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The Federation of European Independent Financial Advisers
Presentations and Ted Talks



David Docherty Schroders

David Docherty
Investment Director

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Wednesday 17th November 2021

Presentation: 10.05 – 10.35


David Docherty is Investment Director, Thematics at Schroders, responsible for the Global Transformation Range of thematic products and is a member of their Thematic Advisory Board. David managed UK equity portfolios from 1992 until 2019, working at Cazenove Capital from 2000 to 2013 prior to its acquisition by Schroders. David joined Schroders in 2013 and is based in London.

He previously worked at M&G and Gartmore where he was a UK equity fund manager and his investment career commenced in 1989 at Lloyds Investment Managers.

David holds a degree in History from Durham University and an MBA from Cranfield School of Management.

Investing today for tomorrow’s world: thematic investing in a post-Covid world

David Docherty will introduce thematic investing at Schroders and will discuss some of the world’s most powerful and durable investment themes. These themes include disruption, climate change, energy transition, healthcare innovation, urbanisation, digital infrastructure, smart manufacturing, sustainable food and water and changing consumer lifestyles. In so doing, he will examine how far COVID-19 has affected how these themes are likely to play out in coming years.

James Penny TAM Asset Management

James Penny
UK Chief Investment Officer

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Presentation: 10.35 – 11.05


James Penny is TAM Europe’s UK Chief Investment Officer. Prior to joining TAM Europe, James worked at UBS AG New York within the banks options trading division. UBS AG relocated him to their Investment Banking division headquartered in London where he specialised in both global equities and derivatives within the banks’ growing Portfolio Trading Division. James brings significant financial market experience to our investment team from a global career within one of the largest financial institutions in the world. A disciplined and methodological approach to global investing is one of the core themes James has instilled at TAM Europe.

Taking a look under the hood of a TAM ESG investment portfolio

TAM Europe’s UK CIO, James Penny, will be providing an in-depth look at the funds within a TAM ESG portfolio. James will highlight some of the most unique and forward-thinking companies within the funds, reviewing their specific impact on ESG sectors and how they are performing against their mainstream counterparts. The ESG market remains at the forefront of investing for a more sustainable future, and James will be looking at how these companies are affecting real, positive change.