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Edinburgh Ethical Finance Round Table

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February 26, 2018 @ 12:00 pm - 2:00 pm

We are delighted to announce details of the latest in the award winning series of the Edinburgh Ethical Finance Round Table meetings organised by the Islamic Finance Council UK (UKIFC) in partnership with Baillie Gifford.

Former UNEP Chairman Lawrence Bloom noted “over the next 25 years, 32 trillion dollars, the greatest transfer of wealth in the history of the world, will pass from one generation to another and investment decisions are a way for millennials to express their social, political, and environmental values.” (see article). Morgan Stanley’s recent “Sustainable Signals” report highlighted that 86% of millennials are interested in sustainable investment and are twice as likely to invest in companies / funds that target social or environmental outcomes.

The round table will provide an excellent opportunity for product providers (asset managers, banks, credit unions, university endowment managers, et al) to understand the shape of future demand and expectations from millennials and if/where their existing products need to adapt. Details are as follows:

DATE Monday 26th February 2018
TOPIC Rise of the Millennial –  Impact on Business and Investment Strategies
SPEAKERS
  • Iona Bain, Founder, The Young Money Blog
  • Adam Purvis, Architect, Power of Youth
  • Dave Gorman, Director of Social Responsibility and Sustainability Edinburgh University
OVERVIEW This session will explore the perspective of the rising generation of “millennials” and how their attitudes towards money are having an impact ranging from shaping the business model of start-ups to influencing the investment strategies of institutions.

As a personal finance journalist, author and commentator focused on helping young people understand why money matters Iona Bain will provide an insight into the current mood of millennials. This will cover the issues affecting young people and their prosperity as well as their outlook towards personal banking and investments particularly post banking crisis.

Adam Purvis will introduce the Power of Youth and share his vision for all entrepreneurs to be driven by a purpose greater than profit. Using his experience from across the globe Adam will explain how start-ups are contributing towards the uplifting of society and the building of a better world through business by combing profit with a social purpose.

In the final presentation Dave Gorman will provide a view from an institution with millennials as their key stakeholder. Having assumed responsibility for the development of Edinburgh University’s Social Responsible Investment policy in 2016 Dave will summarise the University’s Responsible Investment Policy Statement, highlighting their approach to engaging and interacting with students to meet their investment expectations.

REGISTRATION

Attendance to this event is by invitation only. If you would like to receive a copy of the overview or to attend a future event please contact us to be added to the mailing list.

Chris Tait
Email [email protected]
Phone 07931 103573

At the last meeting, the UN SDGs were discussed with views and insights shared by Fran Van Dijk (Partner, One Stone Advisors) and Lee Qian (Investment Manager, Baillie Gifford). A summary of the event is available on our website. One Stone Advisors and the Ethical Finance Hub and have formed a strategic partnership delivering workshops and implementation advice to drive understanding and support the uptake of the UN SDGs in Scotland. Details can be found here.

Please click here to download the latest overview.

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Details
  • Date: February 26, 2018
  • Time: 12:00 pm - 2:00 pm