Worldwise Investor launch presentation

worldwiseinvestor.com

Worldwise Investor - helping investors to make educated choices?

By Mark Hoskin

www.worldwiseinvestor.com 2

The growing importance of sustainability

04/10/2011

Pictet Video: Environmental megatrends

http://www.pictetfunds.co.uk/how-to-invest/253.html

http://www.pictetfunds.co.uk/how-to-invest/253.html


Mock ecocide trial

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A growing market

• 130 funds today, five years ago 66• There are now £21.8bn of assets invested in funds available to the

UK investor in thematic, environmental and ethical funds. In 2000 EIRIS estimated the market at £1.5 billion.

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£500,000,000

£1,000,000,000

£1,500,000,000

£2,000,000,000

£2,500,000,000

£3,000,000,000

£3,500,000,000

Assets under Management by Investment House

Assets under Management


A growing market – led by thematic funds

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5 YR3 YR

1 YR

0

20

40

60

80

100

120

140

Thematic Funds

Worldwise Investor Funds

26

56

74

66

105

130

Thematic FundsWorldwise Investor Funds


The ethically screened market

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5 YR3 YR

1 YR

0

20

40

60

80

100

120

140

Ethical Funds

Worldwise Investor Funds

4656 60

66

105

130

Ethical FundsWorldwise Investor Funds


The Growth in Thematic Funds

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7,282

3,296

1,961

1,210723661

4

Global Thematic Funds AUM (£m)

WWI Agriculture

WWI Water

WWI Thematic

WWI Clean Energy

WWI Environ-mental

WWI Forestry

WWI Carbon


5 Year Performance to 30th Sept 2011

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Mercer, the institutional adviser:

“Portfolio risk could increase by 10% in the next 20 years as a result of climate change and have recommended that at least 40% of an institutional portfolio should include investment in climate change mitigation and adaption.”

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Sustainability definition:

Sustainable development was defined in 1987, by the UN as: “development that meets the needs of the present without compromising the ability of future generations to meet their own needs.”

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What should IFAs be doing?

• Include Worldwise Investor funds into the mix to enrich an investment portfolio.

• Sustainability is a concept all clients understand and buy into. Investment funds with sustainable analysts are awake to dangers other funds are not.

• Efficiency in business reduces the use of natural resources and increases profits.

• Natural Resources are a theme all clients understand – water, timber, food and energy are basic needs facing huge challenges in the future.

• There is no need to be afraid of advising in environmental, or ethical funds. It can differentiate you as an adviser and it is easy to advise on using worldwise investor….04/10/2011


So dip your toe in the water!

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The issue

IFA

Investment Houses

Fund Fact sheets

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Part of the solution

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Partnership with

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The solution

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Export report to pdf

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Fund view

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Cheviot news

Main news relating to this fund

Our summary

Cheviots summary & information

Key facts & stats


Fund view

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Management of the fund

ethical screens

Where to buy


What is the site about?

Worldwise Investor is a free resource to UK investors and advisers, providing a single point of reference for investment performance and news on investment funds within the thematic, environmental and ethical investment fund industry

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Key benefits

Filter funds: use the fund library to view individual or funds by theme & create a pdf of the results

Make fund comparisons: view funds within their peer group

Read the news:on individual funds published on the site by the Investment Houseson ethical and environmental developments and how they impact funds (& which funds they relate to)

Get the latest expert opinion: subscribe to our blogs

Set your preferences: choose what you receive by email or view in Myworldwise

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Key benefits

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Screencast

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The vision

• To make thematic, environmental and ethical investing a core proposition for IFAs.

• To help IFAs diversify their investment portfolios to de-risk the future: We are in a financial crisis, an environmental crisis looms.

• To make advising in this area easy to both give and record.

• To become the central hub to IFAs for ethical, environmental and thematic investing news, views and information.

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And now:

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Economy & Finance

Worldwise Investor launch presentation