Date: Tuesday 19th November 2019
Time: 0900 – 1645
Venue: LSO St Luke’s, 161 Old Street, London EC1V 9NG

We’re delighted to share the programme for this year’s IIA


REGISTRATION and refreshments


Welcome and introduction

Speaker: Gavin Francis | Founder and Director, Worthstone

Keynote – A reset for capitalism?

Have we reached the tipping point for impact investment?

Speaker: Paul Druckman, Chairman, World Benchmarking Alliance


Bringing ‘impact’ to core

How impact is now core to BMO’s investment philosophy, with all investment decisions increasingly taking social and environmental considerations into account. What are the reporting pressures on disclosure of environmental and social issues?

Speaker: Vicki Bakhshi, Director, Responsible Investment BMO


Adviser resources

What Worthstone offers to help the investment advisory community engage their clients in impact investment.

Speaker: Gavin Francis | Founder and Director, Worthstone


Sharing best practice – Impact Awards

The Impact Awards celebrate best practice in the retail impact investment sector by recognising those who are leading the market in aligning retail investment strategies to achieve positive social and financial outcomes. Awards will be presented, with the independent judging panel presenting their findings and highlighting examples of best practice.

Awards presented by judging panel




Sharing adviser practice – Impact Model Portfolios

Murray McEwan shares Flowers McEwan’s journey towards viewing impact as a key dimension of client return and outlines main considerations for other advisers seeking to do the same.

Speaker: Murray McEwan, Director, Flowers McEwan


Evaluating impact: A BBC Question Time style panel debate

How can advisers evaluate the impact that funds are delivering?
Session objective: To address how advisers can assess and compare the impact of different funds
Chair: Matthew Vincent (Lombard columnist, Financial Times)

Panelists include representatives from: Baillie Gifford, Sarasin, WHEB, UBP




Policy support for sustainable investing: the challenge to financial advisers

The former head of one of the UK’s largest wealth management businesses shares his perspective on whether our sector is suitably prepared for the imminent changes which MiFID II is likely to entail. What are the implications for T&C and the delivery of sustainable portfolio options

Speaker: Jamie Broderick (adviser to the Impact Investment Institute)


Sustainable investing: How to talk the talk and walk the walk

An in depth study by the University of Zurich looked at how 20 of the top wealth management businesses are implementing this approach to investment within their proposition. Taeun Kwon shares findings and practical tools which can be used in an adviser practice to help sustainable and impact investing become part of the onboarding process and ongoing dialogue.

Speaker: Taeun Kwon (Head of Wealth Manager Programs, University of Zurich)



Delegates will be divided into four groups which rotate through each of the following workshops.


Breakout 1 – “This house believes that no-one should need to compromise their values in order to enjoy a positive investment experience”

A debate led by David Crozier, Navigator Financial Planning with Murray McEwan (Flowers McEwan)

Breakout 2 – Performance that does not have to cost the earth

How can investors become responsible guardians of the environment and simultaneously secure an attractive return on their investments? With environmental investing moving firmly into the mainstream, Pictet share their strategy on how to identity the most promising investment opportunities in the rapidly-evolving environmental products industry.

Speaker: Steve Freedman, Environmental Specialist, Pictet


Breakout 3 – Can an asset manager “make impact core” to their investment process?

Can balancing the holistic dimensions of return on investment, intentionality and impact work in practice?

Practical insight into an asset manager’s methodology, including case studies, to help the adviser to understand and communicate with confidence how these different dimensions of return can be generated within the investment process.

Speakers: Ben Constable-Maxwell, Head of Sustainable and Impact Investing and Thembeka Stemela, Deputy Fund Manager, M&G Investments


Breakout 4 – The New Normal – what will it look like?

Leading influencers, from CEOs to financial journalists and business schools, are focusing more and more on environmental limits and the purpose of business and advocating a move away from “business as usual”. But will this happen organically or will there need to be legislative change? What will change, what will that change look like and how will this effect the direction of travel of investment, financial advice and client dialogue?

Speaker: Luke Fletcher, Partner, Bates Wells


Closing statement from Gavin Francis