A major forum in Jersey will today (Monday) look at how investors can back companies and funds with the specific aim of helping society and the environment.
So-called ‘impact investing’ is on the agenda at the UBS Forum, at The Royal Yacht.
UBS Chief Investment Office economists and analysts will provide an in-depth overview of the economic and financial outlook for 2018 with speakers presenting analysis of global economic trends.
The forum consolidates knowledge from more than 900 global analysts, with economist
Dean Turner providing a UK-specific update on the year ahead and Caroline Simmons,
deputy-head of the firm’s UK Investment Office, looking at the investment opportunities for 2018 as well as the long-term global economic outlook.
Senior Impacting Strategist, James Gifford, will put the spotlight on the topic of Impact Investing which has been identified as a potentially significant investment opportunity for the next decade. While James Mulford, Head of Investment Management UK & Jersey, will look back over the last year and provide an overview of the performance of UBS discretionary portfolios.
The debate is being hosted by Tom Hill, UBS’s Group Country Head for Jersey and moderated by David Rowe, the Managing Director of UBS Wealth Management.
Tom said: “This is the thirteenth year we have hosted the UBS Forum and it always sets the tone for the year ahead. It is highly anticipated by our clients; understanding the investment landscape is critical and knowing how to maximise the opportunities is even more important to them.”
“UBS Wealth Management provides comprehensive advice and financial services to private clients around the world, with the exception of those served by Wealth Management Americas. UBS is a global firm with global capabilities and its clients benefit from a full spectrum of resources, including wealth planning, investment management solutions and corporate finance advice, banking and lending solutions, as well as a wide range of specific offerings.”