FTAdviser Podcast

Talking Point: Finding value in sustainable portfolios


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The steep rise in popularity of sustainable investment solutions has led to a similar rise in valuations in many of the qualifying asset classes.

On top of this many of the companies which address environmental or social problems tend to be technology businesses - which are more attractive for their growth characteristics rather than for their value.

In this special episode of the FTAdviser Podcast, sponsored by Schroders, special projects editor David Thorpe talks to a panel of experts about where to find value when constructing a sustainable investment portfolio.

He is joined by Roberta Barr, head of ESG in Schroders's value team, Ben Palmer, head of responsible investment at Brooks Macdonald, and John Leiper, chief investment officer at Tavistock, to discuss these issues.

They discuss avoiding how investors can avoid bubbles when a sector is attracting the level of flows which the ESG sector has seen recently, how it's possible to find value in this area, how it's possible to achieve diversification and what impact the market cycle has on this.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.



The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

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