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European Sustainable Investment Policy: Series 1/3 MANDATES / FIDUCIARY DUTY

European Sustainable Investment Policy

• The EU High-Level Expert Group on Sustainable Finance (HLEG)
• The European Commission’s policy objectives

Responsible Investor is proud to present a series of three webinars focused on European sustainable investment policy in the context of the High-Level Expert Group on Sustainable Finance (HLEG) and the stated objectives of EU Vice-President Valdis Dombrovskis.

This is a crucial time for EU policy on ESG. But how will it affect you… and your clients?

With Europe looking at investment mandates, sustainability definitions and green financing incentives, ‘the HLEG-effect’ will be far-reaching.

The series will feature senior figures from the EU, leading market participants and expert analysts.


European Sustainable Investment Policy: Series 1/3 MANDATES / FIDUCIARY DUTY

Mandates are the anchors of the investment chain and the European Commission is proposing to integrate sustainability into the duties of asset managers. This presents a pivotal moment for ESG and we will drill down into all the implications. What would a pan-European set of investor duties mean in practice – and is it even possible?

Speakers:
Eleni Choidas, European Policy Officer, ShareAction
Raj Thamotheram, Founder & Chair, Preventable Surprises
Elodie Feller, Programme Lead, Investment, UNEP FI
Will Martindale, Head of Policy, PRI

Moderator: Daniel Brooksbank, Editor, Responsible Investor
Recorded Feb 14 2018 61 mins
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Presentation preview: European Sustainable Investment Policy: Series 1/3 MANDATES / FIDUCIARY DUTY
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  • 3 Year Anniversary of the SDGs: How Investors Are Measuring Impact Nov 29 2018 4:00 pm UTC 60 mins
    Responsible Investor and ISS
    Three years ago, the United Nations adopted the Sustainable Development Goals (SDGs) as a global call to action for positive change. Ever since, the global investment community has become increasingly eager to achieve some kind of “SDG alignment”.

    Near the anniversary of the establishment of the SDGs, this RI/ISS-ESG webinar provides an overview of how impact investing connects to the SDGs, and how investors are measuring effectiveness.

    - What drives investors to choose the SDGs as a framework for investing and how are they approaching this?

    - What tools are available to identify and measure companies’ contributing to the SDGs? Should SDG investments be focusing on products & services or on companies’ operations?

    - What are the challenges to investing in the SDGs? Are the SDG even investable in mainstream investment, given the fact that many of the SDGs and targeting problems in emerging markets that are probably rather solved by modest projects rather than large listed corporates?

    - Is there a risk of SDG-washing and sticking SDG labels on existing mainstream investments? How can this be prevented?

    Speakers

    Ladislas Smia, Co-head of Responsible Investment Research, Mirova

    Piet Klop, Senior Advisor Responsible Investment, PGGM

    Jennifer Signori, Senior Vice President, ESG and Impact Investing, Neuberger Berman

    Julia Hakke, Head of Responsible Investment Sales, ISS ESG

    Moderater:
    Vibeka Mair, Senior Reporter, Responsible Investor
  • Fixed Income Series | ESG in corporate bond investing: risk, impact & engagement Recorded: Nov 13 2018 61 mins
    Responsible Investor and Barclays
    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.


    Speakers:

    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

    Further Readings:

    https://www.investmentbank.barclays.com/our-insights/ESG-investing-yields-positive-returns-in-select-bond-markets.html?icid=ESG2_RIwebinar
  • Fixed Income Series | ESG in loans: risk, impact & opportunity Recorded: Nov 5 2018 58 mins
    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.

    Speakers confirmed:

    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
  • Fixed Income Series | ESG in sovereign bond investing: risk, impact & engagement Recorded: Nov 1 2018 60 mins
    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?

    Speakers confirmed:

    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
  • How will the EU’s sustainable finance 'taxonomy' really work? Recorded: Oct 11 2018 75 mins
    Responsible Investor and PRI
    One of the most significant recommendations being pursued in the EU’s Action Plan is ‘to introduce a common sustainable finance taxonomy to ensure market consistency and clarity’.

    - In what way would it work?

    - How can such a taxonomy be both flexible and have integrity for identifying activities, assets and revenue segments that deliver on key sustainability goals?

    - How could the EU and its Member States apply relevant rules, and who would regulate them?

    - What would that mean outside of the EU?

    This webinar will answer these issues and many more, and let you pose your own questions on the Taxonomy.

    Speakers:

    Martin Spolc, Head of Unit, Capital Markets Union, DG Financial Stability, Financial Services and Capital Markets Union at the European Commission (EC),

    Nathan Fabian, Chief Responsible Investment Officer, Rapporteur of the Taxonomy Group, PRI

    Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • A Stocktake on Emerging ESG Stewardship Themes: Spotlight on Climate Change Recorded: Oct 4 2018 60 mins
    Responsible Investor and ISS
    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

    Confirmed Speakers:
    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
  • UNDP: The organisation behind the SDGs in conversation with Responsible Investor Recorded: Oct 2 2018 61 mins
    Responsible Investor
    Hear from the UN body that is evolving the SDGs 3 years on, on the Ethical Finance 2018 conference pre-event webinar.

    Ahead of the Ethical Finance 2018 conference on October 22/23 in Edinburgh, meet the United Nations Development Programme (UNDP), the lead UN development agency for implementing the UN Sustainable Development Goals (SDGs) with governments.

    The UNDP is a supporting partner for the Ethical Finance 2018 Conference, along with the UK and Scottish governments.

    On this webinar, Responsible Investor's Managing Editor will talk to Gail Hurley, UNDP Policy Specialist for Development Finance, about the work the UNDP is doing on driving the SDGs with policy makers, and about how they see the role of investors within that.

    Don’t miss out on the opportunity to put your questions to UNDP about the evolution of the world’s biggest sustainability initiative!

    Speakers:
    Gail Hurley, Policy Specialist Development Finance, UNDP
    Hugh Wheelan, Managing Editor, Responsible Investor
  • ESG data: availability, transparency, quality and investment applicability Recorded: Jul 12 2018 63 mins
    Responsible Investor and Thomson Reuters
    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?

    Speakers:

    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
  • Reporting & Transparency: The TCFD Knowledge Hub explained Recorded: Jun 28 2018 56 mins
    Responsible Investor & Climate Disclosure Standards Board
    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
  • The unique challenges of integrating ESG for the insurance industry Recorded: Apr 30 2018 61 mins
    Responsible Investor & MSCI
    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?

    SPEAKERS
    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/
  • European Sustainable Investment Policy: Series 3/3 SUSTAINABILITY DEFINITIONS Recorded: Feb 28 2018 61 mins
    Responsible Investor
    European Sustainable Investment Policy

    •The EU High-Level Expert Group on Sustainable Finance (HLEG)
    •The European Commission’s policy objectives

    Responsible Investor is proud to present a series of three webinars focused on European sustainable investment policy in the context of the High-Level Expert Group on Sustainable Finance (HLEG) and the stated objectives of EU Vice-President Valdis Dombrovskis.

    This is a crucial time for EU policy on ESG. But how will it affect you… and your clients?

    With Europe looking at investment mandates, sustainability definitions and green financing incentives, ‘the HLEG-effect’ will be far-reaching.

    The series will feature senior figures from the EU, leading market participants and expert analysts.

    European Sustainable Investment Policy: Series 3/3 SUSTAINABILITY DEFINITIONS

    There is also a plan to create a common language and classification system for sustainable investments. This ‘taxonomy’ will impact the investment landscape and could foster the construction of green portfolios: but what will it look like and who will oversee it?

    Speakers:
    - Eila Kreivi, Head of Capital Markets, European Investment Bank
    - Yao Wang, Professor and Director General, International Institute of Green Finance, Deputy Secretary General of Green Finance, Green Finance Committee of China Society for Finance and Banking
    - David Harris, Group Head of Sustainable Business, London Stock Exchange Group, Head of Sustainable Investment, FTSE Russell

    Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • European Sustainable Investment Policy: Series 2/3 GREEN BANKING INCENTIVES Recorded: Feb 20 2018 61 mins
    Responsible Investor
    European Sustainable Investment Policy

    • The EU High-Level Expert Group on Sustainable Finance (HLEG)
    • The European Commission’s policy objectives

    Responsible Investor is proud to present a series of three webinars focused on European sustainable investment policy in the context of the High-Level Expert Group on Sustainable Finance (HLEG) and the stated objectives of EU Vice-President Valdis Dombrovskis.

    This is a crucial time for EU policy on ESG. But how will it affect you… and your clients?

    With Europe looking at investment mandates, sustainability definitions and green financing incentives, ‘the HLEG-effect’ will be far-reaching.

    The series will feature senior figures from the EU, leading market participants and expert analysts.

    European Sustainable Investment Policy: Series 2/3 GREEN BANKING INCENTIVES

    The most controversial idea that has been floated is for banks to get lower capital charges if they invest in green projects and companies. This throws up a lot of questions, not least the role of securitisation and the broader implications for responsible investment.

    Speakers:
    Raymond Frenken, Head of Communications & CSR, European Banking Federation
    Sini Matikainen, Policy Analyst at the Grantham Research Institute, London School of Economics
    Alberto Postigo, Senior Credit Officer, Moody’s Investor Service
    Marie Louise Andersen, Policy Advisor, the European Mortgage Federation-European Covered Bond Council

    Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • European Sustainable Investment Policy: Series 1/3 MANDATES / FIDUCIARY DUTY Recorded: Feb 14 2018 61 mins
    Responsible Investor
    European Sustainable Investment Policy

    • The EU High-Level Expert Group on Sustainable Finance (HLEG)
    • The European Commission’s policy objectives

    Responsible Investor is proud to present a series of three webinars focused on European sustainable investment policy in the context of the High-Level Expert Group on Sustainable Finance (HLEG) and the stated objectives of EU Vice-President Valdis Dombrovskis.

    This is a crucial time for EU policy on ESG. But how will it affect you… and your clients?

    With Europe looking at investment mandates, sustainability definitions and green financing incentives, ‘the HLEG-effect’ will be far-reaching.

    The series will feature senior figures from the EU, leading market participants and expert analysts.


    European Sustainable Investment Policy: Series 1/3 MANDATES / FIDUCIARY DUTY

    Mandates are the anchors of the investment chain and the European Commission is proposing to integrate sustainability into the duties of asset managers. This presents a pivotal moment for ESG and we will drill down into all the implications. What would a pan-European set of investor duties mean in practice – and is it even possible?

    Speakers:
    Eleni Choidas, European Policy Officer, ShareAction
    Raj Thamotheram, Founder & Chair, Preventable Surprises
    Elodie Feller, Programme Lead, Investment, UNEP FI
    Will Martindale, Head of Policy, PRI

    Moderator: Daniel Brooksbank, Editor, Responsible Investor
  • Looking Ahead to the 2018 PRI Reporting Cycle Recorded: Nov 16 2017 61 mins
    Responsible Investor and ISS-Ethix
    Looking Ahead to the 2018 PRI Reporting Cycle
    16th November 2017
    11:00 AM EST | 8:00 AM PST | 4:00 PM GMT | 5:00 PM CET

    Join this one hour webinar discussing the complexities of PRI signatory reporting and emerging trends investors should consider in fulfilling client mandates and meeting their active ownership responsibilities.


    Confirmed Speakers:
    • Elina Rolfe, Head of Reporting and Assessment, PRI
    • Adrie Heinsbroek, Head of Responsible Investment, NN Investment Partners
    • Bruce M. Kahn, PhD, Portfolio Manager, Sustainable Insight Capital Management
    • Ulrika Hasselgren, Global Head of Responsible Investment Strategy & ESG Integration, ISS 
     
    Moderated by Tony Hay, Publisher, Responsible Investor

    This webinar is in partnership with ISS-Ethix
  • Integrating ESG into your passive strategy Recorded: Nov 14 2017 60 mins
    Responsible Investor & FTSE Russell
    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
  • Flexecutives anonymous Recorded: Nov 13 2017 32 mins
    Executive Shift
    Flexecutives anonymous. For Flexecutives with Sally Bridgeland and the Executive Shift panel.
    If you’re a flexecutive, join Sally Bridgeland in an ”agony aunt” session to discuss your personal dilemmas and challenges. We’ll help you “come out” as a flexecutive and become a role model for others around you.

    Sally Bridgeland
    Sally founded Executive Shift at about the time she was named by Timewise as one of their 2013 Power Part Timers. She was the first group leader at BP to work part-time when she joined them in 2008, working a three-day equivalent week as the Chief Executive Officer of their UK pension fund. She now has a portfolio of directorships and trusteeships and a teenage son. She lives in Dulwich and works in a variety of offices, trains and cafes.
  • Dispelling the myths about flexible working Recorded: Nov 13 2017 45 mins
    Executive Shift
    Dispelling the myths about flexible working. For Flexangels with Jenny Ockwell and the Executive Shift panel.

    Jenny Ockwell, Executive Shift Trustee, diversity and flexible working enthusiast will draw on her experience working in asset management organisations to do some myth-busting about working flexibly. Do join us to add some of your own and discuss the practical steps that you can take to lay them to rest.


    Jenny Ockwell
    Jenny has worked full-time, but flexibly, in a number of asset management companies over her 20 year career in the city. She is a member of the Diversity Project’s (www.diversityproject.com) Advisory Board and ‘owner’ of the DP Flexible Working steering committee. She lives in a small town in the smallest county in the UK and is married with 2 wonderful (but exhausting!) autistic boys.
  • Lessons learned from return to work programmes Recorded: Nov 13 2017 46 mins
    Executive Shift
    Lessons learned from return to work programmes: what can everyone do differently? For Flexperts and their advisers with Sarah Fuell and the Executive Shift panel.

    Sarah Fuell, popular speaker from the Executive Shift Flexangels breakfast series draws on her experience of return to work programmes to illustrate how different organisations do things differently and highlight things which could be done to make them more effective.

    Sarah Fuell
    Sarah has had an extensive and broad career in the Financial Markets spanning 30 years within Tier 1 Investment Banking, predominately in Europe and Asia. She has solid experience of trading, regulatory, technological, operational and technical aspects of ever changing markets. After a break from the financial markets Sarah completed the Credit Suisse Return to Work Program in 2015 and the JPMorgan ReEntry Program in 2016. This lead her to establish 'The Working Company', a consultancy company that focuses on career coaching for those wishing to return to the workforce after a career break and for companies looking to develop their own 'Return Programmes’.
  • What are the barriers to making flexible working work in the workplace? Recorded: Nov 13 2017 44 mins
    Executive Shift
    What are the barriers to making flexible working work in the workplace? How can HR help? 

    John Preston, Executive Shift Trustee will lead a discussion on the barriers to flexible working. Are policy or regulatory interventions required, or is it more about culture and attitudes? Designed to help those HR professionals responsible for formulating and implementing flexible working strategy, our web panel of John Preston, Sally Bridgeland, Jenny Ockwell and Sarah Fuell will help trouble-shoot your problems and discuss the challenges which you face.

    John Preston
    John Preston is a non-executive director and trustee. He was a partner at PwC for many years where his roles included COO and head of people for a key part of the business which needed flexibility in its working arrangements. He was also diversity champion for many years and has always believed flexible working is a fundamental element in promoting greater inclusion in both the workplace and society.
  • Executive Shift annual survey 2017 - State of the Nation. Recorded: Nov 13 2017 46 mins
    Executive Shift
    Executive Shift annual survey 2017 - State of the Nation. For all with Sally Bridgeland.

    Sally Bridgeland, Executive Shift’s Founder looks at differences and trends in attitudes towards flexible working across the UK population, drawing on the detailed responses from our survey. Which areas of the country, age groups and types of worker are happiest with their working patterns? Where do people avoid asking to work flexibility because job security is a concern? We have the data to help answer any questions that you have.

    Sally Bridgeland
    Sally founded Executive Shift at about the time she was named by Timewise as one of their 2013 Power Part Timers. She was the first group leader at BP to work part-time when she joined them in 2008, working a three-day equivalent week as the Chief Executive Officer of their UK pension fund. She now has a portfolio of directorships and trusteeships and a teenage son. She lives in Dulwich and works in a variety of offices, trains and cafes.
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From the publishers of Responsible-Investor.com, the RI Webinars channel focuses on responsible investing, ESG and sustainable finance for institutional investors and companies. We also produce a number of industry leading in-person events including: RI Europe (London), RI Americas (New York) and RI Asia (Tokyo)

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