On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The final panel of the morning was "ESG and the Fund Distribution Value Chain."
The panel considered the influence of ESG throughout the mutual fund value chain from product manufacturer, gatekeeper, and fund distributor. It outlined how ESG criteria are able to add value for end investors without compromising potential returns.
The panelists were:
Mona Shah, Director – Investment Strategy & Research, Stonehage Fleming Chris Welsford – Managing Director, Ayres Punchard Investment Management Craig Bonthron – Equities Investment Manager, Kames CapitalIn this video of the session, Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv moderates the panel
Refinitiv is grateful to the Chartered Institute of Securities and Investment for sharing their footage of this event.
About Mona ShahMona Shah is Director of Investment Strategy & Research at Stonehage Fleming in London and joined the firm in September 2018.
Mona is responsible for the selection of review of fund managers for its multi-asset portfolios and also sits on the Stonehage Fleming investment committee.
Prior to joining Stonehage Fleming, Mona was Head of Collectives and a senior research analyst on the Rathbone Multi-Asset Portfolios team which she joined after her graduation in 2007.
Mona holds a first class degree in Economics and Politics from the University of Bristol and is a CFA charter holder.
About Chris WelsfordChris Welsford is an Independent Financial Adviser and Investment Adviser is a graduate of the University of Southampton (1986) with a B.Sc Hons in Social Sciences Politics.
He joined the UK’s first execution-only share-dealing service, Sharelink, as a Client Account Manager in 1987 and established Ayres Punchard in 1995 which specializes in fees-based advice and ethical investing.
In 2018 Ayres Punchard became a Worthstone SIA Impact Champion in recognition of the firm’s innovative approach to ESG, sustainable and impact investing.
Chris is an IMC member of the Chartered Financial Analysts Society of the UK. He is also a Chartered Member of the Chartered Institute of Securities and Investment.
About Craig BonthronCraig Bonthron is an investment manager in the equities team at Kames Capital, responsible for actively co-managing high conviction global equity portfolios. He focuses on analysing disruptive and sustainable investment trends within the technology, healthcare, industrial and consumer sectors.
Craig is also the co-creator of the Kames Sustainability Soapbox, a weekly forum for discussing the alpha potential of sustainable investments.
He joined Kames in 2014 from SWIP, where he was an investment director in global equities. He co-managed both the Halifax Global Ethical Equity fund and the SWIP Global Islamic Equity fund for more than three years.
Prior to SWIP, he was a portfolio manager at Kleinwort Benson Investors, where he co-managed the Global Water Equity fund.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer:
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. Past performance is no indicator of future performance.
