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Alliance Trust PLC Sustainable & Responsible Investing Peter Michaelis Head of SRI 1 May 2014.

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Presentation on theme: "Alliance Trust PLC Sustainable & Responsible Investing Peter Michaelis Head of SRI 1 May 2014."— Presentation transcript:

1 Alliance Trust PLC Sustainable & Responsible Investing Peter Michaelis Head of SRI 1 May 2014

2 Global SRI assets Source: Global Sustainable Investment Review 2012 – GSIA

3 The SRI team structure Peter Michaelis Head of SRI Team - UK Funds 14 years’ industry experience Mike Appleby SRI Analyst 10 years’ industry experience Harriet Parker SRI Analyst 10 years’ industry experience Alex Werbowy SRI Analyst 10 years’ industry experience Stuart McMaster Fixed Income Fund Manager 33 years’ industry experience Neil Brown EU Fund Manager 12 years’ industry experience Simon Clements Global Fund Manager 16 years’ industry experience Rod Davidson Head of Fixed Income 26 years’ industry experience

4 SRI team objectives Making capitalism work better for our clients by: Delivering strong returns by investing in companies which improve quality of life and provide environmental benefits Drawing on our power as shareholders to promote sustainable business

5 Investment process

6 Sustainability matrix Product rating – Are the companies’ core products/services helpful or harmful to society an the environment? Management rating – Does the company have structures, policies & practices in place to manage ESG risks? Making capitalism work better for our clients by:

7 Four key themes Climate Change & Energy Efficiency Diabetes treatement Quality of Life Sustainable Consumption Resilience Beijing Pollution

8 Engaging to improve corporate sustainability Rana Plaza collapse

9 Use investments to improve corporate responsibility The Accord is an independent agreement designed to make all garment factories in Bangladesh safe workplaces. Over 150 Apparel Companies have signed United Kingdom Signatories Arcadia GroupJohn LewisN Brown GroupRiver Island BonmarcheMarks and SpencerNew LookSainsbury’s Danielle Group plcMatalanNextShop Direct Group DebenhamsMilordsOTL Brands LtdTesco Fat FaceMothercarePrimarkTesco For more information:

10 The story so far Source: Alliance Trust Investments

11 SRI at ATI A leading player in a significant and growing market Compelling investment performance from a focus on sustainable companies Engaging with companies to improve corporate responsibility

12 12 Important information The value of investments and the income from them may go down as well as up and are not guaranteed. The original amount invested may not be returned. Past performance is not a guide to future performance. Future returns are not guaranteed. Examples of stocks are provided for general information only to demonstrate our investment philosophy. It is not a recommendation to buy or sell and the view of the investment manager may have changed. Further information is available on our website All figures and graphs are sourced at Alliance Trust PLC unless otherwise stated. Whilst considerable care has been taken in compiling the content of this presentation, no representation or warranty, expressed or implied, is made by Alliance Trust PLC as to its accuracy or completeness. This presentation has been approved as a financial promotion by Alliance Trust Investments Limited for the purpose of Section 21 of the Financial Services and Markets Act Alliance Trust Investments Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC330862, registered office, 8 West Marketgait, Dundee DD1 1QN; is authorised and regulated by the Financial Conduct Authority, firm reference number Alliance Trust Investments gives no financial or investment advice.


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