Jersey Summer Event

Sustainable Investing in an Era of Geopolitics

The world has changed. Trade wars, energy shocks, defence spending surges, and the fracturing of global supply chains have reshaped the investment landscape in ways few anticipated. For many advisers, that shift has raised a legitimate question: does sustainable investing still make sense in a world that feels anything but sustainable? This session is designed to answer that question honestly. We'll look at what the current macro regime actually means for sustainable portfolios, tackle the objections your clients are most likely raising, and show you how a rigorous, evidence-based approach to sustainable investing can strengthen the advice you deliver. By the end, we hope you'll leave with both the conviction and the tools to have better conversations with clients who care about where their money goes.

Speakers / Bios:

Tertius Bonnin – Portfolio Manager

Tertius Bonnin joined EQ in 2016 and is the co-portfolio manager for the EQ Positive Impact, EQ Sustainable World, and EQ Future Leaders portfolios. His responsibilities also include overseeing EQ's asset allocation process and multi-asset investment strategy, and he is chair of the Asset Allocation Committee. 

In addition, he has investment research responsibilities covering global equity investment ideas. He sits on additional committees governing the wider investment process including the Fund Selection Committee, the Investment Oversight Committee, and the Sustainability Oversight Committee. 

He is a regular contributor to publications including Citywire, PA Advisor, and FT Advisor. Tertius is a CFA charterholder and holds the CFA Investment Management Certificate. He is a member of the CFA Institute and CFA UK Society. He graduated with a First in Business with Finance at the University of Greenwich.

Louisiana Salge – Head of Sustainability

Louisiana joined EQ in October 2018, is now responsible for innovating EQ’s approach to sustainable investing, sustainable investment thought-leadership and ensuring regulatory adherence. Louisiana oversees EQ’s ESG and impact integration strategy across all assets & funds, EQ’s stewardship efforts and sustainability data reporting.

Louisiana graduated from a Masters in Environmental technology from Imperial College London, and holds a BSc in Geography from UCL. She also holds the CFA IMC, CFA ESG & CFA Climate change and Investing qualification.

(Outside of her career, Louisiana loves travelling and discovering new places, working in her community garden, and cooking with friends.)