
    - Learn about the possible ROI of sustainable investments
    - Find out how leaders in the field are employing the SDGs for investment success
  • Navigating the Risks & Rewards of Thematic Investing Nov 4 2020 4:00 pm UTC 60 mins
    Allan Lane, Algo-Chain | Alex Araujo, M&G | Nicolas Rabener, FactorResearch
    While Thematic Investing isn't new to the market, the majority of thematic funds are new, and they have only existed in a bull market. In fact, Of the 127 thematic funds available to investors as of the end of 2019, 92 were launched in the past 5 years, according to data by Morningstar.

    As we encounter a global health & economic crisis, navigating the risks that thematic funds may encounter is critical to finding returns. What are the risks these funds haven't encountered yet?

    Join this panel to learn:
    - What are the indicators that thematic investors and fund managers need to look out for?
    - How are shifts in trends affecting performance?
    - How might an inflationary environment have knock-on effects for thematic funds?
  • The New Normal of Thematic Investing Recorded: Sep 30 2020 57 mins
    Allan Lane, Algo-Chain | Megan Brennan, Sarasin & Partners | Nicolas Rabener, FactorResearch | Bo Huang, Go Seed Alpha
    Thematic investing seeks to capitalize on long-term investing trends. By tapping into issues of demography, technology, and the environment, thematic investment looks with a long lens of opportunity to solve big problems. But the new economic environment has accelerated many trends. How does this shift affect how investment managers need to think about the world of thematic investing?

    Consumers aren't aging any quicker, but they are focusing on health and may live longer. Their buying behaviors have also changed. Technology used by consumers and businesses alike is being consumed at a more rapid pace now that in-person connections are likely to reduce, and usage of robots and automation is likely to increase faster. And a sharper focus on the environment has caused even the most ESG-forward investors to adjust their horizons.

    Join this panel to get a look at the "New Normal" of Thematic Investing including:
    - What demographic, technological, and environmental trends are changing?
    - How has our new economic environment shifted the megatrends we invest in?
    - Will the New Normal we are living in continue, and if so, how long?
  • Thematic Investing: Understanding the impact of megatrends on economic value Recorded: Sep 8 2020 61 mins
    Justin Simler | Anthony Ginsberg, GinsGlobal | Fawaz Chaudhry, Fulcrum AM | Megan Brennan, Sarasin
    The world is more connected than ever. This series has explored how 4 themes or 'megatrends' - environment, technology, digitization and geopolitics - shape one another. Now, we will bring our understanding of these mega-trends into focus by analyzing the economic value these themes are driving.

    Join this panel to learn:
    - Why understanding mega-trends is important in developing a thematic portfolio
    - How trends interact with each other to create knock-on effects
    - How the impact is being measured
    - What opportunities these trends are creating

    Panelists include:
    [Moderator] Justin Simler, Industry Expert
    Anthony Ginsberg, Founder, GinsGlobal
    Fawaz Chaudhry, Head of Thematic Equities, Fulcrum AM
    Megan Brennan, Portfolio, Multi-Asset, Sarasin & Partners
  • Thematic Investing: Shifting geopolitics and power Recorded: Aug 11 2020 63 mins
    Justin Simler, Tatton IM | Melissa Davies, Chalk Macro | Axel Christensen, Blackrock | Rob Drijkoningen, Neuberger Berman
    This discussion will examine whether the trend to globalization is now reversing and what this means for geopolitics, asset returns, and investment portfolios. Increasing globalization, enabled by technological advances, has led to a hyperconnected and urbanized world. This in turn has led to systemic challenges such as sustainability, social inequality, pandemics, cybersecurity, and mass migration.

    Join this webinar to hear the panelists discuss topics that include:

    · Divided nations and market-based solutions
    · The rise of nationalism: the future of global governance and trade alliances
    · The impact of a new cold war
    · The changing opportunity in emerging markets
    · The erosion of trust and de-dollarization
    · The global savings challenge
    · The decline of super-cities
  • Thematic Investing: Digitization, Cybersecurity & Privacy Recorded: Jul 14 2020 60 mins
    Justin Simler,Tatton IM | Gregg Guerin, First Trust | Ioan Demeter, Mobisoft | Hank Thomas, Strategic Cyber Ventures
    The fourth industrial revolution has arrived, driven by data, the internet of things (IoT) and AI. Whereas the third revolution was about digital technologies, the fourth revolution is about digital connectivity. Meanwhile, the response to COVID-19 is accelerating the pace of change and requires a significant advance in digitization.

    Join this panel to understand:

    - What happens when digital, physical and biological worlds interact.
    - How digitization, cloud, big data, Internet of Things and digital platforms will transform the world in which we live.
    - How to manage digital threats to security and privacy.

    Our panels are:
    [Moderator] Justin Simler, Advisor, Tatton IM
    Gregg Guerin, Senior Product Specialist, First Trust
    Ioan Demeter, MD, Mobisoft
    Hank Thomas, Co-Founder & CEO, Strategic Cyber Ventures
  • Thematic Investing: Technological Transformation Recorded: Jun 9 2020 60 mins
    Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

    In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics.

    Our Panel includes:
    [Moderator] Justin Simler of Tatton Investment Management
    Richard Lightbound, CEO, EMEA of Robo Global
    Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
    Christopher Gannatti, Head of Research, Europe for WisdomTree
  • Thematic Investing: Environmental Challenges Recorded: May 12 2020 63 mins
    Justin Simler, Tatton IM | Hasan Cerhozi, Vigeo Eiris | Joseph Lake, The Climate Service | Louise Dudley, Federated Hermes
    Environmental change (together with social factors) are two of the most recognised megatrends thanks to an increasing focus on ESG. However, the interconnections between this and the other megatrends are less commonly explored. Between 2017-2019, 44 separate climate issues affected financial markets to the tune of USD $456 Billion. These included both severe yet acute physical risks like hurricanes, bushfires, flooding, and global pandemics as well as more chronic risks affecting our ecosystem such as loss of biodiversity, sea level rise and water scarcity.

    In Episode 2 of Thematic Investing: How Megatrends Power Thematic Portfolios, we discuss the impact of physical risks on the environment and impact of adaption and mitigation responses to these physical risks.
  • Thematic Investing: Analysing Megatrends as a System Recorded: Apr 14 2020 60 mins
    Justin Simler, Advisor, Tatton IM | Edward Bryan, AllianceBernstein | Rob Powell, Blackrock | Melissa Davies, Chalk Macro
    In investing as in life, “things take longer to happen than you think they will, and then they happen faster than you thought they could” (Dornbusch).

    Although a discussion of global change and megatrends can be traced back to Zbigniew Brezinki (“Between Two Ages: America’s Role In The Technetronic Era”, 1970) and John Naisbitt (“Megatrends: Ten New Directions Informing Our Lives”, 1982), the pace of these changes is accelerating.

    This series of talks will discuss the four most important megatrends with an episode devoted to each of them:

    •Environmental challenges
    •Technological transformation
    •Globalisation and shifting geopolitics
    •Society and demographics


    We aim to look deeper into each of these megatrends and their sub-trends, exploring the interconnections between them, what happens when multiple trends reinforce one another and how investors can manage exposure to these themes in their portfolios.

    This first episode of Thematic Investing will explore why megatrends have become so important and their implications for portfolio risk and performance. The panellists will discuss how Megatrends can power thematic portfolios.
How megatrends power Thematic portfolios.
The investment landscape has never been more dynamic. We are more connected than ever before, and these interconnections - technological, environmental, political, and social - create both chaos and opportunity. This series will provide investors with a deeper understanding of Megatrends and highlight strategies that can be used to benefit from the opportunities they create.

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  • Title: Finding Sustainable Investments
  • Live at: Dec 2 2020 4:00 pm
  • Presented by: Allan Lane, Algo-Chain | Sarah Tunnel, Alliance Bernstein | Kraneshares
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