15 SEPTEMBER 2022 | HILTON LONDON TOWER BRIDGE, UK
Bringing together the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations and endowment funds to deliver both strategic insights and tactical guidance on how to accelerate ESG integration plans, scale ground-breaking sustainable and social products, access verified data, and refine engagement strategy.
Read MoreDesigned exclusively for risk, operations, data, and reporting officers, plus regulatory and compliance team members to examine developments in investment risk management planning, reporting ESG data points to regulators, management, and clients, and securing external ESG data to use in investment activity.
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The pandemic has served as the first real proof-point for sustainability, underlining the fact that ESG investing does not in fact come at a cost, but rather can future-proof investments. We have seen mounting government and social pressure on asset owners, pushing them to consider how ESG factors may progressively impact financial return.
Growing numbers are examining how best to use the latest metrics, standards, and data to integrate ESG across all their portfolios. The need to develop a coherent strategy that will allow them to create market beating returns for stakeholders means the industry must find a universal dialogue around the objectives they are seeking to meet.
The peer-led agenda developed for ESG Investment Leader will bring together the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations and endowment funds to deliver both strategic insights and tactical guidance on how to design and integrate ESG investment plans, scale portfolio adaptation plans, access verified data, and refine portfolio holding engagement strategies.
Head of Sustainable Investment
Board Member
Chair and Non-Executive Director
Responsible Investment Engagement Manager
Trustee/Professional Trustee
Trustee
Chairman of Trustees
CIO
Head of Pension Investments
Research & Content Director
Lead ESG Analyst – Sovereign Sustainability
Environmental, Social, Governance Analyst
Sustainable Investment Manager
Professional Trustee
Head of ESG
Group Chief Economist
Head of Responsible Investment
Head of Sustainability
ESG Investor Relations Manager
Co-founder
Head of Sustainable Investment
Board Member
Chair and Non-Executive Director
Responsible Investment Engagement Manager
Trustee/Professional Trustee
Trustee
Chairman of Trustees
CIO
Head of Pension Investments
Research & Content Director
Lead ESG Analyst – Sovereign Sustainability
Environmental, Social, Governance Analyst
Sustainable Investment Manager
Professional Trustee
Head of ESG
Group Chief Economist
Head of Responsible Investment
Head of Sustainability
ESG Investor Relations Manager
Co-founder
REGISTRATION AND NETWORKING BREAKFAST
CHAIRMAN'S OPENING ADDRESS
Noel Hillmann
CEO
Clear Path Analysis
OPENING ADDRESS: The benefits of impact and ESG investing from an asset owner/asset manager perspective
Gilles Moec
Group Chief Economist
AXA
PANEL DISCUSSION: The impact of COP, the UK’s net-zero pledge and the roadmap to achieving those goals
Corrado Pistarino
Chief Investment Officer
Foresters Friendly Society
Maria Nazarova-Doyle
Head of Pension Investments
Scottish Widows
Gilles Moec
Group Chief Economist
AXA
MORNING REFRESHMENTS & NETWORKING
ESG INVESTOR FORUM: TALKING TABLE WORKSHOPS
WORKSHOP 1 : Interpreting climate change data
Led by Quoniam Investments
WORKSHOP 2: The green transition and the investment opportunity of the 21st century
Led by Union Investments
Henrik Pontzen
Head of ESG
Union Investments
WORKSHOP 3: Aligning investment strategies with a net-zero emissions world
Led by Baillie Gifford
ESG RISK & REPORTING FORUM: TALKING TABLE WORKSHOPS
TBC
Collaborating on ESG risk and reporting
Clare Jenkinson
Head of Sustainability
Foresters Financial
The importance of determining materiality in ESG risk management
Making the most of sustainability regulation
Asset managers are in the midst of a rapid shifting of the goal posts by being forced to adapt to a wall of sustainable finance regulation. Yet, by embracing this regulation, it serves as an opportunity for managers to evolve and enhance their processes for the ultimate benefit of their clients and society more broadly.
- Exploring the evolving regulatory landscape, including EU SFDR, EU Taxonomy, TCFD, and upcoming frameworks such as the UK SDR and Green Taxonomy
- Overcoming the burden by embracing these frameworks and improving operations and investment processes
- Embedding frameworks in KPI banks, impact analysis and active ownership plans so that investment processes and regulatory requirements can work alongside each other
- Anticipating future changes and being pro-active to make the most of new regulations to evolve and enhance existing ways of working
Jonathan Walker
Sustainable Investment Manager
Gresham House
NETWORKING & LUNCH
ESG INVESTOR FORUM: STREAM 1 SESSIONS
ESG in different alternative investment strategies
ESG is most often talked about as being one thing, predominantly in the context of long equity positions. Integrating ESG or implementing dedicated ESG objectives in strategies such as credit, macro, systematic, equity long/short, and insurance-linked strategies has its own nuances and discussions that allocators and asset managers should be having. This presentation will discuss the following, including the nuances specific to the strategies and asset classes:
Maria Long
Research & Content Director
Standards Board for Alternative Investments
Investing for social good: Bridging the land between private, public and philanthropic finance
Drawing on two decades exploring the world of responsible investment as a consultant, asset owner, asset manager and non-executive director in this address Sally will look into what the future might hold for the S in ESG. Using examples from old age care and corporate innovation, she will consider a number of current questions, including:
Sally Bridgeland
Chair and Non-Executive Director
Local Pensions Partnership Investments
PANEL DISCUSSION: ESG investment priorities from the perspective of trustees
Nicholas Wheeler
Chairman of Trustees
Volvo Group UK Pension Schemes
Jessie Wilson
Professional Trustee
Dalriada Trustees
Richard Hubbard
Trustee/Professional Trustee
BFBS Pension Fund/Capital Cranfield
Laurence Julius
Independent Trustee
ESG INVESTOR FORUM: STREAM 2 SESSIONS
Defining, understanding and measuring the ‘S’ in ‘ESG’
While ESG has been around for more than two decades, it is only in the last few years that it has really gathered momentum and importance. And whereas most organizations are comfortable with the ‘E’ and the 'G’, the ‘Social’ is proving to be more of a challenge. ‘Social’ was originally seen through the narrow lens of human rights – now it encompasses labour issues, diversity, equity & inclusion (DE&I), workplace health and safety, and product safety and quality.
Simona Scarpaleggia
Board Member
EDGE
The net zero investment journey of an asset owner
Most asset owners have a commitment to achieve zero net carbon by 2050. Many have also set interim decarbonization targets. Against the backdrop of evolving regulation and standards, how are investors approaching the implementation of these commitments?
Sindhu Krishna
Head of Sustainable Investment
Phoenix Group
PANEL DISCUSSION: How can investors prepare for the energy transition?
Robert Hulme
Responsible Investment Engagement Manager
West Yorkshire Pension Fund
Sindhu Krishna
Head of Sustainable Investment
Phoenix Group
Diandra Soobiah
Head of Responsible Investment
NEST
ESG RISK & REPORTING FORUM: STREAM SESSIONS
Making sense of ESG disclosures
As standards and best practice evolve, so too do corporate ESG disclosures. In this session, learn strategies to help make sense of what a company chooses to disclose and alternate means to gather important information and infer meaning. Explore topics such as:
Katie Zolnierz
Environmental, Social, Governance Analyst
DSAM Partners
AUDIENCE POLLING SESSION: What risk appetite should companies consider for their environmental development strategies?
PANEL DISCUSSION: Establishing a shared truth: Finding a commonality in ESG data reporting
Kroum Sourov
Lead ESG Analyst – Sovereign Sustainability
Candriam
Katie Zolnierz
Environmental, Social, Governance Analyst
DSAM Partners
Patricia Sharman
Trustee
Kas Bank UK Pension Scheme
Clare Jenkinson
Head of Sustainability
Foresters Financial
AFTERNOON REFRESHMENTS, EXHIBITION AND NETWORKING
CASE STUDY: A PRACTICAL GUIDE TO NET-ZERO- A CORPORATION WORKING TO ACHIEVE ITS MILESTONES
Energy firms need to reinvent themselves in the context of a world in need of more energy, but less emissions. TotalEnergies, one of the energy majors, has developed and is implementing its ambition to get to net zero by 2050, together with society. This session will explore that ambition and the challenges to its realization.
Benoit Ribaud
ESG Investor Relations Manager
TotalEnergies
CLOSING ADDRESS: THE CURRENT MACROECONOMIC BACKGROUND IMPACTING THE ASSET ALLOCATION OF LONG-TERM INVESTORS
Michael Eakins
CIO
Phoenix Group
CHAIRMAN'S CLOSING ADDRESS
Noel Hillmann
CEO
Clear Path Analysis
MARKETING AND OPERATION ENQUIRIES
Head of Marketing and Operations