1 for investment professionals only may 2014© blue & green communications
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© Blue & Green Communications 1for investment professionals onlyMay 2014
Simon LeadbetterFounder & Publisher
Blue & Green Tomorrow
© Blue & Green Communications 3May 2014
© Blue & Green Communications 4May 2014
Number of planets since 1700 is oneWe need two more…
123 years33 years
14 years
May 2014 © Blue & Green Communications 5
200,000 years
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The future could be really grimVolatility, 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 Communications
Sustainability is about rebalancing
planet, people and prosperity
7
Planet
PeopleProsperity
triple bottom lineSRI - ESG - CSR
May 2014
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$59
Global GDPValue of goods and services
$1 trillion $1.79 trillion
$106
Stocks traded2009…
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INVESTMENT ENERGY TRANSPORTSPENDING
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
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Investors
SalesIntermediaries
& financial professionals
Investments(funds, etc.)
Sustainablecompanies
Consumers
Engage and spend InvestSophisticated investors
May 2014
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Nov-10Jan-11
Mar-1
1
May-1
1Jul-1
1
Sep-11
Nov-11Jan-12
Mar-1
2
May-1
2Jul-1
2
Sep-12
Nov-12Jan-13
Mar-1
3
May-1
3Jul-1
3
Sep-13
Nov-13Jan-14
Mar-1
40
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
Our readership risen from 15,000 March13 to 67,000 in March14 and will reach just over 180,000 by the end of 2014
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The Blue & Green approachsees opportunity in adversity
Massive problems create massive opportunities through innovation
Innovation meansincreased wealth and prosperity
Sustainable innovation meanssustainable wealth
May 2014
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There are different strategies which suit different clients
Responsible Engagement
Sustainability Themed
Environmental ThemeFaith
Balanced Ethical
Traditional /Negative Ethical
Personal Values Business 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
Man
ager
vie
w o
f clie
nts’
SR
I aim
s &
moti
vatio
ns:
‘I
wan
t to
mak
e m
oney
and
.....
’
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The performance myth
PREMIER ETHICAL A INC
KAMES ETHICAL EQUITY A
STANDARD LIFE INVESTMENTS UK
ETHICAL RET
HENDERSON GLOBAL CARE UK
INCOME A INC
CIS SUSTAINABLE LEADERS C ACC
IMA UK ALL COMPANIES
29.923.4 19.7 18.2 17.7 16.6
60.2
44.6 48.1 44.8 47.8
32.3
131.1 134.8
159.6
136.1
115.9
132.9
Performance
1y 3y 5y
May 2014
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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
25-34 35-44 45-54 55-64 65-74 75+0
500
1,000
1,500
2,000
2,500
1,088
Distribution of net wealth, by age
£ Billion
Wealth & Assets Survey 2010
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Not a demand problemBut a supply problem
May 2014
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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
Sustainableinvestment
May 2014
planet | people | profit
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“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 MabonDirector - Brookdale IFP Limited
May 2014
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Today’s programme1100 Opening remarks - Simon Leadbetter: B>
1120 George Latham: WHEB
1140 Neville White: Ecclesiastical
1200 Coffee break
1220 Mike Appleby: Alliance Trust
1240 Claudia Quiroz: Cheviot Quilter
1300 Buffet lunch
1350 The research on sustainability - Robert Norum: B>
1415 Workstream one and coffee
1500 Comfort break
1510 Workstream two and coffee
1540 Closing remarks - Simon Leadbetter: B>
1600 Close: Please sign out secure CPD hours
May 2014
© Blue & Green Communications 20May 2014
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