SPS Virtual: ESG & Impact Investing for Pension Funds
December 3, 2020
This virtual event aims to give an update on the private markets sector and to examine the most pressing issues and challenges currently facing pension funds, family offices and other institutional investors. We will consider a variety of practical strategies and investment solutions, both traditional and innovative, designed to turn the challenges into investment opportunities. We will also take into account practical influences such as fees, transparency, liquidity, performance, monitoring and reporting, IT and AI developments, and the impact of regulation, governance, ESG and political and geopolitical factors.
The conference will take place across the day and will be made up of four sessions.
Session 1: Sustainability in Global Equities
Senior Product Specialist
Pictet Asset Management
The Novel Concept of Planetary Boundaries
Sustainable investments: not only good for protecting the world for tomorrow's generations; it can also be a route to superior portfolio return
Role of the Sustainable Development Goals (SDGs) in investments and how do you measure your exposure to the SDGs?
Planetary Boundaries Concept: A ground-breaking scientific model developed by the Stockholm Resilience Centre which identifies nine of the most critical environmental challenges including carbon emissions, fresh water, land use and biodiversity.
Investing in the energy transition. Europe’s 2050 climate target is set to disrupt and transform a number of industries, each representing rich and diverse investment opportunities.
Investment Manager, Global Sustainable Equities
Aegon Asset Management
Finding Tomorrow’s Sustainable Leaders.
Most ESG-themed globally equity portfolios focus on sustainability leaders. But research shows that it is the sustainability improvers which offer the greatest performance potential. These are often small and mid-cap ‘disruptors’ which are at the forefront of identifying and addressing some of the world’s most pressing sustainability challenges – but are relatively under-researched from an ESG perspective. Andrei will discuss the benefits of an actively managed sustainability-focused global equity portfolio that focuses on tomorrow’s leaders.
Break and networking
Session 2: Impact Investing and Climate Risk
Climate Change and Investment Strategy in 2021
As pensions consider alignment with climate goals, this presentation will make five key observations for 2020, considering the experiences of peers already on this journey as well as key market observations. These will aim to provide strategic insights for pensions looked to move forward in an effective way on this important issue in 2021.
Break and networking (to approximately 12.00)
Session 3: Focus on Credit & Private Markets
Head of Corporate Research, Fixed Income
Aberdeen Standard Investments
Embedding ESG into Credit Research and its Implications for Portfolios and Investors
ESG analysis and how it can impact investments is obviously a key topic for many pension funds. This presentation will discuss how it’s possible to apply a credit specific analytical ESG framework that enhances understanding of credit profiles to then better inform investment decisions. This sort of framework not only considers the impact of ESG risks, but also their likely timeliness – an important consideration given the different maturity profiles of corporate bonds. Nick will also explain how such a framework supports the investment infrastructure to help tailor pension fund portfolios for their current and future ESG needs.
The Current State of Impact Investing: the Good, the Bad and the Ugly
Break and networking
Session 4: Practical Approaches for Trustees
Defining ESG and Integrating within the Investment Process
This presentation will discuss how to define sustainable investing, including sustainable themes and considerations. It will also focus on how Trustees can think about integrating ESG considerations and sustainability into an investment process.
The Impact of the Energy Transition on Financial Markets
An update of the impact of the Energy transition on financial markets and what that means for investors. Has Covid-19 impacted this transition?
Close and Networking (to approximately 16.30)
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. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
SPS Virtual will be hosted on a dedicated webpage so you won’t need to download any specific software.
Full login and password details will be sent to you after you register.