Making Impact Investing Viable: Best Practices for ......• What are distributors looking to put on...

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ADVANCING THE FUTURE OF INVESTMENT ADVISORY SOLUTIONS 1 NetMeeting - Wednesday, June 8, 2016 at 12:00 PM Eastern Time Making Impact Investing Viable: Best Practices for Advisors, Product Developers, and Distributors Introduction: Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI Moderator: William ("Bill") Burckart, Founder and CEO, Burckart Consulting Presenters: Mackenzie Colgan, RegionalDirector, Distribution, ImpactAssets Peter L. Roselle, Vice President, Financial Advisor, Morgan Stanley Wealth Management Anna Snider, Managing Director and Head of Due Diligence, Chief Investment Office, Global Wealth & Investment Management, Bank of America Corporation Note: This NetMeeting is closed to members of the media.

Transcript of Making Impact Investing Viable: Best Practices for ......• What are distributors looking to put on...

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ADVANCING THE FUTURE OF INVESTMENT ADVISORY SOLUTIONS 1

NetMeeting - Wednesday, June 8, 2016 at 12:00 PM Eastern Time

Making Impact Investing Viable:Best Practices for Advisors, Product

Developers, and DistributorsIntroduction:ArlenOransky, SVP,ChiefMembership andProgramsOfficer,MMI

Moderator:William ("Bill") Burckart, FounderandCEO,Burckart Consulting

Presenters:MackenzieColgan, RegionalDirector,Distribution,ImpactAssetsPeterL.Roselle, VicePresident,Financial Advisor,MorganStanleyWealthManagementAnnaSnider,ManagingDirectorandHeadofDueDiligence,ChiefInvestmentOffice,GlobalWealth&InvestmentManagement,BankofAmericaCorporation

Note:ThisNetMeetingisclosedtomembersofthemedia.

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ADVANCING THE FUTURE OF INVESTMENT ADVISORY SOLUTIONS 2

Upcoming MMI Events

Legal & Compliance SeminarJune 22, 2016 | New YorkMorgan Lewis offices

2016 Fall Solutions ConferenceOctober 18-19, 2016 | BostonThe Westin Copley Place

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BURCKARTCONSULTING

MakingImpactInvestingViable:BestPracticesforAdvisors,ProductDevelopers,andDistributors

WilliamBurckartJune8,2016

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BURCKARTCONSULTINGOurroadmap

OutlinefortheDiscussion

• Whatisimpactinvesting(andthebroaderresponsibleinvestingworld)?

• Whyshouldwecare?• Isanyonecurrentlyengaged?Whoandhowso?• Aretherechallengestoengagingwithit?• Whatarethenextstepsfortheinvestmentcommunity?

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BURCKARTCONSULTINGPeoplearetalking…

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BURCKARTCONSULTINGEventhePope!

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BURCKARTCONSULTINGSo,whatisimpactinvesting?

ImpactInvesting=Intentionality+Measurability

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BURCKARTCONSULTINGThetrilliondollarquestion

Whyshouldwecareaboutimpactinginvesting?

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BURCKARTCONSULTINGTheanswer

Anumberoftrendsareconverging

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BURCKARTCONSULTINGTrust(or lackthereof)

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BURCKARTCONSULTINGDemographics

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BURCKARTCONSULTINGClimatechange

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BURCKARTCONSULTINGShrinking resources

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BURCKARTCONSULTINGBigdata

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BURCKARTCONSULTING

Investmentopportunitiesarechangingasaresult

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BURCKARTCONSULTING

GrowingConsumerDemandattheBottomofthePyramid(BoP)

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BURCKARTCONSULTING

RiseoftheLifestylesofHealthandSustainability(LOHAS)consumer

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BURCKARTCONSULTINGFinancingsupports forlow-incomefamilies

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BURCKARTCONSULTINGShift fromalineartoacirculareconomy

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BURCKARTCONSULTING

Amarketisstartingtoform

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BURCKARTCONSULTINGAspectrumof“impact”investmentistakingshape

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BURCKARTCONSULTING

Opportunities throughout severalissueareas (and toseveralgoals)

Source:RockefellerPhilanthropyAdvisors

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BURCKARTCONSULTING

Quiteafewactorsaredipping theirtoesinthewater

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BURCKARTCONSULTINGMoretoedipping, thistimefromtheCFAInstitute

“Forinvestmentprofessionals,akeyideainthediscussionofESGissuesisthatsystematicallyconsideringESGissueswilllikelyleadtomorecompleteinvestmentanalysesandbetter-informedinvestmentdecisions.”

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BURCKARTCONSULTING

“InvestorsusesixmethodsforbringingESGconsiderationsintotheirdecisionmaking:exclusionaryscreening,best-in-classselection,thematicinvesting,activeownership,impactinvesting,andESGintegration.Thesemethodsarenotmutuallyexclusiveandareoftenusedincombinations.Theyareusedbybothvalue-andvalues-motivatedinvestors.”

Moretoedipping fromtheCFAInstitute(continued)

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BURCKARTCONSULTINGHowcapitalmight flow

Source:WorldEconomicForum

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BURCKARTCONSULTINGDespiteourbestefforts

Butwehavea“RodStewart”problem

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BURCKARTCONSULTINGThanks,mom

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BURCKARTCONSULTING

Keyquestions

• Whatdoesittakeforadvisorstoactuallybuildapracticearoundimpactinvesting?

• Howcaninvestmentmanagementfirmsmosteffectivelyconstructanddistributeimpactproducts?

• Whataredistributorslookingtoputontheirplatforms?• AndwhatareHNWclientstellingtheiradvisorstheywant?

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BURCKARTCONSULTING

IntroductionArlenOransky,

SVP,ChiefMembershipandProgramsOfficer,MoneyManagementInstitute

ModeratorWilliamBurckart,

FounderandCEO,Burckart Consulting

PresentersMackenzieColgan,

RegionalDirector,Distribution,ImpactAssets

PeterL.Roselle,CPM®,CFP®VicePresident,FinancialAdvisor,MorganStanleyWealthManagement

*Co-ViceChairoftheSustainable InvestingCommitteefortheNewYorkSocietyofSecurityAnalysts(NYSSA)

AnnaK.Snider,CAIAManagingDirectorandHeadofDueDiligence,ChiefInvestmentOffice,GlobalWealth&InvestmentManagement,BankofAmericaCorporation

*Co-leadstheImpactInvestingeffortforMerrillLynchInvestmentManagementandGuidanceteam

Oursherpas onthismountain


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