IFA Talk

What are Donor Advised Funds?

We spoke to Lyn Tomlinson, Head of Impact & Philanthropy at Cazenove Capital, to discuss donor advised funds. 

A donor advised fund account is a philanthropic fund established under a charity, that administers the fund to benefit specific causes on behalf of a donor.

These are very popular in the United States, but less so in the UK, so Lyn explains why. 

We also discuss the growing client demand for impact investing in a balanced portfolio, in the shadow of COP26 and ESG regulation. 

The Fall and Rise of Structured Products

Ian Lowes, the founder of Structured Products Review, speaks about why the pre-packaged investment strategy is so misunderstood, and how so many advisers and clients often miss-out on great returns. 

In this episode we discuss the collapse of Lehman Brothers, Investec leaving the market, and the technical detail explaining the opportunity within the FTSE Order Call. 

Getting past quotas, why Diversity requires Inclusion

In this Episode we spoke to Steve Butler, he is CEO of Punter Southall Aspire, and author of Inclusive Culture: Leading change across organisations and industries.

Steve practices what he preaches and explains to us how SME's can help move the dial on diversity and inclusion in the finance industry.

 

COP26 Daily Briefing: Day 12

In our final daily briefing we spoke to Catriona McInally Investment Business Development Manager at Pru, to get her thoughts on the whole event on its closing day. 

We spoke about the role of advisers and investors in helping to make the green transition. 

COP26 Daily Briefing: Day 11

Today was Cities, Regions and Built Environment Day in Glasgow, with presentations on building materials, urban development and sponge cities. We spoke to Angus Parker who is the Global Equity Portfolio Manager at HSBC Asset Management, to get his insight on the days developments. 

Following the announcement of an unexpected US-China declaration that vowed to boost climate co-operation, Alok Sharma still admitted today, “we are not there yet on the most critical issues.”

However Angus, like our previous guest Randeep, remains optimistic about the outcomes of COP26. 

COP26 Daily Briefing: Day 10

Today we spoke to Randeep Somel who is the Portfolio Manager for M&G's Climate Solutions Fund.

It is transport day at COP26, and with many major announcements in this area of 'hard to abate emissions.'  Randeep gives us a rundown on the pledges on transport and what John Kerry has been saying about coal and carbon taxes. 

Randeep's work on M&G's Climate Solutions Fund gives him a real insight into how certain innovations are making a big impact and why there are many reasons to see Cop26, and the global battle against climate change, positively. 

COP26 Daily Briefing: Day 9

Today Climate Action Tracker launched staunch criticism of the COP26 summit, saying there was a credibility gap. This led to outcries from across the board, notably Ed Milliband accused the government of 'greenwashing Glasgow'.

We spoke to Jeremy Lawson about this. Jeremy is the Chief Economist and Head of the abrdn Research Institute, where he is primarily responsible for abrdn's climate scenario analysis. 

Jeremy also shares his analysis of what innovation in climate change really means, and criticises some of the pledges that we have spoken about on the podcast previously. 

 

 

COP26 Daily Briefing: Day 8

Today is Adaptation, Loss, and Damage day at COP26, and we have the esteemed Sarah Bratton-Hughes to tell us what this really means and how climate adaptation will impact the world of finance. 

 

Sarah is Global Head of Sustainability Solutions at Schroders, where she works with Schroders' clients globally to assess and implement their sustainability needs and ambitions.

COP26 Daily Briefing: Day 4

Today we spoke to Dan Somers about renewable energy and the role of Impact Investing has in solving the challenges of global warming.

At Cop 26 today at least 23 countries made new commitments to phase out coal power, including five of the world’s top 20 coal power-using countries.

Boundary Capital is an EIS Impact Investment fund with a mission of bettering 100 million lives, and invests heavily in renewable energy themes. 

COP26 Daily Briefing: Day 3

Today Mark Carney made the momentous announcement that the Glasgow Financial Alliance for Net Zero (GFANZ) will commit to the accelerating the decarbonization of the global economy. 

Louisiana Salge, Senior sustainability specialist at EQ investors, helps us unpack what exactly the commitment from the group, representing over $130trn of capital, means for the financial industry. 

Louisiana doesn't shy away from scrutiny of the group either, asking tough questions around double accounting and greenwashing.  

We also touched on the announced the formation of the International Sustainability Standards Board, and how this may look in practice.