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CONFERENCE DETAILS

SPS Local Authority Pension Funds’ Sustainable Investment Strategies

November 18, 2021

The Dilly, London

Purpose

This conference will explore a range of sustainable/Impactful/ESG compliant investment options, both public and private, looking at how these can be integrated into the investment management processes of local authority pension funds and their investment pools. We seek to also consider issues such as the impact of regulatory, political and geopolitical pressures, transparency, fees, benchmarks, reporting, technology and performance measurement, as well as investment considerations specific to LGPS investors.

 
Programme

This will be a full day conference with approximate timings of:

09.00

Registration

09.30

Session One: How are global equities adapting to ESG

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Moderator:

Karen Shackleton

Senior Advisor

MJ Hudson and Founder, Pensions for Purpose

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CFA, Portfolio Manager

A bottoms-up perspective on ESG: why it can support both long-term value creation and risk mitigation

How can ESG be used as a tool in making better long-term equity investment decisions? Many portfolio managers may say they invest for the long-term, but we’d argue few actually do. We believe incorporating ESG factors into investment decisions is integral to assessing the quality of a business and its ability to drive long-term value creation. We’ll explore how fundamental, qualitative, bottom-up research helps to invest for a better future, firmly grounded in the reality it is only possible to compound our clients’ investments, if we also protect their base capital.

Macquarie Investment Management

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Client Portfolio Manager, Director

Investing in Equities: meeting sustainable investment goals without sacrificing performance

This session will look at public/listed equities and how pension schemes can invest to generate tangible environmental and social benefits, clearly aligned to the UN Social Development Goals, TCFD reporting and a Net Zero world, while not sacrificing performance.

Vontobel Asset Management

10.40

Coffee Break

11.10

Session Two: Investing to reduce carbon in portfolios

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Moderator:

Joana Marfoh

Head of Treasury & Pension Fund Management

London Borough of Islington

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Senior Credit Analyst

RLAM

Low carbon sterling credit: credible carbon cutting

From new regulations to shifting societal attitudes, there is more demand than ever from underlying investors to reduce the environmental impact of their investments. Capital markets have jumped to the challenge, with a plethora of products and services, but with huge variation in quality. In this session we will discuss some of the potential pitfalls and key considerations for those looking to reduce the carbon intensity of their portfolios.

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Head of ESG/CSR

Tikehau Capital

Impact investing to accelerate the decarbonisation of our economy

This presentation will showcase the rationale for investment in strategies such as energy transition PE, impact lending (private debt but also in public credit) and ‘green’ asset financing of real assets..

12.20

Lunch

13.35

Session Three: Alternative Investments

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Moderator:

William Bourne

Independent investment and governance advisor to LGPS schemes

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CIO

Wayhome

Helping long term renters into homeownership

It’s harder than ever for aspiring homeowners to get onto the property ladder. House prices have risen faster than wages to x8 average salaries. 20 years ago it was x4. Demand for appropriate homes continues to grow, compounding the problem and leading to more people renting in the private sector, and for longer.  Some commentators might question this problem and assert that the UK is unnecessarily obsessed with homeownership, but they are missing the point. While renting works for a lot of people - it doesn’t work for everyone - particularly those who value stability, security and predictability. This demand provides an entry point for institutional investors to help families to buy homes and put down roots, while at the same time creating a stream of inflation linked returns to pay member benefits.  In this discussion we will be presenting research that looks behind the headlines and investigates the longer-term impact of renting and strategies to alleviate that pressure.

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Head of Investment Research

Riscura

ESG & China

Understanding the opportunities and difficulties of a dedicated allocation to China for investors.

14.50

Tea/Coffee Break

15.10

Session Four: Developments in ESG in LGPS Community

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Moderator:

Nick Spencer

Advisor

Gordian Advice

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Senior Pensions Secretary

Local Government Association

RI Policy Initiatives

LGPS funds and pools responsible investment in practice

Panellists to include:

Border to Coast

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Responsible Investment Engagement Manager

West Yorkshire Pension Fund

16.00

End of Conference

Cost

The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are 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 3 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

The Dilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: +44 (0)20 7734 8000

https://thedillylondon.com/

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

Media Partners

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