London Active Investment Summit

Thank you

Eight leading Active managers hosted the London Active Investment Summit on 1st October. The day brought together CEOs and country heads to discuss the key issues within the industry, before ESG and SRI experts shared their insight into how socially responsible investing is making its way into the mainstream and how active investing can help drive positive change.

All delegates received a copy of our report on The Evolution of Socially Responsible Investing, an in-depth look at the industry with interviews with CEOs, fund managers and fund buyers – to download your copy click here.

Roger Urwin, Co-author of Investment Firm of the Future, CFA Institute 2018, opened the conference with key findings from his report. To view and download the full report, please click here

Eight fund managers presented in shared boardrooms to share their insight into the benefits of active management within their particular specialisms. All presentations from the day can be downloaded via the links below.

Highlight videos from the day can be found below.

Highlights from the day

Driving positive change through Active Management

Future of Active Management

Roger Urwin

Eliza Filby Future Generations

Jan Peter Balkenende

Download our Report on
Impact: An Industry View

Companies and investors are realising that sustainability simply makes good business sense. And if it makes good business sense, then it makes good investment sense.

Hamish Chamberlayne, Portfolio Manager of Janus Henderson Investors Global Sustainable and Responsible Investment Team.

Advisers are increasingly becoming aware of the opportunities of impact and ESG investing. There’s a very real opportunity for them to distinguish themselves.

Will Goodhart, Chief Executive at CFA Society UK

Investing for good is not a nice-to-have in a portfolio - it’s a must-have.

Jamie Jenkins, Head of Responsible Global Equities at BMO Global Asset Management.











Monday 1 October, 2018

Timings will be confirmed in due course




Welcome address


Roger Urwin, FSIP, Co-author of Investment Firm of the Future CFA Institute. 2018.


  • Panel discussion - The Future of Active Management
  • Panel discussion - Driving positive change through Active Management




Sponsor boardrooms


Sponsor boardrooms


Networking lunch


Sponsor boardrooms


Sponsor boardrooms




Future Generations, Dr Eliza Filby


Keynote speaker, Professor Jan Peter Balkenende


Closing remarks


Networking drinks


Sponsor speakers

Our two panel discussions will feature CEOs, CIO, and business heads from our sponsoring groups. More names will be announced soon.

Panel speakers

Steve Waygood

Chief Responsible Investment Officer, Aviva Investors

Sarah Norris

Investment Director, Aberdeen Standard Investments

Peter Harrison

Chief Executive Officer, Schroders

Martyn Gilbey

UK Country Head, Franklin Templeton Investments

David Aird

Managing Director, UK Client Group, Investec Asset Management

Dick Weil

Chief Executive Officer, Janus Henderson Investors

Vicki Bakhshi

Director, Governance and Sustainable Investment, BMO Global Asset Management

Cathrine De Coninck-Lopez

Head of ESG, Invesco Perpetual

Two sponsoring groups will host each boardroom session, each sharing their views before opening up the floor to interactive discussion.

Boardroom speakers

Hamish Chamberlayne

Head of SRI, Janus Henderson Investors

Jeff Boswell

Strategy Leader: Credit, Investec Asset Management

Brooks Ritchey

Senior Managing Director, Head of Portfolio Construction, Franklin Templeton Investments

Simon Adler

Fund Manager, Equity Value, Schroders

Jamie Jenkins

Head of Responsible Global Equities, BMO Global Asset Management

Brett Diment

Head of Emerging Market Debt, Aberdeen Standard Investments

Shawn Mato

Senior Portfolio Manager, Aviva Investors

Erhard Radatz

Portfolio Manager, IQS, Invesco Perpetual


Roger Urwin is one of the three authors of the CFA Institute's 'Investment Firm of the Future' report. Roger will be sharing his insights into the reports key findings and industry shifts they predict, as well as delving into Active Risk through conviction investing and how ESG and impact investing are establishing themselves in the mainstream.

Roger Urwin

Roger is global head of investment content at Willis Towers Watson and the cofounder of the Thinking Ahead Group. Previously, he served as global head of investment at Towers Watson. Mr. Urwin also headed the investment practice at Mercer and led the business development and quantitative investment functions at Gartmore Investment Management. His investment innovations include the origination of target date defined contribution funds, the risk budget framework, and the governance budget framework for assessing asset owner organizational effectiveness. Mr. Urwin is also the author of a number of papers on asset allocation policy, manager selection, and governance and sustainability. He is an advisory director to MSCI and served on the CFA Institute Board of Governors. Mr. Urwin is a Fellow of the Institute of Actuaries and holds a bachelor's degree in mathematics and a master's degree in applied statistics from Oxford University.

External speakers
Keynote speaker

Professor Jan Peter Balkenende

Professor Balkenende was formerly the Prime Minister of the Netherlands, serving in this role from 2002 until 2010. During this time he took up the rotating position of president of the European Union in 2004. Prior to his election as prime minister, he was a member of the Dutch House of Representatives from 1998 through to 2002. Professor Balkenende has been a partner at EY since 2011, focusing on corporate responsibility, international affairs and areas at the interface of the public and private sectors. He is also Chair of the Dutch Sustainable Growth Coalition ("DSGC"), a collaborative venture of eight Dutch multinational companies developing and sharing knowledge about integrating sustainability into the strategies and business models of companies. Additionally, since 2010 Jan Peter Balkenende has been Professor of Governance, Institutions and Internationalisation at Erasmus University Rotterdam.


Merryn Somerset Webb

Merryn is Editor-in-Chief of MoneyWeek and a respected commentator on economics, financial markets and personal finance. She has been named the Personal Finance Journalist of the Year in the 2017 prestigious Harold Wincott awards. In 1992 Merryn moved to Japan to produce business programmes for NHK, Japan's public TV station. In 1993, she became an institutional broker for SBC Warburg, where she stayed for 5 years. Returning to the UK in 1998, Merryn became a financial writer for The Week. Two years later, MoneyWeek was launched and Merryn took the job of editor; Moneyweek is currently the best-selling financial magazine in the UK. She is a regular TV and radio commentator on financial matters and contributes to publications, including The Spectator and Prospect. Alongside this, Merryn is also the author of "Love is Not Enough: The Smart Woman's Guide to Making (and Keeping) Money". Published in 2007, the book is a sharp and witty women's guide to personal finance.


Dr Eliza Filby

It is rightly assumed that Millennials, more than previous generations, lay greater importance on the sustainability and investment record of companies and see themselves as 'ethical investors'. The industry has certainly developed in last ten years to meet this demand with the number of sustainable investment funds tripling in that time. Dr Eliza Filby will take you through Millennial values and demonstrate how ethical investment is likely to develop in the future as Millennials enter their chief earning years. She will cover how the notion of 'ethical investment' is expanding and changing, the level and kind of transparency that is expected by Millennial consumers and what companies can do to stay ahead of the curve. Millennials are set to become the largest inheritors of assets and wealth over the next twenty years; how they sustain and invest this wealth will be of crucial importance to them, but so too will be their ethical aspirations.


The event took place at the Corinthia Hotel, London.

Corinthia Hotel
Whitehall Pl
T: 020 7930 8181