ESG & Sustainable Investments for Pension Funds


9 May 2019
London – Le Meridien Piccadilly Hotel




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


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.



Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574


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




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