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Julia Dreblow
BA Hons, Dip PFS
For information only.
sriServices is not authorised to offer advice.
This presentation is for use by UK financial services professionals only.
Registered company - SRI Consultants Ltd, 03904843
Who?
 sriServices’ aim is to grow
‘Sustainable, Responsible & Ethical’
Investments
 25 years in FS - previously Friends
Provident, UKSIF Director, NPI
 ‘Highly Commended’ - Corporation of
London ‘Sustainable City Awards’ 2015
(SF), finalist 2016. Shortlisted for two
Investment Week SRI awards 2016
What?
 Online adviser friendly tools & support
 sriServices.co.uk & FundEcoMarket.co.uk
 Consultancy, partnerships & media
 An introduction to the
diverse world of
(what I call) SRI
 Matching needs to
options
 Diversity illustrated
 Tips on building this
area into your
processes
 Why bother & what
next?
 Rapid & diverse international expansion
 UNPRI ‘s 1000+ signatories, manage over $60 trillion
worldwide
 Eurosif ‘Engagement and Voting’ assets exceed £1.434 trillion
2015
 Impact Investor(.co.uk) c£36bn Worldwide 2014
 $3.4 Trillion ‘Divestment’ fossil free campaign 2016
 Highest ever retail net ethical fund sales UK
 1.2% of total (source: IA) 2015
 c£15bn Total FUM EIRIS, 2015
 Potential demand c30-50%
 43% of people would like to move money away from companies
involved in ‘unethical / unsustainable activities’
 34% of investors wanted to ‘help build a sustainable UK
economy'... (UKSIF, 2013)
 SLI 2015 Millennials research is similar
The diversity of
issues makes this
area complex to
advise on...
• Ethical
• Social
• Environmental
• Governance
Tesco accounting issues (UK 2014)
Rana Plaza disaster (Bangladesh 2013)
BP Deepwater Horizon (Gulf of Mexico
2010) . VW governance issues (Germany
2015), Growing water scarcity
Funds approach
issues in
different ways...
 Support
 Avoid
 Engage
‘Stranded Assets’ risk & the Bank of
England (2015) comments. UN
Global Development Goals (2015),
Divest ‘go fossil free’ campaign,
Tesla
ESG Integration
Responsible Ownership
Sustainability Theme
Ethically Balanced
Negative Ethical
Environmental Theme
Social Theme
Faith Based
 Highlights diversity, focuses on
‘core commonalities’ – where
options are ‘ethically similar’
 A short cut to finding ‘ethically
relevant’ options
Helps match ‘what a client wants’
to ‘what funds really do’
Noting:
Variation within styles
Crossover between styles
Clients may need a ‘deeper
dive’
Negative Ethical
(87)
Ethically
Balanced (89)
Sustainability
Themed (71)
Environmental
Themed (48)
Faith Based (5)
Social Themed
(4)
Total: 349 entries
(all regulated, retail onshore
funds plus some extras)
 75 OEICs/UTs
 21 ‘Corporate
Activity’
 ‘Styles’ fund
breakdown
opposite
OEIC options include:
7 UK
10 Fixed Interest
12 Mixed Asset
22 Global
4 Income
Policies Features Corporate
Avoids Tobacco 38 Limited Exclusion
policy
15 Publish Full Voting Report 15
Avoids Armaments
Manufacture
40 Balances Pros & Cons /
Best in Sector
22 Integrates ESG into all/most
fund research
33
Climate Change / GHG policy 34 > 50% Large Cap 10 Reviewing carbon/fossil fuel
exposure for all funds
15
Coal, Oil & Gas Majors
excluded
30 RSMR Rated 29 In house voting expertise 16
Animal Welfare policy 33 Faith Friendly 10 Responsible ownership / ESG a
key differentiator
16
Social policy 33 Positive Selection Bias 35 UK Stewardship Code Signatory 17
Sustainability policy 46 Eurosif Transparency 25 Vote all shares at AGM’s &
EGMs
12
Measures Positive Impacts 16 Norms Focus 10 ALL OF THE ABOVE 0
Integrate this into regular processes
eg products, % portfolio, reviews
Record your findings
eg - for reference, compliance & audit trail
Refine SRI research
eg - issues, attitudes, other factors
Identify key areas of interest
eg - issues, approaches, styles
Identify interested clients
Are you interested in ethical, social, environmental or faith related issues?
1. Ethical / SRI information
only
2. ‘SRI StyleFinder’ Fact
Find Questionnaire
3. Fund filter options:
Name, Investment Type,
Product, SRI Style, SRI
Policies, Other SRI
Features, Corporate
Activity
4. ‘Find Adviser’ button
5. Adviser Support area &
links
6. Full report generation for
audit trail
“… I think that your site is the
missing link for many IFAs who are
nervous/anxious about raising
ethical investing with their clients.
It gives them a process and an
audit trail – and I suspect many of
those advisers who don’t raise
ethical investing with their clients
don’t raise the issue because they
have no process in place if the
client was to say that they did want
to invest ethically.
This is what happened to me, and it
was only because I wanted to offer
ethical investing to my clients that I
discovered your site through my own
research.”
Next steps:
‘Can you be sure to offer ‘appropriate’ advice
without discussing personal values /SRI?’
Adviser ISO, changing values, growing interest
How can this area enhance your clients’
experience?’
eg for different groups of clients and interests
(charity, pensions)
‘How can this area benefit your business?’
Younger clients, new recruits, changing opinions,
reputation, trust ...
‘What changes do you need to make for this to
be a success for you?’
Initial & supplementary fact finding
For further information:
www.FundEcoMarket.co.uk
@JuliaDreblow

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Fund EcoMarket 2016

  • 1. Julia Dreblow BA Hons, Dip PFS For information only. sriServices is not authorised to offer advice. This presentation is for use by UK financial services professionals only. Registered company - SRI Consultants Ltd, 03904843
  • 2. Who?  sriServices’ aim is to grow ‘Sustainable, Responsible & Ethical’ Investments  25 years in FS - previously Friends Provident, UKSIF Director, NPI  ‘Highly Commended’ - Corporation of London ‘Sustainable City Awards’ 2015 (SF), finalist 2016. Shortlisted for two Investment Week SRI awards 2016 What?  Online adviser friendly tools & support  sriServices.co.uk & FundEcoMarket.co.uk  Consultancy, partnerships & media
  • 3.  An introduction to the diverse world of (what I call) SRI  Matching needs to options  Diversity illustrated  Tips on building this area into your processes  Why bother & what next?
  • 4.  Rapid & diverse international expansion  UNPRI ‘s 1000+ signatories, manage over $60 trillion worldwide  Eurosif ‘Engagement and Voting’ assets exceed £1.434 trillion 2015  Impact Investor(.co.uk) c£36bn Worldwide 2014  $3.4 Trillion ‘Divestment’ fossil free campaign 2016  Highest ever retail net ethical fund sales UK  1.2% of total (source: IA) 2015  c£15bn Total FUM EIRIS, 2015  Potential demand c30-50%  43% of people would like to move money away from companies involved in ‘unethical / unsustainable activities’  34% of investors wanted to ‘help build a sustainable UK economy'... (UKSIF, 2013)  SLI 2015 Millennials research is similar
  • 5. The diversity of issues makes this area complex to advise on... • Ethical • Social • Environmental • Governance Tesco accounting issues (UK 2014) Rana Plaza disaster (Bangladesh 2013) BP Deepwater Horizon (Gulf of Mexico 2010) . VW governance issues (Germany 2015), Growing water scarcity
  • 6. Funds approach issues in different ways...  Support  Avoid  Engage ‘Stranded Assets’ risk & the Bank of England (2015) comments. UN Global Development Goals (2015), Divest ‘go fossil free’ campaign, Tesla
  • 7.
  • 8.
  • 9. ESG Integration Responsible Ownership Sustainability Theme Ethically Balanced Negative Ethical Environmental Theme Social Theme Faith Based  Highlights diversity, focuses on ‘core commonalities’ – where options are ‘ethically similar’  A short cut to finding ‘ethically relevant’ options Helps match ‘what a client wants’ to ‘what funds really do’ Noting: Variation within styles Crossover between styles Clients may need a ‘deeper dive’
  • 10. Negative Ethical (87) Ethically Balanced (89) Sustainability Themed (71) Environmental Themed (48) Faith Based (5) Social Themed (4) Total: 349 entries (all regulated, retail onshore funds plus some extras)  75 OEICs/UTs  21 ‘Corporate Activity’  ‘Styles’ fund breakdown opposite OEIC options include: 7 UK 10 Fixed Interest 12 Mixed Asset 22 Global 4 Income
  • 11. Policies Features Corporate Avoids Tobacco 38 Limited Exclusion policy 15 Publish Full Voting Report 15 Avoids Armaments Manufacture 40 Balances Pros & Cons / Best in Sector 22 Integrates ESG into all/most fund research 33 Climate Change / GHG policy 34 > 50% Large Cap 10 Reviewing carbon/fossil fuel exposure for all funds 15 Coal, Oil & Gas Majors excluded 30 RSMR Rated 29 In house voting expertise 16 Animal Welfare policy 33 Faith Friendly 10 Responsible ownership / ESG a key differentiator 16 Social policy 33 Positive Selection Bias 35 UK Stewardship Code Signatory 17 Sustainability policy 46 Eurosif Transparency 25 Vote all shares at AGM’s & EGMs 12 Measures Positive Impacts 16 Norms Focus 10 ALL OF THE ABOVE 0
  • 12. Integrate this into regular processes eg products, % portfolio, reviews Record your findings eg - for reference, compliance & audit trail Refine SRI research eg - issues, attitudes, other factors Identify key areas of interest eg - issues, approaches, styles Identify interested clients Are you interested in ethical, social, environmental or faith related issues?
  • 13.
  • 14. 1. Ethical / SRI information only 2. ‘SRI StyleFinder’ Fact Find Questionnaire 3. Fund filter options: Name, Investment Type, Product, SRI Style, SRI Policies, Other SRI Features, Corporate Activity 4. ‘Find Adviser’ button 5. Adviser Support area & links 6. Full report generation for audit trail
  • 15. “… I think that your site is the missing link for many IFAs who are nervous/anxious about raising ethical investing with their clients. It gives them a process and an audit trail – and I suspect many of those advisers who don’t raise ethical investing with their clients don’t raise the issue because they have no process in place if the client was to say that they did want to invest ethically. This is what happened to me, and it was only because I wanted to offer ethical investing to my clients that I discovered your site through my own research.”
  • 16. Next steps: ‘Can you be sure to offer ‘appropriate’ advice without discussing personal values /SRI?’ Adviser ISO, changing values, growing interest How can this area enhance your clients’ experience?’ eg for different groups of clients and interests (charity, pensions) ‘How can this area benefit your business?’ Younger clients, new recruits, changing opinions, reputation, trust ... ‘What changes do you need to make for this to be a success for you?’ Initial & supplementary fact finding For further information: www.FundEcoMarket.co.uk @JuliaDreblow