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 evolution of ESG investing. The full video of the panel can be watched here. About Chris Welsford Chris joined the UK’s first execution-only share-dealing service, Sharelink, as a

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 Capital In this video of the session,

On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. At this event—run in partnership with the Chartered Institute of Securities and Investment—Lipper convened nine mutual fund leaders and influencers to share their views with an audience of 180 financial service industry participants drawn from private wealth, gatekeepers, fund selectors, financial advisers, fund managers and trade journalists. After a welcome by Leon Saunders Calvert, Head of Sustainable Investing & Fund Ratings at Refinitiv, Jake Moeller, Head of Lipper UK and Ireland Research, hosted three panels covering a wide range of topics relevant to the

At the recent Thomson Reuters Lipper European Alpha Expert Forum, we asked a panel of ESG experts how sustainable portfolios can help improve investor outcomes. Trevor Allen, Product Manager at BNP Paribas Risk and Performance Division, Chris Welsford, IFA and Managing director of Ayres Punchard Investment Management Limited and Andrew Parry, Head of Sustainable Investing at Hermes Investment Management, examine how the rise of incorporating ESG data into investment decisions can have a big impact on the environment and society as well as providing growth opportunities. Topics included: Impact Investing defined Ethical vs. impact investing Sustainable investment and growth opportunities

The twelfth annual Lipper Alpha Expert Forum was held in London on November 7, 2017 and maintained its reputation as one of the European mutual fund industry’s premier thought-leadership events. We welcomed some of the preeminent fund industry executives in Europe to share their views on key developments and challenges facing the industry today. Once again we partnered with the Chartered Institute of Securities and Investment–the leading professional investment body in the U.K.–as our co-hosts, and a full house in the Thomson Reuters Auditorium ensured a lively debate. The evolution of ethical investing to ESG and beyond The morning’s first panel

Lipper’s Jake Moeller reviews the Investment Week Sustainable Investment Conference 2014 on November 26, 2014 and examines cash flows into ethical funds. For anybody looking for a feel-good boost heading into the festive season, attending a conference on socially responsible investing (SRI) should definitely be considered. The recent Investment Week Sustainable Investment Conference in London contained a general spirit of goodwill and altruism that permeated a full house of very committed and merely interested delegates alike. For many investors SRI investing, or “ethical” investing as it is still generically known, sits on the periphery of their investment decision-making tree. But