Trends in Responsible Investing and How These Can Impact Trusts and Estates

Date: October 08, 2019

Speaker: Graham Isenegger and Neil Chappell

For over 20 years Graham Isenegger and Neil Chappell have built rewarding long-term relationships with their clients. They are both Portfolio Managers with CIBC Wood Gundy in Victoria. Graham and Neil founded the Blue Heron Advisory Group in 2013 to provide their clients with a higher and more comprehensive level of service.  Together, with a team of six, they manage 280M in client assets with a focus on Responsible Investing and comprehensive financial planning.  They launched the Blue Heron ESG Leader family of discretionary Separately Managed Accounts (SMA) portfolios in 2013.

There are now 2500+ signatories to the UN’s Principles of Responsible Investing (UNPRI) representing $90 Trillion USD in assets  Thus, the likelihood of running into Responsible Investing issues when working with estates and trusts for portfolio manager, trust officers, lawyers, accountants and planners is ever increasing and the level of client expectation is becoming more demanding and sophisticated.

Responsible investment is an approach to managing assets that sees investors include environmental, social and governance (ESG) factors in:

- their decisions about what to invest in;

- the role they play as owners and creditors.

It aims to combine better risk management with improved portfolio returns, and to reflect investor and beneficiary values in an investment strategy. It complements traditional financial analysis and portfolio construction techniques.

Client demand

Beneficiaries and clients are increasingly calling for greater transparency about how and where their money is invested. This is driven by growing awareness that ESG factors influence company value, returns and reputation, and by an increasing focus on the environmental and social impacts of the companies they are invested in. Negative screening, which excludes certain sectors, companies or practices, is the most widespread approach to integrating values in a portfolio or fund.

Trends in Responsible Investing and How These Can Impact Trusts and Estates


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