A Heartfelt Thanks for an Enlightening Evening on Sustainable Investing with Team Jupiter
Pardon the Interruption
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Thank you, Pippa and team Jupiter, for hosting a dinner with consultants passionate about sustainability and how money can be invested as a force for good. We started with an icebreaker, where we all shared our sustainability heroes (dead or alive) whom we would love to spend dinner with - see the list below, with the top three being David Attenborough, Kate Raworth and Johan Rockström. This set the tone for a great discussion.
It was great to hear from Abbie Llewelyn-Waters on how to align savings and investments to a sustainable transition by investing in high-quality companies leading the transition to a more sustainable economy, delivering positive value creation and prompting the needs of Planet, People and Profit. The key problem is that there are a number of systemic risks, such as extreme weather events, critical changes to Earth systems, biodiversity loss and ecosystem collapse, and natural resource shortages not currently being understood and priced by the market. This means there are risks for companies not managing their impacts and dependencies and opportunities for those actively seeking to minimise their and others’ footprints. Kristian Herrington then walked us through Itau, TSMC and Unilever case studies. The Jupiter Global Equities Strategy led by Abbie aims to outperform the MSCI All Country World Index over the long term by investing in circa 40 high-quality companies with fortress-like financials, resilient cash flows and durable franchises that will thrive in a changing world with positive environmental and social impact.
Over the course of dinner, key themes emerged around the practical challenges and opportunities in aligning investment portfolios with sustainable objectives. We discussed the importance of addressing climate risks, with a particular emphasis on the transition to a low-carbon economy and the role of active management in navigating the complexities of ESG integration. We also explored the significance of biodiversity and deforestation, pointing to the need for innovative approaches to protect natural capital and ensure the resilience of investments against environmental risks. By the end of diner, we reached a consensus on the necessity of a multifaceted approach to sustainable investing. As we, the investment community, continue to grapple with these challenges, the insights shared during the event highlight the importance of collaboration, commitment and innovation to driving meaningful change in the pursuit of a sustainable transition.
Thank you it was energising and inspiring to spend an evening together with a room of passionate investment and sustainability consultants who collectively have an impact on how trillions of pounds of assets are invested for a world worth living in.
- Name | Why They’re Famous | Books/Podcasts | Links & Resources
- David Attenborough | Broadcaster and natural historian, known for his documentary series on nature. | Various documentaries including "Planet Earth”. | https://www.bbc.co.uk/iplayer/group/p03szck8
- Kate Raworth | Developed the concept of Doughnut Economics. | "Doughnut Economics" | https://www.kateraworth.com/doughnut/
- Johan Rockström | Environmental scientist known for his work on planetary boundaries. | Various academic publications | https://www.stockholmresilience.org/meet-our-team/staff/2008-01-16-rockstrom.html
- Isabella Tree | Award-winning writer and conservationist, and with her husband, Charlie Burrell, created the Kenpp Estate a rewilding project in West Sussex. | "Wilding" | https://www.isabellatree.com and https://knepp.co.uk
- Ian Player | South African conservationist known for saving the White Rhino. | “White Rhino Saga” | https://legendsandlegaciesofafrica.org/ianplayer.php
- Rachel Carson | Marine biologist and author of "Silent Spring," which sparked the environmental movement. | "Silent Spring" | https://time.com/5793611/rachel-carson-100-women-of-the-year/
- Jane Goodall | Primatologist known for her study of chimpanzee social and family life. | "The Book of Hope" | https://janegoodall.org
- Simon Sharp | Author known for his work on climate change. | "Five Times Faster" | https://fivetimesfaster.org
- Paula Kahumbu | CEO of WildlifeDirect and Kenyan conservationist. | https://wildlifedirect.org | https://www.drpaulakahumbu.com
- George Monbiot | Writer known for his environmental and political activism. | "Feral" and “Regenesis” | https://www.monbiot.com/about/
- Al Gore | Former VP of the US, founder of Generation Investment Management, climate change advocate. | "An Inconvenient Truth" | https://www.generationim.com
- Yvon Chouinard | Founder of Patagonia, known for his commitment to environmental sustainability. | “Let My People Go Surfing” | https://www.patagonia.com/home/
- Jojo Alvedo | Guide in Sumatra known for eco-tourism and conservation efforts.
- Lewis Pugh | UN Patron of the Oceans, known for swimming in vulnerable ecosystems to raise awareness. | "21 Yaks and a Speedo” | https://www.lewispugh.com