Introducing the Jupiter Sustainable Investing Academy

ESG. COP 26. UN SDGs. Transition. Exclusions. Impact. SFDR/Article 6, 8 and 9. Green bonds. Sustainability-linked bonds. Corporate engagement. Net zero. The list goes on.

The sheer profusion of terminology associated with the crucial topic of investing in a way that balances the wellbeing of people and our planet with generating profits is enough to bewilder even seasoned financial services professionals.

At Jupiter, we recognise that for many advisers and wealth managers – against a backdrop of soaring interest in sustainable investment – the challenge of helping clients to understand what it all means has become very real.

With this in mind, we have developed the CPD-accredited (UK only) ‘Jupiter Sustainable Investing Academy’, a series of six, 30-minute online training sessions over June and July. Each session will feature one or more of our sustainable investment experts, and will focus on a specific sustainable investing-related topic.

The Academy promises to be both accessible and engaging, and we have every confidence it will equip participants to better inform their clients about the characteristics and features of different strategies, and the reality of how investment decisions can support the transition to a more sustainable world economy.

We hope you will join us for as many of the sessions as you are able to. Please view the agenda for more details on the content of each session, and to register.

EVENT INFO

11.30am

Welcome

11.35am

Presentation by Abbie
Llewellyn-Waters

12.00pm

Live Q&A

12.10pm

Close

Timings are in BST


Abbie Llewellyn-Waters, head of sustainable investing will provide an overview of the evolving narrative (and regulatory backdrop) around sustainable investing. Taking a clear and simple approach, Abbie will help to demystify ESG as an input and sustainability as an output. She will cover a range of topics and concepts in the field of sustainable investment, from social equality to decarbonisation, and will provide useful insights into the characteristics of the diverse products available.


Abbie
Llewellyn-Waters

Head of
Sustainable Investing

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11.30am

Welcome

11.35am

Presentation by Freddie Woolfe

11.50am

Live Q&A

12.00pm

Close

Timings are in BST


Freddie Woolfe, equities analyst for Jupiter’s Global Sustainable Equities strategy will share his insights into what fundamental sustainability analysis really entails, detailing how he and his colleagues apply an ESG framework as a core feature of their investment analysis. Freddie will also explain the differences and – perhaps surprising – similarities between an ESG-focused approach and “traditional” equity analysis, and why an ESG framework supports the goal of outperforming a mainstream index.


Freddie Woolfe

Equities Analyst,
Global Sustainable Equities

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11.30am

Welcome

11.35am

Presentation by Edward Bonham Carter, Ashish Ray, Andrew Mortimer

11.50am

Live Q&A

12.00pm

Close

Timings are in BST


Edward Bonham Carter, director of stewardship and corporate responsibility, Ashish Ray, head of governance & sustainability, and Andrew Mortimer, governance & sustainability analyst, will discuss the important work undertaken by Jupiter’s governance and sustainability team. They will explain their active approach to engaging with and monitoring companies, and will provide some fascinating insights into the type and nature of the conversations they hold with company management teams and boards. In addition, they will shed light on our belief in the merits of a collaborative approach, and in taking a long-term view if we are to confront some of the systemic challenges facing investors and society.


Edward
Bonham Carter

Director of Stewardship & Corporate Responsibility

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Ashish Ray

Head of Governance & Sustainability Team

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Andrew Mortimer

Governance &
Sustainability Analyst

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11.30am

Welcome

11.35am

Q&A with Sam Livingstone

11.50am

Live Q&A

12.00pm

Close

Timings are in BST


Sam Livingstone, Jupiter’s head of data science will discuss the importance of data in the context of ESG, and how data analysis can be truly integrated into investment processes. Sam will provide a highly accessible overview of how he and his team are able to blend and interpret information to provide much deeper insights than would be revealed by simply consuming an off-the-shelf product, and will also touch on some of the work he is undertaking with industry peers.


Sam Livingstone

Head of Data Science

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11.30am

Welcome

11.35am

Presentation by Rhys Petheram

11.50am

Live Q&A

12.00pm

Close

Timings are in BST


Rhys Petheram, Jupiter’s head of environmental solutions and fixed income fund manager, will discuss the primary considerations in applying an ESG thematic approach to fixed income. Rhys will explain how long-established principles applied to equity thematic investment frameworks are increasingly being adopted by bond investors, as well as a range of factors that are unique to bondholders.


Rhys Petheram

Head of Environmental Solutions, Fund Manager

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11.30am

Welcome

11.35am

Presentation by Jon Wallace

11.50am

Live Q&A

12.00pm

Close

Timings are in BST


Jon Wallace, fund manager, environmental solutions, will discuss the opportunities and risks associated with building portfolios of companies delivering products and services designed to address environmental issues. Drawing out the stark contrasts from his experience of the investment landscape post-Global Financial Crisis, he will share his insights into encouraging recent signs that meaningful political and financial capital is seeking to support public companies with the ability to have a positive environmental impact.


Jon Wallace

Fund Manager,
Environmental Solutions

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Live event

The link to the live event will be available here on each of the event dates.

PREVIOUS EVENTS

The first of our “Value of Active Minds” virtual events featured four of Jupiter’s most experienced fund managers discussing the compelling potential opportunities available in UK equities as the country prepares to exit the pandemic lockdown and after securing a trade deal with the EU. Richard Buxton, Dan Nickols, Chris Smith and Richard Watts were in conversation with Edward Bonham Carter. We are pleased to share the full-length video recording of the event as well as a shortened highlights via the link below.

View on-demand content

To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.

We are pleased to share the full-length video recording of the event as well as a shortened highlights via the link below.

View on-demand content

This rapid journey through the thinking of some of Jupiter’s brightest minds will take you to Japan, through emerging markets and explore the world of global sustainable investing, all in just half an hour. Your guides are Abbie Llewellyn-Waters, Dan Carter and Nick Payne.

The link below will take you to the video recording of this event.

View on-demand content

The latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.

Mark Heslop explains how to recognise great European growth companies, Jason Pidcock looks beyond the pandemic to a post-Covid world in Asian equity income, while Brinton Johns from NZS outlines why ‘Resilience’ and ‘Optionality’ are crucial characteristics for portfolios navigating the increasing pace of change throughout the global economy.

The link below will take you to the video recording of this event.

View on-demand content

Please join John Chatfeild-Roberts, Algy Smith-Maxwell, Alastair Irvine and other members of the Jupiter independent funds team as they provide fast insights into macroeconomics, the outlook for markets, global vaccine programmes and the Biden White House. Edward Bonham Carter also joins the discussion as the team share their views on environmental, social and governance issues.

The link below will take you to the video recording of this event.

View on-demand content

If you are interested in viewing the content from our Big Picture Series virtual events that took place in 2020, please click here.

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