12:00 pm - 2 hours
ESG Investing Olympics: State of the sector
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Winning the ESG Investing Olympics: A new type of sustainable investment fund
In 2020 three mission led investors joined together to bring sustainable investing out of the shadows. The ‘ESG Investing Olympics’ was their public search for a purpose driven manager for a £34m investment mandate – avoiding greenwash and driving ESG best practice and positive impact.
Join us for our webinar to hear from the mission led investors behind this radical new approach, as they share findings from 60 manager proposals submitted as part of the ESG Olympics. Their ‘state of the sector’ report looks at the good, the bad and the ugly of current sustainable investment practice.
Hear how these three mission led investors and one purpose driven manager are working together to take sustainable investing to the next level. We will be revealing our exciting plans for the new Cazenove Sustainable Growth Fund, a best in class multi-asset fund.
With a shared vision, radical transparency and active client participation – we are bringing together investors and managers in a new collaborative approach to drive climate and social action and deliver profit with purpose.
ESG Investing Olympics: State of the sector
Stephen Muers, Colin Banes, Kate Rogers and Emilie Shaw
Stephen MuersBig Society Capital
Stephen joined Big Society Capital in 2016 as Head of Strategy and Market Development and stepped in as Interim CEO in May 2020 whilst they recruit for the permanent position. Stephen continues with his overall responsibility for strategy and their relationship with government. He was previously Director, Criminal Justice Policy at the Ministry of Justice, and has held senior roles across many government departments.
Stephen is a trustee of Friends Provident Foundation, a charity that makes grants and uses its endowment towards a fair and sustainable economic system that serves society and Fair Trials, a global criminal justice watchdog which identifies when criminal justice is failing, alerts the world to problems and resolve issues.
Colin BanesFriends Provident Foundation
Colin is the Investment Engagement Manager for Friends Provident Foundation, responsible for the integration of its endowment with its charitable objectives, including via investment policy, asset manager engagement, direct shareholder engagement, and impact investing.
Previously, Colin worked for the Co-operative Bank and Group for 20 years, during which time he was responsible for the Co-op Bank Ethical Policy, Co-op Asset Management Ethical Engagement Policy, and Co-op Group Social Goals campaigns.
Colin is a director of the of multi-asset impact fund Snowball, is on advisory committees to the LSE Grantham Institute and University of Manchester Tyndall Centre, is vice-chair of the climate charity Possible and non-exec director of Stop Funding Hate.
Kate RogersCazenove Capital
Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 15 years at Schroders and Cazenove. She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham, is Chair of her local community foundation, Vice-Chair of her local primary school and Chair of the Finance Committee of the Cripplegate Foundation. She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle.
She has researched and co-authored a series of publications on Charity investment best practise including 'For Good and Not For Keeps', which examines sustainable expenditure, ‘Intentional Investing’, which researches how charities can align their investment policy with their aims as an organisation, and more recently ‘Time and Money’, which explores how charities can make the best use of longevity. Kate is also the Global Head of Sustainability for Cazenove Capital, leading our sustainability capability and sustainable investment offering.
Emilie ShawCazenove Capital
Emilie joined Schroders in 2011 and currently works as an Associate Portfolio Manager within the Charities team. Emilie is responsible for managing both segregated and pooled portfolios under discretionary, advisory and execution only mandates. Alongside managing client portfolios, Emilie sits on the Ethical Investment Committee. Emilie holds the CISI Chartered Wealth Manager Diploma and the CISI IAD Securities and IMC qualifications. She studied business and management at University of Chichester.