
CONFERENCE DETAILS
Nordic Pension Fund & Institutional Investors Conference
2 October 2018
7A Strandvägen, Stockholm
Programme
Nordic Pension Fund & Institutional Investors Conference
08.30 : Registration and Coffee
08.55 : Welcome & Opening Remarks
Trevor Cook, Managing Director, Specialist Pension Services
09.00 : Session 1: Introduction
Moderator: Henrik Nordling, Senior Advisor, Svensk Handel Forsäkringar
Sara Bernow, Partner & Global ESG Lead, McKinsey & Company
Sustainable investing as the new Normal: Impact on investments in Private Markets
Moving from Niche to Mainstream: what’s in it for investors? As investments in private markets are increasing how should you consider ESG factors?
Axel Groß-Klußmann , Senior Associate Partner, Multi-Asset, Quoniam Asset Management
Risk Premia 2.0 - Evolution and Diversification: Is more Premia always Better?
- Is market-neutral a myth?
- Looking at different kinds of beta.
- Optimal diversification - how many risk premia?
10.10 : Coffee/Tea
10.40 : Session 2: ESG Considerations in Portfolios
Moderator: Gunnela Hahn, Head of Responsible Investments, Church of Sweden
Simon Cooke, Analyst Emerging Markets, Insight Investment
Debunking the ESG Myths in Emerging Market Debt
EM governance standards are so poor as to make ESG irrelevant. Regardless, there is no ESG data available to analyse anyway. That is what many say. Is it the truth? No. ESG analysis, properly incorporated into the investment process, has the potential to generate consistent alpha. It should be a structural component of EMD investing. Not something to ignore.
Gerold Permoser, CIO & Chief Sustainability Officer, Erste Asset Management
ESG Integration and its Pitfalls
Over the last years, Sustainable Investing developed from a market niche into a mainstream topic. Still, Sustainable Investing is an opaque topic and seen very differently within but also between countries and regional investment traditions. Consequently, very often discussions focus on the definition of Sustainable Investing and much less on how it can be done in practice. Contrary to this we would like to focus on implementation pitfalls in setting up a Sustainable Investment process. Given the broad scope of the topic will we focus on the topics of performance consequences and voting.
Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management
Looking beyond Engagement in Index Funds - no Reason to be Passive
Index investors own the entire market, so they have the ultimate interest in protecting long term risks. This requires a change in focus for ESG, from outperforming companies (seeking alpha) to protecting overall market returns (beta). This talk will look at how, with improved data, index investors have more options than is usually assumed to serve as drivers of change, and how company engagement is imperative in raising standards for the entire market.
12.20 : Drinks and Lunch
13.30 : Session 3: ESG & Active Factor Exposure
Chaired by: Lauri Vaittinen, Senior Vice President Investment Solutions, Mandatum Life Insurance
Fong Yee Chan, Senior Product manager (Sustainable Investment), FTSE Russell
Integrating Sustainable Investment into Passive Portfolios -an Index Provider's Perspective
- Why is demand increasing for index based approaches to sustainable investment implementation?
- How can investor objectives on sustainable investment be incorporated into index design?
- What are the outcomes of sustainable investment index design?
- Outline how an index provider can engage the market and provide alignment with Asset Owner stewardship / engagement objectives.
Mark Fitzgerald, Head of ETF Product Management, Vanguard Europe
The Active Factor Exposure you didn’t Know you Had
This talk makes the case that factor investing is active investing and that strategies need to be actively implemented. It outlines the benefits and risks of active and passive implementation and will consider how to obtain consistent factor exposure and avoid factor delay. We will highlight how some factor strategies can deliver different factor exposure from what you thought.
14.45 : Coffee/Tea
15.00 : Session 4: Industry Update & ESG Panel
Erik Fransson, Director Fund Department, Swedish Pensions Agency
The New Premium Pension System
Examining the new reforms and the impact they will have on Swedish pension provision.
ESG International Panel: Developments & Challenges
Speakers of the day debate ESG and international changes and challenges.
Contributors include:
John Howchin, Secretary General, The Council on Ethics for Sweden's AP Funds
Gerald Permoser, CIO & Chief Sustainability Officer, Erste Asset Management
Fong Yee Chan, Senior Product manager (Sustainable Investment), FTSE Russell
Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management
Sarah Bernow, Partner & Global ESG Lead, McKinsey & Company
16.00 : Drinks Reception & Close of Conference
Purpose
This conference is for Nordic institutional investors, particularly pension funds, foundations, family offices and private banks, as well as selected institutional investors from further afield.
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.
FUTURE
CONFERENCES
Investment Strategies for Pension Funds
February 14, 2019 Le Meridien Piccadilly, London
Nordic Institutional Investors' Conference
March 7, 2019 Copenhagen Marriott
Local Authority Pension Fund Investment Issues
March 13, 2019 Le Meridien Piccadilly, London
Annual Investment Strategies for Dutch Pension Funds
March 21, 2019 Apollo Hotel, Amsterdam
Fiduciary Management & Investment Governance for Pension Funds
April 10, 2019 Le Meridien Piccadilly, London
Annual DC Pension Investment Developments & Current Issues
April 17, 2019 Le Meridien Piccadilly, London
ESG & Sustainable Investment Strategies for Pension Funds
May 9, 2019 Le Meridien Piccadilly, London
Irish Pension Fund Investment & Current Issues
June 11, 2019 Dublin
Infrastructure & Real Asset Investment Strategies for Pension Funds
June 18, 2019 Le Meridien Piccadilly, London
Investment Strategies & Cash Flow Management for Maturing Pension Funds
July 11, 2019 Le Meridien Piccadilly, London
Credit & Private Debt Investing for Pension Funds
September 5, 2019 Le Meridien Piccadilly, London
Alternative & Innovative Investment Strategies Conference for Pension Funds
September 12, 2019 Le Meridien Piccadilly, London
ESG Investments & Issues for Dutch Pension Funds
September 24, 2019 Apollo Hotel, Amsterdam
Nordic Institutional Investors' Conference
October 3, 2019 7A Strandvägen, Stockholm
Property & Infrastructure Investment Strategies for Pension Funds
October 10, 2019 Le Meridien Piccadilly, London
Current Investment Issues for Pension Funds
November 7, 2019 Le Meridien Piccadilly, London
ESG & Topical Investment Issues for Local Authority Pension Investors
November 14, 2019 Le Meridien Piccadilly, London
Annual Northern Investment Conference for Pension Funds
November 21, 2019 The Met Hotel, Leeds
Private Equity & Debt Investors' Annual Seminar
December 5, 2019 Le Meridien Piccadilly, London