Harrogate Programme

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Registration & Welcome Refreshments
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Welcome and Introduction

Conference Chair: Hope William-Smith, Incoming Editor, Professional Adviser

Speaker
Incoming Editor
Professional Adviser
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Keynote Address

Session information to be announced

Speaker
Strategic Relationships Director
Square Mile Investment Consulting & Research
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Pictet Asset Management

Pictet-Positive Change, an equity strategy with a difference

Pictet-Positive Change is an equity fund for investors seeking to benefit from companies transitioning to the sustainable future economy. The fund aims to identify companies with strong alignment of their products & services with the UN Sustainable Development Goals (SDGs), those improving their alignment, and those with the potential to improve their SDG-alignment encouraged by targeted engagement by the investment team. The aim is to create a concentrated portfolio of financially robust companies that are aligning with global efforts to achieve sustainability goals and that will outperform the broader market.


By the end of this session, delegates will be able to:

  • Explain how we need to continue to invest in old economy sectors, but responsibly. They are a vital part of the global economy and often the place where we most need to see change
  • Explain how engagement works: objectives have to be realistic, desirable, and beneficial to the company
  • Measure impact

Speaker
Senior Client Portfolio Manager
Pictet-Positive Change
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Baillie Gifford

Optimism and Opportunity for the Future: Sustainable Investing in a Multi Asset Portfolio

We believe a sustainable economy is one that meets the needs of current generations without compromising the ability of future generations to meet theirs. Analysing the compatibility of an investment with a sustainable economy is one of the fundamental investment factors we consider, alongside the return and diversification opportunities an investment may bring to the portfolio. And we don’t believe such opportunities are limited to equity investing. In this presentation we explore how sustainable criteria can be applied across a multi asset portfolio, and will look at some of the exciting investment opportunities available.

Speaker
Client Service Director
Baillie Gifford
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Q&A with Pictet Asset Management & Baillie Gifford

Chaired by Hope William-Smith, Professional Adviser

Speakers
Incoming Editor
Professional Adviser
Client Service Director
Baillie Gifford
Senior Client Portfolio Manager
Pictet-Positive Change
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Networking Break
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Eden Tree

ESG Investing – from conversation to investment

With new guidance on the way from the regulator, how should you consider adapting your existing advice process to incorporate your client’s preferences around the sustainability of their investments? What questions should you ask? What language could you use? What examples are likely to resonate with clients? And then, of course there is the risk of greenwashing. This session will focus upon practical answers to questions posed, and share best practice, based upon our conversations with advisers and other like-minded professionals about how to link that conversation to a suitable ESG investment.

Speaker
Responsible & Sustainable Specialist
EdenTree Investment Management
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Quilter

Session information to be announced 

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Albemarle Street Partners

Session information to be announced

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Q&A with Eden Tree, Quilter & Albemarle Street Partners

Chaired by Hope William-Smith, Professional Adviser

Speakers
Incoming Editor
Professional Adviser
Responsible & Sustainable Specialist
EdenTree Investment Management
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Lunch and Networking

Harrogate Venue

Rudding Park Hotel and Spa

Tuesday 11th October 2022

Rudding Ln,  Follifoot, Harrogate HG3 1JH

There is free parking at Rudding Park.