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Masterclass – Asset Owner Approaches to Responsible Fund Selection

June 19, 2019 @ 9:30 am - 4:30 pm

£156.00 – £195.00

Despite the remarkable recent growth of ethical finance there are few academic or professional courses that provide commercially-focused pragmatic training. Our executive education courses do exactly that and we invite you to to register for this masterclass, delivered in partnership with JB Beckett, that will provide you with a contextual understanding of the approach asset owners take towards selecting responsible funds.

Please register at the bottom of the page.


In a recent Morgan Stanley survey of institutional investors, 70% said they are integrating sustainable investing into their investment process, signaling just how quickly the ESG imperative is catching on.

Despite this the ESG narrative is dominated by asset managers and NGOs. This session will provide a perspective of the often unheard, yet highly influential asset owner.

Asset owners—pension funds, endowments, foundations and other large institutional investors—are embracing sustainable investing and viewing environmental, social and governance (ESG) factors as a way to proactively manage risk and returns. Of the $22.8 trillion invested sustainably, or $1 in every $4 under professional management, according to the 2016 Global Sustainable Investment Review, institutional investors own nearly 75%.

This practitioner-led programme will provide a unique insight into the mind of an asset owner, outlining the different approaches asset owners are taking to accelerate sustainable investing. The session will consider the regulation, market drivers, embedding ESG and Sustainable Development Goals (SDGs) into investment mandates and best practice approaches to fund selection / evaluation.

You will learn how to:

  • How to engage asset managers in respect to Sustainability and Responsible Investing
  • Understand how Ethical aims, ESG and SDGs effect different asset classes and fund strategies
  • Possible solutions to creating or improving your Responsible Investing Framework

Topics Covered

  1. Ethical Investing versus Environmental Social Governance
  2. Assessing ESG in different Fund Managers
  3. Key Considerations in Assessing Funds Across Asset Classes
  4. Key Considerations in Stewardship, Tilting and Divesting
  5. Incorporating Sustainable Development Goals (SDGs)

Delivery Partner

Jon ‘JB’ Beckett (New Fund Order)

The course will be delivered by Jon ‘JB’ Beckett (New Fund Order), a leading author, campaigner and fund selector with over two decades experience. JB led the Responsible Investing Framework for Scottish Widows’ £189bn platform, engaging 40 fund houses, leading on fund selection and applying UN Principles of Responsible Investment for selection, appointment and monitoring criteria.

Experience – Ex Fund Gatekeeper, Director Emeritus Association of Professional Fund Investors, Ambassador and Advisory Board Transparency Task Force and Team PISCES, NED Royal London Investment Advisory Committee. Guest Lecturer Stirling University and Heriot Watt University. Oversight Committee Member, Stirling University Student Managed Investment Fund.


June 19, 2019
9:30 am - 4:30 pm
£156.00 – £195.00


Foundation Scotland
15 Calton Road
Edinburgh, EH8 8DL United Kingdom
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0131 524 0300
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