The COVID-19 pandemic has significantly impacted global supply, demand and the financial markets, but during this period of volatility sustainable investing strategies have continued to deliver comparable or better performance than their more traditional counterparts
With charities also facing increased scrutiny about the alignment of their portfolios with their mission, could now be a good time to review your strategy?
This webinar will be led by Ian Chesham, Director, Charities & Not-for-Profits, Barclays Private Bank, Anita Bhatia, Investment Director at Guy's and St Thomas' Charity and Tristan Blythe, editor at Charity Finance magazine.
It is an opportunity to participate in a discussion with industry experts, to learn more about sustainable investing and understand how this approach can be used to support your charity.
Anita is Investment Director at Guy's and St Thomas' Charity, where she works on investment activities of the Charity's endowment and leads the development and implementation of the Charity's impact investing activities including portfolio construction, investment selection and ongoing monitoring.
Previously, Anita was at Barclays developing impact investment funds for the retail and institutional market. Her prior experience includes external fund investments in alternative strategies at AXA Investment Managers.
Anita is a Non-Executive Director at Resonance Ltd, a UK impact funds and venture business, and is Chair of its Risk Committee. She is a member of the British Private Equity & Venture Capital Association’s Impact Investment Advisory Group, and also sits on some limited partner and investor advisory committees. Anita holds a Master’s degree in Law from the University of Cambridge and a Bachelor’s degree from Queen Mary University of London. She is both a CFA and CAIA Charterholder.
Ian is a Senior Director within Barclays Private Bank and a dedicated representative for charities and not-for-profit organisations across the UK. Ian has spent over 13 years at Barclays and specialises in helping charities to define their investment strategy and creating bespoke solutions to enable clients meet their financial objectives. Ian is a fellow of the Chartered Institute of Securities and Investments and also holds the CFA Certificate in ESG Investing.
Tristan Blythe is the editor of Charity Finance Magazine. Previously, Tristan spent 13 years at PAM Insight, a specialist publisher for the wealth management industry. During this time he has held the roles of editorial director, group editor, editor of Private Client Practitioner magazine, and senior news reporter for www.thewealthnet.com. He also holds a postgraduate diploma in Journalism from the University of Westminster, and studied History and Politics at Middlesex University.