Name: Session 2: Managing Systemic Risks Through ESG Stewardship
Start: 2022-03-10T14:00:00Z
End: 2022-03-10T14:00:38.000Z
Location: BrightTALK
Rating: 5

Periodic webinars showcasing the latest insights in ESG climate and sustainable investing with the occasional demo of Morningstar products.

In today's rapidly evolving investment landscape, the spector of greenwashing looms large. Attempts by regulators to provide reporting frameworks and a legal definition of what can be considered a “sustainable” investment product have brought more confusion than clarity. In this video, we delve into greenwashing risks, featuring strategic insights from Gary Marsh, Associate Director, Climate Solutions and Ruthann Bartello, Commercialization Director, Stewardship. Learn what defines greenwashing, what regulators are doing to combat it around the world, and what tools and resources you can use to mitigate your risks.

What is Greenwashing? Everything Investors Need to Know

In response to the escalating demands for climate disclosure and impending economic policies aimed at mitigating global warming's impact, climate transition risk has emerged as a critical concern and opportunity for the investment community worldwide. Morningstar Sustainalytics has introduced its Low Carbon Transition Ratings to address the specific needs of investors. These ratings provide a comprehensive measure of a company's alignment to a net-zero pathway, empowering investors with actionable insights to navigate the evolving landscape of climate investing. 

Learn more: https://www.sustainalytics.com/investor-solutions/low-carbon-transition

Morningstar Sustainalytics Low Carbon Transition Ratings

With the European Green Deal adopted in 2020, the EU established a set of policy initiatives intended to combat the climate crisis. The deal aims to transform the EU into a competitive, resource efficient economy with no net emissions of greenhouse gases by 2050. To achieve this, the EU has introduced a number of regulations that support the green deal’s goals. The Corporate Sustainability Reporting Directive, or CSRD, is one such regulation. And its one that both investors and corporations need to pay close attention to. In this video we explain what the CSRD is, who it applies to, compliance deadlines, and how it impacts investors.

The Corporate Sustainability Reporting Directive Explained for Investors

As we enter 2024, more companies are making GHG reduction commitments and publishing transition plans, but this new information is challenging for investors to understand and compare across industries and geographies.  Global Regulators are also increasingly requiring investors to disclose how they identify, evaluate and manage transition risks in their portfolios, through reporting requirements aligned with TCFD recommendations.  Investors acknowledge that to meaningfully assess transition risks, it is important to look beyond stated commitments to evaluate the actions companies are taking to manage climate risks and opportunities.   

Join us as we explore how data, research and tools can be leveraged to contextualize a company’s exposure to and management of transition risk. 

We’re honored to be joined by: 
• Dan Gardiner, Head of Transition Research, IIGCC 
• Dr. Jane Thostrup Jagd, Director, Net Zero Finance, We Mean Business Coalition 
• Jared Sharp, Project Lead, Transition Pathway Initiative 
• Lucian Peppelenbos, Climate & Biodiversity Strategist, Robeco 
• Pustav Joshi, Associate Director, Climate Solutions, Morningstar Sustainalytics 
• Alicia White, Senior Product Manager, Climate Solutions, Morningstar Sustainalytics

Climate Investing: Looking Beyond Targets to Assess Company Transition Plans

Now entering its third year, Morningstar's Voice of the Asset Owner Survey has been a vital tool to unravel the motivations, challenges, and attitudes of institutional asset owners in the ever-evolving global investment landscape. We interviewed 500 asset owners from across the globe, managing combined assets under management (AUM) of over $10.7 trillion. As stewards of some of the largest pools of capital in the world, institutional investors face a complex and challenging sustainable investment environment. Their role of setting strategies and mandates means their views are crucial in shaping the future of the industry. 

Join Morningstar Sustainalytics and Morningstar Indexes as we examine the trends that emerged from 2023 Voice of the Asset Owner Survey. This event will delve into insights from global Asset Owners and the growing pressure to act amid complex global challenges like climate change, inequality and accelerated biodiversity losses.

Insights from the 2023 Voice of the Asset Owner Survey

As 2024 dawns, the ESG landscape matures and sharpens its focus, bringing to bear new regulatory tools and controls. Greenwashing accusations may fade out of the news cycle, but the risks have not. Regulators are thoughtfully assessing initiatives for 2024 to protect investors from these risks so they may ultimately meet their investment goals.    

Join us as we go beyond the laundry list of emerging regulations for an engaging and thought-provoking conversation on emerging trends across geographies.    

We’re honored to be joined by Jonathan Bailey, CFA, Head of ESG Investing at Neuberger Berman, Anastasia Guha, Global Head of Sustainable Investment at Redington, and Tristram Lawton, Simmons & Simmons, who will provide their insights on the utility of these regulations and how they’re applying them to their mandates. 

The broad range of perspectives that will be represented in what is shaping up to be a banner year for regulating ESG across geographies, makes this a can’t-miss opportunity to hear from the experts.    

Speakers:
• Jonathan Bailey, CFA, Head of ESG Investing, Neuberger Berman  
• Anastasia Guha, Global Head of Sustainable Investment, Redington  
• Tristram Lawton, Managing Associate, Simmons & Simmons
• Arthur Carabia, Director of ESG Policy Research, Morningstar Sustainalytics  

Moderator: 
• Catalina Secreteanu, Global Head of Client Relations, Morningstar Sustainalytics

Narrowing the Aperture, Sharpening Focus: Sustainalytics’ Regulatory Outlook

ESG and sustainable investing experienced multiple headwinds in 2023, including continuously high oil and gas prices, the ESG backlash in the US, and regulatory uncertainties.   

- What does 2024 hold for ESG and sustainable investing? What will be the key trends? 
- How will corporates, investors, and asset managers adapt to these trends? 
- What to expect on the regulatory and policy front with the proliferation of ESG disclosure rules and climate-friendly initiatives? 

Join Hortense Bioy, Lindsey Stewart and Laura Lutton in a panel discussion around the 2024 outlook for Sustainable Investing and what that means for the different market players.

What does 2024 hold for ESG and Sustainable Investing?

We are in the midst of a climate crisis. Without decisive action, companies and their investors will face climate-related physical and transition risks that will impact their operations, their assets and ultimately their bottom lines. 

Globally, the regulatory landscape is evolving to try to address the climate crisis. However, this creates a new set of challenges as firms strive to comply with the growing number of reporting frameworks and standards, while trying to mitigate climate-related risks in their portfolios. 

Join us to gain insights on the climate transition risks institutional investors face, how they can assess those risks, and what they can do to manage those risks effectively. We will discuss:  
           - What climate transition risks are.  
           - The role asset managers can play in mitigating the impacts of climate change.  
           - What investors can do to better understand and evaluate climate transition risks in their portfolios.  
           - How the changing climate reporting regulatory landscape could impact companies and investors.

Speakers:  
           - Anya Solovieva, Global Commercial Lead, Climate Solutions, Morningstar Sustainalytics  
           - Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics

Climate Transition Risks: 6 Investors Questions Answered

In 2023, asset management firms caught greenwashing faced criticism by regulators and clients alike, with perpetrators facing real consequences such as:  

- Reputational risk 
- Regulatory compliance issues 
- Fines (up to billions of dollars) 
- and more 
 
Join speakers from Morningstar Sustainalytics for a panel discussion on greenwashing risk and how regulators and asset managers are tackling this issue in 2024. 

We’ll discuss:  

- The regulatory landscape for 2024  
- How asset managers are thinking about building thoughtful strategies to mitigate greenwashing risk 
- Ways to potentially mitigate greenwashing risk and build an authentic ESG strategy 

Submit your questions by December 1, 2023 to Beth Thompson at beth.thompson@morningstar.com for a chance to have them answered live by the experts.  

Speakers:
- Ruthann Bartello, Director, Commercialization, Morningstar Sustainalytics  
- Anne Schoemaker, Director, ESG Products, Morningstar Sustainalytics 
- Benjamin Schofield, Director, Product Strategy/Commercialization, Sustainalytics

Is the Grass Always Greener? Greenwashing Risk and Regulation

Join Morningstar Sustainalytics for a panel discussion about Data Privacy and Cybersecurity. In this webinar, our knowledgeable panel will delve into these topics and more:  

•ESG risk drivers   
•Data privacy and cybersecurity risk trends  
•Market signals and companies’ weaknesses  
•How prepared are companies and what investors should look for regarding cyber risks   

Panelists:  
•Daniëlle Essink-Zuiderwijk, Engagement Specialist, Robeco  
•Tiffany Flaherty, Associate Director, ESG Research, Morningstar Sustainalytics 
•Kristoffer Inton, Equity Strategist, Morningstar   

Moderator: Victoria Hernandez, ESG Product Manager, Morningstar Sustainalytics

Navigating Data Privacy and Cybersecurity Risks: Insight for Investors

Climate change is undeniably one of the most pressing global issues of our time, and it has become a key consideration in financial and investment markets. In this webinar, we explore the global Climate funds landscape, and look at regional differences. We will also discuss the spectrum of Climate strategies and their role in portfolios, from reducing climate-related risks to investing in climate-related opportunities. 

We will look to answer questions such as: 

•          What do capital flows into Climate funds look like in 2023 so far?  

•          How do Climate funds stack up against various climate metrics and what’s inside these funds? 

•          What role do Climate funds play in Investor portfolios? 

•          How can investment professionals use Morningstar Data and Reporting Solutions to bring their Climate strategies to life?

Investing in Times of Climate Change

Integrating ESG into risk management frameworks has become a crucial issue – how prepared are you for the challenges? 

Join Morningstar Sustainalytics for a panel discussion about ESG risk exposure, what this means and how to manage. In this webinar, we will focus on how Sustainalytics identifies drivers of product governance risk. 

Our knowledgeable panel will delve into these topics and more: 
- Quantifying exposure 
- Defining risk drivers 
- Identification and application of ESG data 
- Defining financial impacts 

There will be time throughout the webinar to ask your questions. 
 

Speakers: 
Tiffany Flaherty, Associate Director, Sustainalytics ESG Research, Risk Rating Oversight, Morningstar Sustainalytics 
Kristoffer Inton, Equity Strategist, Equity and Credit Analysis, Morningstar 
Moderator: Youri Groenhart, Director, ESG Products, Morningstar Sustainalytics

Product Governance Risk: Navigating one of the most common ESG issues

Discover how investors can more effectively respond to climate regulatory initiatives, advance engagement activities and support net zero strategies.

Webinar Speakers:
Azadeh Sabour, Senior Vice President, Climate Solutions
Clark Barr, Director of Methodology, Climate Solutions
Anya Solovieva, Global Commercial Lead, Climate Solutions

The Net Zero Transition: Building Climate-Aware Investment Strategies

Cutting edge technological innovations are rapidly changing the marketplace. Sustainalytics recently published their “10 for 2023: Investing in Emerging Technologies” research report, a must-read for investors looking for new areas of opportunity while minding ESG-related risks. 

In this webinar, Martin Vezér, Sustainalytics ESG Research Associate Director, shares his expert perspective and report findings on two sectors from the report- autonomous shipping technology and electric air taxis (eVTOLs.)  

Learn about: 
- Drivers of investor interest  
- ESG opportunities and risks 
- Companies that are well positioned on key material issues 
- High level findings of the full report 

Webinar Speakers:  Martin Vezér, PhD, ESG Research Associate Director, Thematic Research

ESG Trends to Watch in 2023

What does 2023 hold for ESG and Sustainable Investing? How is the implementation of ESG strategies by Asset Managers shifting to meet those key trends? 
- Regulators globally are taking interest and action by applying more scrutiny around ESG Disclosures and more recently around ESG Investment strategies and processes. 
- Climate targets and net zero commitments are dominating regulatory frameworks around the globe and affecting most players in the market including Asset and Wealth managers and Asset Owners.  
- Market conditions in 2022 have had an impact on product development and ESG investment strategy. What does that mean for 2023?  


Join Hortense Bioy, Lindsey Stewart and Laura Lutton in a panel discussion around the 2023 outlook for Sustainable Investing and what that means for the different market players.

What does 2023 hold for ESG and Sustainable Investing?

Today’s investors are demanding personalization more than ever, and sustainable investing introduces an opportunity for advisors to help consider (or reconsider) why they invest. 

Each client will have different motivations for sustainable investing. Some want to limit risk. Some want to improve their returns. Others want to make an impact or seek policy change. 

Knowing a client’s interest isn’t enough—advisors must be able to drill down into what their clients want to achieve, discuss different approaches, and convey the resulting impact. 

There is no “one size fits all” approach, but advisors who adopt a consultative approach to sustainable investing will demonstrate added value in an increasingly competitive space.

Join us for a discussion on:
- How to incorporate sustainability across the entire advisor workflow 
- Five steps to kicking off an investable world conversation with clients
- Strategies for integrating ESG into portfolio construction

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Speakers: 
• Shila Wattamwar, Global Head of Retail and Wealth ESG Strategy and Strategic Partnerships, Morningstar Sustainalytics
• Adam Fleck, Director of Equity Research, ESG, Morningstar

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Incorporating Sustainability Into the Advisor Workflow

SESSION 3: Sustainable Investing Approaches – Applying Exclusions (September7)  

The world of sustainable investing is advancing and its simplest form—applying exclusions—continues to play an important role. Exclusionary strategies are among the most popular ESG approaches because they support both managing risk and catering to investor values.  

But, how much effort is needed to find relevant investments? How important is investment monitoring for performing proper due diligence when it comes to applying exclusions or any of the other sustainable investing approaches?  

Join us to find out! 

 
We’ll discuss: 
• How exclusion has evolved as sustainable investing gained prominence 
• How asset managers use exclusions today  
• Data available to meet exclusionary objectives 
• How to assess intentionality vs reality and the capabilities that seek true exclusions 
• The nuances that exist within these strategies 


Speakers:  
• Lindsey Stewart, Director of Investment Stewardship Research
• Julie Petitjean-Freytet, Direct ESG Product Manager 

 

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Sustainable investment analysis and reporting can be complex to understand. This series of webinars focuses on key approaches to sustainable investing, helping you incorporate them into your practice.  

  

Are you enjoying the series? Watch the previous part or keep up to date with the upcoming sessions.  

Limiting ESG Risk—June 7 (watch now at https://www.brighttalk.com/webcast/18471/545265)
Assessing Impact—July 13 (watch now at https://www.brighttalk.com/webcast/18471/548963)
Applying Exclusions—Sep 7 at 9:30 a.m. CT / 15.30 GMT / 16.30 CEST

SESSION 3: Sustainable Investing Approaches – Applying Exclusions

This second webinar in our series focuses on “Demystifying Impact.” Differing perspectives on this emerging topic and definitions make the landscape of impact data varied and complex. There is a myriad of ways that impact data is used in research, investment decision-making and reporting. This session aims to help you get started by providing an overview of the landscape, trends and best practices for impact-focused investors. 

Join us to discuss:  
• Impact versus ESG risk, and how it fits in sustainable investing. 
• How to identify impact-focused funds. 
• How to assess the impact of funds and portfolio holdings. 

Speakers:  
Priyank Patwa, Director Product Management, Morningstar, Direct & Reporting Solutions
Maggie Stafford, Senior Product Manager for ESG Retail and Wealth

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Sustainable Investing Approaches: A 3-Part Series

Sustainable investment analysis and reporting can be complex and mean different things to different people. Morningstar’s committed to making it easier for everyone, and this series of webinars focuses on key approaches to sustainable investing, how you can use ESG ratings and data to meet different objectives, and how to find gaps and opportunities in the market.

Choose to attend sessions based on your interests—perhaps that’s one or all three! Details on session 3 to come.

1. Limiting ESG Risk—June 7   Watch Now  at https://www.brighttalk.com/webcast/18471/545265
2. Assessing Impact—July 13   9:30 am CT / 15.30 GMT / 16.30 CEST
3. Applying Exclusions—Sep 7

SESSION 2: Sustainable Investing Approaches – Assessing Impact

Presented by
Jackie Cook, Henry Pallister-Dixon, Hortense Bioy, CFA

About this talk
As demand grows for long-term value creation, investors are seeking ways in which growth can be generated that is sustainable and resilient against systemic risks. This webinar series will look at how stewardship can be harnessed by savvy investors to respond to ESG Exposure and the challenges and opportunities of Engagement. Find links to learn more and register for other sessions in this series below.

What to expect in session two of three: Aligning Voting and Engagement to Drive Outcomes: 
• How shareholders are increasingly taking action
• Leveraging the stewardship toolbox to its full potential

Speakers
• Jackie Cook, Director, Stewardship, Product Strategy & Development, Sustainalytics
• Hortense Bioy, CFA, Global Director of Sustainability Research, Morningstar
• Henry Pallister-Dixon, Manager, Stewardship, Engagement Services, Sustainalytics


Session 1: https://www.brighttalk.com/webcast/19061/531409
Session 2: https://www.brighttalk.com/webcast/19061/531410
Session 3: https://www.brighttalk.com/webcast/19061/531411

Session 2: Managing Systemic Risks Through ESG Stewardship

systemic risks

Sustainability

Emerging Trends

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Session 2: Managing Systemic Risks Through ESG Stewardship

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