The focus on Environmental, Social and Governance (ESG) investing has become well established in the area of equities. Investors, however, are now seeking opportunities within the fixed-income space, both to capture new returns and innovate in the face of growing pressures to ensure all employed investment vehicles are chosen based on maximum risk coverage.

The fifth annual Environmental, Social & Governance Investing, Europe 2019 report brings together UK and continental European based investment officers, pension managers, trustees, plus heads of governance and ESG investing. The Report will explore the advancing trend of investing along strict guidelines for the purpose of generating optimal returns from ESG relevant sources and managing investment risk in an ever-turbulent world.

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Moving from a marginal approach to a mainstream strategy

SECTION 1

REPOSITIONING ESG AS A MAINSTREAM INVESTMENT STRATEGY

1.1 WHITE PAPER: If ESG is now mainstream, how do investors get to grips with managing the new ‘default’?
Author:
- Brian Deese, Global Head of Sustainable Investing, BlackRock

SECTION 2

THE ROLE OF OLD FAVOURITES IN NEW ESG STRATEGIES

2.1 INTERVIEW: If ESG is now mainstream, what is the role of equity in this new environment?
Interviewer:
- Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Interviewee:
- Vladimir Demine, Executive Director, Morgan Stanley Investment Management

SECTION 3

BENCHMARKS AND MEASURMENT

3.1 ROUNDTABLE DEBATE: A miss is as good as a mile: The important role of measurement and reporting within ESG portfolios
Moderator:
- Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Panellists:
- Janice Turner, trustee of Bectu Staff Retirement Scheme and co-founding chair of the Association of Member Nominated Trustees
- Caroline Escott, policy lead: investment & stewardship, Pension & Lifetime Savings Association
- Mark Thompson, chief investment officer, HSBC Pension Scheme

SECTION 4

THINKING THE IMPOSSIBLE

4.1 INTERVIEW: Spinning gold from straw: Integrating ESG into a DC default fund
Interviewer:
- Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Interviewee:
- Andrew Cheseldine, chair of trustees, SmartPension, trustee director, Capital Cranfield

SECTION 5

GETTING THE JOB DONE

5.1 ROUNDTABLE DEBATE: Strategies for managing ESG across the full portfolio
Moderator:
- Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Panellists:
- Barry Parr, independent trustee, Carey Group Mastertrusts
- David Bird, director, LifeSight Master Trust
- David Russell, Head of Responsible Investment, Universities Superannuation Scheme

SECTION 6

ESG AT THE COALFACE

6.1 INTERVIEW: INTERVIEW: It’s been a long time coming: Reflections of a veteran ESG proponent
Interviewer:
- Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Interviewee:
- Peter Lööw, Head of Responsible Investments, Alecta

SECTION 7

MAXIMISING ESG IN FIXED INCOME INVESTMENTS

6.1 WHITE PAPER: Fixed income and ESG – how do investors ensure they are on top of monitoring and reporting requirements?
Interviewer:
- Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Interviewee:
- Joseph Mehlman, Portfolio Manager and the head of US Credit on the Global Fixed Income team, Morgan Stanley Investment Management
- Sarah Harrison, Portfolio Manager and the head of European High Yield, Morgan Stanley Investment Management

Pádraig Floyd

Consultant Publisher, Clear Path Analysis

Barry Parr

Independant Trustee, Carey Group Master Trusts

Mark Thompson

Chief Investment Officer, HSBC Pension Scheme

Caroline Escott

Policy Lead, Investment & Stewardship, Pension & Lifetime Savings Association

Brian Deese

Global Head of Sustainable Investing, BlackRock

Vladimir Demine

Executive Director, Morgan Stanley Investment Management

Janice Turner

Trustee of Bectu Staff Retirement Scheme and co-founding chair of the Association of Member Nominated Trustees

David Bird

Director, LifeSight Master Trust

David Russell

Head of Responsible Investment, USS

Peter Lööw

Head of Responsible Investments, Alecta

Joseph Mehlman

Portfolio Manager and the head of US Credit on the Global Fixed In-come team, Morgan Stanley Investment Management

Sarah Harrison

Portfolio Manager and the head of European High Yield, Morgan Stanley Investment Management

Andrew Cheseldine

Chair of trustees, SmartPension, trustee director, Capital Cran-field

LEAD SPONSOR

Morgan Stanley Investment Management (MSIM) is a global investment manager delivering innovative investment solutions across public and private markets worldwide. MSIM has been creating value for clients for over 40 years and operates in more than 20 countries. With our time-tested investment performance, global footprint, and public and private market balance, we are able to provide customized solutions to our clients, including environmental, social and governance (ESG) and sustainable investing approaches.

REPORT SPONSOR

iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 800+ exchange traded funds (ETFs) and $1.8 trillion in assets under management as of September 30, 2018. iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.1

1 Based on $6.44 trillion in AUM as of September 30, 2018.

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.