Knutsford 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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    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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    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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    Q&A with Baillie Gifford & Eden Tree

    Chaired by Hope William-Smith, Professional Adviser

    Speakers
    Incoming Editor
    Professional Adviser
    Client Service Director
    Baillie Gifford
    Responsible & Sustainable Specialist
    EdenTree Investment Management
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    Networking Break
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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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    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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    Q&A with Quilter, Albemarle Street Partners & Pictet Asset Management

    Chaired by Hope William-Smith, Professional Adviser

    Speakers
    Incoming Editor
    Professional Adviser
    Senior Client Portfolio Manager
    Pictet-Positive Change
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    Lunch and Networking

    Knutsford Venue

    The Mere Golf Resort & Spa

    Wednesday 14th September 2022

    Chester Rd, Mere, Knutsford WA16 6LJ