Name: Integrating ESG factors into multi-asset portfolios
Start: 2024-03-12T15:00:00Z
End: 2024-03-12T15:01:00.000Z
Location: BrightTALK
Rating: 4.5

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

Join PRI experts for a focused session on the 2025 reporting outputs, designed to help signatories make the most of their Transparency and Assessment reports. The webinar will show you how to access and interpret your data, understand assessments and benchmarking and highlight key insights and emerging trends. We’ll also provide a preview of 2026 reporting developments and conclude with a moderated Q&A.

Speakers
Andrew Easton-Fei, Senior Associate, Product Manager
Giulia Scaminaci, Head, Reporting Framework & Assessment, PRI
Toby Belsom, Director, Guidance, PRI

Maximising the value of your 2025 reporting outputs

The Quarter has delivered sharp policy signals for investors: U.S. retrenchment on clean energy, China’s record-breaking renewable deployment, and mounting pressures driving climate policy responses across the G20. These shifts coincide with nations preparing their 2035 NDCs ahead of COP30 in Brazil, submissions that will underscore an increasingly divergent global landscape. 

Adding to these dynamics, the International Court of Justice issued a landmark advisory opinion in July clarifying states’ legal obligations on climate change – with significant implications for domestic regulation, international negotiations, and litigation risks affecting both governments and private actors. 

Against this backdrop, our expert panel will assess the IPR analysis of the quarter’s most consequential policy and transition developments – and their implications for investors monitoring climate risk and opportunity.. 

Confirmed speakers:
Jakob Thomä,  Project Director, Inevitable Policy Response (IPR)
Lily Burge, Policy Manager, Climate Bonds Initiative
Karoline Hallmeyer, Senior Manager for Climate & Biodiversity Strategy, Deloitte
Jennifer Anderson, Managing Director, Global Head of Sustainable Investment & ESG, Lazard Asset Management
Moderator: Adele Shraiman, Specialist, Climate, PRI

IPR/PRI quarterly briefing – Climate policy signals ahead of COP30

Join PRI leaders and global investment experts for a high-profile session exploring how Pathways, the PRI’s latest offering, addresses the growing demands and complexities of responsible investment. Pathways will be accessible through our new portal MyPRI, which will centralise all PRI tools and insights to support signatories’ investment objectives. The session will also explore the future of PRI reporting and feature a moderated Q&A.

Speakers:
Cambria Allen Ratzlaff, Chief Responsible Investment Ecosystems Officer, PRI
Giulia Scaminaci, Head, Reporting Framework & Assessment
Wendy Cromwell, Vice Chair and Head of Sustainable Investment, Wellington Management

Pathways and MyPRI: providing signatories with better tools, choice and insights

Join PRI leaders and global investment experts for a high-profile session exploring how Pathways, the PRI’s latest offering, addresses the growing demands and complexities of responsible investment. Pathways will be accessible through our new portal MyPRI, which will centralise all PRI tools and insights to support signatories’ investment objectives. The session will also explore the future of PRI reporting and feature a moderated Q&A. 

Speakers: 
Kate Webber, Chief Solutions & Technology Officer, PRI  
Nathan Fabian, Chief Sustainable Systems Officer, PRI 
Takeshi Kimura, Special Adviser to the Board, Nippon Life Insurance  
Wilhelm Mohn, Global Head of Active Ownership, Norges Bank Investment Management

Join the PRI for the launch of their new technical guide on Sustainability Value Creation, as they discuss this new framework - developed in collaboration with Bain & Company and the NYU Stern Center for Sustainable Business - designed to help private markets investors drive financial value through sustainability.

The PRI would like to thank and recognise the webinar’s Supporting Organisations for their collaboration and for opening this learning opportunity up to their members. These include HKVCA, IVCA, MEIMA, AIC, CID, Tsinghua PE, NZ Private Capital, JVCA and JPEA.

What to expect:
- A first look at the new guidance, shaped by insights from over 400 investors globally through interviews, workshops, and surveys.
- An overview of the business case for sustainability and practical strategies for 
integrating it across the investment lifecycle.
- Expert perspectives from Bain & Company and leading investors Samara Capital and Aware Super who helped shape the framework.
- Live Q&A to explore how this guidance can support your firm’s sustainability journey

Sustainability Value Creation - A Framework for Driving Financial Value Through Sustainability in Private Markets (APAC)

Join us for an in-depth look at the first PRI Advance Progress Report and an overview of key developments within the initiative over the past two years. After a short presentation, a moderated panel discussion will follow, drawing on insights from the report on investor stewardship activities, corporate engagement efforts, and progress of engaged companies. This will also be an opportunity to explore next steps for the initiative. This session will include time for audience Q&A.

You can view the report here - https://www.unpri.org/download?ac=23490.

PRI Advance Progress report: reflections and next steps

In the second briefing for 2025, IPR will assess a quarter marked by positive indications on the economic transition towards net zero in China & negatives from the US as global policy makers navigate trade & climate considerations in the run up to COP 30. 

Panellists will explore IPR's latest analysis of the transition landscape and underlying investor sentiment, amidst divergence across major trading blocs and regions. Speakers will consider how recent developments shape transition investment, and IPR assessment of investor views across G20 and major developing nations. 

Confirmed Speakers:
Jakob Thomä , Project Director, Inevitable Policy Response (IPR)
Magali Van Coppenolle, Global Head of Policy, Climate Bonds Initiative 
Sara Rosner, Senior Vice President and Director of Responsible Investing Research, AllianceBernstein

Moderator:
Daniel Gallagher, Ph.D., Senior Lead, Climate Change, Principles for Responsible Investment

IPR/PRI Quarterly Briefing - Global transition & volatility in Q2 2025

Join us for an informative session designed to guide signatories through the 2025 reporting process. In this webinar, we will provide an overview of the 2025 Reporting Framework, including:

- reporting requirements for signatories;
- new enhancements to the reporting tool; and
- available resources to support you throughout the process this year.

We will also host a moderated Q&A session, where participants can ask questions of our subject matter experts from the Solutions & Technology team.

Speakers:
- Giulia Scaminaci, Head, Reporting Framework & Assessment
- Andrew Easton-Fei, Senior Associate, Product Manager
- Yejin Hur, Senior Associate, Product Manager
- George Jameson, Associate, Product Manager

Streamlined PRI reporting in 2025 - what signatories need to know

In the first of the 2025 Inevitable Policy Response Quarterly Briefing series, the IPR team will present an assessment of major policy developments through the end of Q1 2025 and their long-term implications for the global transition to net zero. 

Panellists will discuss how investors can make sense of the transition as it takes uneven form across geographies, shaped by changing climate and policy landscape in the US, better than expected progress towards halting deforestation in Brazil and other key developments across G20 nations. 

Moderator:
Daniel Gallagher, Ph.D., Senior Lead, Climate Change, Principles for Responsible Investment

Speakers:
Jakob Thomä , Project Director, Inevitable Policy Response (IPR)
Lily Burge, Policy Manager, Climate Bonds Initiative
Luke Sussams, Head of Sustainability & Transition Strategy, EMEA, Jefferies
Dr. Nicole Röttmer, Managing Director - Deloitte Sustainability & Climate

IPR/PRI Quarterly Briefing - Global climate policy developments in Q4 2024 & Q1 2025

In this webinar, PRI and the Inevitable Policy Response (IPR) will present the IPR 2025 Transition Forecast, informed by input from several hundred international climate and policy experts. Undertaken post the US election, the forecast will provide investors and policy makers with the latest assessments from IPR on the current and expected pace of climate, land use and nature-related transition in G20+ nations, and outlooks to 2030 & 2050.

Confirmed Speakers:
Jakob Thomae, Head of Research, IPR 
Jennifer Anderson, Managing Director, Global Head of Sustainable Investment and ESG, Lazard Asset Management
Sean Kidney, CEO, Climate Bonds Initiative
Moderated by: Daniel Gallagher, Senior Lead, Climate Change, PRI

Inevitable Policy Response (IPR) - 2025 Transition Forecast

With the federal government shifting from Democratic to Republican Party control, the PRI invites you to a webinar focusing on the upcoming changes in priorities, leadership positions, and implications for US and global investors.  
 
Join the PRI and US policy experts for a look ahead at what to expect from Washington, DC and across the states in 2025 and learn how this transition might impact your organization and responsible investment.

Speakers:
Charlie Schreiber, Principal at Mindset, former Senior Counsel of the House Committee on Financial Services under Ranking Member Patrick McHenry (NC-10)
Graham Steele, Academic Fellow, Rock Center for Corporate Governance, Stanford Law School, former Assistant Secretary for Financial Institutions at the U.S. Department of the Treasury
Heather Slavkin-Corzo, Principal, Mindset, former Policy Director, Securities and Exchange Commission
Moderator: Cambria Allen-Ratzlaff, Chief Responsible Investment Ecosystem Officer, PRI

US policy in 2025 and implications for investors

The PRI invites signatories to join drop-in and feedback sessions to learn more about the future of its emerging and expanding stewardship initiative – the Collaborative Sovereign Engagement on Climate Change.

This initiative was launched as a proof-of-concept pilot in 2022 as has been engaging in the Australian system for two years with the participation of 27 signatories from across the Asia-Pacific, Europe and North America.

The initiative enables investors to work collaboratively to support governments to take all possible steps to mitigate climate change consistent with their commitment to the goals of the Paris Agreement, in line with investors’ fiduciary duty to mitigate financial risk and maximize long-term value of assets.

Following the initial success of the pilot, the PRI is now preparing for an initial expansion of the initiative in 2025.

Through these sessions signatories will get further insight into:
- The practice of sovereign engagement
- The Australian engagement
- The investor experience in the initiative
- How the PRI is approaching new market selection
- How the PRI is planning to structure the expanded initiative
- When and how signatories can apply to join

Signatories will have an opportunity to provide feedback and ask questions about the PRI’s plans and approach to market selection ahead of details being confirmed in Q1 2025.

Speakers:
Mariana Jordão, Fixed Income ESG Vice President, Morgan Stanley Investment Management
Paul Chandler, Director of Stewardship, PRI
Peter van der Werf, Head of Active Ownership, Robeco
Tamsin Ballard, Chief Investor Initiatives & Collaboration Officer, PRI

Next steps in the PRI’s Collaborative Sovereign Engagement on Climate Change

The PRI invites signatories to join drop-in and feedback sessions to learn more about the future of its emerging and expanding stewardship initiative – the Collaborative Sovereign Engagement on Climate Change. 

This initiative was launched as a proof-of-concept pilot in 2022 as has been engaging in the Australian system for two years with the participation of 27 signatories from across the Asia-Pacific, Europe and North America. 

The initiative enables investors to work collaboratively to support governments to take all possible steps to mitigate climate change consistent with their commitment to the goals of the Paris Agreement, in line with investors’ fiduciary duty to mitigate financial risk and maximize long-term value of assets.  

Following the initial success of the pilot, the PRI is now preparing for an initial expansion of the initiative in 2025. 

Through these sessions signatories will get further insight into: 
- The practice of sovereign engagement 
- The Australian engagement 
- The investor experience in the initiative 
- How the PRI is approaching new market selection 
- How the PRI is planning to structure the expanded initiative 
- When and how signatories can apply to join 

Signatories will have an opportunity to provide feedback and ask questions about the PRI’s plans and approach to market selection ahead of details being confirmed in Q1 2025.

Speakers:
Claudia Gollmeier, Head of Investment APAC & MEA, Colchester Global Investors
Leilani Weier, Head of Responsible Investment & Sustainability, Rest Super
Tom Arup, Head of Stewardship, Sovereign Engagement, PRI

In this special event following COP29 and the US elections, IPR and PRI will assess the long-term implications for investors of these decisive events in the transition towards net zero. Our panel of policy and investment experts will examine the potential effects of the US election results on the IPR forecast of the transition and implications for responsible investment and climate action in the US.

The webinar will also feature initial results of IPR’s 2024 Climate Pulse survey of climate & sustainability professionals. See what your peers are thinking and share your views on policy and decarbonization trajectories via the 10 quick question pulse survey - https://forms.office.com/r/TqLefk2ASU.

Speakers: 
Gregory Hershman, Head of US Policy, PRI 
Sean Kidney, CEO, Climate Bonds Initiative 
Nicole Röttmer, Partner, Deloitte 
Jakob Thomae, Head of Research, IPR 
Moderated by: Daniel Gallagher, Senior Lead, Climate Change, PRI

Special briefing with IPR: Net zero transition after COP29 & US elections

The 2024 Global Investor Statement to Governments on the Climate Crisis is the most comprehensive statement to date. It calls on governments to raise their climate ambition in line with the goal of limiting global temperature rise to 1.5°C. To achieve these agreed climate goals, the 2024 Global Investor Statement calls for a whole-of-government approach across five critical policy groupings, which will be showcased in this webinar.

For further information or to sign on to the Global Investor Statement 2024, please contact info@theinvestoragenda.com.

To sign up to the 2024 Global Investor Statement, please go to: https://theinvestoragenda.org/focus-areas/policy-advocacy/sign-on/

Call for Policy Action: Building Investor Momentum for a Whole-Of-Government Approach to Climate Change

Call for Policy Action: Building Investor Momentum for a Whole-of-Government Approach to Climate Change

Aligning financial flows with the Kunming-Montreal Global Biodiversity Framework (GBF) is crucial for addressing harmful financial practices while upscaling finance that positively impacts nature and biodiversity. Resource mobilization for the GBF involves both public and private sector contributions, with the upcoming COP16 negotiations playing a pivotal role in defining the monitoring framework for the resource mobilization indicator (Indicator D3). This framework will assess the effectiveness of private sector support for biodiversity, ensuring alignment with the GBF’s objectives and contributing to global conservation efforts.

Effective monitoring and alignment of financial flows require a clear understanding of the definitions, frameworks, and practices that qualify as biodiversity finance. This webinar will present two key papers: the UNEP FI and Finance for Biodiversity Foundation’s (FfB) nature-positive paper and the EU Business & Biodiversity Platform’s paper on business models and investment for nature. Additionally, the webinar will provide insights into what to expect at COP16 in Cali, Colombia, and will feature a panel discussion on how financial institutions can enhance and track positive impact finance.

For any related questions, please contact:

 • Natasha Boric, Finance for Biodiversity Foundation, natacha.boric@financeforbiodiversity.org
 • Jessica Smith, UNEP FI, jessica.smith@un.org
 • Sylvaine Rols, PRI, sylvaine.rols@unpri.org
 • Anne-Marie Bor, EU Business & Biodiversity Platform, a.bor@nextgreen.nl
 • Martha Bailon, EU Business & Biodiversity Platform, m.bailon@nextgreen.nl

"We need to talk about biodiversity" series. Countdown to Cali. Private sector contributions to resource mobilization.

In the third of the IPR/PRI Quarterly Briefing series for 2024, major climate policy trends since July will be analysed by an expert panel. The IPR Climate Forecasting process will also be explored against transition developments in the last 12 months and long term outlook, with webinar audience participation, in anticipation of IPR investor engagement workshops scheduled for Q4.

Speakers:
- Kavita Srinivasan, Head of Operating Group, IPR 
- Jakob Thomae, Head of Research, IPR
- Magali Caroline Van Coppenolle, Global Head of Policy, Climate Bonds Initiative
- Moderated by: Daniel Gallagher, Senior Lead, Climate Change, PRI

IPR quarterly briefing: Q3 & Deep dive - forecasting the climate transition

This session will introduce the PRI’s minimum requirements for investor signatories reporting in 2024. Attendees will receive an overview of the minimum requirements and how they can meet them, while our asset owner guidance senior specialist will provide an insight into robust practices for developing and maintaining a responsible investment policy. Participants will learn how to identify the minimum requirements when reporting and leave the session with an understanding of how PRI engages with signatories that do not meet them. We will also host a moderated Q&A session, where participants can ask questions about the PRI’s minimum requirements.

Speakers include:

Rory Cardy, Product Manager – Accountability Initiatives, PRI
Yejin Hur, Associate Product Manager – Accountability Initiatives, PRI
Tom Attwooll, Senior Specialist – Asset Owners, Guidance, PRI

PRI Minimum Requirements for investor signatories in the 2024 reporting cycle

The unprecedented scale of biodiversity loss currently occurring is a systemic risk contributing to the potential breakdown of financial and natural systems. At the same time, addressing the drivers of biodiversity loss may unlock opportunities generating up to US$10trn in annual value by 2030. In this webinar, we will explore further the case for investor action, but also focus on the steps that investors can take to strengthen capabilities and build impactful strategies and practices on this critical issue.

Speakers:
Adepeju Adeosun Napier, Senior Manager, Climate Change and Sustainability Services, EY
Hugh Garbutt, Assistant Manager, Climate Change and Sustainability Services, EY
Teboho Makhabane, Head of ESG and Impact, Sanlam Investments
Andrew Shalit, Shareholder Advocate, Green Century Capital Management
Simon Whistler, Head of Real Assets, Principles for Responsible Investment

Investing for nature: building investor action on biodiversity loss

This session aims to help signatories understand the 2024 reporting requirements. During the session, we will provide an overview of the 2024 Reporting Framework, what to report on (based on signatory type), the resources available to support signatories and how to navigate the Reporting Tool. We will also host a moderated Q&A session, where participants can ask questions of our subject matter experts. The latest information can be found on the R&A Updates webpage.

Confirmed speakers:
• Giulia Scaminaci, Head of Reporting Framework & Assessment Services
• Jayces Garello, Product Manager, Reporting Framework & Assessment Services
• Andrew Easton-Fei, Associate Product Manager, Reporting Framework & Assessment Services

PRI reporting in 2024 – What signatories need to know - Session 2

PRI reporting in 2024 – what signatories need to know

This webinar will offer insights into the upcoming UN Biodiversity Conference COP16, scheduled for October 2024 in Cali, Colombia. It will delve into the preparations made by governments and private finance sectors to effectively translate their aspirations into actionable plans for implementing the Kunming-Montreal Global Biodiversity Framework (GBF). This landmark agreement was adopted by 196 parties at the UN Biodiversity Conference COP15 in December 2022, to guide global action on biodiversity and nature. It provides a framework for bold action and policy alignment across economic sectors, with a clear call to align public and private financial flows with its mission of halting and reversing biodiversity loss by 2030.

During the webinar, you will hear more on the preparation of COP16 as we delve into the process of countries updating their National Biodiversity Strategies and Action Plans (NBSAPs) following the adoption of the GBF. Additionally, we'll facilitate discussions among representatives of financial institutions, exploring how to engage with governments on the GBF implementation and their needs in creating an enabling policy environment to reduce negative impact and increase positive impact on biodiversity through investments.

Finance and the Global Biodiversity Framework: navigating the road to COP16

In the first of the joint IPR/PRI Quarterly Briefing series for 2024, expert panelists will assess the latest analysis from IPR of global policy implementation post the COP28 Stocktake, through to end Q1 2024, against the flagship 1.8C Forecast Policy Scenario & 1.5C Required Policy Scenarios.

Implications of an acceleration in policy commitments on energy, transition, land use & climate finance will be highlighted in this comprehensive overview for investors. Additional focus will be given to the rising importance of Agriculture, deforestation & NBS in emissions mitigation and wider developments in emerging markets. 

Confirmed speakers:
Jane Ambachtsheer, Global Head of Sustainability, BNP Paribas AM
Magali Caroline Van Coppenolle, Global Head of Policy, Climate Bonds 
Sylvaine Rols, Senior Specialist, Nature, PRI
Kavita Srinivasan, Project Manager, IPR
Jakob Thomae, Research Director, IPR
Moderated by: Gina Hanrahan, Senior Specialist, Climate Policy, PRI

IPR Quarterly Briefing: Transition Since Dubai - Progress post the COP Stocktake

The Net-Zero Asset Owner Alliance recently published a Call to Action (https://www.unepfi.org/themes/nzaoa-call-to-action-to-the-asset-management-industry/) addressed to the asset manager community relating to integration of systemic climate stewardship principles. This Call to Action references best practices published in the last two years by the Alliance, relating to asset owner engagement of asset managers on proxy voting, engagement, and lobbying. During this webinar, the Alliance will be discussing this recent call to action and what it might mean for asset managers interested in working with Alliance members on these topics. All asset managers are welcome to attend this webinar and are encouraged to ask questions.

Speakers:

• Bertrand Millot, Head of Sustainability, CDPQ
• Jake Barnett, Managing Director of Sustainable Investment Strategies, Wespath
• Patrick Peura, ESG Engagement Manager, Allianz SE
• Isidro Ajona-Gonzalez, Senior Investment Manager, Allianz
• Maria Clara Rendon, Director Responsible Investing, University Pension Plan Ontario
• Hilkka Komulainen, Head of Responsible Investment, Aegon UK
• Kalina Lazarova, Governance and Voting Lead, Phoenix Group
• Samantha Chew, Stewardship Lead, Aegon UK
• Clara Mokry, Deputy Head of Sustainability, Kenfo
• Troels Borrild, Head of Responsible Investments, AkademikerPension
• Eliya Devay, Engagement Track co-Manager, UNEP FI

Stewarding asset owners’ climate needs: Implementing NZAOA guidance

Increased demands for transparency, new asset owner expectations and accusations of greenwashing have impacted due diligence, manager selection, and reporting. This webinar will explore key topics including RFP and DDQ design, critical assessment questions for asset owners and methods for verifying and interpreting investment manager responses. The discussion will cover how asset owners and investment managers can develop valuable and mutually beneficial relationships, as well as scenarios where escalation is needed.

Topics covered will include:

• how ESG considerations can be incorporated into Requests for Proposals and Due Diligence Questionnaires, focusing on critical questions for asset owners;
• how asset owner due diligence requirements can differ and where there is potential for alignment;
• how asset owner requirements can be translated into investment management agreements;
• how reporting and data can inform manager engagement and monitoring to align with asset owner objectives; and
• how due diligence and monitoring approaches are maturing across asset classes and sustainability issues.

Strengthening asset owner-investment manager relationships for mutual success

This webinar will discuss the findings of the investor case studies from the EU Platform’s Compendium of Market Practices. The examples cover a range of asset classes (real estate, infrastructure, listed equity) and provide some early evidence of how the EU taxonomy is being applied in practice for different purposes (due diligence, transition planning, reporting).

In January, the Platform on Sustainable Finance, an advisory body to the European Commission, published its report on “a Compendium of Market Practices”. The report focuses on seven stakeholder groups (corporates, credit institutions, investors, insurers, auditors and consultants, small- and medium-sized enterprises, and the public sector), showing that the EU taxonomy and the other sustainable finance tools (e.g. the European Green Bond Standard) is being used for setting transition strategies, structuring financial transactions and reporting on sustainability efforts. It also identifies some data and implementation challenges regarding the EU taxonomy and wider framework, which need to be further improved to fully support financial and non-financial actors in transitioning their business models to align with the EU’s sustainability objectives.

EU Platform Compendium of Market Practices - Insights for investors

This webinar will explore the PRI’s 2023 reporting data, what it reveals about signatories’ current practices and which areas have room for further development. The discussion will highlight differences across asset classes, investment strategies and geographies, and identify priority actions for large and small investors.

Topics covered will include:

• how levels of ambition and action differ between asset owners and managers;
• how approaches to assessing and managing climate-related risks and opportunities vary;
• which ESG topics and responsible investment practices are gaining traction among investors in different regions;
• how aligned investors are with the UN Guiding Principles on Business and Human Rights; and
• whether investors are increasingly focused on impact and sustainability outcomes.

Global responsible investment practices: PRI reporting data insights – Session 2

Global responsible investment practices: PRI reporting data insights – Session 1

In this webinar we will explore screening approaches and how to create effective exclusion criteria. The discussion will also highlight the pros and cons of climate screening. Participants will gain an understanding of how diverse approaches to ESG screening are applied in live portfolios.

Topics covered will include:

• why screening is used in portfolios;
• how to choose a screening approach by type (e.g. positive, negative, norms-based) or theme (e.g. climate, human rights);
• which trends are driving industry practice and how are they influencing engagement;
• how asset owners think about screening when designing investment mandates; and
• how asset class considerations and data challenges can be considered during screening.

Putting responsible investment screening into practice

This webinar will explore how investors can craft effective responsible investment policies that drive real-world change. We will discuss common gaps in current policies and how asset owners and investment managers can bridge these, while meeting fiduciary duties. The session will also cover evolving stakeholder expectations and best practices for updating responsible investment policies to meet new standards and regulations.

Topics covered will include:

• how to consider governance processes when writing or updating a responsible investment policy;
• how sustainability targets and priority areas can inform policies and how their success can be monitored;
• how to implement responsible investment policies that drive real-world change; 
• how policies can increase alignment between asset owners, investment managers and other stakeholders; and
• which future focus areas investors could incorporate into their policies.

Designing responsible investment policies for real-world change - Session 2

Designing responsible investment policies for real-world change - Session 1

This session will explore trends from the 2023 proxy season and how these are shaping 2024 AGMs. PRI specialists will introduce the resources we offer investors to help keep you up to date throughout proxy season. PRI signatories will present their focus areas and approaches. Join to ask questions and find out how to use PRI tools to support and strengthen your stewardship efforts.

Confirmed speakers:
Emma Henningsson, Manager Active Ownership, AP7
Sachi Suzuki, Senior Manager - Investment Stewardship, HSBC Asset Management
Moderated by: Bonnie Groves, Specialist, Collaboration Platform, PRI

Proxy season 2024: PRI tools and investor insights

The worldwide deterioration of nature is a source of material risk for institutional investors, as long-term value creation is dependent on a wide range of ecosystem services. The Kunming-Montreal Global Biodiversity Framework has provided governments and non-state actors with a framework for action. During this webinar, speakers will provide an update on Spring, PRI’s stewardship initiative for nature that convenes institutional investors to use their influence to halt and reverse biodiversity loss across the globe by 2030. They will discuss the initiative’s company selection framework, reflect on its focus companies and provide detailed information about the opportunities for PRI signatories to participate in Spring.

Confirmed speakers:

Ben Wilmot, Co-founder and Managing Director, Canbury Insights
Pooja Daftary, ESG Analyst, MFS Investment Management
Shipra Gupta, Investment Stewardship Lead, Scottish Widows
Moderated by: Tim Steinweg, Head, Nature, PRI

Apply to join Spring: PRI’s new stewardship initiative for nature

This session, co-organised by the PRI and ICGN, will outline practical resources and examples to help investors ensure that their managers’ approach to stewardship and sustainability are aligned with their own objectives.

Confirmed speakers
Caroline Escott, Senior Investment Manager, Active Ownership, Railpen
Lucas Schoeppner, Manager, Sustainable Investment Strategies, Wespath
Carol Nolan Drake, Senior Policy Manager, ICGN
Tom Attwooll, Senior Specialist, Asset Owners, PRI

Stewardship for sustainability: designing mandates and evaluating managers

With nature and biodiversity declining at an unprecedented rate, and developments such as the adoption of the Kunming-Montreal Global Biodiversity Framework (GBF) and the launch of the Taskforce on Nature-related Financial Disclosures (TNFD) framework, nature topics have been attracting increasing level of attention by the financial sector. 
Thanks to this, innovations with the ultimate goal of halting and reversing biodiversity loss have been taking place in nature finance. Since 2022, the annual New Green Shoots webinar has been kicking off the new year with a review of the latest innovative nature finance products that have come onto the market. This year, without exception, the webinar will introduce you to the emerging trends in nature finance from the past year, and highlight a few innovative products and mechanisms with high potential to scale the market.

New Green Shoots 2024: Latest trends and innovations in nature finance

Aimed at banks, institutional investors and insurers at the beginning of their journey in addressing nature loss, this webinar will introduce how nature is connected to climate change and finance, as well as key concepts and initiatives.

Integrating climate and nature action: Unlocking the biodiversity-climate nexus

The recently released Inevitable Policy Response (IPR) 2023 Forecast sees Direct Air Capture (DAC) emerging as an important negative emissions technology later this century, following delays in government action on climate and a breach of the 1.5C of warming limit in the 2030s. In this event, invited speakers will explore the rationale behind IPR’s expectation that DAC will rise in importance, and review the engineering challenges, policy considerations, and financing opportunities for the responsible investment community in the coming decades.

Speakers:

Jakob Thomae, Project Director, IPR
Jennifer Anderson, Managing Director, Co-Head of Sustainable Investment and ESG, Lazard Asset Management
Mark Fulton, Founder, IPR
Peter Webb, Visiting Fellow Oxford Institute for Energy Studies
Moderator: Dr Ben Allen, Director, ESG Issues, PRI

Inevitable Policy Response Quarterly Briefing: Direct Air Capture

The flagship Forecast Policy Scenario models the impact of climate policy acceleration forecast by IPR on the real economy up to 2050+. It analyses detailed effects on carbon & clean energy, transport, industry, buildings, land use, agriculture & NBS. 

Net Zero prospects, carbon pricing & carbon removals are also included in the multiple sector & national based assessments. 
 
In this Deep Dive, expert panelists will outline for signatories the major FPS conclusions & outlook to 2030 and 2050 & discuss short and long term transition, opportunity & volatility implications. 

Speakers: 
Lily Burge, Senior Policy Research Analyst, Climate Bonds Initiative
Sophie Coutaux, ESG Lead for Corporate Ratings, Fitch Ratings
Jason Eis, Executive Director, Vivid Economics
Jakob Thomae, Project Director, IPR

Moderated by: 
Daniel Gallagher, Head of Climate Technical Guidance, PRI

IPR: 2023 Forecast Policy Scenario (FPS) - Investor Deep Dive

Plastic pollution is a global challenge and systemic issue, exposing financial institutions to a range of material financial risks. Every year we produce 300 million tonnes of plastic waste (more than the weight of the entire human population) and only 9% of this is recycled.

International action has been increasing. The Kunming-Montreal Global Biodiversity Framework (target 7), calls for the reduction of pollution risks from all sources by 2030, including ‘preventing, reducing, and working towards eliminating plastic pollution’ as part of this.

Additionally, last year saw the adoption of a resolution at the UN Environment Assembly, to end plastic pollution and create an international, legally binding agreement on plastics. This resolution was supported by 175 nations and is currently under development between now and 2024. Although policies and regulations on plastic use have risen dramatically in recent years, this agreement has the potential to make a substantive difference by harmonising goals and action from policymakers worldwide.

Ahead of the upcoming third round of negotiations in November to develop this agreement, this webinar explores:

Why plastic waste and pollution is a risk to financial institutions, including the opportunities of a circular economy for plastics to address climate and biodiversity risks;
How financial institutions can take action to address this issue; and
How financial institutions can engage with the UN global agreement currently under development.

Turning the tide on plastic waste and pollution

There is an increasing regulatory and societal expectations for investors to conduct human rights due diligence. In this session, we will bring together different voices to discuss how investors should, in practice, identify and act on human rights risks. What systematic approaches are being taken by investors? What challenges and limitations exist, and how can they be addressed?

Human rights due diligence: how should investors identify and prioritise risks?

Speaker include:
- Isabella Coin, Specialist, Stewardship (Nature), PRI
- Bonnie Groves, Specialist, Stewardship, PRI
- Chloe Horne, Specialist, Stewardship (Advance), PRI
- Clara Melot, Specialist, System Stewardship, PRI
- Jude Otaibi, Stewardship Analyst, Climate Action 100+, PRI

Are the tides changing? This session will focus on the key takeaways from this year’s proxy season and what this could mean for 2024. Participants will also leave this session equipped with the tools and guidance PRI offers to support investors throughout the proxy cycle.

Proxy season 2023: key takeaways and looking ahead

Speakers include:
Rory Cardy, Product Manager – Accountability Initiatives, PRI
Aditya Vikram, Head of Accountability and Product Communications, PRI

This session will provide an introduction to the PRI’s minimum requirements for investor signatories reporting in 2023. The presenters will provide an overview of the background to the PRI’s minimum requirements and explain what the PRI expects of its signatories to meet them. Participants will learn how to identify the minimum requirements when reporting and leave the session with an understanding of how PRI engages with signatories that do not meet them. 

We will also host a moderated Q&A session, where participants can ask questions about the PRI’s minimum requirements. 

A recording of this session will be available afterwards.

PRI Minimum Requirements for Investor Signatories in the 2023 Reporting Cycle

Speakers include:
- Jason Eis, Executive Director, Vivid Economics 
- Kathrin Wartmann, Associate Director, Climate Research, Sustainable Fitch 
- Brian Hensley, Partner, Kaya Advisory 
- Lily Burge, Senior Policy Research Analyst, Climate Bonds Initiative 
- Catherine Higham, Policy Fellow, Grantham Research Institute on Climate Change, LSE 
- Moderated by: Daniel Gallagher, Head of Climate Technical Guidance, PRI 

This second webinar in the Quarterly Briefing series for 2023 will provide PRI signatories with the latest insights from the Inevitable Policy Response (IPR) and up-to-date analysis of global climate progress and trends in Q2 2023 so far. 

Expert panelists will discuss the implications of these insights for investors and look ahead to the rest of 2023, assessing trends against the IPR Forecast Policy Scenario (FPS), a detailed assessment of climate policy acceleration in energy, carbon pricing, transport, land use and agriculture, driven by multiple factors including the coming COP 2023 Global Stocktake and 2025 Ratchet.

Inevitable Policy Response: Quarterly Briefing #2 – July 2023

Test 2

In this webinar, we will explore how to effectively incorporate ESG factors into multi-asset portfolio construction and design. Expert panellists will examine the importance of identifying, analysing, and incorporating material ESG factors across asset classes – thinking about macro themes, thematic opportunities, and strategic asset allocation. Practical examples will be used to showcase different approaches.

Topics covered will include:

• which asset allocation approaches are being used;
• how ESG considerations are evolving in strategic asset allocation; and
• how private markets and sustainability outcomes can be considered in the asset allocation process.

Integrating ESG factors into multi-asset portfolios

Responsible Investing

Investment Management

Investment Strategy

Asset Management

Asset Allocation

Portfolio Management

ESG Incorporation

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Integrating ESG factors into multi-asset portfolios

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Principles for Responsible Investment