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SU S T A IN ABLE IN VE S TME N T BO O T C AMP Blue & G r een T omor r o w PowerPoint PPT Presentation


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En e r g y Effici e n c y. SU S T A IN ABLE IN VE S TME N T BO O T C AMP Blue & G r een T omor r o w. F or inve s t men t pro f e s sionals on l y April 2 0 14 claudia Qui r o z. SU S T AINABLE INVE S TING. Unprecedented c onvergence of three m a cro drivers Clima t e change Popul a tion

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SU S T A IN ABLE IN VE S TME N T BO O T C AMP Blue & G r een T omor r o w

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Su s t a in able in ve s tme n t bo o t c amp blue g r een t omor r o w

EnergyEfficiency

SUSTAINABLEINVESTMENTBOOTCAMP

Blue&GreenTomorrow

Forinvestmentprofessionalsonly

April2014

claudiaQuiroz


Su s t ainable inve s ting

SUSTAINABLEINVESTING

Unprecedentedconvergenceofthreemacrodrivers

Climatechange

Population

Increaseofc15%by2030

Energy

Increaseofc50%by2030

Water

Increaseofc30%by2030

fOOd

increaseofc50%by2030

Resource Scarcity

Populationgrowth


Su s t a in able in ve s tme n t bo o t c amp blue g r een t omor r o w

FROMMACROTOINVESTMENTTHEMES

Macrotrends

Resourcescarcity

Scarcity driven security of supplyenergylostbetweenproductionandconsumptionis80%

Climatechangerisingtemperaturesrisingsealevels

Changingrainfalldistribution

Populationshifts

Growing fasterthaneverbeforedevelopingworldaccountingformost of thegrowth

Securityofsupply&industrialisation

Energy

Food

Health

Resources

Water


Clim a te a s se t s fund po r t f olio breakd o wn

CLIMATEASSETSFUND

PORTFOLIOBREAKDOWN

  • Investment objectives

  • Capitalappreciationandincome

  • Smoothvolatile of returnsovereconomiccycle

Indicativeportfoliobreakdown

Fixedinterestsoverign debt

Investmentgradecorporatebonds

  • Risk

  • Mediumtolerancetorisk

  • Equityexposurerange50-75%

Climatechange

Equities

Activemanagementglobalcompanies

Sector/themediversification

Investmentstyle

  • Globalmulti-asset

  • Midandlargecapbias

  • Multi-thematicwithfocusonsustainability

Alternativeinvestments

Infrastructureprivate equity

Gold/commodityetf

Investmentprocess

  • Topdownapproach

  • Bottomupapproachdrivenbyquants,fundamentalresearchandstockselection

Population

Growth

Resourcescarcity

Cash

LiquidityinALLASSETclasses


Ener g y inve s tment thesis

ENERGY:INVESTMENTTHESIS

Marketdrivers

Investmentopportunities

  • Globalenergycrisis

  • Energysecuritydrivenby locationoffossilfuel reserves

  • 50%ofthe supply offossil fuel depleted

  • Energydemandto increase30%by2035

  • Demandofenergytoaccountfor7-9%ofgdp

  • Co2 emissionto increase20%by2035

  • Hydropower

  • Windpower

  • Geothermal

  • Solarpower

  • Windturbinemanufacturers

  • Renewableenergydevelopers

  • Clean/efficient engines

  • Biomass

  • Energyefficientlighting

  • Electricvehiclescomponents

  • Cleantransport

  • Powerstorage&control

  • Building insulation

  • Independentpowerproducers

  • Smartmeteringandelectricgrid

  • Raillocomotive&equipment

  • Signalling, controlandsafetyelectronics

Regulation

  • EUtargetinga20% carbon emissionreductionby2020

  • Chinawindpower generation target of100gwby2020

  • Supportfornewtechnologies

    • Cleancoal

    • Carbon captureandstorage

Energyefficiency

POTEnTiALcO2 EMiSSiOnSSAVingS

  • Anevolution ratherthanarevolution

  • Fastestandcheapestwaytoreduceconsumptionand emissions

  • 2/3ofthe economicpotentialto improveenergyefficienciesremainsuntapped

  • Costsavings isthekeydriverofadoption

    • Every$spentonenergyefficiencyequal

  • $2-4in lifetimecostsavings

    • Averagepaybackof3-7 years

ViAEnErgyEfficiEncy

source: iea’sCleanenergyprogressreport2011


Bor g w arner efficient engines and transmi s sion techno l ogies

BORGWARNER

EFFICIENTENGINESANDTRANSMISSION TECHNOLOGIES

  • BUSinESS

  • Leading global supplier ofhighlyengineered systemsandcomponents

  • Turbochargers, diesel engine,coolingsystemsandtransmissiontechnologies

  • greenseculartrendsby improving fueleconomyandreducing emissions

  • inVESTMEnTcASE

  • SteadyautogrowthintheUSandchina

  • Well positionedforEuropeanrecovery-c50%ofrevenues

  • diversifiedrevenue mix –nA only 15-20%oftotalrevenue

  • newbusinesspipelineof10%-12%annualrevenuegrowthby2015

  • StrongB/S-$2.5b available fordeployment(potentiallya2%yieldifPOrof30%)

asat31march2014

POTEnTiALcO2 EMiSSiOnSSAVingSViAEnErgyEfficiEncy

kEyriSkSfAcTOrS

  • rawmaterialcosts

  • SlowingEuropeanmarkets

  • currency–2/3revenues outside theUS

  • increasing competitioninturbochargesbyBoschand Mercedes

references tospecificsecuritiesarenotrecommendationstobuyorsellthosesecurities.

source: iea’sCleanenergyprogressreport2011


Clim a te a s se t s fund per f ormance sin c e launch t o 31 ma r ch 2 0 14

CLIMATEASSETSFUNDPERFORMANCE

sincelaunchto31March2014

**launchDate1mar2010source:Financialexpress. aaccumulation share classperformance,inclusive of charges,inGBpwithnet incomereinvested.Theperformance of other share classes may differ.source:Financialexpress31/03/2014

Past performanceisnotaguidetofutureperformanceandfuturereturnsarenotguaranteed.


Wh a t we do

WHATWEDO

  • Assetsundermanagementinexcessof£14.5billionasat01/09/2013

  • Focusonworkingwithprivateclientsandtheiradvisers

  • Personalisedservicetoprovideexceptionalperformanceacrossallinvestmentstrategies

Sustainableinvestment

SpecialistFund(ClimateAssets)

DFM(DiscretionaryFundManagement)

  • Sustainableinvestingstrategy

    • Dedicated team

    • Climateassetsfund

    • Segregated privateclientportfolios


Y our inve s tment team

YOURINVESTMENTTEAM

WILLIAMBUCKHURST I

nvestmentdirector

t:02071504160

e:[email protected]

William joined the company in 2006, having previously worked at UBsWealthmanagementandlaing&Cruickshank.Hemanagesdiscretionaryportfoliosforprivateclients,trusts,andcharities,andis the co-managerof the libero Balanced Fund and the Climate assets Fund. He also hasresponsibility for investment fund research at Quilter Cheviot. He is amember of the Chartered institute for securities & investment and a graduate of newcastleUniversity.

CLAUDIAQUIROZ

investmentdirector

t:02071504749

e:[email protected]

ClaudiajoinedQuilterCheviotfromHendersonGlobal investorsin2009.she is the lead Fund manager of the Quilter Cheviot Climate assetsFund,winnerofthe“Bestnewentrant”attheClimateChangeawards2010 and the “Best performing Fund” at Barchester Green’s ethical investment awards 2012. Claudia has over 13 years’ experience insustainable & responsible investing and 5 years’ experience inengineering. she graduated with a degree in Chemical engineering inargentina, and holds an mBa from Cass Business school in london.Claudia sits ontheQuilter CheviotinternationalinvestmentCommittee.

CAMILLACARSON

investmentManager

t:02071504720

e:[email protected]

CamillajoinedQuilterCheviot’sinvestmentteamin2008. she holdsanhonours degree in politics from the University of liverpool and is aqualifiedmemberoftheCharteredsecuritiesinstitute.Camillamanagesportfolios for private clients, trusts and charities and assists in themanagementoftheQuilterCheviotClimate assetsFundandtheliberoBalancedFund.CamillaisalsoamemberofQuilterCheviotalternative investmentCommittee.in2011Camillawas named asoneofCityWealthmagazine’s ‘Top emerging Wealth managers.’ she jointly establishedQuilter Cheviot’s Gen y association in 2008 and is committed to anumber of charitableprojects.

nichOLABATE

TeamAssistant

t:02071504644

e:[email protected]

[email protected]ommedicineHatCollege,alberta.priortoQuilterCheviotnichola was thepersonalassistanttotheBishopofDerby–aroleshehasalsoheldin a military brigade headquarters, for exhibition organisers and at a primaryschool.sheisheavilyinvolvedwithanumberofmilitarycharitiesinconjunctionwithherfamily’saffiliationwiththeroyalHospitalChelsea.nicholaenjoyswalkingherminiatureschnauzer,Jambo,andin anyspare timeenjoyssewingreplica18thand19thcenturysamplers.


In c onc l usion

INCONCLUSION

  • TheNewEconomy

    • morewithlesswithinacarbonconstrainedenvironment

  • Energyefficiency

    • our favouriteinvestmenttheme

    • energy efficiencymakes economicsense

  • QuilterCheviot’sversionofsustainableinvestment

    • investingintheneweconomy

    • 5investmentthemeswithcompellinggrowth end-markets

  • Wedonotinvestinblue-skycompanies

    • Weinvestinsoundbusinessmodels

    • Weinvestincompanieswithstrongfinancialpositions

  • OurSustainableInvestmentStrategy–ClimateAssetsFund

    • Topdownandbottomup approach

    • multi-strategywithdividendyield

    • midandlargemarketcap

    • performancetrackrecord


Su s t a in able in ve s tme n t bo o t c amp blue g r een t omor r o w

THANKYOU


Disclaimer

DISCLAIMER

Thispresentationhasbeenpreparedonlyfortherecipientanddateshownonthefrontpage. it isnotintendedforanyotherpersonsandshouldnotberelieduponbyotherpersons.

Thispresentationhasbeenpreparedforinformationpurposesonlyandisnotasolicitationoranoffertobuyorsellanysecurity. it doesnotpurporttobeacompletedescription of ourinvestmentpolicy,markets oranysecuritiesreferredtointhematerial. Theinformationonwhichthepresentationis based isdeemedtobereliable,butwehavenotindependentlyverifiedsuchinformationandwedonotguaranteeitsaccuracyorcompleteness. allexpressions of opinionaresubjecttochangewithoutnotice.Thefigures quoteddonotinclude charges.

investorsshouldrememberthatthe value of investments,andtheincomefromthem,cangodownaswellasupandthatpastperformanceisnoguarantee of futurereturn. youmaynotrecoverwhatyouinvest.Changesinexchangerates mayhaveanadverseeffectonthe value,priceorincome of foreigncurrencydenominatedsecurities. levelsandbases of taxationcanchange. investmentsorinvestment services referredtomaynotbesuitableforallrecipients. Therearerisksinvolvedwiththis type of investment.pleaserefertotheprospectus,Keyinvestorinformationandsupplementaryinformationdocumentsforfurtherdetails.

april2014

QuilterCheviotlimitedisregisteredinenglandwithnumber01923571,registeredofficeatstHelen’s,1Undershaft,londoneC3a8BB.QuilterCheviotlimitedisamember of thelondonstockexchangeandauthorisedandregulatedbytheUKFinancialConductauthority.


Su s t a in able in ve s tme n t bo o t c amp blue g r een t omor r o w

CONTACTUS

QUiLTErchEViOT Onekingsway

LondonWc2B6An

OThErQUiLTErchEViOTOfficES:

BelfastBirminghamBristoldublinEdinburghglasgowJerseyLeicesterLiverpoolManchester northWales Salisbury

t:+44(0)2890261150

t:+44(0)1212122120

t:+44(0)117927 3377

t:+35317996900

t:+44(0)1312218500

t:+44(0)1412224000

t:+44(0)1534506070

t:+44(0)1162493000

t:+44(0)1512432160

t:+44(0)1618329979

t:+44(0)1492530677

t:+44(0)1722424600

cOnTAcT

claudiaQuiroz

t:+44(0)2071504749

e:[email protected]

investorsshouldrememberthatthevalue of investments,andtheincomefromthem,cangodownaswellasupandthatpastperformanceisno guarantee of futurereturns.you maynotrecover whatyouinvest.Thisdocumentisnotintendedtoconstitutefinancialadvice;ifyouareinanydoubtastoitscontentsyoushouldseekindependentfinancialadvice.

Quilter Cheviotlimitedisregisteredinenglandwithnumber01923571,registeredoffice atoneKingsway,londonWC2B6an.Quilter Cheviotisamember of thelondonstockexchangeandauthorisedandregulatedbytheUKFinancialConductauthority.

quiltercheviot.com


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