Name: PIP19 - ESG and passive investments: Are they compatible?
Start: 2019-09-11T12:15:00Z
End: 2019-09-11T12:51:04.000Z
Location: BrightTALK
Rating: 0

Welcome to the channel for the UN-supported Principles for Responsible Investment (PRI). 

Here you will find webcasts about mainstreaming responsible investment from the PRI initiative. 

The PRI is an investor-led initative backed by the United Nations in partnership with UNEP Finance Initiative and the UN Global Compact.

For more info visit: www.unpri.org

Thematic bonds, such as green, social, sustainability and sustainability-linked bonds, are fast becoming a regular feature in the sovereign debt market. Hearing the issuer and investor perspectives, and building on the work of the Climate Bonds Initiative and the PRI on sovereign debt, this webinar will discuss the role of such labelled bonds in country funding strategies, their advantages and related challenges, as well as their effectiveness in shaping sustainable outcomes.

Confirmed speakers include:
Erin Bigley, Head of Fixed Income Responsible Investing, Alliance Bernstein
Lupin Rahman, Head of Sovereign Credit, Emerging Markets, Portfolio Manager, PIMCO
Patricio Sepulveda, Head of the Chilean Debt Office (Oficina de la Deuda de Chile)
Alexandre Vincent, Head of Sustainable Finance, Agence France Trésor
Moderators: Sean Kidney, CEO, Climate Bonds Initiative, and Carmen Nuzzo, Head of Fixed Income, PRI

Opportunities and challenges in the growing sovereign sustainable bond market

This webinar will focus on signatories’ 2021 reporting outputs – the Transparency Reports for all signatories, and Assessment Reports for investors – which will be released in early September 2022. 

During the session, we will go over how to access the reports, new functionalities available in the Data Portal, the new assessment methodology, and how scores are calculated. The session will be followed by a moderated Q&A, where we will answer general questions on 2021 outputs. 

See R&A Updates for the latest information on the release of 2021 reports: https://www.unpri.org/signatories/reporting-and-assessment/randa-updates

Confirmed speakers:
Eva Gehres, Head of Reporting Platforms and Assessment, PRI
Luca Riganelli, Assessment Analyst, PRI
Lisa Robinson, Head of IT Applications and Software Development, PRI
Danielle Watkins, Senior Associate, Reporting Support, PRI
Andrew Wells, Senior Data Analyst, PRI

Understanding the 2021 PRI reports and Data Portal

What can responsible investors do to prepare for proxy season 2023? Hear from PRI stewardship experts on key ESG issues to have on your radar as you prepare for proxy season 2023. The speakers will present priority actions for responsible investors between now and March 2023. The session will highlight relevant, practical resources to support your work on shareholder resolutions and other votes ahead of next year’s proxy season.

Confirmed speakers:
Marshall Geck, Senior Specialist, Stewardship, Climate Action 100+, PRI
Isabella Coin, Specialist, Stewardship, Sustainable Commodities, PRI
Chloe Horne, Specialist, Stewardship, PRI
Bonnie Groves, Senior Analyst, Stewardship, Governance, PRI
Moderated by: Emmet McNamee, Head of Stewardship, Active Ownership 2.0, PRI

Preparing for 2023: Lessons from 2022 proxy season

The increase in passive investment strategies has posed unique challenges and opportunities for responsible investors. In particular, the explosion of sustainable passive products has seen an increasing innovation and complexity in how ESG integration and thematic strategies are approached. It has also raised questions regarding what meaningful stewardship looks like in a passive strategy. In this webinar, we hear asset owner, investment manager and index provider views on how responsible investment is developing in the passive investment market and how they are tackling emerging issues in this area.

Speakers:
David Harris, Global Head of Sustainable Finance Strategy, Data & Analytics, London Stock Exchange Group
Faith Ward, Chief Responsible Investment Officer, Brunel Pension Partnership
Emily Lawrence, Director of Sustainable Investing Client Engagement, Northern Trust Asset Management
Moderated by: Nithya Iyer, Senior Specialist, Sustainable Financial System, PRI

Navigating responsible investment in passive strategies

Investors are increasingly focused on the plans that organisations are putting in place to pivot their business models, operations, and assets to align with a low carbon future. In this context, climate-related transition plans are emerging as a key component of an organisation’s overall climate strategy. Transition plans describe the targets and actions that will be pursued to reduce climate-related risks and to benefit from opportunities in an organisation’s transition to a low carbon economy. What constitutes a credible and effective climate transition plan? What does the TCFD recommend that companies and investors disclose from transition plans? How is the evolving thinking around transition plans being put into practice by leading investors? In this session, PRI and partners will provide an overview of the latest TCFD guidance around climate-related transition plans, and examine how investors and companies are developing and disclosing transition plans in the pursuit of net zero in practice.

TCFD Capacity Building Series for China: Transition Plans - Mandarin

TCFD Capacity Building Series for China: Transition Plans - English

This session will explore how and why investors should act on advancing the decent work agenda. It will focus on how the pandemic has exacerbated many of the pre-existing challenges, what minimum safeguards are needed to support decent work and how investors can harness the key transitions to support workers and drive real world outcomes.

The investor role in advancing decent work

第三回アジェンダ

・上場株式のインパクト投資はどのようなものなのか

・プライベートアセットのESG投資とインパクト投資はどのようなものなのか

PRI ウェビナー・シリーズ（全５回）ESG実務専門家に聞く(第  3回)

This webinar will explore how investors in Canadian provincial and municipal bonds can assess and incorporate ESG factors in their investment decisions. It will discuss ESG topics specific to the country and similarities with other regional and local government bond markets. The audience will gain an understanding of the investor and the issuer perspective.

Confirmed speakers:
Saad Qazi, Senior Director, Associate Portfolio Manager, Canadian Fixed Income, Manulife Investment Management
Anthony Tia, City Treasurer, City of Vancouver
Bhavini Patel, CFA, Director, Sovereign and International Public Finance, S&P Global Ratings
Moderated by: Jasper Cox, Investment Practices Analyst, Fixed Income, PRI

Tackling ESG factors in Canada’s provincial and municipal bonds

PRIでは、日本国内や海外におけるサステナブル・ファイナンス、ESGに関する規制・市場動向などを実務専門家をお招きして解説する『ESG実務専門家に聞く』ウェビナーをシリーズ（全５回）で開催いたします。日本では統合報告書を発行する企業が急速に増えるなど、サステナビリティ経営を重視する潮流が加速している中、ESGやサステナブル・ファイナンスについては、年金基金などのアセットオーナーだけでなく、企業年金の運営を支える観点から、母体企業にとってもますます重要な領域になってきています。

 
本ウェビナー・シリーズでは、そうしたESG、サステナブル・ファイナンスに関するトピックを取り上げ、企業や年金基金の皆様などが疑問に感じておられる点について、PRIアドバイザリーコミッティのメンバーを中心としたESGの実務専門家が解説させていただきます。

第二回 アジェンダ

 
・ESG情報開示のルールはどうなっていくのか

・気候変動問題とグローバルイニシアティブを通じた活動について

・Climate Action 100＋最新の動向

PRI ウェビナー・シリーズ（全５回）ESG実務専門家に聞く(第２回)

Join UNEP FI and PRI for an introduction to the Impact Management Platform, its benefits and functionalities to manage the impacts of investments.
The Impact Management Platform is a collaboration between leading providers of public good standards, frameworks, tools, and guidance for managing sustainability impacts. Through the Platform, initiatives will work together to identify opportunities to consolidate existing sustainability resources, collectively address gaps, and coordinate with policymakers and regulators to support the mainstreaming of impact management.

Confirmed speakers:
David Atkin, CEO, PRI
Eric Usher, Head, UNEP FI
Karen Wilson, Senior Advisor, Wise Centre, OECD
Camilo Mondragon, Head of Modeling, Development Impact Unit, IFC
Andrea Webster, Finance System Transformation Lead, World Benchmarking Alliance
Elsa Savourey, Director, Sustainability Outcomes and SDGs, PRI
Careen Abb, Impact & SDGs Lead, UNEP FI

The Impact Management Platform: managing impact for investments

The IFRS Foundation Trustees announced the creation of the International Sustainability Standards Board (ISSB) at COP26. The Board aims to deliver a global baseline of sustainability-related financial disclosure standards to provide global financial markets with information on companies’ sustainability risks and opportunities, building on established sustainability reporting initiatives. On 31 March 2022, the ISSB published exposure draft climate and general sustainability reporting standards for consultation until 29 July 2022. Once finalised, these will constitute IFRS Sustainability Disclosure Standards. During this webinar, we will hear from an IFRS Foundation representative to explore the exposure drafts, the next steps in the standard setting process and provide PRI signatories with the opportunity to address any questions during a Q&A session.

Speakers:
Ravi Abeywardana, Technical Director, IFRS Foundation
Spencer Powell, Technical Team, International Sustainability Standards Board
Susanne Dräger, Senior Specialist, Driving Meaningful Data, PRI
Nathan Fabian, Chief Responsible Investment Officer, PRI

Corporate sustainability reporting: IFRS Sustainability Disclosure Standards

This webinar is aimed at practitioners involved in making EU Taxonomy disclosures. The session will provide an overview of the PRI’s latest research on how investors are approaching taxonomy implementation. It will also include a panel discussion with practitioners and policy experts, followed by a Q&A session. Panellists will discuss best practices and questions regarding data availability, presenting alignment KPIs and integrating the taxonomy into the investment process.

Speakers confirmed:
- Helena Viñes Fiestas, Commissioner of the Spanish Financial Markets Authority & Co-Rapporteur of the Platform on Sustainable Finance
- Nadia Humphreys, Sustainable Finance Solutions, Bloomberg LP & Co-Rapporteur of the Platform on Sustainable Finance
- Hank Elder, Vice President, ESG and Impact Investing, Neuberger Berman 
- Martin Ewald, Managing Director, Lead Portfolio Manager - Impact Investments, Allianz Global Investors
- Moderated by: Jan Vandermosten, Senior Policy Analyst, EU, PRI

EU Taxonomy implementation

Metrics and targets are essential tools for tracking progress on climate-related strategies, managing risks, and measuring the impact of opportunities. They are an integral component in delivering action in line with the TCFD’s Governance, Strategy, and Risk Management pillars reviewed in earlier sessions. In this session, PRI and partners will examine the principles that underpin the selection and use of TCFD-aligned climate-related metrics and targets, review a number of tools and approaches for various climate-related metrics, and hear from a leading investor on how they are using metrics to track progress on their climate strategy.

TCFD Capacity Building Series for China: Metrics & Targets (Mandarin)

TCFD Capacity Building Series for China: Metrics & Targets (English)

Investment in emerging markets remains substantially below the levels required to achieve the Sustainable Development Goals and the Paris Agreement. In this webinar, we’ll explore how investors and other stakeholders can help close this gap - from developments at the policy level, to asset allocation and engagement with portfolio companies.

Speakers confirmed:
Antonio Miranda, the Chief Investment Officer, Compass Group
Martin Ewald, Managing Director, Allianz Global Investors
Yvonne Bakkum, Managing Director, FMO Investment Management
Moderated by: Simon Whistler, Head of Real Assets, PRI

Closing the funding gap: responsible investment in emerging markets

How are investors preparing for an uncertain future characterised by the rise of climate-related risks and opportunities? Scenario planning is a well-established method for developing forward-looking strategic plans for uncertain futures and is a core foundation of the TCFD recommendations.

In this webinar, experts from the PRI and partner organisations will examine why scenarios analysis is useful for investors and stakeholders; what analytical choices scenario analysis involves, and a range of resources available to get started or to improve current processes around scenario analysis for investors considering climate risks. The webinar will be of interest to asset owners, asset managers, and other stakeholders using scenario analysis in their TCFD-aligned investment strategy.

TCFD Capacity Building Series for China: Scenario Analysis (English & Mandarin)

Join this global investor debate on pathways to net zero across key sectors. As part of the event, Sven Teske will launch the latest key results of the One Earth Climate Model (OECM) for 12 industry sectors on scope 1, 2 and 3 emissions. Analysis will consider how investors can use the One Earth Climate Model to evaluate their relative alignment with a net zero transition in the real economy, and discuss how this aligns and differs from IEA NZE2050. This discussion will inform investors on how to assess global economic models that can support robust Net Zero target setting and transition plan reporting across markets.

Net Zero investor targets & sector pathways: One Earth Climate Model

AUM in ESG passive strategies investments have grown rapidly in the last five years, but there is still debate over whether ESG is compatible with passive investing. This session will:  

• look at the challenges – and opportunities – in considering ESG issues in passive strategies;
• consider the issues relating to index construction; 
• cover frequently-asked questions about passive ESG strategies, with a focus on how to improve outcomes for asset owners. 

This will be a workshop-style session, with moderated table discussions.    

Salwa Boussoukaya-Nasr, CIO, FRR

David Harris, Group Head of Sustainable Business, London Stock Exchange Group; Head of Sustainable Investment, FTSE Russell

Catherine Howarth, Chief Executive, ShareAction

PIP19 - ESG and passive investments: Are they compatible?

PRI in Person 2019

Responsible Investing

ESG and passive investments

index construction

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PIP19 - ESG and passive investments: Are they compatible?

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