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Investment and Asset Management, Finance, Insurance

FT Investing for Good Europe: Mainstreaming ESG

London |
Speakers include:
Claire Curtin

Claire Curtin

PPF

Anders Schelde

Anders Schelde

MP Pension

David Russell

David Russell

USS Investment Management (USSIM)

Overview

Investors are voting with their money and propelling ESG investing from the margins to the real economy.  Join the FT's Investing for Good Europe: Mainstreaming ESG Summit  to explore the next steps to measure, score and implement sustainability factors across the asset class spectrum.

Connect with institutional investors, asset managers, corporates, regulators and advisors, and join the debate on major questions such as:
-       Can you do well and do good?  Is sustainable investing helping or hindering returns?
-       Is ESG investing more suited to passive or active portfolios?  What are the strengths and limitations of products such ESG focused ETFs?
-       From screening out to opting in – which sectors and markets offer the best potential for untapped sustainable stocks?
-       How are fixed income markets measuring and pricing ESG?

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fallback Add to my Calendar 05/23/2019 08:15:0005/23/2019 18:10:00trueFT Investing for Good Europe: Mainstreaming ESGInvestors are voting with their money and propelling ESG investing from the margins to the real economy.  Join the FT's Investing for Good Europe: Mainstreaming ESG Summit  to explore the next steps to measure, score and implement sustainability factors across the asset class spectrum.Connect with institutional investors, asset managers, corporates, regulators and advisors, and join the debate on major questions such as:-       Can you do well and do good?  Is sustainable investing helping or hindering returns?-       Is ESG investing more suited to passive or active portfolios?  What are the strengths and limitations of products such ESG focused ETFs?-       From screening out to opting in – which sectors and markets offer the best potential for untapped sustainable stocks?-       How are fixed income markets measuring and pricing ESG?FT-Investing-for-Good-Europe:-Mainstreaming-ESGd179f5b7067710d2a6b4879edaa1261aMM/DD/YYYY

Speakers (7)

Claire Curtin

Claire Curtin

Head of ESG
PPF

Claire Curtin joined the PPF investment team as Head of ESG in May 2018 to support the PPF’s ambitions to further develop and implement its Responsible Investment strategy. Claire is responsible for contributing to the management of long-term risks, and to the achievement of long-term sustainable investment returns, by aligning the PPF’s investment portfolio with the consideration of environmental, social and corporate governance (ESG) factors. Claire has over 18 years of experience within financial services and ESG research, during which she has built a deep technical understanding of ESG issues across a wide range of asset classes. She was awarded the Chartered Alternative Investment Analyst designation in 2007.

Anders Schelde

Anders Schelde

Chief Investment Officer
MP Pension

Anders Schelde is the CIO of at MP Pension since November 2017, where he and his team oversees the management of the scheme’s EUR 115bn investment portfolio. All of the portfolio is managed under one unconstrained investment strategy with a risk profile more or less similar to a 50:50 balanced fund. MP is the 11th largest pension fund Denmark, and it manages the pension assets of public-sector psychologists as well as public-sector university and upper secondary school employees with academic degrees. Before joining MP, Mr Schelde worked at Nordea Wealth Management for 18 years, where he started his career as portfolio manager before taking on various roles within general management of the business. For the last 8 years with Nordea, Mr Schelde was the CIO at Nordea Life and Pension, Denmark.  He holds an MSc in Economics and an MBA.

David Russell

David Russell

Head of Responsible Investment
USS Investment Management (USSIM)

David Russell heads the Responsible Investment (RI) Team of USS Investment Management, the fund manager for Universities Superannuation Scheme, where he has worked since 2001. USS is one of the largest pension funds in the United Kingdom, with assets in excess of £60 billion and over 350,000 members. USS has a RI team of five and a RI strategy which focuses on integrating environmental, social and governance (ESG) into its investment processes across asset classes, and on engaging with public equities and other assets where these issues pose a risk to the fund’s investments.  David is a former Board member of the PRI Association and is an advisor to the Board of the Institutional Investors Group on Climate Change (IIGCC), which USS set up in 2001. He is also on the Board of the International Centre for Pensions Management. David was involved in the establishment of the PRI Private Equity Advisory Committee when it was launched and of which he is again a member, and is a member of the FTSE Environmental Markets Advisory Committee. David has previously worked as an Environmental Manager for a UK retail company, and was for five years a University lecturer in Environmental Management.  He holds an MA in Environmental Impact Assessment.

Magnus Billing

Magnus Billing

Chief Executive Officer
Alecta

Magnus Billing is the CEO of Alecta. Alecta provides collectively agreed occupational pensions, and is owned by approximately 2.4 million private customers and 34,000 corporate clients. Alecta’s assets under management amount to approximately US$90 billion.  In 2016 Mr Billing was appointed to be member of the European Commissions’ “high-level expert group” on sustainable finance. In January 2018, the group delivered their final recommendations for “a comprehensive EU strategy on sustainable finance as part of the Capital Markets Union”, which informed the Commissions’ Action plan on Sustainable Finance launched in 2018.  Prior to joining Alecta, Mr Billing was the CEO of Nasdaq Nordics, and Head of Fixed Income Nordic and Baltic Markets. At Nasdaq he previously held the position as Chief Legal Counsel and Senior Vice President of Nasdaq Group, Inc.  Mr Billing has served as Director at the Federation of European Securities Exchanges, Swedish House of Finance and as an Alternate Director of the Swedish Corporate Governance Code Board of Directors. He holds a Law degree from Stockholm University.

Fiona Reynolds

Fiona Reynolds

Chief Executive Officer
Principles for Responsible Investment

Fiona Reynolds is the CEO of the Principles for Responsible Investment (PRI) with responsibility for its global operations.  The PRI is a U.N. supported organisation, with more than 2,000 signatories collectively representing over US$80 trillion AUM.  Appointed in 2013, Fiona has 25 years' experience in the financial services and pension sector. She joined from the Australian Institute of Superannuation Trustees (AIST), where she spent 7 years as the CEO.  Fiona also serves on the Board of the U.N. Global Compact and she is the Chair of the Financial Services Commission into Modern Slavery and Human Trafficking (The Liechtenstein initiative). She is a member of the International Integrated Reporting Council (IIRC), the Global Advisory Council on Stranded Assets at Oxford University, the UN Business for Peace Steering Committee, the Global Steering Committee for the investor agenda on climate action and the Steering Committee for Climate Action 100+ which is the largest ever investor engagement with listed companies.  Fiona has been a member of the UK Government Green Finance Taskforce. In 2018 she was named by Barron’s magazine of one of the 20 most influential people in sustainability globally. Fiona has formerly been a pension fund director/trustee of AUSfund and been on the boards of Industry Funds Credit Control, Australia for UNHCR, the Australian Council of Superannuation Investors and the National Women in Super Network. In 2012, she was named by the Australian Financial Review as one of Australia’s top 100 women of influence for her work in public policy.

Guido Giese

Guido Giese

Executive Director, Applied Equity Research
MSCI

Guido Giese is an Executive Director in MSCI’s Applied Equity Research team, where he is responsible for applied research and thought leadership in key areas such as ESG integration, impact investing and factor investing. Prior to joining MSCI, Guido was responsible for the sustainability index solutions business at RobecoSAM, following a period as Head of Research and Development at index provider STOXX Ltd, where he was responsible for developing new index solutions. He has more than 20 years’ experience in research and product development in the asset management industry. Guido holds a PhD in Applied Mathematics from the Swiss Federal Institute of Technology Zurich and has authored numerous articles in international journals for quantitative finance and risk management.

Diandra Soobiah

Diandra Soobiah

Head of Responsible Investment
NEST

Diandra Soobiah is Head of Responsible Investment at NEST.  She joined in 2010 and is responsible for the delivery and implementation of NEST’s Responsible Investment approach by factoring in  in material environmental, social and governance risks and opportunities. She is focused on fulfilling the organisations role as a responsible steward of its members’ assets in order to deliver the best financial outcomes.  Ms Soobiah has 14 years experience in investment, including at Nedgroup Investments and Russell Investments.  She holds a BA in Business Studies and French from Queen Mary University of London and has passed CAIA Level 1, and the IMC.

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Chair and Moderators (2)

Patrick Jenkins

Patrick Jenkins

Financial Editor
Financial Times

Patrick Jenkins has been Financial Editor and Assistant Editor at the Financial Times since 2014. In this role, he shapes the FT’s overall financial coverage, with a focus on financial services and investment. He works closely with the editors of Markets, Lex, FT Money, FTfm and the financial services team. He also contributes to leader writing and comment, while continuing to write for the Inside Finance column.

Previously, Mr Jenkins was Banking Editor from 2009 until 2014, leading the 10-strong global financial services reporting team. Prior to this he was Companies Editor, and before that Editor of International Company News. Prior to taking up this post, Mr Jenkins spent four years in Germany as Frankfurt Correspondent for the FT. He joined the FT Group in 1996 editing the newsletter FT world insurance report, before becoming a UK companies reporter in 2000.

Katie Martin

Katie Martin

Capital Markets Editor
Financial Times

Katie Martin is the Financial Times' Capital Markets Editor, having previously run fastFT, the FT's breaking news service. She was previously at the Wall Street Journal and Dow Jones.

Full Overview

ESG investing is moving from the margins to the real economy. Estimates suggest that the market is now worth about US$23 trillion and rising, propelled by investors who are voting with their money to manage risk, boost returns, and drive positive, long-term change. On top of this, proposals in 2019 from the EU Commission to clarify investor duties and sustainability look set to further steer ESG into the investment process. As the market matures, the pressure is now on asset managers and the wider industry to meet the demand for products, standards and methodologies that effectively measure, score and enhance the implementation of environmental, social and governance factors across the asset class spectrum.

This event, the latest in the FT Investing for Good series – now held in London, New York and Hong Kong – will explore the next steps for bringing ESG investing into the mainstream, translating the SDGs and more into tangible, quantifiable investment opportunities that will induce change in the right direction.

Our agenda will connect institutional investors, asset managers, corporates, regulators and advisors, in strategic discussion on major issues including the growing debate on the links between fiduciary duty and sustainable investing, and the extent to which regulatory input is needed on this. Asset owners and wealth managers will share their ESG priorities and their changing expectations for fund managers and companies as they move from screening out companies from their portfolios to pro-actively allocating because of ESG or SRI credentials. Performance across the range of asset classes and investment strategies will also be addressed, examining how ESG indicators and standards are being defined and applied in fixed income, equities and passive and active approaches, and the impact on yields.

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Agenda - 23rd May

  • 8:15am
    Registration and Networking
  • 9:00am
    Opening remarks from the Chair

    Patrick Jenkins, Financial Editor, Financial Times

  • 9:05am
    Keynote: Investing in Sustainable Growth
  • 9:40am
    Panel - Leaders View 1: A Question of Return - Can You Do Well And Do Good?

    Investor demand is driving sustainable investing into the mainstream as many of the world’s leading institutions seek to align with the UN SDGs and manage poor reputational, environmental and governance risks across their portfolios. Questions remain, however, about how sustainable investing impacts on the investible universe and the extent to which it can help or hurt returns. What progress is being made in identifying and score the ESG factors that are financially material and ultimately impact performance in different sectors and markets? What are the most effective ways to structure ESG-oriented portfolios to deliver strong returns? As issues around culture, disclosure, transparency and governance become more critical to mandate decisions, how are asset owners’ expectations of companies and asset managers evolving?

    Fiona Reynolds, CEO, Principles for Responsible Investment (PRI)

    Anders Schelde, Chief Investment Officer, MP Pension

  • 10:20am
    How Do Markets Price ESG?

    Guido Giese, Executive Director, Applied Equity Research, MSCI

  • 10:50am
    Morning refreshments
  • 11:20am
    Panel: Is ESG Investing More Suited To Active Or Passive Management?

    Up to now, sustainable investing in investor portfolios has had a natural home in active asset management, with managers focusing on companies with better ESG practices, in addition to good financial characteristics. The rise and rise of passive and factor led products, is however, reshaping the market and the opportunity for asset owners. In a world where standards and metrics are still evolving and not yet agreed, what are the strengths and limitations of ESG-focused index products such as ETFs? Are they meeting investor expectations beyond the screening out of some sectors and companies? In terms of performance and cost, how do they compare to active approaches when looking through the ESG lens? To what extent can passive investors use their buying power to induce positive market change?

    Magnus Billing, Chief Executive Officer, Alecta

    Diandra Soobiah, Head of Responsible Investment, NEST

  • 12:10pm
    Keynote: Investor Interview
  • 12:30pm
    Panel: Stock Picking - Unlocking Value In ESG Equity Investing

    Traditionally, ESG investing across equity markets was more about screening out than opting in. Now, however, the focus is shifting as investors, keen to avoid stranded assets, seek out forward looking organisations where improvements of material ESG factors at a sector or market level can be expected and encouraged, but are not yet priced in. Which sectors and markets offer the greatest reward potential for untapped sustainable stocks – listed and unlisted? What are the opportunities and challenges of applying ESG principles to developed vs emerging market equity investments?

    Claire Curtin, Head of ESG, Pension Protection Fund

  • 1:10pm
    Lunch
  • 2:10pm
    Corporate Dialogue: Enhancing Value - Bringing ESG To The Board

    There is no doubt that ESG issues are continuing to rise on investor and activist agendas sending a clear message to directors to make the connection between financial performance and social and environmental impact. But how important is ESG to European corporations? What changes are they initiating to incorporate meaningful environment, social and governance improvements in operations, supply chain and across the organisation? What practical steps are being taken to engage with investors and build around ESG initiatives? What is being measured and reported on, and under what standards (GRI, SASB etc)? This session will include insights from two leading business executives on how they view ESG, and its evolving role in the future of business.

  • 2:40pm
    Panel: Integrating ESG – A New Standard For Fixed Income?

    Environmental, social and governance factors are becoming increasing relevant and material for corporate and sovereign debt investors. However, integrating ESG principles across this diverse asset class is complex, particularly in markets where green bonds and social bonds can dominate headlines, and where not all issuers are listed. How visible are ESG factors when incorporated into credit analysis? Are ratings going far enough in balancing historical analysis with forward looking judgements, in a world where investors are demanding a long-term view? How are ESG risks being priced in investment grade, high yield, sovereign and other fixed income assets, and are they impacting investor appetite or returns?

  • 3:20pm
    Afternoon break
  • 3:50pm
    Keynote
  • 4:20pm
    Closing Panel: Leaders View 2: Next Steps - When Will ‘Sustainable Investing’ Be Just ‘Investing’?

    The dial is shifting and ESG investing is hitting the mainstream. This is a market rich with potential and ripe for development. In this session, leaders will discuss how they view the future for each of the three factors – Environmental, Social and Governance. Will one take precedence in the coming years? As sustainable investing matures, how will it redefine the critical success factors for businesses? What new ESG themes are likely to emerge in the coming 5 to 10 years?

    Ben Lambert, Head of Sustainable Investing, CPP Investment Board

    David Russell, Head of Responsible Investment, USS Investment Management (USSIM)

  • 5:10pm
    Chair’s closing remarks followed by networking reception for speakers, delegates and guests

Who Attends?

The FT Investing for Good Europe: Mainstreaming ESG complimentary passes are available to individuals who meet this criteria. If you would like to apply to attend, please complete the short application form*.

  • Private Investors or Private/Public (Principal, CEO, Director, Trustee, Board Member)
  • DC and DB Pension Funds, Endowments, SWFs, Insurance and other Institutional Investors (CIO, CFO, Director of Investments, Head of Responsible Investment)
  • Single Family Offices (FOX, CEO, CIO)
  • Multi-Family Offices (CEO, CIO, Director of Investment Research)

*Places are strictly limited and subject to approval by the Publisher.

A strictly limited number of paying places are available to senior representatives from consultancies and other professional service firms, including:

 

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Why Attend?

  • Explore the next steps for bringing ESG investing into the mainstream, translating the SDGs and more into tangible, quantifiable investment opportunities that will induce change in the right direction.
  • Connect with leading institutional investors, asset managers, corporates, regulators and advisors.
  • Join the debate on major questions such as:
    -       Can you do well and do good?  Is sustainable investing helping or hindering returns?
    -       Is ESG investing more suited to passive or active portfolios?  What are the strengths and limitations of products such ESG focused ETFs?
    -       From screening out to opting in – which sectors and markets offer the best potential for untapped sustainable stocks?
    -       How are fixed income markets measuring and pricing ESG?
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Gold Sponsor (1)

For over 40 years, MSCI has measured and modelled Environmental, Social and Governance (ESG) risk.1 MSCI is a leading provider of ESG Ratings, Indexes and Analytical tools. We aim to help investors integrate ESG across their entire investment process; powering better investment decisions.

 

Our solutions

 

  • MSCI ESG Research LLC is the world’s largest provider of ESG ratings and research2. For over 10 years, we have rated companies on their exposure to, and management of, industry-specific ESG risks.  We rate over 13,000 issuers (including subsidiaries) linked to more than 650,000 equity and fixed income securities.  Our ratings and research are used by over 1,300 institutional investors globally; including 46 of the top 50 asset managers.3 Clients can use ESG ratings to support fundamental and quant analyses, portfolio construction and risk management, and thought leadership and engagement.

 

  • MSCI ESG Indexes:  MSCI Inc. is the world’s largest provider of ESG indexes4 with over 1,000 ESG Equity and Fixed Income Indexes designed to help institutional investors more effectively benchmark ESG investment performance and manage, measure and report on ESG mandates. The indexes can also be used as the basis for Exchange-Traded-Funds and other index based products.  Over $108 billion in institutional, retail and exchange-traded fund assets are benchmarked to MSCI ESG Indexes5.  And several global asset owners have selected MSCI ESG Indexes, with over $180 billion allocated in recent years6

 

  • MSCI ESG Analytics: our ESG research, data and indexes are available within MSCI’s analytics systems. MSCI Analytics clients can explore ESG exposures on 650,000 securities and 8 million derivatives to support security selection, portfolio construction, stress testing, and risk and performance attribution analysis.  

 

Learn more about ESG investing, visit our ESG solutions page, join our mailing list or contact us.

 

 

  1. Through MSCI ESG Research and its legacy companies KLD, Innovest, IRRC, and GMI Ratings

 

  1. P&I data and MSCI clients as of March 2018

2.

  1. By coverage of companies and by number of ESG clients based on public information produced by Sustainalytics, Vigeo/EIRIS and ISS/Oekom as of November 2018

 

  1. By number of indexes and by assets tracking the indexes compared with publically available information produced by FTSE and S&P Dow Jones as of November 2018

 

  1. As of March 2018, based on Bloomberg, Morningstar and MSCI data. Active AUM includes data as of December, 2017 reported in March, 2018 by eVestment.  Data excludes mandate or policy benchmark related assets.

 

  1. Based on publically available information in press releases published from 2014 to date

 

 

Silver Sponsor (1)

Venue

Hilton Tower Bridge Hotel
5 More London Place, Tooley Street
London SE1 2BY

United Kingdom

Tel: +44-203-002-4300

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Organisers (1)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT marks 130 years in 2018 with a record paying readership of more than 940,000, three-quarters of which are digital subscriptions. It is part of Nikkei Inc, which provides a broad range of information, news and services for the global business community.

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