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    • IR Magazine Webinar ‒ Know Your Investor Better: An ETF Primer for IROs IR Magazine Webinar ‒ Know Your Investor Better: An ETF Primer for IROs IR Magazine, Bloomberg Recorded: Sep 13 2016 3:00 pm UTC 41 mins
    • Tuesday, September 13, 2016
      8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
      Duration: 30 minutes

      Exchange-traded funds represent the future of asset management, thanks to their ability to provide investors safe and liquid exposure to multiple asset classes. Some experts believe that total ETF assets under management may increase to as much as $10 trillion over the next five to eight years, up from a bit more than $3 trillion currently. Despite their furious growth, ETFs remain a mystery to most IROs.

      In this webinar we will discuss:

      - Understanding the impact that different types of ETFs may have when they appear in your shareholder register;
      - How ETFs may affect short-term volatility in your stock price and the composition of your shareholder base in the long term
      - How ETF flows are a key market signal and how, as an IRO, you can leverage them

      Speakers include:

      - Eric Balchunas, senior ETF analyst, Bloomberg
      - Irene Bauer, chief investment officer and founding partner, Twenty20 Investments
      - Laurie Havelock, business writer and journalist, IR Magazine

      Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes.

      Read more >
    • Volkswagen Investor Settlement Foundation Volkswagen Investor Settlement Foundation Prof. mr. Huub Willems; Jeroen van Kwawegen; Arnold Croiset van Uchelen; Jim Harrod Recorded: Feb 18 2016 2:30 pm UTC 69 mins
    • The Foundation's Chair, the Hon. Huub Willems, and its US and European counsel will discuss its strategy for recovering Volkswagen ("VW") investor losses.

      VW’s admitted cheating of emissions tests caused massive declines in the prices of VW ordinary shares, American Depository Receipts ("ADRs") and VW preference shares, erasing tens of billions of dollars in investors' assets. Additionally, VW faces criminal investigations and massive civil penalties from governments around the world, and has set aside over $7.3 billion to cover the costs of the cheating scandal.

      The US District Court for the Northern District of California has appointed leading shareholder rights law firm Bernstein Litowitz Berger & Grossmann ("BLB&G") as sole Lead Counsel in the pending ADR securities class action case. Coextensive with BLB&G's appointment as Lead Counsel, the Firm established the Volkswagen Investor Settlement Foundation in the Netherlands under the Dutch Collective Settlement Act (the "Act") to provide a vehicle to recover damages in VW's other publicly traded securities.

      The discussion will cover, among other topics, the following:
      - The status of litigation and investigations in the US regarding Volkswagen's conduct
      - Background on the Dutch Collective Settlement Act and its procedures
      - The relationship between the US ADR class action and the Dutch settlement Foundation
      - The Foundation's efforts to protect VW investor interests

      An interactive Q&A will follow.

      - Prof. mr. Huub Willems, Chairman of the Board, Volkswagen Investor Settlement Foundation
      - Jeroen van Kwawegen - Partner, Bernstein Litowitz Berger & Grossmann (US Counsel to the Foundation)
      - Arnold Croiset van Uchelen - Partner, Allen & Overy (Dutch Counsel to the Foundation)
      - Jim Harrod - Partner, Bernstein Litowitz Berger & Grossmann (Counsel for VW investors in the Volkswagen ADR Securities Litigation)

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    • Saver & Investor Insights and Predictions Saver & Investor Insights and Predictions Sarah Paul, Panacea Adviser & Holly Mackay, Boring Money Recorded: Jul 6 2016 12:00 pm UTC 31 mins
    • Q. What do you get when you take a commission-free world, stir in pensions freedoms, automatic enrolment, FAMR, some digital disruptors and now LISAs to the mix?

      A. We can’t find anyone who has worked out the answer to that riddle.

      These days, most people at least agree that the starting point has to be the customer. As a result, Panacea Adviser is delighted to team up with Holly Mackay from Boring Money for their next Bento for One Webcast.

      Using data from the Boring Money website, YouGov, non-financial customer-facing businesses and financial providers, Boring Money will be discussing its first Census report. This report will provide unique insights into British savers and investors and can hopefully help answer that riddle. Or at least make a prediction.

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    • Can FinTech and AI solve the ESG data puzzle? Can FinTech and AI solve the ESG data puzzle? Responsible Investor & Thomson Reuters Recorded: Sep 28 2016 2:00 pm UTC 59 mins
    • Can FinTech and AI solve the ESG data puzzle?
      What’s the best route to reduce costs, increase flows and further improve the quality of ESG data from corporate reporter to end-user?

      The 2016 Carrots & Sticks report identifies almost 400 sustainability regulations, guidelines, codes-of-conduct, frameworks and other reporting instruments across 64 countries. How accurate is this data? How are corporations coping with the pressure and cost of reporting? How can asset managers make sense of what it means? And will data vendors turn to AI to collect and deliver this googolesque volume of data?

      During this 60-minute webinar we will discuss:
      • Global trends in sustainability reporting and regulations: What have been the major trends in the last decade and how harmonized have they been? How can auditors help in the quest for more accurate ESG data?
      • How are corporations coping with the growing pressure from regulators to disclose more ESG data? What tools do they use? What can be done to reduce the costs, improve the quality? Can entry be made more accessible for SMEs?
      • As asset owners place more demands on asset managers to integrate ESG in their investment process, how are custodians meeting this challenge and what are the key pressure points?
      • ESG research and data vendors are under increasing pressure to provide more coverage and higher quality ESG data and ratings to investors. This creates cost and logistical challenges in an industry where most of this work is still carried out by specialized analysts. Is AI the answer?

      - Cornis T. van der Lugt, Centre for Corporate Governance, Stellenbosch University Business School, South Africa
      - Hendrik Bartel, TruValue Labs Inc.
      - Trevor Allen, BNP Paribas Securities Services
      - André Chanavat, Senior Product Manager, Thomson Reuters
      Moderated by: Daniel Brooksbank, Responsible Investor

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    • RI webinar: Drought - preparing for current and future water security challenges RI webinar: Drought - preparing for current and future water security challenges Responsible Investor Recorded: Jul 14 2016 2:00 pm UTC 58 mins
    • Overview:

      ‘Water crises’ is recognised as one of the top 3 critical global risks by the World Economic Forum. In addition water scarcity, as has been recently demonstrated in countries such as Brazil and the US, can have significant implications for economic productivity. In 2015 the California drought cost $2.7 billion and shaved 0.1% off California’s GDP. The 2015 drought in Brazil is predicted to have cut GDP growth by 1-2 %, pushing the country into negative growth and contributing to inflation.

      Draft Agenda:
      * The current impacts of drought on economic productivity
      * What does this mean for investors (portfolio risk) and banks (lending activities)?
      * How is the sector dealing with these risks?
      * Is it possible to create a drought resilient finance sector?
      * And what are the implications for banks, pension funds, insurers etc.?

      Anders Nordheim, Programme Coordinator, Biodiversity, Ecosystem Services and Water, UNEP FI
      Hubert Aarts, Co-Head of Listed Equities at Impax Asset Management and Manager of BNP Paribas Aqua Fund
      Piet Klop, Senior Advisor Responsible Investment at PGGM Investments
      Cate Lamb, Global Head of Water, CDP

      Moderated by:
      Sophie Robinson-Tillett, Deputy Editor, Responsible Investor

      In partnership with: Natural Capital Declaration
      Sponsored by: BNP Paribas Investment Partners

      Read more >
    • Gauging Investor Exposure Post-Halliburton Gauging Investor Exposure Post-Halliburton Professor Stephen E. Christophe, Ph.D., Nessim Mezrahi Recorded: Jan 22 2015 8:00 pm UTC 21 mins
    • In this webcast, panelists from the economic consulting firm Nathan Associates will discuss new measures of investor exposure in Rule 10b-5 cases. As part of this presentation, Nathan will release an inaugural report estimating market capitalization losses and Rule 10b-5 losses in 68 cases filed against American exchange-traded companies since the Halliburton decision. Nathan’s estimates in this semiannual report will be more reliable than figures currently available from other sources.

      Please join panelists Professor Stephen E. Christophe, Ph.D., a recognized authority on securities, and Nessim Mezrahi, principal, financial litigation, at Nathan. They will be prepared to comment on the landscape of securities class action litigation since Halliburton from an investor-exposure standpoint and discuss the calculation of Nathan’s Rule 10b-5 Market Capitalization Loss Percentage, or RMC Ratio.

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    • Climate Risk Reporting Climate Risk Reporting Daniel Brooksbank, Editor, Responsible-Investor.com Recorded: May 12 2016 3:00 pm UTC 58 mins
    • The battle of the resolutions – focus on ExxonMobil:
      • Can an informal alliance of global investors achieve their aim of establishing a new set of norms around climate risk reporting and disclosure?
      • With European investors and corporations broadly backing calls for improved climate risk reporting and disclosure, is this the moment we will see North America come on board?
      • Will this resolution end the apparent inconsistency by asset owners and asset managers who vote for climate risk resolutions when supported by management but not when companies resist?

      • Patrick Doherty, Director of Corporate Governance, NYS Office of the State Comptroller (USA)
      • Edward Mason, Head of Responsible Investment, Church Commissioners (UK)
      • Anne Simpson, Investment Director, Global Governance, CalPERS (USA)
      • Helen Wildsmith, Stewardship Director - Climate Change, CCLA Investment Management (UK)•
      • Shanna Cleveland, Senior Manager - Carbon Asset Risk Initiative, Ceres

      Stockholder Proposal Regarding Report on Climate Change Impact Assessment is Item No 12 on the ballot at ExxonMobil’s AGM on 25 May. It has been co-filed by England’s Church Commissioners and the New York State Common Retirement Fund in the US. This transatlantic partnership is a first for the Church Commissioners.

      The resolution asks ExxonMobil to improve its annual reporting on climate risk and to disclose to investors how resilient the company’s portfolio would be if efforts to restrict warming to 2° were successful. In an article written by Edward Mason for Responsible Investor link, he explains that their resolution doesn’t ask ExxonMobil to change its house view that the 2° target will be overshot. It simply asks them to report on how the business would fare were the Paris Agreement to be implemented. It is the same request for reporting on portfolio resilience that the “Aiming for A” shareholder resolutions made of BP and Shell in 2015.

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    • THE NEW BOTTOM LINE: ESG as a driver of investment strategy and performance THE NEW BOTTOM LINE: ESG as a driver of investment strategy and performance Daniel Brooksbank, Editor, Responsible-Investor.com Recorded: Apr 20 2016 2:00 pm UTC 60 mins
    • ESG has been described as “the new bottom line” by Goldman Sachs. It's hard to argue with that when there's $59 trillion committed to ESG integration via the PRI, and it's on the agenda at the G20 and the Bank of England. This RI Webinar with Thomson Reuters examines how incorporating ESG issues into investment analysis and decision-making processes can mitigate portfolio risk and enhance performance.

      Discussion and Q&A:
      · Portfolio management in transition: long termism, carbon risk, ESG
      · It’s all about performance: ESG as a driver of investment strategy and performance
      · Shock protection: using ESG analysis to mitigate downside risks
      · The importance of access to accurate and transparent data

      · Daniel Brooksbank, Editor, Responsible-Investor.com

      · Robert Walker, Director of Governance & Social Research, HSBC Global Banking and Markets
      · Tim Verheyden, Associate Researcher, Arabesque Asset Management
      · Christopher Greenwald, Head of SI Research, RobecoSAM
      · Detlef Glow, Head of Lipper EMEA Research, Thomson Reuters

      *“The New Bottom Line” is attributed to Goldman Sachs.

      Read more >