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Alliance Trust PLC Sustainable & Responsible Investing

Alliance Trust PLC Sustainable & Responsible Investing. Peter Michaelis Head of SRI 1 May 2014. Global SRI assets. Source: Global Sustainable Investment Review 2012 – GSIA. The SRI team structure. Peter Michaelis Head of SRI Team - UK Funds 14 years’ industry experience.

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Alliance Trust PLC Sustainable & Responsible Investing

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  1. Alliance Trust PLCSustainable & Responsible Investing Peter MichaelisHead of SRI 1 May 2014

  2. Global SRI assets Source: Global Sustainable Investment Review 2012 – GSIA

  3. The SRI team structure Peter MichaelisHead of SRI Team - UK Funds14 years’ industry experience Neil BrownEU Fund Manager12 years’ industry experience Simon ClementsGlobal Fund Manager16 years’ industry experience Rod DavidsonHead of Fixed Income26 years’ industry experience Mike ApplebySRI Analyst10 years’ industry experience Harriet ParkerSRI Analyst10 years’ industry experience Alex WerbowySRI Analyst10 years’ industry experience Stuart McMasterFixed Income Fund Manager33 years’ industry experience

  4. SRI team objectives Making capitalism work better for our clients by: • Delivering strong returns by investing in companies which improve quality of life and provide environmental benefits • Drawing on our power as shareholders to promote sustainable business

  5. Investment process

  6. Sustainability matrix • Product rating – Are the companies’ core products/services helpful or harmful to society an the environment? • Management rating – Does the company have structures, policies & practices in place to manage ESG risks? Making capitalism work better for our clients by:

  7. Four key themes Climate Change & Energy Efficiency Diabetestreatement Quality of Life BeijingPollution Sustainable Consumption Resilience

  8. Engaging to improve corporate sustainability Rana Plazacollapse

  9. Use investments to improve corporate responsibility The Accord is an independent agreement designed to make all garment factories in Bangladesh safe workplaces. Over 150 Apparel Companies have signed For more information: www.bangladeshaccord.org

  10. The story so far Source: Alliance Trust Investments

  11. SRI at ATI • A leading player in a significant and growing market • Compelling investment performance from a focus on sustainable companies • Engaging with companies to improve corporate responsibility

  12. Important information • The value of investments and the income from them may go down as well as up and are not guaranteed. The original amount invested may not be returned. • Past performance is not a guide to future performance. Future returns are not guaranteed. • Examples of stocks are provided for general information only to demonstrate our investment philosophy. It is not a recommendation to buy or sell and the view of the investment manager may have changed. • Further information is available on our website www.alliancetrust.co.uk • All figures and graphs are sourced at Alliance Trust PLC unless otherwise stated. • Whilst considerable care has been taken in compiling the content of this presentation, no representation or warranty, expressed or implied, is made by Alliance Trust PLC as to its accuracy or completeness. • This presentation has been approved as a financial promotion by Alliance Trust Investments Limited for the purpose of Section 21 of the Financial Services and Markets Act 2000. Alliance Trust Investments Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC330862, registered office, 8 West Marketgait, Dundee DD1 1QN; is authorised and regulated by the Financial Conduct Authority, firm reference number 479764. Alliance Trust Investments gives no financial or investment advice.

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