In response to geopolitical developments, spending on the defence industries is rising sharply while regional security dynamics are shifting. At the same time, member sentiment, regulatory expectations and responsible investment norms continue to evolve — often faster than investment policies can keep up.
How should defence-related exclusions be interpreted and applied today? What is consistent with fiduciary duty, client expectations, ethical considerations and responsible investment practice?
This session will help you understand and navigate this increasingly complex area, so that you can understand the intersection of ethics, geopolitics and fiduciary duty, distinguish between legally grounded exclusions and discretionary ethical screens, and communicate clearly with members, regulators and boards .
Head of Investment Solutions, Australia and New Zealand at Scientific Beta
Warwick is Head of Investment Solutions for Australia and New Zealand at Scientific Beta, an SGX Group subsidiary providing multi-factorand climate index solutions to investors. Previously with Dimensional Fund Advisors and Macquarie Group, he holds a PhD in Finance and is a CFA Charterholder.