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    • Charting a Sustainable Advantage - RBC GAM 2018 Responsible Investing Survey
      Charting a Sustainable Advantage - RBC GAM 2018 Responsible Investing Survey Panel of responsible investing experts from RBC Global Asset Management Recorded: Oct 2 2018 2:00 pm UTC 59 mins
    • Adoption of responsible investing principles continues to grow at a steady pace. And new data indicates that the majority of institutional investors and consultants have shifted from asking whether to adopt environmental, social and governance (ESG) principles to instead looking at how to implement them.

      RBC Global Asset Management’s 2018 Responsible Investing Survey reveals the latest views, intentions and actions of institutional investors and consultants related to responsible investing and ESG. The survey reveals that ESG-based investing continued to steadily gain credibility and establish a solid position alongside other fundamental investment approaches. This trend is based on an increased level of acceptance about the merits of responsible investing, and an interest in applying its principles to more diverse asset classes, including fixed income and infrastructure.

      Please join us to learn results of this year’s survey and discuss the implications and impacts for institutional investors and the marketplace.

      Read more >
    • How to create a balanced responsible investing portfolio
      How to create a balanced responsible investing portfolio Adrie Heinsbroek, Principal Responsible Investing at NN Investment Partners Recorded: Nov 28 2018 10:00 am UTC 59 mins
    • Is Responsible Investing really the new normal? How can shrinking demand boost revenues? And how does seeing impact, make an impact? These questions and many more are discussed and answered during our webinar on the 28th of November at 11am CET. Join Adrie Heinsbroek and his colleagues from NN Investment Partners live on the 28th and find out how a balanced responsible investing portfolio can go hand-in-hand with attractive returns.

      Register and find out more about:
      •The power of inclusion
      •ESG as an enabler of alpha
      •How to invest in sustainable business models
      •How investments can contribute to the UN SDG’s
      •Attractive ways to report on impact

      The discussion will be hosted by Adrie Heinsbroek, Principal Responsible Investing at NN Investment Partners. He will be joined by portfolio managers and specialists Faryda Lindeman, Jeroen Brand and Petra Stassen-van Lochem to discuss how best to create a balanced responsible investing portfolio.

      Read more >
    • Finding the right target – using ESG in credit investing
      Finding the right target – using ESG in credit investing Ashley Hamilton Claxton, Head of Responsible Investment & Martin Foden, Head of Credit Research Recorded: Oct 31 2018 3:00 pm UTC 45 mins
    • There’s a temptation to think that both equity and credit investors should look at ESG in the same way. This approach can lead to a quicker roll-out, as existing, more established equity process can just be used for credit analysis.

      In this session, RLAM's Ashley Claxton and Martin Foden will explain why they think that the scope and application of ESG factors is quite different: from the different make-up of bond indices, to the subtleties of bond structure, a differentiated approach has to be taken. The only similarity? That if ESG is seen as an ‘extra’ part of your security analysis, you’re probably not doing it right.




      Ashley Hamilton Claxton is responsible for coordinating and overseeing RLAM’s approach to responsible investing across all of our asset classes. She has management responsibility for our company engagement, corporate governance analysis, and proxy voting. Ashley is RLAM’s subject matter expert and spokesperson on responsible investing and corporate governance.

      Martin Foden joined RLAM at the start of 1998. He initially joined RLAM's UK Equity Team, with responsibility for analysing the transport, business services and construction sectors, as well as managing balanced pension funds. This experience greatly enhanced RLAM’s credit research capabilities when he joined the Fixed Income Team at the beginning of 2003. Since moving to the Fixed Income Team, he has been instrumental in developing RLAM’s analytical process through the advancement of the team’s cashflow forecasting and evaluation of issuer structures.

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    • Responsible investing that reduces your carbon footprint
      Responsible investing that reduces your carbon footprint Guido Giese, Applied Equity Research from MSCI Recorded: Jun 11 2018 1:00 pm UTC 35 mins
    • With increased focus on responsible investing, DWS with MSCI have launched a new range of environmental, social and governance (ESG) Xtrackers ETFs. The four new ETFs provide exposure to ESG-filtered equity indices tracking global, US, Japanese and European markets. The new ETFs track indices that are part of the MSCI ESG Leaders Low Carbon ex Tobacco Involvement 5% series. The indices use extensive filtering based on MSCI ESG research, which means included companies meet strict ESG and low carbon requirements.

      Please join us at DWS and MSCI as we discuss the index methodology and construction of the indices, focusing on the underlying research in this space.

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    • Engaging for Impact
      Engaging for Impact Willem Schramade, Senior Portfolio Manager, Impact Investing Recorded: Oct 30 2018 3:00 pm UTC 41 mins
    • Impact investing via listed equity is a challenging field. Companies have only recently started to compile and report data on their environmental and societal impact, which means that such data are often not available. That is why engagement with the companies we invest in is essential. Direct discussions with management gives us more access to relevant data and a better sense of companies’ ability to create a positive impact on the world. This webinar outlines how we engage with companies. Using a company we invest in as an example, we discuss the objectives, nature, process and evaluation of the engagement process.

      Everyone has their own Impact investing goals. Let’s reach yours.

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    • Green Taxonomies and Investing in Environmental Opportunities
      Green Taxonomies and Investing in Environmental Opportunities Dan Carson, Head of Green Solutions, FTSE Russell; Brendan Maton, IPE Recorded: Mar 20 2018 2:30 pm UTC 63 mins
    • As sustainable investing moves into the mainstream of institutional investing many investors may be unsure why this once niche strand of portfolio construction has risen so rapidly in the rankings of investor consideration. Is it driven by values, global policy, or is it really about a pure investment rationale; enhancing returns and minimising risk? Or a mixture of all three?

      Join Dan Carson, Head of Green Solutions at FTSE Russell as he seeks to elaborate on some of the issues and drivers that have led to the increased popularity of sustainable investing; explaining why green taxonomies are important and how FTSE Russell’s Green Revenues data model can help asset owners identify the companies that are engaged in the global transition to a green economy.

      Dan will go on to demonstrate how Green Revenues data is used within index construction and how asset owners have successfully used sustainability data and smart beta to build index solutions that eloquently combine risk premia with varying degrees of sustainable preference or parameters.

      Presented by:
      - Dan Carson, Head of Green Solutions, FTSE Russell
      - Brendan Maton, IPE

      Read more >
    • The Innovators Behind Disruption Podcast, E16: Benefits of Responsible Investing
      The Innovators Behind Disruption Podcast, E16: Benefits of Responsible Investing Evolve ETFs Recorded: Aug 1 2018 12:55 pm UTC 23 mins
    • Find out how the terms ESG (environmental, social and governance) and SRI (socially responsible investing) are intertwined and different from each other, the business case for ESG when making investment decisions, how ESG can help present opportunities that do not show up in the financial statements, Millennial investing trends, the suitability of cannabis for responsible investing, especially with the upcoming legalization, the priority for ESG in the institutional space, ESG trends over the next few years from an investment perspective and more.

      Keynote Speaker: Dustyn Lanz

      Dustyn is CEO of Responsible Investment Association.

      Dustyn is quoted regularly in the national media as an expert on responsible investing and a frequent public speaker at some of Canada’s leading business schools and investment conferences. In 2014, he helped to launch Canada’s first financial designations for advisors with expertise in responsible investing. In 2016, Dustyn received a Clean50 Emerging Leader Award for his contributions to responsible investing in Canada. He holds a bachelor’s degree from York University and a master’s degree from the University of Waterloo.

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    • Family Office Panel Discussion: Responsible, Sustainable & Impact Investing
      Family Office Panel Discussion: Responsible, Sustainable & Impact Investing Simon Foster, Javier de Rocafort, Rob Garrett, Johann Bödecker, Hardeep Rai Recorded: Oct 17 2018 8:00 am UTC 64 mins
    • Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.

      What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?

      This webinar will cover:

      * Creating meaningful impact – identifying strategies
      * Aligning impact to measurable success – profit with purpose versus philanthropy
      * Technological measurement of impact focus
      * ESGs and SRI – creating a personal and organisational roadmap
      * Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint

      You'll leave this webinar with an understanding of who the players are, what they are doing.

      Panellists;
      Johann Bödecker, Founder and CEO, Pentatonic
      Simon Foster, Chief Executive Officer, TY Danjuma Family Office
      Hardeep Rai, Founder and Managing Director, Kaleidoscope Investments
      Javier de Rocafort, Chairman, Deer Valley Capital and the Quimera Project

      Moderated by
      Rob Garett, Hezar Ventures

      Read more >
    • Family Office Panel Discussion: Responsible, Sustainable & Impact Investing
      Family Office Panel Discussion: Responsible, Sustainable & Impact Investing Simon Foster, Javier de Rocafort, Rob Garrett, Johann Bödecker, Hardeep Rai Recorded: May 23 2018 10:00 am UTC 64 mins
    • Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.

      What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?

      This webinar will cover:

      * Creating meaningful impact – identifying strategies
      * Aligning impact to measurable success – profit with purpose versus philanthropy
      * Technological measurement of impact focus
      * ESGs and SRI – creating a personal and organisational roadmap
      * Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint

      You'll leave this webinar with an understanding of who the players are, what they are doing.

      Panellists;
      Johann Bödecker, Founder and CEO, Pentatonic
      Simon Foster, Chief Executive Officer, TY Danjuma Family Office
      Hardeep Rai, Founder and Managing Director, Kaleidoscope Investments
      Javier de Rocafort, Chairman, Deer Valley Capital and the Quimera Project

      Moderated by
      Rob Garett, Hezar Ventures

      Read more >
    • Ep 8: Socially Responsible Investing 101
      Ep 8: Socially Responsible Investing 101 Kate Stalter Recorded: Aug 6 2018 7:55 am UTC 21 mins
    • Socially responsible investing is something we can all do without settling for a low return rate. There are many ways you can find companies that fit your personal values and positively impact the environment, along with other people’s lives. With the right research and assistance, you can learn how to find these companies without having to jeopardize your return. 
      To learn how to invest ethically, sustainably, and support companies that aid foundations you care about, tune into this episode of Better Money Decisions with Kate Stalter. 

      Read more >
    • Investment Consultants: The Final Frontier for Responsible Investment
      Investment Consultants: The Final Frontier for Responsible Investment Will Martindale, Head of Policy, Principles for Responsible Investment (PRI) Recorded: Apr 19 2018 4:00 pm UTC 42 mins
    • Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
      There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
      In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.

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    • Integrating ESG into your passive strategy
      Integrating ESG into your passive strategy Responsible Investor & FTSE Russell Recorded: Nov 14 2017 2:00 pm UTC 60 mins
    • This webinar will discuss ESG integration into passive investing and smart beta strategies. The world of index-based investing is in flux as ESG integration into passive is on course to become the norm for new mandates as we enter the era of “Smart Sustainability”.

      DISCUSSION TOPICS:
      • The why - rationale from major asset owners on integrating ESG into passive strategies
      • Global developments - ESG, sustainability metrics and indexes
      • Smart Sustainability - bringing together ESG with smart beta factors
      • The challenges - corporate disclosure and access to data
      • Corporate engagement - passive funds/indexes driving changes in corporate behavior
      • The action and implementation - the pension fund perspective
      • Live Q&A with the audience members

      SPEAKERS:
      David Harris, Head of Sustainable Investment, FTSE Russell
      Mark Thompson, CIO, HSBC Bank UK Pension Scheme
      Maurice Versaevel, Investment Strategist, PGGM
      Moderated by Daniel Brooksbank, Editor, Responsible-Investor.com

      This webinar is in partnership with FTSE Russell

      Read more >
    • Reporting & Transparency: The TCFD Knowledge Hub explained
      Reporting & Transparency: The TCFD Knowledge Hub explained Responsible Investor & Climate Disclosure Standards Board Recorded: Jun 28 2018 1:00 pm UTC 56 mins
    • Reporting & Transparency: The TCFD Knowledge Hub explained
      An RI webinar in partnership with the Climate Disclosure Standards Board
      Thursday 28th June 1400 BST

      One year after the launch of the final report of the Task Force on Climate-related Financial Disclosures (TCFD), hundreds of organisations are working on disclosing climate-related financial information, and a myriad of resources are being developed to support them in the process.

      In May, the TCFD and CDSB launched the TCFD Knowledge Hub, the first online platform dedicated to the latest resources, tools and insights on the recommendations. This webinar will provide an overview of the platform and help organisations:
      • Understand how the Hub can help you find the right resources to disclose according to the TCFD recommendations;
      • Find out more about some of the key resources currently available on the website;
      • Understand how your experience can be shared on the platform to help others improve their reporting practices.

      Moderated by Daniel Brooksbank, Editor, Responsible Investor

      Speakers:
      Simon Messenger, Managing Director, Climate Disclosure Standards Board

      Stacy Coleman, TCFD Secretariat, Managing Director, Promontory Financial Group

      Read more >
    • [Panel] Outlook for ESG, SRI & Impact Investing
      [Panel] Outlook for ESG, SRI & Impact Investing Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng Recorded: Oct 30 2018 10:00 pm UTC 61 mins
    • There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.

      In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.

      Key themes to be discussed include;

      * Investor appetite vs market supply
      * Unbundling of the responsible investments
      * Manual approaches and hybrid innovations
      * Regulatory environment and developments

      Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.

      Panellists
      Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
      Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
      Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth

      Moderated by;
      Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC

      Read more >