ESG & Sustainable Investments for Pension Funds
08.45 : Registration and Coffee
09.20 : Welcome & Opening Remarks
Trevor Cook, Managing Director, Specialist Pension Services
09.25 : Session 1: Equity Strategies
Moderator: Clive Gilchrist, Deputy Chairman, BESTrustees
A framework for ESG integration in public equity - from policy to implementation
Design your framework and set the scene.
Jonathan 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
Moderator: Reena Thakker, Investment Consultant, Momentum
Guido Moret, Head of Sustainability Integration Credit, Robeco
SDGs - The Next Frontier in Credit Investing
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.
Dr. Marc-Olivier Buffle, Senior 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.
Raj Shant, Portfolio Manager, Global Equity Team, Newton Investment Management
Sustainable Investing Across Asset Classes: why putting all your eggs in one basket can be a good thing
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
Moderator: Sean Burnard, Independent Trustee, LawDeb Pension Trustees
Philip Ripman, Portfolio Manager, Storebrand Global Solutions
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
Building Advanced Portfolios
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
Moderator: Mike Clark, Founder Director, Ario Advisory
Nick Spencer, Sustainable Investment Advisor, Gordian Advice
ESG: Practical Options
A panel of pension scheme executives and trustees will talk about where ESG fits in their investment process. Panelists to include:
Mark Thompson, Chief Investment Officer, HSBC Bank Pension Trust
Claire Curtin, Head of ESG, PPF
Adam Matthews, Director of Ethics & Engagement, The Church of England Pensions Board
Srikanya Yathip, Chief Strategy Officer, Government Pension Fund (GPF), Thailand
16.45 : Drinks Reception & Close of Conference
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.
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.
April 10, 2019 Le Meridien Piccadilly, London
April 17, 2019 Le Meridien Piccadilly, London
May 9, 2019 Le Meridien Piccadilly, London
June 11, 2019 The Westbury, Dublin
June 18, 2019 Le Meridien Piccadilly, London
July 11, 2019 Le Meridien Piccadilly, London
September 5, 2019 Le Meridien Piccadilly, London
September 12, 2019 Le Meridien Piccadilly, London
September 24, 2019 Apollo Hotel, Amsterdam
October 3, 2019 7A Strandvägen, Stockholm
October 10, 2019 Le Meridien Piccadilly, London
November 7, 2019 Le Meridien Piccadilly, London
November 14, 2019 Le Meridien Piccadilly, London
November 21, 2019 The Met Hotel, Leeds
December 5, 2019 Le Meridien Piccadilly, London