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Engaging as a Sovereign Bondholder

This PRI webinar will explore how bondholder engagement is conducted with sovereign issuers, including current practices and challenges, and how it could be scaled up to promote responsible investment.

- Yvette Klevan, Managing Director, Portfolio Manager/Analyst, Global Fixed Income Team, Lazard Asset Management
- Adam Matthews, Director of Ethics and Engagement, Church of England Pensions Board
- Jana Velebova, Portfolio Manager, Emerging Markets, Sovereign Team, BlueBay Asset Management
- Moderated by: Claudia Gollmeier, Managing Director & Senior Investment Officer, Colchester Global Investors
Recorded Nov 26 2020 60 mins
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  • Channel
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  • Biodiversity and Infrastructure Investing: Managing Risk and Enhancing Value Apr 19 2021 2:00 pm UTC 60 mins
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    Expectations on the finance sector’s role in safeguarding biodiversity and natural capital continue to grow but this complex topic can sometimes be challenging to navigate in a diligence and asset management context. Aimed at infrastructure Private Equity ESG practitioners, join our webinar for some practical biodiversity insights including:
    • an overview of the mitigation hierarchy and how it can be integrated effectively into financial decision making;
    • an introduction of how biodiversity data can enhance decision making during the diligence process; and
    • a recent sustainable finance case study of how protecting biodiversity has tangibly enhanced asset value.

    Speakers include:
    Helen Temple, Chief Executive, The Biodiversity Consultancy
    James Magor, Director, Responsible Investment, Actis
    Ed Ellis, Manager, Integrated Biodiversity Assessment Tool (IBAT)
    Moderated by: Gemma James, Head of Environmental Issues, PRI
  • Webinar 4: Setting the ambition: what does net zero mean for investors? Mar 11 2021 2:30 pm UTC 120 mins
    Sagarika Chatterjee, Director, PRI / David Harris, Head of Sustainable Business, London Stock Exchange Group & FTSE Russell
    COP26: Investor Action on Climate Webinar Series

    Date: 11 March, 2021
    Time: 2:30pm - 4:30pm GMT / 9:30am - 11:30am EDT

    With the success of the 2020 series, we will be hosting three virtual events throughout 2021 leading up to COP26, which will take place 1-12 November in Glasgow, Scotland. The ‘COP26: Investor Action on Climate’ series aims to build further momentum toward taking action on climate change by the investment industry ahead of the COP26 Climate Summit.

    The world faces numerous societal and economic challenges as it comes out of COVID-19 lockdowns, and these very issues will help investors to address potential crises of the future and understand ways to transition to green growth and recovery.

    Confirmed speakers:
    Fiona Reynolds, CEO, PRI
    Sagarika Chatterjee, Director of Climate Change, PRI & COP26 High-Level Champions Team member
    David Harris, Head of Sustainable Business, London Stock Exchange Group & FTSE Russell
    Bob Litterman, Chairman of the Risk Committee at Kepos Capital LP
    Jean Hynes, Managing Partner and incoming CEO, Wellington Management
    Nili Gilbert, Board Member and Chairwoman of the Investment Committees, David Rockefeller Fund
    Nathalie Lhayani, Group Sustainable Policy Director, Caisse des Dépôts
    Kirsty Jenkinson, Investment Director, CalSTRS
  • Accountability in the 2021 Reporting Cycle Feb 24 2021 2:00 pm UTC 45 mins
    Milja Norberg, Manager Reporting and Accountability, PRI
    Increasing accountability of the PRI as an organisation is one of the focus areas of our 10-year Blueprint for responsible investment. In 2018 the PRI implemented minimum requirements alongside introducing programmes for showcasing leadership. This webinar will cover both the minimum requirements and the Leaders’ Group, including how these have been affected by the introduction of the new Reporting Framework and next steps.

    Speakers include:
    Milja Norberg, Manager Reporting and Accountability, PRI
  • Science-Based Target Setting on Biodiversity Feb 10 2021 3:00 pm UTC 60 mins
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    Many companies are already setting climate science based targets (SBTs) to reduce their greenhouse gas emissions. Companies are now also considering nature science based targets in order to operate within planetary boundaries.

    The PRI and UNEP FI are co-hosting this webinar with experts to discuss:
    - What are science based targets for nature?
    - How is a net zero emission target being applied and how does this compare with science based targets for nature?
    - What needs to be considered in a methodology?
    - What are the gaps?
    - How are companies setting biodiversity targets?

    Speakers include:
    Erin Billman, Executive Director, SBTN
    Chris Weber, Technical Director, SBTN
    Helen Crowley, Head of Sustainable Sourcing Innovation, Kering
    Additional speakers to be confirmed
  • Climate Reporting in the 2021 PRI Reporting Cycle Feb 8 2021 2:00 pm UTC 60 mins
    Kimberly Gladman Senior Associate, Climate Change, PRI & Irene Diaz, Associate, Reporting and Assessment, PRI
    In 2018, as part of the PRI’s programme on championing climate action, we introduced voluntary climate change indicators in the PRI Reporting Framework, based on the recommendations of the Taskforce on Climate-related Financial Disclosure (TCFD). Since the 2020 reporting cycle, signatories have been required to report on the climate change indicators on a mandatory basis. In 2021, the indicators related to the strategy and governance recommendations will also be publicly disclosed and part of private assessment, while some ‘plus’ questions based on the TCFD recommendations around risk management and metrics and targets will remain voluntary and non-assessed, with a view to making them ‘core’ in 2022. In this webinar, we will take signatories through the main changes to the PRI reporting requirements on the TCFD-based indicators and how the recommendations can be implemented by signatories on a more practical basis.

    Kimberly Gladman Senior Associate, Climate Change, PRI
    Irene Diaz, Associate, Reporting and Assessment, PRI
  • Deforestation as a Credit Risk Feb 4 2021 3:00 pm UTC 60 mins
    Deforestation is often discussed because of its impact on carbon dioxide emissions and soil erosion, as well as the destruction of forest habitat and displacement of indigenous communities. Instead, this webinar will look at deforestation from a credit risk perspective, by exploring how it may affect the probability of default of a debt issuer or of an issue, with various participants of the investment chain.

    Nneka Chike-Obi, Director, Sustainable Finance, Fitch Ratings
    Christopher Stephan Wells, Global Head of Environmental and Social Risk, Santander
    Peter van der Werf, Senior Engagement Specialist, Team Lead Engagement Director, Active Ownership, Robeco
    Moderated by: Gemma James, Head of Environmental Issues and Carmen Nuzzo, Head Fixed Income, PRI
  • Asset Owners’ Role Driving Responsible Investment Through Manager Relationships Feb 3 2021 3:00 pm UTC 60 mins
    The PRI
    Asset owners sit at the top of the investment chain. This group should feel empowered to work with asset managers on responding to their values, strategies and policies on responsible investment. Yet there seem to be blockages – data, fiduciary concerns and others – and the pressure is growing. Regulators and beneficiaries are increasingly requiring more active asset ownership. A panel of experts will discuss some of these issues and talk through where asset owners can work collaboratively with investment managers through the selection, appointment and monitoring process.

    Introduction by: Fiona Reynolds, CEO, PRI
    Kirsty Jenkinson, Investment Director, CALSTRS
    Ndabe Mkhize, CIO, Eskom Pension and Provident Fund
    Claudia Bolli, Head of Responsible Investing, Swiss Re
    Moderated by: Toby Belsom, Director, Investment Practices, PRI
  • The 2021 PRI Reporting Cycle: Overview, Update and Q&A Feb 2 2021 5:00 pm UTC 60 mins
    Senita Galijatovic, Head of Reporting & Accountability, PRI & Lauren Green, Manager Reporting and Accountability, PRI
    After extensive review and consultation with PRI’s signatories, the new 2021 Reporting Framework has been launched with a new, more user friendly reporting platform. Join the PRI webinar on 19 January for an overview on what you need to know in order to prepare for the 2021 reporting cycle, including:
    • A brief introduction to reporting;
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    • how to access and navigate the new reporting platform

    Senita Galijatovic, Head of Reporting & Accountability, PRI
    Lauren Green, Manager Reporting and Accountability, PRI
  • The 2021 PRI Reporting Cycle: Overview, Update and Q&A Feb 2 2021 9:30 am UTC 60 mins
    Senita Galijatovic, Head of Reporting & Accountability, PRI & Lauren Green, Manager Reporting and Accountability, PRI
    After extensive review and consultation with PRI’s signatories, the new 2021 Reporting Framework has been launched with a new, more user friendly reporting platform. Join the PRI webinar on 19 January for an overview on what you need to know in order to prepare for the 2021 reporting cycle, including:
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    Senita Galijatovic, Head of Reporting & Accountability, PRI
    Lauren Green, Manager Reporting and Accountability, PRI
  • PRI Canada: Fixed Income Deep Dive & New Reporting Insight Jan 26 2021 4:30 pm UTC 90 mins
    The PRI
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    Transition Pathway Initiative
    Join the Transition Pathway Initiative (TPI) for a webinar on their latest Transportation report, which covers the airline, auto and international shipping sectors. This webinar will provide the audience with an introduction to the TPI and their methodology. The TPI will discuss the results from their report and give the audience an opportunity to ask the researchers questions.

    - Professor Simon Dietz, Professor of Environmental Science, Grantham Research Institute, London School of Economics
    - Antonina Scheer, Research Assistant, TPI, Grantham Research Institute, London School of Economics
    - Roseanna Ivory, Investment Manager, European Equity team, Aberdeen Standard Investments.
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  • Stranded Seafarers - Addressing a Humanitarian Crisis and a Supply Chain Risk Recorded: Jan 20 2021 60 mins
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    This webinar jointly organised by the PRI and Fidelity will be an opportunity to discuss and call for urgent action around the humanitarian crisis and the supply chain risk in relation to the more than 400,000 seafarers being stranded aboard vessels and a further 400,000 remaining ashore with little prospect of work or pay due to COVID-19 which has led to strict national movement restrictions impacting the ability of existing crews aboard commercial vessels to disembark and replacement crews to take their place.

    Speakers include:
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    Jeremy Nixon, Chief Executive Officer, Ocean Network Express
    Moderated by: Nabylah Abo Dehman, Manager, Social Issues, PRI
  • Governance Assessment: A Similar Approach for Equities vs. Debt Investors? Recorded: Jan 13 2021 62 mins
    The PRI
    Governance evaluation is prominent in ESG analysis and security pricing. During this webinar, we will explore whether and to what extent governance factors are assessed differently by equity and fixed income investors, including relevant metrics.

    - Introduction by: Alex Edmans, Professor of Finance, the London Business School & Academic Director, the Centre for Corporate Governance
    - Iyassu Essayas, Director of ESG Research, Parnassus Investments
    - Brian Garcia, CFA, Vice President, Corporate Credit Analyst, Breckinridge Capital Advisors
    - Linda Giuliano, BrightWorld Advisors, Founder & former Head of Responsible Investment, Alliance Bernstein
    - Nicholas Kordowski, Head of Non-Financial Research, Fixed Income, Aberdeen Standard Investments
    - Moderated by: Robert Wilson, Research Analyst, MFS
  • TCFD: New Publications on Risk Management and Climate Scenarios Recorded: Dec 15 2020 57 mins
    Martin Skancke, Chair PRI, TCFD Taskforce member
    With pressure to address climate change continuing to build, there is a growing need for updated and improved guidance on how investors and companies can manage risks and better position themselves for the energy transition. To help meet this, the Financial Stability Board’s Taskforce on Climate-related Financial Disclosures has significantly increased its output in 2020. This has included new technical guidance on the climate scenario analysis and risk management recommendation.
    The PRI is delighted to host this webinar and provide a chance for signatories to hear directly from the authors of these publications, their key findings and updated practical guidance on how to implement the Taskforce’s recommendations.

    Speakers include:
    - Martin Skancke, Chair PRI, TCFD Taskforce member
    - Martin Weymann Head Sustainability, Emerging & Political Risk Management, Group Risk Management, Swiss Re, TCFD Taskforce member
    - Jeff Stehm, Secretariat, Task Force on Climate-Related Financial Disclosures
  • Investment Portfolio Risk for Insurance Companies - The CIO Perspective Recorded: Dec 14 2020 62 mins
    The PRI and CFA Society Boston
    The insurance industry is in the business of risk; acting as risk managers, risk carriers and investors. Accordingly, the insurance industry is significantly exposed to risks posed by the increasing frequency and intensity of extreme weather events, as well as the global transition towards a low-carbon economy. Adding the recent unprecedented pandemic for additional complexity and uncertainty, it is more important than ever before for managers of insurance company assets to factor relevant ESG risks into their investment portfolios.

    Please join the PRI and the CFA Society Boston on December 14th at 11 am ET for the second in a series of events exploring responsible investing and the US insurance industry. In this session, you will hear directly from investment officers of two major Insurance firms on the unique challenges they face, potential increased regulatory scrutiny and how they plan to continue managing resilient and sustainable insurance investment portfolios.

    Confirmed speakers:
    Randy Brown, CIO, Sun Life & Head of Insurance Asset Management at SLC Management
    Patrizio Urciuoli, Co-Head of Strategy &Asset Allocation, Executive Managing Director, Executive Vice President Liberty Mutual Insurance Group
  • The New PRI Reporting Framework: Overview and Q&A Recorded: Dec 10 2020 62 mins
    The PRI
    After extensive review and consultation with PRI’s signatories, the new 2021 Reporting Framework has recently launched. Join the PRI webinar on 10 December for an overview of the main changes and for an opportunity to ask questions about the content of the new PRI’s Reporting Framework ahead of the next reporting cycle opening in January 2021.

    Speakers include:
    Elina Rolfe, Director Reporting & Assessment, PRI
    Senita Galijatovic, Head of Reporting & Accountability, PRI
  • Engaging on Whistleblowing: The Value for Investors Recorded: Dec 9 2020 48 mins
    The PRI
    Effective whistleblowing mechanisms are a key feature of good governance and anti-corruption systems, as well as being reflective of a healthy corporate culture centred on trust and responsiveness. Investors can also use the presence or absence of these mechanisms to assess the efficiency of companies' risk management processes.

    This webinar will explore the relevance of whistleblowing for investors and launch the PRI engagement guidance on whistleblowing. The discussion will cover the investor perspective, implications of recent regulatory developments such as the EU Whistleblower Protection Directive, and include perspectives from a former whistleblower.

    Jack Poulson, Founder, Tech Inquiry and former whistleblower at Alphabet Inc.
    Tim Goodman, Director, EOS at Federated Hermes
    Ida Nowers, Law and Policy Coordinator, Whistleblowing International Network
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  • EU Taxonomy and Implications for Chinese Investors Recorded: Dec 9 2020 60 mins
    The PRI
    The PRI invites our signatories in China to join a workshop on the EU Taxonomy, led by Will Martindale, Director of Policy and Research at the PRI. The workshop aims to enhance signatories’ understanding of the implications and applications of the taxonomy.

    The EU Taxonomy is not only relevant to signatories who need to comply with the Taxonomy Regulation but also to those who wish to prepare for a potential local taxonomy, explore tools to assess sustainability performance at a security or portfolio level, or design environmentally themed products.

    The workshop will be covering the following questions relevant to signatories in China:
    - Why is the EU Taxonomy developed? How is this work relevant to China?
    - What are the key components of the EU Taxonomy?
    - Who will be affected by the Taxonomy Regulation? How can signatories prepare?
    - What are the implementation cases and best practices? What are the difficulties, learnings and experience from those signatories?
    - How can the EU Taxonomy be applied beyond compliance needs?

    Speakers include:
    -Nan Luo, Head of China, PRI
    -Robert Li, Director, Senior Investment Strategist, Harvest Global Investments
    -Will Martindale, Director of Policy and Research, PRI
  • PRI Digital Forum: Americas - Breakout 2C: Active Ownership 2.0 Recorded: Dec 8 2020 61 mins
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    Rick Alexander, Founder, The Shareholder Commons
    Stephen Miles, Head of Equities, Willis Towers Watson
    Dr Ellen Quigley, Advisor to the Chief Financial Officer (Responsible Investment), University of Cambridge

    Paul Chandler, Director of Stewardship, PRI
  • PRI Digital Forum: Americas - Breakout 2B: Strategic asset allocation Recorded: Dec 8 2020 59 mins
    Christian Goldsmith, Dave McGowan, Bob Smith, Andria Weil, Toby Belsom
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    The PRI has recently published a series of case studies that provide some real life examples of Strategic Asset Allocation (SAA) and ESG in practice. How ESG themes such as changing technology, governance, demography and climate themes are incorporated into SAA is a key challenge – but a challenge with significant opportunities. This session will review some examples of real practice and review the three areas highlighted in a recent PRI discussion paper: incorporating real world impact, improving risk adjusted returns and education. Through SAA, allocating capital towards financing real-world outcomes can make critical contributions to the SDGs and the Paris Agreement.

    Christian Goldsmith, Lead Portfolio Specialist, Global Balanced Risk Control, Morgan Stanley
    Dave McGowan, Director of Strategic Asset Allocation, BCI
    Bob Smith, President & CIO, Sage Advisory
    Andria Weil, Managing Director and Sustainable Investment Policy Manager, Wellington Management Company

    Toby Belsom, Director of Investment Practices, PRI
Informing and facilitating discussion on responsible investment
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

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  • Title: Engaging as a Sovereign Bondholder
  • Live at: Nov 26 2020 12:00 pm
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