Positioned to benefit society: Hanon Systems ESG case study

What is alpha?
The importance of risk clarity
Assessing risk combinations

The ideal retirement or pension fund starts the drawdown phase only after decades of savings. Similarly, many benefits of ESG become more easily recognisable after multiple quarters or years. This long-term scope conflicts with wall street's penchant for quarterly earnings. Should short-term investors be thinking more like long-term investors? This webinar will discuss:

- Methods of valuing ESG
- Benefits of applying ESG decision frameworks to your portfolios
- How Pension funds look at potential investments

Moderated by - Veronica Broomes, CSR and Sustainability Consultant

Alessia Falsarone, Managing Director of Portfolio Strategy and Risk and Head of Sustainable Investing for Developed Markets Fixed Income, PineBridge Investments

Blake Pontius, CFA, Director of Sustainable Investing and Global Portfolio Specialist, William Blair Investment Management

Derek Butcher, Senior ESG Analyst, Corporate Governance & Responsible Investment, RBC Global Asset Management

What is it?
How big is it?
Why is it relevant?

RBC Global Asset Management (RBC GAM) is set to release its fourth annual survey of institutional perceptions and intentions around responsible investing. For this year's report, RBC GAM collected the opinions of approximately 800 institutional asset owners, intermediaries and investment consultants from across the globe.

Please join us as a panel of responsible investing experts provide a live, exclusive unveiling of this year's survey results and their implications for investors in a global live webinar.

Please join Marcus Lun, Portfolio Manager, RBC Global Equity, in conversation with Chris Sayner, Vice President, Customer Alliances, Corporate Sustainability at CRODA. Chris is also a member of the RSPO Communication & Claims Standing Committee, board member of the Personal Care Products Council, and writer on Ingredient Integrity™. Together they will discuss sustainability and engagement.

Please join Ben Yeoh, Portfolio Manager, RBC Global Equity in conversation with Cary Krosinsky, Co-founder and Director of Real Impact Tracker as they discuss sustainability ratings, SDG’s and divestment vs investment.

Please join the Head of RBC Global Equity, Habib Subjally, as he introduces his team’s purpose and people with the help of his colleagues Luis Benoliel, and Jeremy Richardson, who will be acting moderator and devil’s advocate!

Please join us for a live emerging markets webinar on June 19, 2019. Investment professionals from RBC Global Asset Management and BlueBay Asset Management will offer their insight into the distinct forces shaping the emerging markets landscape. Topics will include:
- EM Equity Style Outlook: Growth vs. Value
- EM Debt Outlook: Sovereign, Corporate, Hard and Local Currency
- EM Opportunities Beyond Hard Currency Sovereigns
- Macro Changes: Elections, Reforms, and Technology
- China: A Macro View

Please join us for a webinar on 4th April where Guido Giammattei, Head of Research, RBC Emerging Markets Equity, and Alex Edmans, Professor of Finance at the London Business School, will discuss executive pay and incentives.
Alex will present the findings from his paper The Long-Term Consequences of Short-Term Incentives which provides evidence of the negative impact of short-term CEO incentives on the long-term value of a company.
Guido will discuss the chapter on management incentive schemes from the Emerging Market team’s 2018 ESG Report which questions whether or not the increase in incentive pay is correlated to shareholder returns over the longer term.

As part of the Emerging Markets ESG Webinar series Phil Langham and Felix Gummer will discuss why plastic has become an issue and increasing awareness and understanding on the topic.

Professionals from RBC Global Asset Management and BlueBay Asset Management will provide a comprehensive overview of emerging market investing in 2019. Topics will include:
• Global growth and the business cycle
• EM valuations
• Impact of recent developments in China
• Political questions and uncertainty

Questions are encouraged before and during the event. We look forward to your participation.

Please join Cary Krosinsky and Gabe Rissman co-founders of Real Impact Tracker as they introduce how they rate the social and environmental impact of your investments. Following this Ben Yeoh, Senior Portfolio Manager, RBC Global Equity will outline how his team approach improving the social and environmental impact in their investments.

The debate surrounding the use of ESG tools and information is clearly favouring ESG as a tool for lower risk and enhancing return.

In the live webinar, we explain why companies and investors need to be thinking about ESG and intangibles to enable better performance and will take questions on ESG topics.

We review;

* the latest academic evidence on why ESG adds value
* the latest frontiers of ESG, use of SDGs (Sustainable Development Goals)
* debates on the imperfection of Sustainability Ratings and divestment campaigns
* stewardship codes and increasing regulatory interest in ESG

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.

Please join Marcus Lun, Portfolio Manager, RBC Global Equity, in conversation with Chris Sayner, Vice President, Customer Alliances, Corporate Sustainability at CRODA. Chris is also a member of the RSPO Communication & Claims Standing Committee, board member of the Personal Care Products Council, and writer on Ingredient Integrity™. Together they will discuss sustainability and engagement.

Please join Ben Yeoh, Portfolio Manager, RBC Global Equity in conversation with Cary Krosinsky, Co-founder and Director of Real Impact Tracker as they discuss sustainability ratings, SDG’s and divestment vs investment.

Please join the Head of RBC Global Equity, Habib Subjally, as he introduces his team’s purpose and people with the help of his colleagues Luis Benoliel, and Jeremy Richardson, who will be acting moderator and devil’s advocate!

Emerging Markets ESG focus on Modern Slavery and the Issues with Low Cost Sourcing. Please join Zeena Dahdaleh, Portfolio Manager, RBC Emerging Markets Equity as she discusses the prevalence of modern slavery and exploitation and the issues caused by low cost sourcing in emerging markets. Moderated by Isabella Stanbrook, ESG and Sustainability consultant at Sancroft.

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.