Martin Currie’s socially focused impact strategy, Improving Society, aims to positively address the problem of human inequity while delivering long-term capital growth. The focus is to improve fair treatment, access, opportunity and advancement for all people.
The portfolio invests in and engages with society’s most impactful companies to generate and accelerate positive change. The emphasis is on global companies whose products or services are (i) improving wellbeing, (ii) improving inclusion or (iii) supporting a just transition. Those providing solutions to facilitate improvements in human equity can meaningfully narrow the equality gap and make a real, measurable difference to society.

Attendees will learn about Martin Currie’s actively managed, impact strategy that invests in a concentrated portfolio of sustainable investments.

Company Profile: Martin Currie is a global active equity specialist headquartered in Scotland and part of the Franklin Templeton Group. They are a modern, vibrant investment firm with a truly global presence. Martin Currie create concentrated, best-idea investment portfolios that retain conviction in fast-changing markets. These are delivered through innovative strategies, powerful conversations and a high stewardship philosophy. In everything we do we are investing to improve lives. 
Martin Currie provides the environment and infrastructure for talented investors and teams to succeed, removing them from all distractions and to focus on generating investment returns. 
Investing to Improve Lives lies at the heart of their purpose as an investment firm.

This presentation will look at the historic outperformance, characterised by strong dollar earnings, which has now been overshadowed by stagnation leading to a lost decade for emerging markets. Investment in sustainability is developing as a new global centre of gravity. Priorities are changing: from global, concentrated, and just-in-time sources of supply to local, secure and just-in-case. Emerging markets are better funded and more self-reliant, plus the valuation discount versus developed markets is as wide as it’s been for 20 years. We believe that emerging markets can play an important role in delivering on two key objectives: capital growth and positive environmental and societal progress.  We will explore how our investment process looks to maximise the opportunities presented.

Premier Miton is a genuinely active investment manager offering a range of funds and investment trusts, as well as a portfolio management service, covering equity, fixed income, multi asset and absolute return investment strategies.  

Company Profile: Our clients’ investments with us are actively managed by our different specialist investment teams, who are empowered to employ their own proven and distinctive investment approaches; with the aim of generating good investment outcomes.  In total we are responsible for £11.1bn of client assets under management (as of 31 Dec 2022), split across 18 differentiated investment teams managing 48 distinct investment products (as of 30 Sep 2022).

Caroline Langley will take you on a journey into why sustainable investment matters; the urgency and the trends.  Through stories, she will explain the philosophy and process used managing the Climate Assets Funds and the power gained from collaboration and multidisciplinary thinking.  Through the team’s work using Sustainable Development Goals she will show how the global picture links down to the investment detail and provide personal reflections from her career uniting sustainability with investment. 
To inspire as to the roll of investors and their power for creating change and why collaboration makes the difference.  To convey why focusing on companies delivering solutions is rewarding. 

Company Profile: As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping our clients invest for a lifetime of opportunities and challenges. We offer a range of services including our Discretionary Portfolio Service, our award-winning Managed Portfolio Service, our Climate Assets Funds and our IHT solution, the AIM Strategy. 

Samantha Steele is a thought leader within the impact investing space and will be sharing insights gained from the last decade working in the sector. Navigating the current landscape, tracing its evolution, shaping what comes next, and confronting key challenges, Samantha emphasises the power of Impact investments.  We will focus on three impact investment themes; 1. Climate, 2. Healthcare, and 3. Financial Inclusion, articulating our rationale for directing our research in these areas and highlighting some case studies to bring the title of the session to life ‘ Profit with Purpose’.

Deliver an update/refresher on the Impact investment landscape, articulate our approach to the asset class and attract prospective investors to Russell Investments.

Company Profile: Russell Investments Limited, and its affiliated entities are a leading global investment management and solutions partner, dedicated to improving people's financial security. Russell Investments Limited principal business includes being a consultant to large institutional investors in the United Kingdom, Europe, Africa and the Middle East. The company also acts as a discretionary principal investment manager to third party funds and to institutional segregated accounts. 
Russell Investments’ focus is on solving clients’ needs through multi-strategy outcome-oriented solutions embedding efficient risk management techniques. This focus is built on the complementary mix of our five core competencies – manager research, capital markets research, portfolio construction, portfolio implementation and factor exposures.
Through our firm-wide resources we are able to provide the following broad services -
•    Fiduciary Management (FM) and OCIO services
•    Asset Management (including advisory)
•    Customised Portfolio Solutions

Energy transition equities have faced huge disruption over the few years. After beginning a long-term structural shift in the way we produce, distribute, and consumer energy with the rapid growth in demand for renewable power, electric vehicles, and green hydrogen, recent cyclical headwinds have put pressure on the short-term outlook for companies across the energy transition space. After exceptional performance during 2020, share prices and valuations across the energy transition universe have fallen sharply over the last two years, almost as if investors are starting to question the pace of the energy transition to come. 

While we understand recent investor scepticism, we strongly believe that we have entered a long-term, structural growth period for energy transition equities that can continue to provide attractive investment opportunities as our energy transition unfolds. Although recent pressures have been painful, we believe they are short-term and cyclical in nature, and not something that threatens the long-term investment case. With valuations now back to pre-COVID levels and long-term earnings expectations still robust, the energy transition investment opportunity looks like it has reset.
To discuss the current dynamics impacting energy transition equities and to examine the earnings outlook and valuations for the companies across the energy transition value chain.

Company Profile: As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.
For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole.

Climate change is one of the biggest risks in investment portfolios today. But, with this risk also comes tremendous investment opportunity. Investors are increasingly looking for solutions that will improve the carbon profile of their portfolio while maintaining risk and return objectives. We have developed a range of Sustainable Climate Corporate Bond Funds to help investors who wish to make a material improvement to their bond portfolio’s climate profile while benefiting from our state-ofthe- art indexing portfolio management approach which balances diversification, turnover and tracking error objectives. Rupert Cadbury, Fixed Income Portfolio Strategist at State Street Global Advisors, will discuss the options and the role of green bonds for climate thematic investors.

Workshop Objective: To discuss the options available to bond investors who wish to make a material improvement to their portfolio’s climate profile, including the role of green bonds.

Company Profile: For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager*. *Pensions & Investments Research Center, as of 12/31/22.