The Future of Investment:
Sustainable Investment Boutiques
June 2010
A downloadable PDF version of this report is available here.
Introduction
Penny Shepherd MBE
Chief Executive, UKSIF
This first report covers the exciting range of offerings now available from sustainable investment boutiques. In recent years, talented investment professionals have come together in these new small investment firms specifically or mainly to invest in the growing opportunities from the transition to a more sustainable economy. They share a desire to develop strong investment products that deliver excellent returns for investors by tackling sustainability challenges.
The report brings together practitioners from a range of these investment houses in a conversation that highlights the range of asset classes, geographical opportunities and sustainability themes that are becoming available.
Their dialogue demonstrates:
• Sustainable investment boutiques offer an exciting and diverse range of opportunities for the sophisticated investor.
• Rigorous approaches to assessing both financial and social and environmental value sit at the heart of many of these approaches.
• Firms are responding both to changing client needs and new drivers of investment ideas.
• Many investment advisers require a deeper understanding of sustainability challenges to help clients to benefit fully from these new opportunities.
We welcome your feedback on “The Future of Investment: Sustainable Investment Boutiques”, including themes you would like to see covered in future reports. Please contact us at info@uksif.org.
The Panel
Paul Freer, CEO, Alquity
Paul has over twenty year’s experience in financial services across EMEA and North America, working with major banking groups including Barclays, Lloyds TSB and the National Commercial Bank (NCB) of Saudi Arabia. His roles have included Managing Director of a subsidiary bank of Barclays.
Bex Hewetson, Head of Sales, Invicta Capital
Bex is a founder member of Invicta Captial and has been Head of Sales since 2007. Bex has raised finance from IFAs and wealth managers for Invicta's asset based investments over the last 9 years and before that at Matrix Securities.
Daron Sheehan, Managing Director, Active Earth Investment
Daron is one of the founders of Active Earth Investment Management and has over 20 years experience in the finance industry. Before setting up Active Earth, he co-founded Metage Capital in 1998 and was involved in a number of sustainability focused businesses and the Active Earth Foundation.
James Stacey, Head of Sustainable Finance, Earth Capital Partners
James is responsible for ECP's sustainable finance strategy and integration of ESG issues into investment analysis, portfolio management and reporting. Prior to ECP, James was Head of Sustainable Business at Standard Chartered plc and Head of KPMG's sustainability consulting practice.
Christian Yates, Partner, Hazel Capital
Christian joined Hazel Capital in 2009 to focus on business development as well as oversee the private equity activities of the firm. Christian is also a Director of and shareholder in W4B, a developer of utility scale biomass power plants in the UK as well as an advisor to the Renewable Energy Foundation.
Disclaimer: This publication should not be taken as financial advice or seen as an endorsement of any particular company or individual. The opinions expressed in this document are those of the named contributor and do not necessarily represent the views of UKSIF. Whilst every effort has been made to ensure the information contained in this document is precise, UKSIF cannot guarantee accuracy.