Responsible Investment Conference

17 September 2020 London

From ESG to impact to shareholder engagement. Attend this one-day conference for charity finance professionals.

We are delighted to announce the launch of our Charity Finance Responsible Investment Conference, taking place on 17 September 2020 in London

Donors expect a charity's mission and values to be at the heart of all the organisation's activities, decisions and strategy. How and where charities invest their reserves is no exception to this rule. This one-day, multi-streamed conference will be a one-stop-shop for you to get to grips with the investment options and opportunities that are available without compromising on financial returns. 

To download the programme click here. 


23 June 2020

  • 8.45AM - 9.15AM
    Registration, refreshments, networking and time to visit exhibition
  • 9.15AM - 9.20AM
    Welcome from Tristan Blythe, editor, Charity Finance
  • 9.20AM - 10.00AM
    Keynote Address: Aligning investments with a charity’s mission
    Guy’s and St Thomas’ Charity applies its resources, including £900m endowment assets, to support urban health projects in South London and beyond. The charity manages its assets to generate competitive financial returns whilst following a responsible investing policy. More recently, the charity has been using capital from its endowment to make impact investments. By taking a bold step into this space, the charity also hopes to encourage others to embrace ESG and impact considerations in their investment approach. In seeking health impact funds, the charity considers a broad array of sectors which include not only life sciences and healthcare delivery but also the social determinants of health such as housing, education, employment and environmental health.

    During her keynote address, Anita will discuss:
    • Developing an active and engaged approach to ESG and impact investing
    • Putting ESG at the heart of the investment process
    • Adopting a sustainable approach without compromising returns
    • Engaging with companies to improve their ESG and impact performance
    • Pushing for corporate reform and engaging actively for change

    Anita Bhatia, investment director, endowment team, Guy’s and St Thomas’ Charity
  • 10.00AM - 10.40AM
    Panel Discussion: Creating a robust ESG investment policy
    • Demonstrating that you’re meeting governance responsibilities
    • Providing a framework for investment decisions
    • Clarifying investment aims to reflect the charity’s values
    • Choosing between negative screening and engagement
    • Working effectively with trustees and stakeholders

    Alma Adade, financial controller, Merton College, Charlie Willans, investment officer, Esmée Fairbairn Foundation, Dr Xi Li, associate professor of accounting, London School of Economics, research fellow, Centre for Endowment Asset Management, Cambridge Judge Business School, Soji Otudeko, head of financial accounting, The Salvation Army UK
  • 10.40AM - 11.15AM
    Refreshment break and networking
  • 11.15AM - 12.00PM
    1A. Using shareholder power to influence change and push for progress
    This session will highlight some of the ways your charity can go further than sustainability, and how your organisation can invest with impact. As sustainable investment continues to evolve Cazenove is helping an increasing number of charities maximise the impact of their investments, Kate will discuss:

    • Examining how large charities can make a positive societal impact with their investments
    • Making the most of your charity’s assets
    • Collaborating with other investors to raise the market standard on ESG issues
    • Increasing transparency to encourage companies to improve their ESG scores
    • I​​​​ncreasing board accountability
    Kate Rogers, co-head of charities, Cazenove Capital
  • 11.15AM - 12.00PM
    1B. 50 Shades of Green: Assessing the real impact of ESG policy
    This session aims to explain what ESG actually means, how this is both financially and socially relevant in the context of charity investments, the different shades of responsible
    investment available and importantly, how to assess the real impact of ESG policy. Of course, it is not all about the environment.

    The presentation will tackle:
    • Identifying ESG assessment tools available to investment managers
    • Ensuring that your voice is heard when it comes to the key issues of our time
    • Creating framework to consider ESG risks for a charity
    • Assessing your investment managers to ensure they are doing the most on your behalf

    Nancy Kilpatrick, head of charities, Legal & General Investment Management
  • 12.00PM - 12.40PM
    2A. Environmental change is one of the great issues of our time, but how will it affect the investment world?
    This presentation explores how climate change is helping to fundamentally reshape global political economy, as well as highlighting some of the challenges and opportunities investors face in the coming decades.

    Edward Donati, investment manager, Ruffer, Alexia Palacios, analyst – responsible investment, Ruffer
  • 12.00PM - 12.40PM
    2B. What is a charity’s responsibility to be responsible?
    In addressing this question, Neville will consider both the regulatory landscape and requirements expected of charities, but also how the adoption of a holistic approach can
    ensure a charity’s aims are being fulfilled, not only through grants and projects, but directly through a well-aligned investment portfolio.

    Neville White, head of responsible investment, EdenTree Investment Management
  • 12.40PM - 1.50PM
    Lunch, networking and time to visit the exhibition
  • 1.50PM - 2.30PM
    Setting benchmarks and improving transparency
    Identifying the hallmarks of sustainable development. How will climate change risk impact financial returns?

    James Brooke Turner, investment director, The Nuffield Foundation
  • 2.30PM - 3.00PM
    Refreshment break and networking
  • 3.00PM - 3.40PM
    Case Study: Impact Investing
    How Access, The Foundation for Social Change has implemented Impact Investing

    Chris Coghlan, director of finance and operations, Access, The Foundation for Social Investment
  • 3.40PM - 4.20PM
    Closing Keynote: Examining when to engage and when to divest
    • Ethical, responsible and sustainable investment to enhance returns
    • Keeping investment consistent with the trust/charity’s purpose
    • Divesting from activities which undermine objectives
    • Investment strategy to promote benefit to society
    • Knowing what to ask your investment manager

    Sian Ferguson, trust executive, Trust Executive of the Ashden Trust, JJ Charitable Trust and Mark Leonard Trust
  • 4.20PM - 4.30PM
    Chair’s closing remarks
  • 4.30PM - 5.30PM
    Networking drinks reception


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Great ways to save!

  1. Early-release tickets
    Book your place asap to save a massive £150 off your ticket price. Limited number of tickets available so book today to avoid disappointment!
  2. General release tickets
    Book your place now to save £80.00 off the ticket price.
  3. Attend with your team!
    Ensure your whole team benefits from a great day's learning. With the Charity Team Ticket you can send up to four people for a greatly discounted rate.
  Early-release tickets (before 17 July) General release tickets (before 14 August) Final release tickets (after 14 August)
Charity delegate £99 £169 £249
Charity Team ticket (up to 4 team members £249 £460 £649

Terms and Conditions

Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organisers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such Civil Society Media Ltd reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Refunds on cancellations will only be issued (less a 15% administration charge) up to and including 14 days prior to the event. Refunds will not be issued after this date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).

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