Local seminar

Wednesday 4 March

We hope that you can join us for a seminar that’s in your area.

You can register for either the morning, lunch or afternoon session where both speakers will be presenting.

The sessions will have a running time of 90 minutes, with the morning session being held in Preston, the lunch session in Liverpool, and the afternoon session near Manchester Airport. Food and refreshments are available at each venue before the seminars begin.

A CPD certificate of 45 minutes will be offered for Mike's session and a CPD certificate of 45 minutes will be offered for Ryan's session.

Hear Head of UK Sustainable Investments for Royal London, Mike Fox, speak on 'Sustainable investing - the past, the present and the future'. Joined by Senior Business Development Manager, Ryan Medlock who will present 'Back to the sustainable future'. 

The last decade has seen huge developments in sustainability across much of the globe, and this is having a growing influence on the way investments are managed. The key change has been a growing acceptance that applying ESG factors and looking at sustainable themes can be beneficial for returns – it doesn’t require investors to make costly choices. But what do the coming years have in store? Mike Fox examines how he thinks sustainability will develop over the next coming years.

Learning objectives:

  • To look at the evolution of sustainable investment and why a new generation of investors is looking for investments that not only screen out certain industries, but also act as a positive force for society.
  • To look at the lessons learned in over a decade of managing top-performing sustainable funds.

Mike Fox - Head of UK Sustainable Investments, RLAM

Mike is Head of Sustainable Investments at Royal London Asset Management, and has been the Fund Manager of the Sustainable Leaders, World and Diversified Trusts since 2003. Prior to this, Mike worked as a Deputy Fund manager at the Co-operative employee pension fund for two years and an investment analyst covering the utility, support services and media sectors. He originally trained and qualified as a Chartered Accountant, and has spent the majority of his career assessing environmental, social and governance issues and how they influence investment decisions. He is a specialist in sustainable investing and one of the few fund managers in this area with such long tenure.

Did you know that Oxford Dictionary’s word of 2019 was ‘climate emergency’? OK, that’s two words but all of the extreme weather events across the globe coupled with the extinction rebellion protests have put environmental issues, climate change and sustainability right at the top of the world’s news agenda. In parallel, we’ve also witnessed responsible investing quickly becoming part of the global mainstream.

This presentation starts by looking to the future and the impending regulatory changes that are likely to drive environmental, social and governance (ESG) investing right into the heart of the advice process as well as tackling all of the confusing labels and myths about responsible investing. We’ll also take a look at some of the global initiatives pushing sustainable finance further into the spotlight and discuss the opportunities this is creating within the advised market.

The presentation also covers some practical steps that advisers can take today to start integrating ESG factors within the advice process as well as exploring wider responsible investing considerations.

Learning objectives:

  • Understand the key regulatory and legislative changes being introduced for ESG investing
  • Understand the key terms and issues relating to responsible investing
  • Understand the global macro initiatives driving the development of sustainable finance
  • Identify ways to incorporate ESG considerations into your advisory process

Ryan Medlock - Senior Business Development Manager, Royal London

Ryan’s journey with Royal London began back in 2008 after starting his career in compliance with Aviva. As an Investment Proposition Manager, Ryan learnt how to live and breathe Royal London's Governed Range contributing to both its growth and development as well as speaking all things investment at adviser events. Ryan moved to Aberdeen Standard Investments in 2017 for a stint in the strategic client’s relationship team before a return to the Royal London adventure followed in October 2018 and becoming a senior business development manager focusing on pensions. Ryan holds the IMC qualification.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.