The Federation of European Independent Financial Advisers
Presentations and Ted Talks

WEEK 3:

PRESENTATIONS AND TED TALKS

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Saurabh Sharma
Portfolio Manager

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Tuesday 17th November 2020 – ESG: Sustainable Investing & Regulations

Presentation: 10.05 – 10.35

FIDELITY INTERNATIONAL

Saurabh Sharma is the Portfolio Manager of the Fidelity Funds – Sustainable Water & Waste strategy. His role involves analysis/due diligence on investment ideas, thematic and ESG research, and engagement activities. He works on specific research projects, attends company meetings and site visits, as well as participates in research and investment team meetings.

Saurabh is also an Associate Investment Director in Fidelity’s equity team and has over 9 years of industry experience. Prior to joining Fidelity in 2014, he worked as an equity research analyst for GlobalData from 2010 to 2011 and for Moody’s Analytics (erst. Copal Amba) from 2011 to 2014. He is a Chartered Alternative Investment Analyst (CAIA); has an MBA in Finance from IBS, Hyderabad, India; a Bachelor of Commerce Hons. in Accounting and Finance from the University of Calcutta; and a CFA (ICFAI) from the Institute of Chartered Financial Analysts of India (ICFAI).

There is no economy without water, no sustainable economy without waste management

The story of water and waste is as old as civilisation itself, which continues to evolve. Primitive settlements have evolved into major towns and big cities, with the most successful ones demonstrating great water and sanitation systems. The theme is global but impacts everyone at a local level. Population growth, environmental constraints, supportive regulation, urbanisation rate and global wealth creation are all working conjunctively in the themes’ favour. Companies involved in the water and waste value chains are at the centre of one of the major themes of life on earth. Yet these remain under-researched sectors, with few funds investing across both.

The Fidelity Sustainable Water & Waste strategy is a thematic Environmental, Social, and Governance (ESG) strategy that seeks to deliver long-term capital growth for investors by investing globally in companies involved in the design, manufacture, or sale of products and services in connection with the water and waste management themes. The Fund incorporates a comprehensive ESG framework including all Environmental, Social and Governance factout water, no sustainable economy without waste managementrs when analysing companies that are considered to be part of the portfolio.

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Tim Brown
Senior Product Specialist

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Tuesday 17th November 2020 – ESG: Sustainable Investing & Regulations

Presentation: 10.35 – 11.05

JANUS HENDERSON INVESTORS

Tim Brown is a Senior Product Specialist at Janus Henderson Investors, responsible for a number of Global and Thematic equity products. Prior to joining Janus Henderson in 2018, he spent 8 years at Vanguard Asset Management performing a number of roles. In his most recent role, he served as a Product Specialist covering a variety of active Global equity funds and was responsible for conducting investment reviews and finals pitches to a global investor audience. Tim earned a BSc degree (Hons) in Business from Royal Holloway University of London. He has 11 years of financial industry experience.

The Four Pillars to Sustainable Investing

Innovation is fast becoming synonymous with sustainable development objectives of companies. The speed of change is rapid, and we anticipate a decade of significant change. A number of dominant themes are already emerging: digitalisation, cleaner energy, electrification and hyper connectivity. Numerous companies are embracing these themes, enabling new ways of organising our economies and promoting greater efficiency and circularity.

Tim will explore:

  • The key drivers leading rapid economic change and how companies are evolving to embrace this new dynamic
  • The importance of identifying companies that have a positive impact on society and the environment and avoiding those industries that pose significant transition risk
  • The relevance of integrating both traditional financial and ESG analysis into investment decision making and how it applies to the ‘Triple bottom-line’ approach
  • Why active investing, engagement, better investment outcomes and better environmental and social outcomes go together
  • How transparency and reporting are fundamental to monitoring results and outcomes
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Craig Cheyne
Managing Director

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Thursday 19th November 2020 – Retirement Planning for the Modern Client

TED Talk: 10.05 – 10.20

iPENSIONS GROUP

Craig Cheyne brings over 30 years’ financial services experience along with valuable insight to the IFA sector to iPensions Group. Having previously worked in the banking industry before qualifying and building a career as an IFA, Craig focused on investment and pensions advice before moving on to relationship management. Prior to joining iPensions, Craig gained international experience in Singapore and South East Asia, working with expatriate wealth distribution channels for a large global life company.

Adviser views in the spotlight: technology developments to boost the SIPP market

Our nationwide study among advisers found widespread support for investment in technology by providers as a positive for expanding the SIPP market over the next three years with research highlighting key developments. With a focus on market needs and developments, the session will explore the role of technology in driving transparency and enabling stronger client-adviser relationships, whilst providing control and ease of business.

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Simon Ferbrache
Pensions Director

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Matthew Harrison
Senior Associate

Thursday 19th November 2020 – Retirement Planning for the Modern Client

TED Talk: 10.20 – 10.35

THE BOURSE GROUP

Simon Ferbrache joined Bourse to head up the pensions team early in 2018. He started his career in pensions almost 2 decades ago in Guernsey and has travelled extensively providing pension and trustee companies with his expertise.

His experience ranges from managing and designing multi-jurisdictional pension and saving plans for large blue-chip companies to the establishment and management personal plans, including QROPS, QNUPS and US compliant plans. He is now based in Malta but still retains oversight on all pension products the group offers.

WITHERS LLP

Matthew Harrison is a senior associate at Withers LLP in London. His practice encompasses all areas of private client tax, with a particular focus on international pensions.

QNUPS – UK legislation

A short, focused look at what a QNUPS is and recent experience of how they are being best used in practice.