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ESG emerged as an alternative to mainstream investing over a decade ago and has since moved to the forefront of investors' minds and as a main topic of discussion in board rooms. With a concerted focus on climate change and social justice across the global economy, investors are no longer considering if they will be incorporating ESG into their asset allocation strategy, but rather, how. The ESG Investing for Institutional Investors Report features insights across key areas for successfully integrating ESG strategies into institutional portfolios.

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SECTION 1

1.1 INTERVIEW The importance of mainstreaming climate considerations into all financial decision making

Interviewer:

• Noel Hillman, Chief Executive Officer, Clear Path Analysis

Interviewee:

• Scott Cantor, Senior Financial Officer Capital Markets and Investments, Treasury

1.2 INTERVIEW Infrastructure and ESG: The crossroads of America’s future

Interviewer:

• Noel Hillman, Chief Executive Officer, Clear Path Analysis

Interviewee:

• Professor Richard Geddes, Founding Director Infrastructure Policy, Cornell University

1.3 INTERVIEW How to cut through the greenwash – What asset managers don’t want you to know

Interviewer:

• David Grana, Head of North America Media, Clear Path Analysis

Interviewee:

• Nikita Singhal, Co-Head of Sustainable Investment & ESG, Lazard Asset Management

1.4 WHITEPAPER ESG investing for insurers: Our key learnings

  • Pramila Agrawal, PHD, CFA, VP, Director of Custom Income Strategies, Loomis Sayles
  • Erik Troutman, CFA, FSA, MAAA, VP, Insurance Strategist, Loomis Sayles Sean Saia, CFA, VP, Investment Director, Loomis Sayles
  • Colin Dowdall, CFA, Director of Insurance Solutions, Loomis Sayles

1.5 INTERVIEW Leveraging technology for institutional investors

Interviewer:

• Noel Hillman, Chief Executive Officer, Clear Path Analysis

Interviewee:

• Christine Pishko, Global Head of ESG Relationship Management for Asset Servicing, BNY Mellon

1.6 WHITEPAPER Building climate resilience within a strategic asset allocation framework

• Erika Murphy, CFA, CAIA, Investment Director, Wellington Management

1.7 INTERVIEW The physical effects of climate change and the importance of adapting your portfolio

Interviewer:

• Noel Hillman, Chief Executive Officer, Clear Path Analysis

Interviewee:

• Alex Bernhardt, Head of ESG Research, BNP Paribas Asset Management

1.8 PANEL DEBATE In search of uniformity: Defining and executing ESG investing standards across the industry

Moderator:

• Sara Benwell, Editor, Insurance-Investor.com

Panelists:

• Karen Wawrzaszek, Chair, Investment Committee, Meyer Foundation

• Eric Golberg, Investment Committee Chair, Evangelical Lutheran Church in America (ECLA) Foundation

• Bhakti Mirchandani, Director of Responsible Investing, Trinity Church Wall Street

Scott Cantor

Senior Financial Officer, Capital Markets and Investments, Treasury

Professor Richard Geddes

Founding Director Infrastructure Policy, Cornell University

Nikita Singhal

Co-Head of Sustainable Investment & ESG, Lazard Asset Management

Pramila Agrawal

PHD, CFA, VP, Director of Custom Income Strategies, Loomis Sayles

Erik Troutman

CFA, FSA, MAAA, VP, Insurance Strategist, Loomis Sayles

Sean Saia

CFA, VP, Investment Director, Loomis Sayles

Colin Dowdall

CFA, Director of Insurance Solutions, Loomis Sayles

Christine Pishko

Global Head of ESG Relationship Management for Asset Servicing, BNY Mellon

Erika Murphy

CFA, CAIA, Investment Director, Wellington Management

Alex Bernhardt

Head of ESG Research, BNP Paribas Asset Management

Karen Wawrzaszek

Chair, Investment Committee, Meyer Foundation

Eric Golberg

Investment Committee Chair, Evangelical Lutheran Church in America (ECLA) Foundation

Bhakti Mirchandani

Director of Responsible Investing, Trinity Church Wall Street

Managing US$1.4 trillion in client assets, Wellington serves as a trusted adviser to over 2,300 clients worldwide. Our comprehensive investment capabilities are built on the strength of proprietary research and span nearly all segments of the global capital markets. To better assess risks and opportunities in client portfolios, we have integrated the analysis of ESG factors into our investment processes firmwide. Our dedicated ESG team provides our investors with insight to support ESG considerations, company engagement, and in-depth portfolio reviews. Our private ownership structure allows us to take a long-term view that aligns with client interests and innovate in areas that require sustained commitment.

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.

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