1 for investment professionals only May 2014© Blue & Green Communications
Simon Leadbetter Founder & Publisher Blue & Green Tomorrow
May 2014© Blue & Green Communications3
May 2014© Blue & Green Communications4
Number of planets since 1700 is one We need two more… 123 years 33 years 14 years May 2014© Blue & Green Communications5 200,000 years
The future could be really grim Volatility, uncertainty, complexity and ambiguity over consumption (rather than over-population) resource scarcity and waste (specifically food, energy and water) rising inequality pervasive pollution – across land, sea and air greater incidence of pandemics biodiversity loss ocean acidification and increased desertification shrinking polar ice caps and rainforest regions resource wars – esp. water extreme weather and climate change May 2014© Blue & Green Communications6
Sustainability is about rebalancing planet, people and prosperity 7 Planet PeopleProsperity triple bottom line SRI - ESG - CSR May 2014© Blue & Green Communications
May 2014© Blue & Green Communications8 $59 Global GDP Value of goods and services $1 trillion$1.79 trillion $106 Stocks traded 2009…
© Blue & Green Communications9May 2014 INVESTMENTENERGYTRANSPORTSPENDING Wide-ranging content that will appeal to affluent readers to draw them into investment Not only how to invest, but ‘how to spend it’ sustainably
Investors Sales Intermediaries & financial professionals Intermediaries & financial professionals Investments (funds, etc.) Investments (funds, etc.) Sustainable companies Sustainable companies Consumers Engage and spend Invest Sophisticated investors May 2014© Blue & Green Communications10
© Blue & Green Communications11May 2014 Our readership risen from 15,000 March 13 to 67,000 in March 14 and will reach just over 180,000 by the end of 2014
The Blue & Green approach sees opportunity in adversity Massive problems create massive opportunities through innovation Innovation means increased wealth and prosperity Sustainable innovation means sustainable wealth May 2014© Blue & Green Communications12
May 2014© Blue & Green Communications13 There are different strategies which suit different clients Responsible Engagement Sustainability Themed Environmental Theme Faith Balanced Ethical Traditional /Negative Ethical Personal ValuesBusiness Influences Clean Technology Benefit financially from being ‘ahead of the curve’. Want fund manager to focus on environmental, social and governance risk /opportunity. Favours well informed companies or sector/market leaders. May want to encourage change. Reflect personal values/beliefs by avoiding unethical industries or companies. May want to encourage positive progress and change. Combine ethical considerations with business trends to help reduce risk and benefit from holding more responsible companies - and encourage positive change. Investor wants to feel comfortable with responsible, forward looking investment strategy. Fund Manager view of clients’ SRI aims & motivations : ‘I want to make money and.....’
The performance myth May 2014© Blue & Green Communications14
A digitally-savvy, environmentally and socially conscious generation is about to enter the investment market… are you ready? Environmentalism and sustainability emerged in the late 1960s These values are now the social norm for new investors These norms are informing conversations between those in their 40s, with their parents and their own children May 2014© Blue & Green Communications15
Not a demand problem But a supply problem May 2014© Blue & Green Communications16
An opportunity for you Aligning an investment portfolio with a client’s values/beliefs – they will be more loyal if you do Investing in the most innovative and sustainable companies Helping them use their investment to change the least sustainable ones Helping the developing world with investment, rather than trade/charity Sustainable investment May 2014© Blue & Green Communications17 planet | people | profit
“I attended the first boot camp last October – it was an excellent event, and I have subsequently joined the Ethical Investment Association and UKSIF, and around a third of my clients are now investing in SRI funds.” Paul Mabon Director - Brookdale IFP Limited May 2014© Blue & Green Communications18
Today’s programme 1100Opening remarks - Simon Leadbetter: B> 1120George Latham: WHEB 1140Neville White: Ecclesiastical 1200Coffee break 1220Mike Appleby: Alliance Trust 1240Claudia Quiroz: Cheviot Quilter 1300Buffet lunch 1350The research on sustainability - Robert Norum: B> 1415Workstream one and coffee 1500Comfort break 1510Workstream two and coffee 1540Closing remarks - Simon Leadbetter: B> 1600Close: Please sign out secure CPD hours May 2014© Blue & Green Communications19
May 2014© Blue & Green Communications20