Geopolitical tensions and the shifting security landscape are prompting investors to reconsider the role of defence within sustainable investment frameworks. For many asset owners, the challenge lies in determining how defence-related investments can align with ESG principles while maintaining clear ethical boundaries. 
This presentation will explore the framework being developed to guide responsible investment in the defence sector, including how to define what can appropriately sit within an ESG portfolio. It will also consider the importance of investor engagement across the lifecycle of defence products, including the need for greater oversight of what happens to weapons after conflicts end, when they can often end up in the wrong hands.