If you attended one of the 25 venues around the UK for the Liontrust Sustainable Future Roadshow, we thank you for taking the time and hope you found the event useful and insightful.

For those who did attend and for those who were unable to join us at one of the venues, you can access the roadshow presentation and additional resources below.

At the roadshow, the Liontrust Sustainable Investment team discussed the drivers of returns for their SF Managed funds over the past year, how the funds are currently positioned, and
how the sustainable themes and the quality of companies they invest in within these themes make the team more excited about prospects for the decade ahead than they have been in years.

The roadshow also discussed the impact of Consumer Duty regulation and the imminent Sustainable Disclosure Requirements on advisers and their clients. This included considerations for advisers when implementing a sustainable centralised investment proposition to deliver good outcomes for their clients.

If you would like more information about any of the topics discussed during the roadshow, please contact one of our sales team listed below.

Download key literature

The technology sector is undergoing huge change and evolution, driven by the rise of artificial intelligence. In this digital report, the Liontrust Global Innovation team examines the new technology and innovation cycle, discusses the opportunities for investors and the statistics supporting their views about the optimistic outlook, and independent experts explain why AI is the topic of the future.

Explore the report

Liontrust Global Innovation Report - The Rise of AI

Learn more about the teams

Global Innovation team

The four-strong Global Innovation team is co-headed by James Dowey and Storm Uru who are supported by Clare Pleydell-Bouverie and James O'Connor. James Dowey and Storm Uru, who jointly developed the Global Innovation investment process, manage the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. The four managers joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019. James Dowey has 18 years of industry experience and has researched and taught the history of innovation at the London School of Economics, Storm Uru has 11 years’ industry experience, Clare Pleydell-Bouverie undertook third party research for private equity firms across a variety of industries before moving to Neptune and James is a CFA Charterholder and, prior to joining Neptune, completed his MSc in Education Research at Oxford University. He also holds the equivalent of a first class degree in Psychology and Economics at Harvard University.

Find out more

Sustainable Investment team

The 18-strong team has been managing the Sustainable Future funds for more than 22 years. The team is headed by Peter Michaelis who has been managing the funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors.

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