Dutch Pension Fund Investors:
Focus on ESG & Impact Investing
September 23, 2020
Amsterdam – Apollo Hotel
This conference, conducted in English, aims to explore a range of investment strategies designed to provide a
positive societal or environmental impact or to reduce carbon risk. This will include consideration of how ESG
and impact requirements can be integrated into the everyday investment management processes of Dutch
and Belgian pension funds as well as consideration of practical issues such as the impact of technology and
AI, regulatory, political and geopolitical pressures, transparency, fees, benchmarks, reporting and how to
measure the success and performance of managers and the impact and sustainability of the strategies as well
as requirements specific to Dutch and other Benelux investors.
Dutch Pension Fund Investors: Focus on ESG & Impact Investing
Registration and coffee
Session 1: Equities & Impact Investing
Lead Portfolio Manager Emerging Markets
Why Country Allocation Matters in Emerging Markets
This session will discuss some of the major drivers affecting global equities, such as de-globalisation and disruption coupled with an increasing awareness of environmental and social impacts and corporate responsibility
Disruption: companies must disrupt themselves in order to survive
De-globalisation: trade wars and tariffs and the impact on global and domestic companies
Who will be the winners and losers
What trade-offs will companies and investors face in this environment when overlaying this with an ESG framework?
Global Impact Investing & Measuring Impact
Overcoming challenges with "green washing" and how to ensure investing is truly sustainable. Measuring impact and managing performance and risk exposures in a portfolio.
Investment Director, Global Emerging Markets Equities
Aberdeen Standard Investments
Challenges and Opportunities for Impact in Emerging Markets
A discussion around the development of impact investment strategies in an emerging market universe. What are the key challenges and opportunities? How can we as fund managers and asset owners answer the call to capital highlighted by the UN Sustainable Development Goals?
Session 2: Equities: Active & Passive Investing
Artemis Investment Management
Mainstream ESG Investing
This requires a focus on sectors that necessitate strong ESG characteristics to achieve longer term sustainable growth. Those ESG metrics must be monitored and form an integral part of the stock selection and portfolio construction process.
AQR Capital Management
A Framework for Responsible Investment
AQR and the UN PRI have collaborated on a framework for responsible investment, focused on responsible asset selection and responsible ownership. This talk will introduce each aspect, exploring pertinent research (with associated challenge) and highlighting some innovative solutions (for example, sustainable relaxed constraint approaches).
Limitations of Integrated ESG Approaches
Principles of integrated ESG on factor investing
Limits of integrated ESG on factor investing
Taking into account a strict ESG policy as part of a factor investing approach
Drinks and lunch
Session 3: Fixed Income & EU Taxonomy
Sustainable Private Debt in Emerging Markets
The opportunity to co-invest with Development Finance Institutions (DFIs) in private debt
The role of data in catalysing private debt investments
The historical risk adjusted return of comparable private debt asset classes
The opportunity to identify, measure and report the SDG-related results in your investment portfolio
Senior Advisor Responsible Investment, PGGM and
Technical Expert Group on Sustainable Finance, European Commission
EU Sustainable Taxonomy: Theory & Application
Clarifying the EU Sustainable Taxonomy unifying the classification of "green" investments and providing metrics and methodologies for measurement. A case study of infrastructure investment both direct and via funds will illustrate the Taxonomy.
Session 4: Green Bonds
Head of Investor Engagement
Climate Bonds Initiative
Approaches to Investment in Sovereign & Corporate Issues
Manuel will discuss the rapidly increasing issuance in green bonds to include corporate as well as sovereign issues and the initiatives to avoid green washing. A panel will follow discussing their approaches to green bond investment moderated by Manuel.
Drinks reception and close of conference
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.