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The role of ESG has undoubtedly come a long way from a time when investors saw it as only a minor consideration to its position today as an essential part of any credible investor’s thinking. However, how to create and act on an ESG approach remains a challenge to investment groups globally and a crucial issue for asset owners inparticular to understand.

The fifth annual Environmental, Social and Governance Investing report brings together institutional investment groups to examine the advancing trend for environmental, social and governance based investing, new and emerging asset classes the ESG philosophy is being applied to and how to create value-add in an asset allocation strategy and investment plan.

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SECTION 1

MAKING YOUR PORTFOLIO CLIMATE RESILIENT

1.1 ROUNDTABLE:
Choosing from the myriad of new solutions on the market, finding the right products to help you meet your climate change objectives.

Moderator:

  • Confirmed: John Jarrett, Associate Director of ESG, FTSE Russell

Panellists:

  • Confirmed: Jennifer Anderson, Responsible Investment Officer, The Pensions Trust
  • Confirmed: Huib-Jan De Ruijter, Director Financial Markets, Netherlands Development Finance Company
  • Confirmed: Ritu Kumar, Director, Environment and Social Responsibility, CDC Group

1.2 WHITEPAPER:
How institutional investors are putting carbon pricing into action

  • Confirmed: Berit Lindholdt-Lauridsen, Global Product Specialist, International Finance Corporation
  • Confirmed: Tom Kerr, Principal Climate Policy Officer, International Finance Corporation

SECTION 2

BEYOND ASSET MANAGER SELECTION, HOW TO ENGAGE WITH YOUR MANAGERS AND DEMAND MORE COMMUNICATION

2.1 INTERVIEW:
Want transparency? Three things to ask your asset manager about their implementation of ESG strategies.

Interviewer:

  • Proposed: notable journalist

Interviewee:

  • Confirmed: Nadine Viel Lamare, Head Sustainable Value Creation, Första AP-fonden, First Swedish National Pension Fund

2.2 WHITEPAPER:
Striving to measure impact to reflect ESG integration

  • Confirmed: Sara Nordbrand, Sustainable Investment - Head of Corporate Engagement, Church of Sweden
  • Confirmed: Anders Thorendal, Chief Investment Officer, Church of Sweden

2.3 INTERVIEW:
How to engage with your managers, living and breathing rather than paying lip service

Interviewer:

  • Confirmed: Zoi Fletcher, Publisher, Clear Path Analysis

Interviewee:

  • Confirmed: Mike Everett, Governance and Stewardship Director, Standard Life Investments

SECTION 3

GETTING MORE VALUE-ADD FOR ASSET OWNERS WITH LESSER RESOURCES

3.1 ROUNDTABLE:
How smaller owners are using resources wisely and prioritising between the many ESG issues and companies

Moderator:

  • Proposed: Hubert Danso, Chief Executive Officer and Vice Chairman, Africa investor

Panellists:

  • Confirmed: Peter Lundkvist, Senior Strategist and Head of Corporate Governance, Third Swedish National Pension Fund
  • Confirmed: Owen Thorne, Investment Officer, Merseyside Pension Fund
  • Proposed: Kristin Sjöblom, Senior ESG Manager, Swedfund

3.2 WHITEPAPER:
Is bottom up rather than top down a better strategy for smaller asset owners?

  • Confirmed: Frances Deakin, Financial Policy Officer, Lancashire County Pension Fund

SECTION 4

THE IMPORTANCE OF LEADERSHIP IN ESG INTEGRATION

4.1 INTERVIEW:
Do your trustees need ESG training? Warning signs that your leadership is not taking ESG seriously enough

Interviewer:

  • Proposed: Padraig Floyd, Financial Journalist, Money Journey Media

Interviewee:

  • Confirmed: Don Gerritsen, Senior Manager Asset Owner Insight, Principles for Responsible Investment

4.2 INTERVIEW:
Going from why to how: Capping risk and generating better returns through a profoundly integrated ESG strategy and culture

Interviewer:

  • Confirmed: Zoi Fletcher, Publisher, Clear Path Analysis

Interviewee:

  • Confirmed: Karl Swartling, Managing Director, AP6

4.3 INTERVIEW:
What is the impact of the variability of knowledge and experience amongst pension fund trustees on decision-making

Interviewer:

  • Confirmed: Zoi Fletcher, Publisher, Clear Path Analysis

Interviewee:

  • Confirmed: Euan Stirling, Head of Stewardship and ESG Investment, Standard Life Investments

4.4 WHITEPAPER:
ESG: road blocks or the road to integration?

  • Confirmed: David Harris, ESG Director, FTSE Russell

SECTION 5

ESG RISK OUTSIDE OF EQUITIES

5.1 WHITEPAPER:
Lost control? How to get better disclosure in the alternative portfolios and a better understanding of the ESG risks and opportunities

  • Confirmed: Tim van der Weide, Principal Consultant, ERM: Environmental Resources Management

5.2 ROUNDTABLE:
Beyond traditional risk metrics – are there better metrics for identifying ESG risk in all strategies and asset classes?

Moderator:

  • Confirmed: Nick Reeve, Assistant European Editor, Chief Investment Officer Magazine

Panellists:

  • Confirmed: Paul Todd, Assistant Director/Investment, National Employment Savings Trust (Nest)
  • Confirmed Brian Rice, Investment Officer, California State Teachers Retirement System

John Jarrett

Associate Director of ESG / FTSE Russell

Kristin Sjöblom

Senior Manager ESG Affairs, Swedfund International AB

Don Gerritsen

Senior Manager Asset Owner Insight, Principles for Responsible Investment

Mike Everett

Governance and Stewardship Director, Standard Life Investments

Brian Rice

Investment Officer, California State Teachers Retirement System

Jennifer Anderson

Responsible Investment Officer, The Pensions Trust

Standard Life Investments is a leading asset manager with an expanding global reach.Our wide range of investment solutions is backed by our distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence.As active managers, we place significant emphasis on rigorous research and a strong collaborative ethos. We constantly think ahead and strive to anticipate change before it happens, ensuring that our clients can look to the future with confidence.Standard Life Investments manages £250.0 billion* on behalf of clients worldwide. Our investment capabilities span equities, bonds, real estate, private equity, multi-asset solutions, fund-of- funds and absolute return strategies

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.

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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.

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

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
Since 2012 the portfolio institutional awards recognise excellence in institutional investors. The awards honour investors who are exemplary and forward thinking in how they manage their investments or a particular investment type or area in 10 categories. Only institutional investors are eligible for nomination; asset managers and other financial service providers are not eligible for nomination but can sponsor the event.
Each award category is judged by specially selected category juries, supervised by an academic panel.The annual awards gala dinner is by invitation-only – for asset owners, investment consultants and sponsor representatives.
Opal Group is a global conference organizer catering to top executives and decision makers throughout various industries.