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.

PREVIOUS EVENTS

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

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

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Freddie Woolfe, equities analyst for Jupiter’s Global Sustainable Equities strategy shared 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 explained 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.

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

Edward Bonham Carter, director of stewardship and corporate responsibility, Ashish Ray, head of governance & sustainability, and Andrew Mortimer, governance & sustainability analyst, discussed the important work undertaken by Jupiter’s governance and sustainability team. They explained their active approach to engaging with and monitoring companies, and provided some fascinating insights into the type and nature of the conversations they hold with company management teams and boards. In addition, they 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.

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

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Sam Livingstone, Jupiter’s head of data science discussed the importance of data in the context of ESG, and how data analysis can be truly integrated into investment processes. Sam provided 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 also touched on some of the work he is undertaking with industry peers.

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

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What are the primary considerations when applying an ESG thematic approach to fixed income investing? Participating in our Sustainable Investing Academy series, Rhys Petheram, head of environmental solutions and fixed income fund manager, discusses how long-established principles applied to equity investment frameworks are increasingly being adopted by bond investors, as well as a range of factors that are unique to fixed income.

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

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Where are the opportunities for investing to support environmental solutions? Presenting as part of our Sustainable Investing Academy series, Fund Manager Jon Wallace explains how net zero emissions targets require climate solutions across all sectors of the economy. The companies that provide these products and services make up an opportunity set that is growing in depth and diversity and can potentially deliver returns over the long term.

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

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