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Speakers
The role of mining in responsible portfolios is one of the most common and contentious questions advisers face. Many clients arrive with a default assumption that mining companies are ‘bad’ and should be excluded from responsible portfolios, driven by well‑documented concerns around environmental damage, community impact and corporate behaviour. Yet the transition to renewable energy and decarbonisation depends on materials such as copper, lithium and cobalt, creating a more complex reality than blanket exclusion allows. This panel brings together fund managers with clear, defensible approaches to mining exposure to examine how they assess different commodities, what standards mining companies must meet to be investable, and how managers respond when those standards are no longer met. The session equips advisers to confidently address client questions, whether clients are seeking mining exposure, exclusion, or a more nuanced responsible investment approach.
Certified Ethical Adviser at Moneyworks NZ Ltd
Carey is a RIAA Certified Ethical Adviser, and holds the UNPRI Applied Responsible Investing Certificate. Carey has led the transition of Moneyworks to being Ethical Investment Advisers, developing the unique and proprietary Ethical Investment Analysis process and undertaking extensive analysis and research on there commended fund managers.
Carey Church and Moneyworks were winners of the 2024 Best Ethical Financial Adviseraward (Co-winners in 2023). Moneyworks sponsored the awards in 2021 and 2022,the conference in 2024 and Carey has also been a judge of the Awards in 2022, 2023 and 2024.
Carey has worked with her financial planning and investment advice clients since 1997, prior to that she worked with a range of investment and insurance companies in Australia and New Zealand.
Head of ESG and Sustainability at Alphinity Investment Management
Jessica is the Head of ESG and Sustainability at Alphinity Investment Management. She has been in this role for nearly 3 years and has over 13 years’ experience in the fields of environmental management, corporate sustainability and infrastructure. At Alphinity, Jess is responsible for the firm-wide approach to ESG integration, company engagement and stewardship, ESG research and thought leadership, and the sustainability analysis for Alphinity’s two sustainable funds. She works side by side with the investment team to analyse and integrate ESG and sustainability considerations into their decision making and participates in around 200 ESG focussed company meetings a year.
