CONFERENCE DETAILS

 

ESG & Sustainable Investments for Pension Funds
 

 

9 May 2019
London – Le Meridien Piccadilly Hotel

 

Programme

  

ESG & Sustainable Investments for Pension Funds


08.45    :    Registration and Coffee

 

09.20    :    Welcome & Opening Remarks

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.25   :      Session 1:  Equity Strategies

 

Clive Gilchrist  Moderator: Clive Gilchrist, Deputy Chairman, BESTrustees

 

 

 

  

 

Chris VarcoChris Varco, MD & ESG Specialist, Cambridge Associates

 

ESG integration in public equity - from policy to implementation 

Beyond the growing importance of compliance with stakeholder expectations on ESG, there is now the potential to build higher performing public equity portfolios through material and proactive ESG integration. Companies with good sustainability practices offer potential for outperformance in the face of increasingly material socio-environmental trends. There is a window of opportunity for both value creation and risk mitigation to align public equity portfolios with these material trends before this becomes mainstream. How can we effectively implement material ESG integration when selecting managers and building our public equity portfolio and how can we monitor progress? The session will draw on real implementation examples and case studies from work with leading asset owners in this space.

 

  

Jonathan BaileyJonathan Bailey, Managing Director, Head of ESG Investing, Neuberger Berman

 

Private Equity, Public Goods

Private companies are often the most innovative when it comes to technology and business practices - and the same is true when it comes to ESG integration. But while equity investors generally have greater access to company data and board room decision-making, how do they deal with the challenges of assessing and measuring ESG factors across private companies? How are they thinking about understanding the impact of the portfolio on people and the planet? A series of roundtable discussions with GPs suggested some answers. 

 

 

10.40     :    Coffee/Tea

  

11.10     :    Session 2: Measuring Sustainability

 

Reena ThakkarModerator: Reena Thakker, Senior Investment Consultant, Momentum

 

 

 

 

Guido Moret, Head of Sustainability Integration Credit, Robeco

 

 Sustainable Development Goals & Credit Portfolios 

Sustainability has been incorporated in credit investing for many years but has recently come to the fore. The next frontier in the sustainable credit space is the incorporation of the United Nations Sustainable Development Goals.  In this presentation we will share insights in to a comprehensive SDG framework for Credit investors and take a look at measuring the SDG impact of Credit portfolios.

 

 

Marc-Olivier BuffleDr. Marc-Olivier BuffleSenior Product Specialist Thematic Equities, Pictet Asset Management

 

The Novel Concept of Planetary Boundaries

Investing to protect the planet's natural resources requires a deep understanding of industry's ecological footprint. How to gauge an industry's environmental footprint: There is no universally accepted method for measuring  a company's environmental footprint. Much of the the environmental auditing that currently takes place is either too subjective or too narrow in scope: knowing how much carbon a business emits is useful but does not give the complete picture. The use of two globally-recognised analytical tools - the Planetary Boundaries framework and Life Cycle Analysis - to measure the environmental footprint of each of the 100-plus industries that make up the global economy. 

 

Jon BellJon Bell, Commercial Investment Director, Newton Investment Management

 

Sustainable Multi Asset Investing

Multi-asset investing is designed to provide diversifies exposure to a range of asset classes to help investors to meet their investment objectives within a single portfolio. However, this puts a huge emphasis on the nature of the strategy you choose, and the choice is even more relevant when considering investing in a sustainable multi-asset investment strategy. What is the sustainable investment process? How rigorous is it? How well does it work across the asset classes? In this session we will explore how a sustainable multi-asset investment approach can give investors the opportunity to harness a consistent investment process and rigorous sustainability framework across the capital structure, while seeking to diversify risks and capitalise on long-term opportunities.  

 

12.50    :    Drinks and Lunch

 

14.00    :    Session 3:  ESG in Practice

 

Kilpatrick BrianModerator: Brian Kilpatrick, Trustee Director, LawDeb Pension Trustees

 

 

 

Philip RipmanPhilip Ripman, Portfolio Manager, Global Solutions, Storebrand Asset Management

 

Climate Aware Investing for Pension Schemes

Taking a holistic approach - considering the whole portfolio, not just active equities. Evaluating both the risks and opportunities associated with the transition to a more sustainable global economy. Building a climate-aware strategy incorporating low carbon, fossil free and ESG characteristics along with green solutions. Considering how to benefit from the flow of capital associated with meeting the Paris Agreement, aligned with the UN Sustainable Development Goals. 

 

 

Gavin Smith, MD and Client Portfolio Manager, QMA

 

Developing Innovative & Sustainable ESG Analytics

How do you incorporate ESG characteristics into portfolios that are built using advanced investment strategies that seeks to isolate and then combine different sources of alpha designed to capture outperformance.

 

 

15.15    :    Coffee/Tea

 

15.30    :    Session 4: Practical Session & Pension Fund Insights

 

Mike ClarkModerator: Mike Clark, Founder Director, Ario Advisory

 

 

 

 

 

Nick Spencer

Nick Spencer, Sustainable Investment Advisor, Gordian Advice

 

ESG: Practical Options

 

 

A panel of pension scheme executives will talk about where ESG fits in their investment process. Panelists to include:

 

Mark ThompsonMark Thompson, Chief Investment Officer, HSBC Bank Pension Trust

 

 

 

 

 

Claire CurtinClaire Curtin, Head of ESG, PPF

 

 

 

  

Adam MatthewsAdam Matthews, Director of Ethics & Engagement, The Church of England Pensions Board

 

 

   

 

Srikanya YathipSrikanya Yathip, Chief Strategy Officer, Government Pension Fund (GPF), Thailand

 

 

 

 

 

16.45   :    Drinks Reception & Close of Conference

Purpose

With ESG and sustainability now in the mainstream, this conference aims to help pension funds to explore ways of integrating these requirements into everyday investment management and to explore whether doing so will improve or reduce investment performance.  We will examine a range of strategies taking into account the risks associated with different investment approaches and practical implementation issues.

Cost

The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.

 

Venue

Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574

www.lemeridienpiccadilly.co.uk

 

The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.

MAP

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