what do investors need? penny shepherd mbe chief executive uksif – the sustainable investment and...

What do investors need?

Penny Shepherd MBEChief ExecutiveUKSIF – the sustainable investment and finance association

Climate Parliament Forum: The Multiplier Effect26-27 May 2011

UKSIF: 1991-2011

Supporting the UK finance sector to

Advance sustainability throughfinancial services

supporting leadership, growing markets

Finance Sector Sustainability Initiatives

• Sustainable Investment and Finance Associations (SIF, SIO, UKSIF, ASRIA, RIAA, Eurosif, AfricaSIF & more)

• Principles for Responsible Investment (PRI)

• UNEP Finance Initiative (UNEP FI)

• Institutional Investors Group on Climate Change (IIGCC) and its sister organisations

• Global Impact Investing Network (GIIN)

• Equator Principles (for Project Finance)

Financing the Low Carbon Transition

What do we mean by “investors”?

Making it work

Bonds have replaced Equities as the preferred asset class for SRI investors. ‘Other’ is a growth area that encompasses private equity, commodities, real estate

Source: Eurosif

European SRI: Asset Class Diversification

Managing an Investment Mandate

Managing Risk

UK Green Investment BankWhat do investors need?

“The GIB, the first national development bank in the world to be dedicated to the low carbon economy, might just be the turning point in the UK when we leave the dirty old economy behind and start really building the stable, sustainable green economy. That means new jobs, cleaner air, less severe impacts from global warming and more. When we look back, it may truly have started here.”

The Guardian, 23 May 2011

UK Green Investment BankThis week’s announcements

Thank Youwww.uksif.org

penny.shepherd@uksif.org