Sustainable And Ethical Investment: Risks And Rewards

25 June 2014

With funding cuts, low interest rates and dwindling donations, the investment debate is dominating charity finance as a means to manage funds and secure new income. A small number of well-resourced charities are exploring the options and reaping the rewards but for many others, this prospect is unclear and daunting.

What are the different investment options available? Isn’t investment risky? Does it match our ethical values? How can we get good returns?

In this live webinar we will discuss sustainable and ethical investment strategies, exploring the benefits to each in order to help you create the best approach for your organisation.

Tune in for answers to your key questions:

  • What is sustainable investment; what is ethical investment and why should we consider them?
  • How can the right investment strategy drive growth and income?
  • How can we balance sustainable and ethical investments with future high returns?
  • How can sustainable investment offer downside risk protection?

60 minutes
Sponsored by: vendor/royal-london-asset-management
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Alan Bunce

Job Title: Head of Institutional Business Development Direct
Company: Royal London Asset Management
Alan has over 30 years of experience of working with charities on their investment issues. He has extensive experience in dealing with clients’ challenges in the charity world and educational sectors, whenever this concerns their investment issues. Understanding clients’ general needs in each sector is an advantage but he takes pride in listening and developing tailored solutions as is often required by clients. Joining Royal London’s Asset Management in 2004 from Tilney Fund Management (now Deutsche) where he was Head of Institutional Sales, he heads up RLAM’s Institutional Business Development direct to clients.

Mike Fox

Job Title: Head of Sustainable Funds
Company: Royal London Asset Management
Mike Fox is Head of Sustainable Funds and the Fund Manager of the Sustainable Leaders, Sustainable Diversified & Sustainable World Trusts. He also oversees US Growth and European Growth. He has fulfilled his current role since 2008, has managed the Sustainable World Trust since launch in 2009 and Sustainable Diversified, European Growth and US Growth since February 2014. The Sustainable Leaders Trust holds a Bronze Morningstar / OBSR Analyst rating as at January 2014 and was the first ethical fund to top the UK All Companies sector for the 12 months ending 31/01/2007. The Sustainable World Trust, also topped its sector for the 12 months ending 31/04/2012. Prior to this, Mike worked as deputy fund manager on the Co-operative employee pension fund for 2 years and an investment analyst for 2 years covering the utility, support services and media sectors. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester.

Rohan Hewavisenti

Job Title: Director of Finance and Business Development,
Company: British Red Cross
Rohan is a chartered accountant with over 15 years experience in the charity sector. He joined the British Red Cross in March 2008. He was previously director of finance and resources at Breast Cancer Care and has worked for ActionAid and Voluntary Service Overseas (VSO) in China. Rohan has also worked in Italy, France, Israel and USA. Rohan is a lay member on the governing body of Hammersmith & Fulham Clinical Commissioning Group, a non-executive with East Thames housing association and chairs CFG's large charities group of finance directors. He was previously a trustee of Charity Finance Group, Charity Tax Group and international development charity, Learning for Life. He writes and speaks regularly on charity issues.
Moderated by:

Alex Whitson

Job Title: Director
Company: Third Sector Insight
Alex is Director of the division responsible for Third Sector Insight. The division outputs a range of informative content for the charity sector ranging from live events through to surveys, expert reports and webinars.