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Morningstar ESG Conclave - Session 4 - Is India ready for ESG?

The coronavirus has splintered the world economy, exposing social responsibility and governance
fault lines across continents. This is a crisis unlike anything we’ve seen. Consequently, social and
governance elements are going to be more important when it comes to looking for investing
opportunities. How is the ESG investing landscape evolving in India?
With no standardized definition of ESG criteria, they are often adjusted depending on the
perception of asset management companies. Firms also develop their own methodology to assign
ESG ratings.
A look at the challenges and opportunities.
Recorded Jun 24 2021 42 mins
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Presented by
Navneet Munot, HDFC AMC / Nilesh Shah, Kotak AMC / Nimish Shah, Waterfield Advisors
Presentation preview: Morningstar ESG Conclave - Session 4 - Is India ready for ESG?

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  • Fonds durables : comment s’y retrouver et établir un reporting ESG efficace ? Recorded: Jul 8 2021 38 mins
    Dalila Belmrah, Senior Customer Success Manager et Mathieu Caquineau, Associate Director, Equity Strategies
    Le respect des critères environnementaux, sociaux et de gouvernance (ESG) est devenu essentiel pour de nombreux investisseurs. Il n’est donc pas surprenant de voir les sociétés de gestion enrichir leur offre de fonds ESG, faisant croître cet univers de manière exponentielle. Par conséquent, les investisseurs ont davantage de choix, mais ils peuvent avoir du mal à s’y retrouver.

    Dans ce webinaire, Dalila Belmrah, Senior Customer Success Manager et Mathieu Caquineau, Associate Director, Equity Strategies, vous aideront à :
    - Comprendre le Morningstar ESG Commitment Level, notre nouvel indicateur qualitatif permettant d’identifier les fonds et les sociétés de gestion qui s'engagent à atteindre les objectifs des investisseurs en matière de durabilité ;
    - Utiliser les indicateurs ESG disponibles dans Morningstar Direct pour sélectionner les fonds durables les plus solides ;
    - Illustrer votre histoire ESG grâce aux outils de reporting de Morningstar Direct pour les fonds et les portefeuilles.
  • Morningstar ESG Conclave - Session 1 - Understanding and Interpreting ESG Recorded: Jun 26 2021 36 mins
    Wilco van Heteren, Sustainalytics
    When it comes to ratings and analytics in the ESG landscape, Sustainalytics is one of the oldest,
    largest and most influential players. It provides data on 40,000 companies with ratings on 13,000 of
    those, as well as monitor 172 countries.
    At the core of the research is the understanding that material ESG issues play a central role in a
    risk-based approach to valuation. Analysis is conducted on whether companies are involved in
    controversies such as human rights abuses and environmental mishaps. Besides quantifying ethical
    dilemmas, the analysts evaluate the long-term risks, how much of that risk is well managed by a
    company, and how much remains unmanaged.
    A look at how the research translates into company-level ESG ratings.
  • Morningstar ESG Conclave - Session 2 - Why ESG is here to stay Recorded: Jun 24 2021 36 mins
    Hortense Bioy, Morningstar
    Over the past few years, there has been a paradigm shift in how ESG is being perceived. It has
    evolved from an exclusionary form of investing to a much more visionary and inclusive outlook.
    ESG investing does not propose being good for goodness’s sake, it advocates being good in order to
    become rich. It gravitates towards higher quality companies with a stronger balance sheet,
    companies that are run better and operate more efficiently.
    As investors accelerate into sustainable investments, what must they be aware of and what
    misconceptions must be laid to rest?
  • Morningstar ESG Conclave - Session 3 - The ESG Regulatory Journey Recorded: Jun 24 2021 34 mins
    Andy Pettit, Morningstar
    Surging investor appetite for sustainable investments means that rules on disclosure will become
    increasingly important.
    This year, the EU Sustainable Finance Disclosures Regulation came into effect. New European rules
    on climate and other sustainable-finance issues require asset managers to disclose the potential
    harm their investments could do to the environment and society. The Biden Administration will also give expanded attention and regulation when it comes to environmental, social and governance
    issues at American businesses.
    What are the implications and what can we expect going ahead?
  • Morningstar ESG Conclave - Session 4 - Is India ready for ESG? Recorded: Jun 24 2021 42 mins
    Navneet Munot, HDFC AMC / Nilesh Shah, Kotak AMC / Nimish Shah, Waterfield Advisors
    The coronavirus has splintered the world economy, exposing social responsibility and governance
    fault lines across continents. This is a crisis unlike anything we’ve seen. Consequently, social and
    governance elements are going to be more important when it comes to looking for investing
    opportunities. How is the ESG investing landscape evolving in India?
    With no standardized definition of ESG criteria, they are often adjusted depending on the
    perception of asset management companies. Firms also develop their own methodology to assign
    ESG ratings.
    A look at the challenges and opportunities.
  • Demystifying ESG Investing – Morningstar’s ESG Attributes & ESG Commitment Level Recorded: Jun 10 2021 63 mins
    Liz Peng, Claire Liang, Patrick Ge
    In a world where the importance of environmental, social and governance criteria to investors is growing, it’s no surprise that many are overwhelmed by the staggering amount of marketing pitches, fund information and data they must dissect, interpret, and take action on.

    Morningstar aims to simplify this process for investors with their set of ESG attributes in Morningstar Direct and the ESG Commitment Level, the latter of which is a qualitative and analyst-drive assessment to identify best-in-class strategies and asset managers in context of ESG investing.

    In this webinar we will cover:
    • The different set of ESG attributes available in Morningstar Direct you can look at when assessing an investment
    • Morningstar ESG Commitment Level in Action– Live examples of our qualitative ESG assessment of strategies
    • And more
  • Morningstar’s Approach to Gender Lens Indexing & ESG Portfolio Analysis Recorded: Apr 27 2021 58 mins
    Elle Kuhta, Product Manager, Indexes and Robert Edwards, Senior Investment Product Manager
    ESG investing has been going mainstream. Gender diversity is one of the key ESG topics of focus and is an area that has been rapidly growing in popularity with investors. This webinar will first discuss ESG investing trends and the role gender diversity plays. Next we will cover how Morningstar Indexes has collaborated with Equileap, a leading gender equality data and insights provider, to build the new Morningstar Gender Diversity Index Family. You will also learn more about Morningstar’s robust family of ESG Indexes, as well as the data that went into creating them. Finally, you will get insights on the available tools within Morningstar Direct to do in-depth ESG Portfolio analysis.

    In this webinar, we will cover:
    - How to evaluate the ever-growing market of gender lens products
    - Morningstar & Equileap’s differentiated approach to Morningstar Gender Lens Indices
    - Understanding Morningstar and Sustainalytics overall ESG Index capabilities
    - How Morningstar Direct can be utilized to do company and portfolio level ESG research
  • 사례를 중심으로 본 포스트 코로나 시대의 ESG 투자 Recorded: Mar 11 2021 61 mins
    Wilco van Heteren, Dan Nielsen, Andy Jung, Janet Chang
    모닝스타가 귀하를 " 포스트 코로나 시대의 ESG 투자 "에 관한 라이브 웨비나에 초대합니다.

    2020년은 코로나의 해라고 칭해도 무방할 정도로 코로나 바이러스의 여파로 휘청거린 한해였습니다. 그러나 코로나 만큼이나 전세계적인 관심과 주목을 받은 주제가 있다면 바로 지속가능성 투자가 아닌가 싶습니다.

    이러한 국제적인 흐름에 발맞추어 글로벌 독립 투자 리서치 회사인 모닝스타가 코로나 시대의 ESG 투자 실태를 점검해 보고 포스트 코로나 시대를 대비한 지속가능성 투자 전망을 공유하는 자리를 마련하였습니다. 이론적인 방법론 뿐 아니라 닛산 자동차와 삼성전자의 사례를 분석하고 일본 공적연금(GPIF)의 모닝스타 성별 다양성 인덱스(Gender Diversity Index)에 대한 120억 달러 규모의 신규 투자 유치에 대한 내용도 다루어질 예정입니다.

    모쪼록 많이 참석하시어 유의미한 인사이트를 가져가는 시간이 되시길 바랍니다.

    [워크샵 개요]

    아시아 사례를 포함한 ESG 종목 분석 및 코로나 사태가 ESG 분석에 미친 영향 (ESG integration and the impact of COVID-19 on ESG Risk assessments)
    연사: Wilco van Heteren, Sustainalytics’s Executive Director-Research Products

    ESG 투자에 있어 Index의 역할 (ESG Investing and Indexes)
    연사: Dan Nielsen, Morningstar’s Head of Product Management-ESG Indexes

    사례를 중심으로 본 모닝스타의 ESG 포토폴리오 분석 방법론
    연사: 정승혜, Morningstar Korea Research Director

    감사합니다.
  • Impact of COVID-19 on Evaluating ESG in Stocks and Indexes Recorded: Mar 9 2021 36 mins
    Dan Nielsen, Wilco van Heteren, Shihan Abeyguna
    While 2020 will always be remembered as the year of the coronavirus pandemic, it was also a significant year for sustainable investing with ESG considerations receiving major global attention and action.

    Join Wilco van Heteren, Sustainalytics’s Executive Director-Research Products, and Dan Nielsen, Morningstar’s Head of Product Management-ESG Indexes, as they'll share the latest trends in ESG integration at stock level and latest ESG investment trend, respectively.

    In this webinar, Wilco and Dan will share their views on:
    •How to measure ESG Issues in stocks
    •Has COVID-19 impacted Asian stocks’ ESG assessment
    •Global/Asia ESG indexing trends
    •What investors look for in an ESG Index
  • ESG investing: what’s on the horizon for the year ahead? (for Israeli Market) Recorded: Feb 10 2021 94 mins
    Morningstar
    While 2020 will always be remembered as the year of the coronavirus pandemic, it was also a significant year for sustainable investing with ESG considerations receiving major global attention and action.

    Morningstar increased its activities in the ESG space in the past year too. It acquired full ownership of Sustainalytics, the recognised global leader in ESG research and ratings, and in November announced the integration of ESG risks into Morningstar's regular analysis of stocks, funds and asset managers.

    To introduce and explain the latest ESG features in the Israeli market, Morningstar, Sustainalytics and Israeli Funds Observer are hosting a joint webinar.

    • The explosion of ESG flows and the payoff for fund investors in 2020
    Hortense Bioy, Morningstar, Director, Sustainability Research, EMEA and APAC

    • Sustainalytics - ESG research and rating methodology
    Wilco van Heteren, Sustainalytics, Executive Director, Research Products

    • International funds update and how they integrate ESG
    Jonathan Miller, Morningstar, Director, Manager Research Ratings, UK

    • Morningstar ESG Commitment Level
    Hortense Bioy, Morningstar, Director, Sustainability Research, EMEA and APAC

    • ESG Indexes and ESG capabilities in Morningstar Direct
    Robert Edwards, Morningstar, Senior Investment Product Manager, Indexes

    • Panel discussion with Morningstar/Sustainalytics participants and overseas fund managers.
  • European Sustainable Funds Landscape & Analysing ESG Fund Flows Recorded: Jan 28 2021 44 mins
    Hortense Bioy, Director, Sustainability Research, EMEA and APAC | Masa Krzic, Product Manager, Direct, EMEA
    2020 was a year of broken records for the European ESG space. Our European Sustainable Funds Landscape report details boosted flows, a proliferation of themes and the most ambitious regulatory landscape that sustainable investing has seen yet. Learn about the outcomes of our yet-to-be-released research study.

    With the rapid evolution of ESG data and its use in the investment process, more managers are adding ESG-related language to their regulatory filings. Learn how Morningstar Direct can help you screen and identify funds for which ESG or sustainable investing criteria are central to the overall strategy and see how ESG ratings, such as Morningstar Sustainability Rating and Low Carbon Designation, impact asset flows.
  • Morningstar ESG Commitment Level Webinar: ESG-Integration auf dem Prüfstand Recorded: Jan 21 2021 30 mins
    Natalia Wolfstetter, Director Fund Analysis Morningstar
    Die Einhaltung von Umwelt-, Sozial- und Governance-Kriterien (ESG) hat für viele Investoren an Bedeutung gewonnen. Es überrascht daher nicht, dass Fondsanbieter zahlreiche ESG-Fonds auf den Markt bringen oder konventionelle Fonds umwidmen. Auch in traditionellen Fonds spielt ESG eine größere Rolle. Die ESG-Landschaft ist dadurch bunter geworden, aber auch schwieriger zu überblicken.

    Morningstar bietet daher eine neue qualitative Bewertung an, um Investoren dabei zu unterstützen, die ESG-Qualitäten eines Fonds oder Fondshauses einzuschätzen. Zum Start unserer Initiative haben wir 147 Fonds und 40 Fondsgesellschaften weltweit analysiert.

    In diesem Webinar erfahren Sie mehr von Natalia Wolfstetter, Director Fund Analysis Morningstar, über:

    - das neue Morningstar ESG Commitment Level,
    - welche Fonds und Fondshäuser zu den ESG-Vorreitern gehören.
  • Demystifying ESG Investing: Introducing Morningstar's ESG Commitment Level Recorded: Jan 14 2021 42 mins
    Wing Chan - Director of Manager Research Practice, EMEA & Asia
    Recognizing the surging interests in ESG investing, Morningstar’s global manager research team has introduced the Morningstar ESG Commitment Level – a distinctive, qualitative and analyst-driven evaluation of investment strategies and asset managers from an environmental, social, and governance perspective.

    The Morningstar ESG Commitment Level serves investors by:

    - Define the features that our analysts believe constitute a strong ESG investment program;
    - Identify those strategies and asset managers that our analysts see as best-in-class in the context of ESG investing;
    - Call out strategies and asset managers that are subpar in their approaches to ESG investing;
    - Monitor strategies and asset managers for changes that could materially affect their Morningstar ESG Commitment Levels

    Join us and to hear how Morningstar evaluates the ESG capabilities of investment strategies and asset managers, and how it can help investors select the right ESG fund products
  • ESG & Capital Allocation Enhancements to Our Equity Research-EMEA & APAC Edition Recorded: Dec 3 2020 55 mins
    Morningstar
    ESG and Capital Allocation Enhancements to Morningstar’s Equity Research
  • Morningstar Debate: EU Sustainable Finance Action Plan (Dutch) Recorded: Dec 2 2020 68 mins
    Pieter van der Werff, Karin Bouwmeester, Zoë du Chattel, Adrie Heinsbroek, Anne Schoemaker
    Hoe gaan fondsmanagers dat vormgeven, hoe kunnen banken en vermogensbeheerders dit inzichtelijk maken voor de belegger?

    Op woensdag 2 december besprak een panel van experts uit diverse financiële instellingen in een live webcast hoe zij de invoering van het EU Sustainable Finance Action Plan ervaren en welke hordes te nemen zijn, met name op het gebied van EU Taxonomy en Sustainability Disclosures.
    Onder andere de volgende vraagstukken kwamen aan bod:

    - Wat zijn de grootste uitdagingen voor asset managers, banken en vermogensbeheerders?
    - Waar lopen theorie en praktijk uiteen?
    - Vooruitblik 2021: alles onder controle?
  • 線上研討會: Morningstar Direct - ESG 分析 Recorded: Oct 22 2020 67 mins
    Rossi Li, Customer Success Manager
    歡迎報名Morningstar Direct線上研討會, 了解關於Morningstar Sustainability Rating及ESG相關數據點。您可以增進ESG基金分析及篩選的能力。

    透過這次線上研討會,您將會認識到:

    • 晨星如何評鑑ESG基金 – Morningstar Sustainability Rating
    • 如何識別低碳基金 – Low Carbon Designation
    • 基金是否投資爭議性產業? 例如賭博, 菸酒公司等
    • 如何瀏覽晨星ESG 研究報告
    • 如何利用Morningstar Direct 篩選ESG基金

    本課程將以中文(普通話)授課。
  • Automate Your Fund Selection Process and Build Your ESG Portfolio in Direct Recorded: Oct 21 2020 61 mins
    Johnathan Lim, Customer Success Manager
    Wish to learn how to leverage Morningstar Direct to build and customize models and portfolios to meet business and client goals, including ESG portfolios?

    In this webinar, we will show you how to leverage Morningstar Direct and:

    - Use Scorecard tools to find the best funds according to your criteria
    - Create a multi-manager portfolio from your selection and edit portfolio to mark a change in positions
    - Import from Excel to automate your process in creating model portfolio

    We hope you can join us.
  • Sustainable Investing and Canadian Policy Recorded: Oct 15 2020 61 mins
    Morningstar Canada
    Please join us for this virtual event where our distinguished panelists will discuss:

    • How is Canada stacking up in the regulatory regime?
    • Why now? Have recent events acted as a catalyst?
    • How should ESG investors be thinking about Canadian energy?

    Panelists
    • Melanie Adams, VP & head, corporate governance & responsible investment, RBC Global Asset Management
    • Michael Jantzi, founder of Sustainalytics, a Morningstar company
    • Robert Walker, chair, ICGN & principal, LVC Strategies, Canada

    Moderator: Ian Tam, director of investment research, Morningstar Canada
  • Passive Sustainable Funds: The Global Landscape 2020 Recorded: Oct 14 2020 33 mins
    Alex Bryan, Director, Manager Research; Kenneth Lamont, Senior Analyst, European Manager Research
    Sustainable investing has gathered impressive momentum globally. Assets have poured into sustainable funds, which now control a record $1.06 trillion globally as of the end of June 2020. This figure has more than doubled over the trailing three years.

    In this webinar, we will assess the global landscape of passive sustainable funds to illuminate the choices currently available to investors globally. We will focus on the two regions where these funds have seen the greatest adoption, Europe and the United States.

    Presented by:
    Alex Bryan, Director, Passive Strategies, Manager Research
    Kenneth Lamont, Senior Analyst, Passive Strategies, European Manager Research
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  • Title: Morningstar ESG Conclave - Session 4 - Is India ready for ESG?
  • Live at: Jun 24 2021 10:15 am
  • Presented by: Navneet Munot, HDFC AMC / Nilesh Shah, Kotak AMC / Nimish Shah, Waterfield Advisors
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