Name: ESG Materiality and Return: Cutting Through the Noise to Find Alpha
Start: 2021-05-12T14:47:00Z
End: 2021-05-12T14:47:42.000Z
Location: BrightTALK

BNY Mellon Issuer Services, including Future First Forum

Cloud migration is transforming the financial services and government sectors. Learn how upgrading your cloud platform can do more than improve and modernize your infrastructure, and what it takes to elevate your cloud technology to reliable, secure and scalable levels. 

Moderator  
Frank La Salla, Chief Executive Officer, Issuer Services, BNY Mellon    

Featured Speakers 
Barbara Cooper-Jones, Chief Information Officer, Ginnie Mae  
Alexandra Colmenares, Senior Architect, Deloitte  
Ralph Groce III, Chief Information Officer, Issuer Services, BNY Mellon
Jeff Lunglhofer, Chief Information Security Officer, BNY Mellon

Watch here to learn how cloud modernization is impacting government entities, technology providers, consultancy firms and many other market participants.

Cloud Modernization: Transforming the Financial Services Industry Webinar

Join us for a discussion of the findings in Corporate Access Through COVID-19 and Beyond, our recent whitepaper analyzing insights gained from interviews with U.S.-based portfolio managers representing $610 billion in total Equity Assets Under Management (EAUM). The managers gave us their opinions on topics including the importance of in-person access to senior management of non-U.S. issuers, the emphasis on ESG discussions, and the frequency of meetings they prefer.  

Key findings include:
97% of investors surveyed prefer access to management before initiating an investment. 
82% noted the increasing importance of ESG considerations during due diligence. That rises to 100% with firms having over $25 billion in EAUM. 
The availability of DRs improved the likelihood of investment in international issuers, particularly by managers with smaller EAUM. 

We look forward to a spirited discussion of corporate access today and how you can better meet the demands of current and prospective investors.

Moderator
Bob Meyers, Principal, Market Connect, BNY Mellon Depositary Receipts

Panelists
Jennifer Dunne, CFA, Portfolio Manager, Rondure Global Advisors, LLC.

Tim Kubarych, CFA, Partner, Deputy Director of Research, Harding Loevner, L.P.

Will Llamas, Vice President, Buy-Side, Coalition Greenwich

Corporate Access Through COVID-19 and Beyond Webinar

The LIBOR cessation is fast-approaching and securitization market participants are mobilizing, responding and preparing for the transition.

Join us at the LIBOR Market Readiness: Securitizations webinar on June 23rd at 9:30am ET to hear from market experts on how the transition will impact the future state of the structured finance community.

LIBOR Market Readiness | Securitizations Webinar

Best practices for the IR section of the company website, including ideas on the use of social media for IR. This module also includes information on market intelligence and related technology tools for IR.

Depositary Receipts Investor Relations Training | Use of Technology in IR

Key practices for outlining a compelling communication strategy and KPIs as well as ideas for leveraging financial media.

Depositary Receipts Investor Relations Training | Communicating Strategy

Overview of the objectives of investor engagement strategy, including best practices on investor targeting, planning for roadshows and investor days as well as tips on execution and logistics.

Depositary Receipts Investor Relations Training | Marketing & Investor Outreach

Understand how to apply and utilize market intelligence and peer benchmarking to help the company create its own compelling and differentiated investment story.

Depositary Receipts Investor Relations Training | Leveraging Market Intelligence

Best practices for creating company factsheets and investor presentations, including sample layouts.

Depositary Receipts Investor Relations Training | Investor Relations Toolkit

A deeper dive into the importance and objectives of investor targeting with a discussion on types of investors and their differing focus, the investor targeting process, and an overview of the top U.S. investment centers.

Depositary Receipts Investor Relations Training | Investor Targeting

Overview of the components and objectives of an IR program, including general guidance on communications with various types of stakeholders.

Depositary Receipts Investor Relations Training | Introduction to IR

Introduction to ESG and how different investors approach ESG and implement it into their investment decision making process. This module includes an overview of to begin to incorporate ESG communication into an investor engagement strategy.

Depositary Receipts Investor Relations Training | ESG for an IR Program

Best practices in preparing and managing unforeseen and reputational damaging situations in the view of IR.

Depositary Receipts Investor Relations Training | Crisis Communications

Together, leaders in our industry can collaborate to safeguard a more sustainable future. Our commitment to this journey will have a positive impact on people, communities and the planet.

Closing Remarks

Considerations for how market structure itself acts as a means to scale or inhibit green finance and how to address greenwashing concerns. We’ll discuss how firms can help to fill the gaps and create meaningful solutions by identifying the enablers and obstacles in this space and how they impact sustainable investment.

Market Infrastructure as a Catalyst for Scaling Sustainable Finance

How can markets and companies effectively factor socioeconomic inequality as a financial risk and ensure impact while still achieving performance? Learn what types of products and actions truly attain social impact while achieving portfolio performance and sustainability goals.

Achieving Social Impact Goals and Transformation Powered by People

If there had been any doubts about the importance of environmental, social and governance (ESG) practices, they have been laid to rest in the last year, as a global pandemic had devastating effects on societies and economies. Still, key questions remain about how companies can address ESG issues effectively.

BNY Mellon’s Future First Forum brings together industry experts to discuss the innovations that are helping companies have a positive impact on people, communities and the planet while also driving long-term value. This virtual event will feature an illuminating keynote by Mark Carney and a series of panels showcasing how to measure ESG impact, how to effect meaningful change, the role of market infrastructure in establishing guidelines and how to find alpha in the process.

Future First Forum

Please join BNY Mellon's Issuer Services (Depositary Receipts and Corporate Trust) for the economic outlook installment of our Issuer Services Outlook 2021: Leadership Conversations on Politics and the Economy. This two-part webinar series examines the key political and economic factors impacting the investment environment for the year ahead. 

Our second session will pair an economic outlook from BNY Mellon Investment Management Chief Strategist Alicia Levine with how companies, including BNY Mellon, can plan for these scenarios. We are delighted to have BNY Mellon’s new CFO, Emily Portney join this discussion alongside Jonathan Wheatley, Emerging Markets Correspondent at the Financial Times. Our conversation will be moderated by Andrew Karolyi, Deputy Dean and Dean of Academic Affairs, SC Johnson College of Business, Cornell University.

Issuer Services Outlook 2021: Leadership Conversation on the Economy

Choosing and surfacing the material factors that allow analysis of an investment is a critical process. This panel will cover emerging standards and opportunities to improve investment performance and integrate sustainability information to demonstrate returns.

ESG Materiality and Return: Cutting Through the Noise to Find Alpha

BNY Mellon

Asset Management

Investment Management

Data Analytics

Sustainability

Investment Strategy

Fixed Income

Risk Management

Financial Services

Get powerful environmental insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on environmental strategies and initiatives with reliable data that is sorely missing from this community.

Environment

The research and development community on BrightTALK brings together leading professionals in healthcare, technology and manufacturing to present on current topics in their fields. From big data in healthcare to online forensics training and medical research practices, the community is an exceptional resource for those looking to expand their knowledge. Be part of the conversation by joining the community and participating in interactive live webinars.

Research and Development

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

ESG Materiality and Return: Cutting Through the Noise to Find Alpha

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About this talk

BNY Mellon Issuer Services + Future First