Deirdre Cooper, co-portfolio manager of the Ninety One Global Environment fund, and Matt Evans, portfolio manager of the Ninety One UK Sustainable Equity fund, joined Nigel Smith, managing director Ninety One UK, for a special Q&A session at Incisive Media’s recent Sustainable Investment Festival.
The managers discussed what Ninety One's approach of ‘sustainability with substance' means to them and their teams in practice, how they are addressing data challenges in this area and where they are seeing exciting emerging opportunities for their funds. Here, we share some highlights from the Q&A session. To watch the Q&A in full, please see the video above. What does sustainability with substance really mean to you and your teams on a day-to-day basis in terms of running your portfolio? Deirdre Cooper: I think it really means doing the hard work. We spend a huge amount of time a...
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