At the recent Lipper Fund Selector Forum 2019 held in London, Chris Welsford, Managing Director and founder of wealth manager, Ayres Punchard, sat on the "ESG and the Fund Distribution Chain" panel.
We caught up with Chris after event in this short "vox pop" video where he outlined some of his key considerations in assessing and selecting funds and building portfolios on an ESG basis. He also outlined his views on the key difference between "ethical" and ESG investing.
The full video of the panel can be watched here.
Chris joined the UK’s first execution-only share-dealing service, Sharelink, as a Client Account Manager in 1987 . He then worked in IT accountancy sales before joining one of the last Canadian mutual life insurance companies, Confederation Life in 1992 as a life Underwriter. In 1993 he joined Laurentian Mildon as a financial adviser and Mentor for their fees based financial planning service.
He established Ayres Punchard in 1995 specialising in fees based advice and ethical investing, which remains a core value and a strong part of the investment process employed today. Chris believes that there is firm evidence to show that by taking Environmental, Social and Governance factors into account, when analysing investment funds and constructing portfolios, more sustainable investment outcomes can be achieved.
Chris is a graduate of the University of Southampton (1986) with a B.Sc Hons in Social Sciences Politics., holds the IMC (Investment Management Certificate) and 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.
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.