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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 sixth 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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Securing financial returns through positive impacts

SECTION 1

IMPLEMENTING ESG IN THE MAINSTREAM

1.1 ROUNDTABLE: Defining ESG – How to get the terminology and language right?

Moderator:

• Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

• Alistair Clark, Managing Director, Environment & Sustainability, European Bank for Reconstruction and Development

• Walter van Helvoirt, Environmental and Social Officer, Private Equity, Netherlands Development Finance Company

• Fawzy Salarbux Global Head of Consultant Relations Candriam Investors Group

1.2 INTERVIEW: Responsible investment 3.0 - Using impact investing and SDGs as a framework for institutional investors

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Marcel Jeucken, Managing Director Responsible Investment, PGGM Investments

1.3 WHITE PAPER: Impact investing: towards a better world

• Eric Rice, Portfolio Manager, Wellington Management

• Patrick Kent, Portfolio Manager, Wellington Management

SECTION 2

QUALIFYING ESG AND ITS PRACTICALITIES

2.1 INTERVIEW: The materiality of ESG in investment portfolios

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Wim Van Hyfte Global Head of Responsible Investments and Research Candriam Investors Group

2.2 INTERVIEW: Diversity of ESG offers currently available: How are leading professionals managing risk and seizing new opportunities?

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Inger Huus Pedersen, Head of Fixed Income & ESG, PKA

SECTION 3

THE FUTURE OF ESG INTEGRATION

3.1 INTERVIEW: What do the UN sustainable goals mean for investors?

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Kris Douma, Director, Investment Practices & Engagement, PRI

3.2 INTERVIEW: An example of how to implement the UN Sustainability Development Goals

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Filippa Bergin, Sustainability Manager, Storebrand

Alistair Clark

Managing Director, Environment & Sustainability, European Bank for Reconstruction and Development

Filippa Bergin

Sustainability Manager, Storebrand

Inger Huus Pedersen

Head of Fixed Income & ESG, PKA

Kris Douma

Investment Practices & Engagement, PRI

Marcel Jeucken

Managing Director Responsible Investment, PGGM Investments

Noel Hillman

Managing Director, Clear Path Analysis

Walter van Helvoirt

Environmental and Social Officer, Private Equity, Netherlands Development Finance Company

Fawzy Salarbux

Global Head of Consultant Relations Candriam Investors Group

Eric Rice

Portfolio Manager, Wellington Management

Patrick Kent

Portfolio Manager, Wellington Management

Wim Van Hyfte

Global Head of Responsible Investments and Research, Candriam Investors Group

Wellington Management is an investment adviser to more than 2,150 institutions in over 55 countries. Our mission as a firm is simple: to exceed the investment objectives and service expectations of our clients worldwide. With US$979 billion in client assets under management*, we offer a broad range of equity, fixed income, alternative, and multi-asset investment approaches.

www.wellington.com (*Figures as of 31 December 2016)
At UBS Asset Management we take a connected approach to helping you answer your global investment challenges. With $645 billion in assets under management we offer a comprehensive range of active and passive investment styles and strategies across both traditional and alternative asset classes and markets designed to meet your needs.

Candriam has been a pioneer in the area of Sustainable and Responsible Investments (SRI) for over 20 years. In excess of 20% of our €101.9 billion AUM is managed in sustainable investments. Candriam is part of New York Life Investments (NYLIM), among the world’s leading asset managers with $529 billion of AUM. (Data as at 31.12.2016)

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.

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This 2017 event is held concurrently with our Impact Investing Forum at the Boca Raton Resort. This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. To know more about the event please click HERE.