Is the integration of ESG material risks and opportunities becoming more standard in investment processes for private markets? If so, what does this look like?
We will speak with 2 experts from our private markets teams to get their point of view on:
- How material ESG related issues form part of the investment process
- How they undertake proper due diligence on assets within their respective investments
- How clients are seeing ESG within this space and what they now expect from managers in terms of ESG integration, due diligence, and reporting
Cindy Rose – Head of ESG Clients and Products
Graeme Dunbar – Investment Director, Economic Infrastructure
Ruairi Revell – ESG Manager, real Estate
Robert de Guigné, Head of ESG Solutions, will discuss the most effective means of assessing the sustainability of a company’s business practices with Emma Cusworth, Head of Marketing Strategy.
Our methodology requires the inclusion of both long-term and short-term metrics, as well as an analysis of the impact a company’s business practices have on the environment. A proper assessment of a company’s ESG credentials requires careful analysis of large quantities of raw data relating to business practices. We collect the most granular level of non-financial data possible from a range of traditional and alternative sources.
Join Richard Farrell, Portfolio Manager from the RBC Emerging Markets Equity team as he discusses ESG: A Country View – examining the environment of a country to view the impact of a company’s long term returns and sustainability. Moderated by Isabella Stanbrook, Sustainability/ESG Consultant at Sancroft.Read more >
While sponsors of 401(k) and 403(b) plans have been working hard to streamline their investment menus, undeniable demand for environmental, social and governance (ESG) investment options is something worth pausing to consider. With one in every five dollars now invested in an ESG-oriented strategy in the U.S., now is an ideal time to explore what type of ESG strategy would best suit your participants needs. In this quick 30 minute webinar, we will explore how several defined contribution (DC) plans are adopting ESG investment strategies in their menus and what that means for participants.Read more >
ESG, or responsible investing, has increasingly become a prevalent topic of conversation for investors, especially over the past 3 years. $21 trillion of assets are now invested in ESG or sustainable strategies globally in aggregate. Asset owners are becoming more and more aware of sustainability issues and their perception of responsibility for stewardship.
Michael Lewis is a Managing Director, Head of ESG Thematic Research for Deutsche Asset Management and is based in London. He joined the Company in 1990. Prior to his current role, Michael was Global Head of Commodities Research in the Corporate Banking & Securities division. Before this, he was a G10 FX strategist and Deputy Head of FX Research at Deutsche Morgan Grenfell. Michael began his career as a research analyst covering Global Macro & Rates research at Morgan Grenfell
Michael holds a BSc in Economics from the University of Bristol and an MSc (Econ) in Economics from London School of Economics and Political Science.
Investors often have mixed views on the benefits of ESG engagement, especially within Big Industry sectors. As long-term stewards of client’s capital, our goal is to provide meaningful insights on our engagements with the aim of demonstrating how ESG research is good not only for investors in the form of improved stock prices, but how engagement may also prove beneficial for those companies willing to express change within their business models. This webinar will focus on the ESG Team’s engagement research within the Pharmaceuticals and Consumer Staples -- two critically important consumer-driven global industries.Read more >
Jon Oltsik, Senior Principal Analyst at Enterprise Strategy Group, and David Anderson, Director of Technology and Solutions Marketing at vArmour, analyze the results of a recent survey of 303 IT and security respondents. Jon and David will use the data to provide real-world recommendations for a proactive data center and cloud security strategy, including micro-segmentation, a burgeoning best practice to improve security posture and lower risk.
-Survey results: State of enterprise cloud computing and security
-Cloud security situational analysis
-Cloud security strategy recommendations
-The bigger truth from ESG
-Best practice for cloud security: Micro-segmentation
With growing demands for ESG investment principles, we explore best practices for integrating ESG into pension portfolios, how ESG fits with trustees’ fiduciary duties and the impact on investment returns.Read more >
Emerging Markets ESG Case Study of Kimberly-Clark de Mexico; the benefit of stakeholder engagement. Please join Guido Giammattei, Portfolio Manager, RBC Emerging Markets Equity as he looks as the ESG credentials of Kimberly-Clark de Mexico, with a particular focus on stakeholder and employee engagement.Read more >
Emerging Markets ESG Case Study of Marico; the importance of supplier relationships. Please join Christoffer Enemaerke, Portfolio Manager, RBC Emerging Markets Equity as he looks as the ESG credentials of Marico, with a particular focus on the importance of building and supporting supplier relationships.Read more >
Emerging Markets ESG Case Study of Hanon Systems; positioned to benefit society. Please join Veronique Erb, Portfolio Manager, RBC Emerging Markets Equity as she looks as the ESG credentials of Hanon Systems, with a particular focus on the environment.Read more >
Our panel of experts from Redington, Aberdeen Standard Investments, UKSIF and Sackers discuss:
- The direction of ESG investment policy
- Researching and implementing an ESG portfolio
- Investment solutions
- The legal and regulatory framework
At the TSAM conference in London, My-Linh Ngo, Head of ESG Investment Risk at BlueBay Asset Management, talks about the "Push & Pull" factors in ESG, Why ESG research is biased towards equities, and the status of ESG in the market.
[0:00] What are "pull" and "push" factors in ESG?
[2:00] Why is ESG research biased towards Equities?
[4:19] What is the status of ESG at this conference?
The Analysts at Enterprise Strategy Group just wrapped up testing of the vArmour DSS Distributed Security System across physical, virtual, cloud, and container platforms and the results are in.
Join ESG Senior Lab Analyst, Tony Palmer, along with vArmour Senior Director of Marketing, Faraz Aladin, for a detailed review of the vArmour solution and to see how it performs in the areas of:
--Application identification, inspection, and protection across a combination of infrastructure platforms
--Scalability to match compute resources and throughput requirements
--Automatic security provisioning for new assets
--Deception capability, ease of use, and efficiency
Learn about our new tool developed by ESG that will help midsized and larger enterprise IT organizations determine the potential relative costs and benefits with a ConvergedSystem versus a “do it yourself” (DIY) approach. With this tool you can provide potential customers with a comprehensive picture of the direct and indirect cost, and benefit drivers they should consider when evaluating an HP Converge Systems for Virtualization solution. You can show them what we already know – and that is HP ConvergedSystem for Virtualization offers the opportunity for organizations to drastically increase their IT and end user productivity at a significantly lower TCO compared with alternative infrastructure virtualization approaches.
Join the ESG experts to get an overview of the calculator, best practices for using the calculator in the field, and a demonstration of the calculator.
How can investors think about sustainability in their wider corporate bond portfolios, and how are regulators and other public bodies beginning to address climate risk in bond markets?
In this webinar, our experts discuss the current efforts being made to integrate ESG into the asset class and some of the lessons learnt so far.
Tomas Morsing, Head of Quant Strategies, Swedish pension fund AP2
Carmen Nuzzo, Senior Consultant, ESG in Credit Ratings Initiative, PRI
Lev Dynkin, MD, Head of the Quantitative Portfolio Strategy Group, Barclays Research
Moderated by Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
Lending books are arguably where the rubber hits the road for originating sustainable projects, but how do banks and other lenders identify ESG risks in loan books, and stimulate opportunities to lend to sustainable projects?
In this sessions, our experts will discuss a number of initiatives that have been started to address mortgage lending, price adjustments and assessing risk exposure.
Jakob Thomä, Director, 2° Investing Initiative
Florence Palandri, Climate Finance Analyst, 2° Investing Initiative
Roland Mees, Director of Sustainable Finance, ING Bank
Luca Bertalot, Secretary General of European Mortgage Federation, European Covered Bond Council
Moderated by Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
A growing number of investors are screening out companies from lending portfolios because of exposure to climate change and other sustainability risks, but sovereign portfolios are often not assessed in the same way. This webinar looks at why: how serious are the sovereign default risks arising from ESG, how can they be quantified, and do investors have a responsibility to engage with governments on policy through bond buying?
Gabriel Torres, Vice President & Senior Credit Officer for Sovereigns, Moody's
Lupin Rahman, Head of Emerging Market Sovereign Credit, PIMCO
Bob Buhr, Honorary Research Fellow, Imperial College Business School
Moderated by Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
Multi-cloud is one of the hottest buzzwords in IT today. Reflecting the growing use of multiple cloud service providers, vendors who offer products that support the public cloud must also be multi-cloud compatible. Learn more about the reasons behind companies using multiple public clouds and the future of the multi-cloud world.
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A successful ESG stewardship strategy requires investors to proactively address ESG risks in their portfolios. Over the last three years, climate change has become a top ESG shareholder proposal issue. Many shareholder proponents encourage companies to align their reporting with the recommendations of the Task Force on Climate-related Financial Disclosures, set GHG emission reduction targets, conduct 2°C scenario analyses and disclose on climate impact. However, the percentage of companies providing such disclosures remains generally very low.
This webinar gives an overview of emerging climate change topics from the 2018 proxy season and how investors can proactively identify climate-related risks and opportunities in their portfolios.
- What are the takeaways from the 2018 proxy season and Climate Week NYC 2018?
- Are we any closer to meaningful scenario analysis?
- How is data developing to help investors capture physical climate risk?
- Where are we at with TCFD reporting?
- How important is collaboration on these issues, through things like ClimateAction100+?
Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
Maximilian Horster, Managing Director, Head, ISS-Climate
Anne Simpson, Director, Board Governance and Strategy, reporting to the CEO, CalPERS and Chair ClimateAction 100+
This webinar is produced by Responsible Investor, for dedicated news and events on ESG and sustainable finance check out our website at www.responsible-investor.com
Thursday 12 July 10:00 EST / 15:00 BST / 16:00 CEST
It’s time to recognize the ‘elephant in the room’: A corporate, a data provider, an asset owner and an investment manager talk ‘elephants’
Corporate: How is the production of ESG data evolving at the corporate level: what’s required, what’s optional, what’s the quality like and how is it changing?
Thomson Reuters: What data are clients seeking? How ESG data is filtered, aggregated and scored, and based on what standards and definitions. How can data gaps be overcome? Examples of current interesting investment-relevant data.
Asset Owner and Asset Manager: How are portfolio managers translating ESG research data into investment decisions: what’s working and what needs improving?
Annie Bersagel, Senior Analyst – Responsible Investments, Folketrygdfondet (The Government Pension Fund Norway)
Rakhi Kumar, Senior Managing Director and Head of ESG Investments and Asset Stewardship, State Street Global Advisors
Elena Philipova, Global Head of ESG Proposition, Thomson Reuters
Shivani Rajpal, Director – Services, Global Reporting Initiative (GRI)
Moderator: Carlos Tornero, Senior Reporter, Responsible Investor
Managing risk on two sides: The unique challenges of integrating ESG for the insurance industry
【How ESG factors are influencing risk assessments: climate change, capital modelling and extreme events】
· How are recent weather-related events, which are being linked to climate change, changing insurance pricing, coverage and market sentiment? Are ‘extreme’ events no longer so extreme?
· What are the major ESG factors now that are influencing underwriting and capital provision at insurers?
· Tightening regulation on ESG issues and its impact on the insurance industry.
· Is the historical data available to utilise ESG factors as a performance predictor or gauge of risk quality?
· The development of new ESG risk-specific insurance products. Differences in the above trends globally.
【Divestment, investment and the move to ESG benchmarking】
· Why are insurers getting on the front foot around divestment in areas such as coal or tobacco?
· Insurers as investors: how this asset owner sector is shaping its long-term allocations with ESG factors in mind.
· What are the investment tools insurers are using to do so?
Axel Zehren, CFO, Allianz Investment Management
Michael Bruch, Head of Emerging Trends and the ESG department in Allianz Global Corporate & Specialty SE (AGCS)
Butch Bacani, Programme Leader, UNEP FI Principles for Sustainable Insurance Initiative
Linda-Eling Lee, Global Head of ESG Research, MSCI
MODERATOR: Hugh Wheelan, Managing Editor, Responsible Investor
For more news and events on Responsible Investing and ESG visit https://www.responsible-investor.com/