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“Increasing numbers of asset owners and managers are considering the benefits and limitations of Factor Investing as a means to drive financial returns and ESG objectives. As such, many consider the time to be right to consider how a factor weighted index can bring clarity and real-time data into the conversation but equally, how to navigate the multitude of offerings to select those that best work to meet their investment goals.

The Sustainable Smart Beta Investing for Institutional Investors report provides high-level insight into the challenges and opportunities that UK and North American institutional investors face, through commentary led by those in charge of investment activity backed by leading factor index creators.”

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Establishing the necessity of combining ESG and Smart Beta into effective and sustainable investment strategies

SECTION 1

NAVIGATING THE ‘SUSTAINABLE SMART BETA’ LANDSCAPE: WHAT DOES IT ALL MEAN?

1.1 INTERVIEW: How has the emergence of Sustainable Smart Beta benefited investors?

Interviewer:

Ben McNamara, Producer, Clear Path Analysis

Interviewee:

Meryam Omi, Head of Sustainability and Responsible Investment Strategy, Legal & General Investment Management

SECTION 2

EXAMINING A COMBINATION OF SMART BETA AND SUSTAINABILITY STRATEGIES

2.1 LONDON ROUNDTABLE

DEBATE: What role does Sustainable Smart Beta have in your portfolio?

Moderator:

Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

Koen Van de Maele, Global Head of Investment Solutions and Member of the Executive Committee, Candriam Asset Management

Jeremy Randall, Head of Finance, Royal Borough of Kingston

Chris Varco, Senior Investment Director, Cambridge Associates

David Harris, Director of Environmental & Social Governance, FTSE Russell

SECTION 3

GLOBAL TRENDS – THE LASTING BENEFITS OF SMART BETA

3.1 ROUNDTABLE DEBATE: Do you see sustainable Smart Beta strategies out-performing traditional investments during stressed markets? – 28th September

Moderator:

Ben McNamara, Producer, Clear Path Analysis

Panellists:

David Underwood, Assistant Chief Investment Officer, Arizona State Retirement System

Paul R. T. Johnson Jr., Trustee, State University Retirement System of Illinois

Robert Whitelaw, Chief Investment Strategist, IndexIQ by Mainstay Investments

Kenneth St. Amand II, Vice President and Client Portfolio Manager, Natixis Asset Management

Tony Campos, ESG and Impact Investing Expert, Director, Sustainable Investing Product Management, FTSE Russell

Chris Varco

Senior Investment Director, Cambridge Associates

Robert Whitelaw

Chief Investment Strategist, IndexIQ by Mainstay Investments

David Underwood

Assistant Chief Investment Officer, Arizona State Retirement System

Meryam Omi

Head of Sustainability and Responsible Investment Strategy,  LGIM 

Koen Van de Maele

Global Head of Investment Solutions and Member of the Executive Committee Candriam Asset Management

Paul R. T. Johnson Jr.

Trustee, State University Retirement System of Illinois

Jeremy Randall

Head of Finance, Royal Borough of Kingston

Kenneth St. Amand

Vice President and Client Portfolio Manager Natixis Asset Management 

David Harris

Director of Environmental & Social Governance FTSE Russell

Tony Campos

ESG and Impact Investing Expert, Director, Sustainable Investing Product Management, FTSE Russell

About FTSE Russell
FTSE Russell is a leading global provider of benchmarking, analytics and data solutions for investors, giving them a precise view of the market relevant to their investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles or strategies. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. FTSE Russell is focused on applying the highest industry standards in index design and governance, employing transparent rules based methodology informed by independent committees of leading market participants. FTSE Russell fully embraces the IOSCO Principles and its Statement of Compliance has received independent assurance. Index innovation is driven by client needs and customer partnerships, allowing FTSE Russell to continually enhance the breadth, depth and reach of its offering.FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit www.ftserussell.com.

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.

Call +44 (0) 207 1931 487 or send a message

To enquire about media partnership for the Investing in Property, Europe 2017 report, contact Julie Knowler or call +44 (0) 207 688 851