FUTURE
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CONFERENCE DETAILS
SPS Nordic Institutional Investors': ESG & Impact Investment
October 18, 2022
Strandvagen 7A, Stockholm
Purpose
This conference, conducted in English, 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 Swedish and other Nordic pension funds and other institutional investors. We
also aim to consider issues such as the impact of regulatory and geopolitical pressures, transparency,
benchmarks, reporting, technology and performance measurement as well as other local investment
considerations.
Programme
09.00
Registration and tea/coffee
09.30
Session One: Impact investing including Social
Global Head of RI
Aegon Asset Management
How to manage a meaningful impact strategy?
• What are the challenges?
• What are the guiding principles?
• How does it look like one of our current strategies?
Senior Portfolio Manager
Pictet Asset Management
Sovereign Bond Investing: A Low Carbon Approach?
Why focus on government bonds?
• Governments set the rules and regulations that companies and individuals follow
• Without their support and investment, the world will not be able to tackle its most pressing problems – climate change in particular.
How might fixed income investors construct government bond portfolios in a way that has biggest possible impact in the fight against climate change?
• Focus to be most impactful
• climate-focused sovereign debt portfolio shouldn’t focus exclusively on green bonds.
10.45
Coffee Break
11.15
Session Two: Climate - EMD and Bonds
Principal and Co-Head of ESG Research
PGIM Fixed Income
The climate case for investing in EMD
Climate standards and policies in emerging markets are, on a whole, lagging many developed markets. However, this is not a reason not to invest. Emerging markets are crucial to the low carbon transition, and they are also where many of the biggest climate opportunities can be found. For investors looking to make a climate impact, emerging markets are not to be ignored.
Global Head of Sustainable Investment
Newton Investment Management
Social impact and Emerging Markets
• Discuss the link between the E and the S in ‘ESG’
• Discuss the importance of emerging markets and avoiding divestment
• Active engagement in emerging markets
12.25
Lunch
13.30
Session Three: Sustainable Investing

Moderator:
Christina Olivecrona
Senior Sustainability Advisor
Olivecrona Sustainability AB
Portfolio Manager
Nomura Asset Management
Sustainable Investing in Japan
-
The ESG landscape in Japan is stronger than its reputation
-
Companies in Japan offer a rich market for sustainable investing
-
Effective engagement with scale is necessary to fast track improved disclosure and governance
14.40
Tea/coffee break
15.00
Session Four

Moderator:
Christina Olivecrona
Senior Sustainability Advisor
Olivecrona Sustainability AB
Global Climate Transition Equities
-
Major aspects of this presentation will be :
• The climate urgency
• Our vision
• An investment theme conducive to active portfolio management
Pension Fund Perspective
Panellists to include:
16.00
Close of conference and drinks reception
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
7A Strandvagen
Strandvägen 7
114 56 Stockholm
Tel: +46 (0)8-586 107 00