Investment Advice Workshop
ESG investing, analytics vs hype
The global ESG movement seeks a corporate world economy that is more just and sustainable. Responsible investing has become main stream as consumers and investment institutions have recognized the importance of taking a more responsible approach. The panel covers responsible investing and ESG funds, enhancing portfolio returns through ESG, options in New Zealand and a practical guide as to how advisers can incorporate RI into the advice process and client portfolios. The panel aims to cut through hype to really understand responsible investments, recognising that investment decisions – socially responsible or otherwise – need to be based on sound analytics.
Clayton Coplestone
Facilitator
Clayton has been working in the Financial Services industry since 1984, with a background in share broking, money markets, financial planning and asset management.
Matt Mimms
Matthew Mimms is the Founder and Managing Director of The Investment Store. Matt has over 30 years experience in financial services in both the UK and New Zealand. Immediately prior to establishing the Investment Store, Matt was head of Retail Sales and Service at BT Funds Management.
John Berry
John is an advocate for responsible investment and for greater transparency around investment products. He is CEO (and co-founder) of Pathfinder Asset Management, a boutique fund manager specialising in ethical investment.
Alister van der Maas
As the Managing Director for Russell Investments New Zealand, Alister focuses on the management and strategy of the New Zealand business. Alister leads a team which delivers asset consulting advice, implementation services and funds management to some of New Zealand’s largest investors.
Simon O’Connor
Simon operates at the intersection of economics, finance and sustainability and has extensive international experience as an economic adviser, investment analyst and sustainability consultant across finance, corporate and not for profit sectors.
Kate Turner
Kate is an Associate Director managing the Sustainalytics Sydney office. Kate joined Sustainalytics three years ago and works with a variety of clients across the Australian Pacific region to develop and execute their responsible investment policies.
Nigel Stewart
Nigel A.D. Stewart is a well-known advisor in Australia and a central figure in its investment management sector and executive director of DFA Australia Limited since 1994. Nigel is a frequent speaker at conferences in Australia and abroad.