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Investment and Asset Management, Insurance

FT Investing for Good Europe: Mainstreaming ESG

London |
Speakers include:
Pascal Zbinden

Pascal Zbinden

Swiss Re Group

Huw van Steenis

Huw van Steenis

Bank of England

Kirsty Jenkinson

Kirsty Jenkinson

CalSTRS

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 18:00:00trueFT 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 (27)

Pascal Zbinden

Pascal Zbinden

Co-Head SAA and Markets, Asset Management
Swiss Re Group

Pascal Zbinden is the Co-Head SAA & Markets within Swiss Re's Group Asset Management and a member of the Asset Management Executive Team. In this position, he co-leads the Strategic Asset Allocation (SAA) and Markets unit with direct management responsibility for the SAA, listed equities, credit, and securitized products teams.  Prior to his current role Pascal held a number of positions within Swiss Re, most recently as Head of the CIO Office for five years with responsibility for investment strategy, asset allocation, portfolio steering and portfolio analytics. Before that Pascal served as Head of Asset Management for the Admin Re Business for close to two years, as Head Portfolio Steering, and as Head Investment Framework. He joined Swiss Re in 2001 as a Financial Analyst in the Capital Partners Division. Pascal hols an MA from the University of St. Gallen, Switzerland and is a CFA. 

Huw van Steenis

Huw van Steenis

Senior Adviser to the Governor
Bank of England

Huw van Steenis is Senior Adviser to the Governor, Bank of England. He chairs a review for the Governor “exploring what the financial system of tomorrow might look like, and what it means for the Bank of England’s priorities now and in the future" which will be published in Q2 2019.  He has been recognized as one of the leading experts on financial services.  He worked at Morgan Stanley from  2002 to 2016 as Global Head of Banks and Diversified Financials Research where he and his teams won numerous awards including being voted number one in investor surveys 12 times, and twice as Starmine’s stock picker of the year for financial services. From 2016 to 2018 he served as Global Head of Strategy at Schroders. He coined several terms which have become industry standards including the “Asset Management Barbell’ and theBalkanisation of banking markets. He writes frequently on these and other topics for international media. He has served on various boards and committees including the World Economic Forum’s Global Future Council on Financial and Monetary Systems (2018-2019), their Agenda Council for Financial Services and Fintech working group; the European Central Bank’s Contact Group on Macro- Prudential Policies and Financial Stability (2015-2017); the IIFs Market Monitoring Group;; and the Board of the English National Opera.

Kirsty Jenkinson

Kirsty Jenkinson

Investment Director, Sustainable Investment and Stewardship Strategies
CalSTRS

Kirsty Jenkinson is the Investment Director, Sustainable Investment & Stewardship Strategies for the California State Teachers’ Retirement System (CalSTRS), the largest educator-only public pension fund in the world with $220 billion of assets under management. She joined CalSTRS in early 2019 and is responsible for managing over $4 billion placed with sustainability and activist managers, overseeing the fund’s stewardship activities including corporate engagement and proxy voting, and outreach with the fund’s stakeholders.  Prior to joining CalSTRS, Kirsty spent four years at Wespath Benefits and Investments in Chicago and four years as the director of the Markets and Enterprise Program at the World Resources Institute (WRI), a Washington, D.C.-based global research organization focused on the environment and economic development. Before moving to the U.S., Kirsty was a Director of Governance and Sustainable Investment at F&C Asset Management (now BMO Global Asset Management) and an Executive Director in the Fixed Income division of Goldman Sachs in London.   She sits on the board of the Business and Human Rights Resource Centre and is a member of WRI’s Sustainable Investment Advisory Council. Kirsty holds an MA in International History from the University of Edinburgh, Scotland.

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.

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.

Carlota Garcia-Manas

Carlota Garcia-Manas

Senior Analyst - Investment Stewardship
Church Commissioners for England

Carlota Garcia-Manas is the Senior Analyst – Investment Stewardship at the Responsible Investment team of the Church Commissioners for England. Carlota’s career spans over more than 15 years and focuses on systematic ESG research and data analytics and its application to corporate engagement. She has a particular interest in active ownership and a thematic focus on climate change, corporate tax, OHS and responsible marketing. Alongside the stakeholder panel at IPIECA, Carlota has various advisory roles including the coordination of Climate Action 100+ engagement with European oil and gas companies; PRI (Principles for Responsible Investment) ESG Engagement Advisory Group; TPI (Transition Pathway Initiative) Technical Advisory Committee and FRC Advisory Group on the future of corporate reporting. Carlota is a board member of the Church Investors Group. Carlota has an academic background in Civil Engineering and Environmental Economics and has studied the ICSA Advanced Certificate in Corporate Governance.

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.

Johanna  Köb

Johanna Köb

Head of Responsible Investment
Zurich Insurance Company

Johanna Köb is Head of Responsible Investment at Zurich Insurance Company, where she supports the implementation of Zurich's responsible investment strategy for the Company's approximate USD 200bn portfolio of group assets. Ms Köb joined Zurich Insurance Company in 2013 as responsible investment analyst, following the adaptation of the 2012 responsible investment strategy.

Prior to joining Zurich, she worked for RobecoSAM, where she was part of the Sustainability Operations team. Her task was to support companies throughout the annual corporate sustainability assessment, as well as serving as an analyst for the financial services and support services sectors for the Dow Jones Sustainability Index.

Ms Köb holds a BA and MA in International Affairs & Governance from the University of St. Gallen, as well as a MA in Law and Diplomacy from the Fletcher School of Law and Diplomacy, Tufts University. She is currently a Level III candidate to the CFA Program.

Johanna is fluent in German, English and Spanish. 

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.

Amara Goeree

Amara Goeree

Global Head of ESG Product
Apex Group

Amara Goeree joins Apex Group Ltd. in the summer of 2019 to drive the Group’s ESG agenda on a global basis and continue the Group’s path as an innovator in the ESG space.  She was previously Head Corporate Sustainability and Responsible Investment at Julius Baer as well as Deputy Head of the team leading the rating process for the Dow Jones Sustainability Index at RobecoSAM AG. Amara has specialised in the field of sustainability and sustainable finance for nearly a decade, working at the interface between the world’s largest corporates and investors.

Anna Hyrske

Anna Hyrske

Head of Responsible Investments
Ilmarinen

Anna Hyrske is the Head of Responsible Investments at Ilmarinen, a Finnish pension insurance company. Ilmarinen is a multi-asset, global investor with roughly €47 billion AuM. Responsible investments has been one of the cornerstones of its investment operations for almost two decades with the first ESG based screening on Ilmarinen’s portfolio was done in 2002. Ms Hyrske has an extensive career in the ESG and Responsible Investment field and co-wrote the first RI book in Finland which has been used as educational material for students and as a guide for institutional and retail investors alike. She has studied ESG/RI, writing her Master’s thesis on the topic and she frequently gives lectures and speeches on the subject, both in Finland and internationally. She has recently returned from a 3.5 year work assignment in Hong Kong.

Joshua Kendall

Joshua Kendall

ESG Analyst
Insight Investment

Joshua Kendall is Senior ESG Analyst at Insight Investment He joined Insight in 2015 and leads the responsible investment programme, focusing on ESG integration, stewardship and policy, ESG product strategy and ESG research. Joshua sits on the Investment Association Sustainable and Responsible Investment Committee, the PRI Advisory Council on Credit Ratings and is Vice Chair of the Insight ESG Fixed Income Group. Prior to joining Insight, he held a variety of responsible investment roles, including ESG consultant at MSCI, client relations manager at GMI Ratings and communications manager at UN Principles for Responsible Investment. Joshua holds an MSc in Corporate Governance and Business Ethics from the University of London and a BA (Hons) in Politics and Modern History from the University of Manchester. He also holds the Investment Management Certificate from the CFA Society of the UK.

Ben Lambert

Ben Lambert

Head of Sustainable Investing
Canada Pension Plan Investment Board

Ben Lambert is the Interim Head of Sustainable Investing at CPPIB where he oversees ESG research, integration and engagement across the fund and sits on the Investment Committee for Active Equities.  His team also takes a leadership role across CPPIB in advancing climate related work streams such as carbon footprinting and investor toolkits. He has been with the firm nearly 5 years and was previously a Senior Portfolio Manager within Active Fundamental Equities where he helped to start the EMEA equity long/short investment strategy.   Ben has over 15 years investment experience and was previously a Portfolio Manager at Och-Ziff in London running the Financials equity long/short portfolio and a Partner at Odey Asset Management responsible for Global Financials.

Marjo Koivisto

Marjo Koivisto

Co-Head of Responsible Investment
Nordea Asset Management

Marjo Koivisto is Co-Head of Responsible Investments at Nordea Asset Management. She leads a boutique of analysts and data scientists on responsible investments, based in Stockholm. Previously she worked in EMEA project finance at the IFC and World Bank, and in global macro strategy in New York. She holds a PhD from London School of Economics, and a was a post-doctoral fellow at Harvard University.

Nick Harris

Nick Harris

Green Finance Sector Lead
The Carbon Trust

Nick Green is the client relationship lead for the Carbon Trust's green finance team. He has worked on a range of green finance projects including green bond verification, sustainability training for bank relationship managers, tagging green assets in portfolios, and carbon footprinting of bank services (including the certification of the Bank of England’s polymer notes).  Nick has 20 years of experience working with the financial services sector. In the first half of his career he worked either client or agency-side on research led strategy development for a variety of financial services companies and agencies, including retail banks, credit card companies, pension funds and financial PR firms. Following that, through his involvement in a cleantech start-up, Nick moved into sustainability and has spent the second half of his career helping financial services companies develop their approach to sustainability.  He works with the Green Finance Initiative, contributing to the Data, Risk and Disclosure Working Group, and the International Capital Markets Association, contributing to the development of the Green Bond Principles. Nick also works with a number of financial services clients on their reporting to the Carbon Trust Standard.

Felix Lanters

Felix Lanters

Head of Equities
PGGM Investments

Felix Lanters is Head of Equities at PGGM Investments.  He started his career as a sell side analyst at ABN Bank in 1987, covering the electronics industries. In 1994, he moved on to ABN AMRO’s Asset Management operation, where he managed long-term growth equities and later became Head of European Equity Investments. In 2004 Felix joined Dutch private bank Theodoor Gilissen, which he left at the end of 2008 to become a self-employed consultant. In this capacity, among other things, he assisted PGGM’s investment teams with the integration of ESG factors into their investment processes. In 2012 Felix became head of PGGM’s Responsible Equity team, initially as interim manager, but later on a permanent basis. He started in his current role as Head of Equities at PGGM in 2016, overseeing both the systematic equities capability of PGGM and the team that manages an impact investment mandate of listed equities.

Shami  Nissan

Shami Nissan

Head, Responsible Investment
Actis

With over 15 years’ experience in responsible investment, primarily serving the private equity, banking and development finance sectors, Shami was drawn to Actis by its leadership in responsible investing, the firm’s diverse culture and the opportunity to focus on growth markets. “Investing in the world’s most dynamic markets where environmental, social and governance challenges are typically the most acute, offers great opportunities to increase the value of our investments, whilst delivering positive impacts at the same time.”

Shami leads Actis’ approach to responsible investment, working closely with investment colleagues and company management to assess and manage ESG issues, helping to build world-class businesses and to deliver societal benefits.

Before joining Actis in 2014 she was as a senior consultant at PwC’s Sustainability and Climate Change team for ten years. Prior to this, Shami led the London business of Innovest Strategic Value Advisors, providing sustainability research and analytics to institutional investors and asset managers. Shami has also worked with the United Nations Development Programme in Central America.

Shami is a member of the UN PRI Supply Chain Risks Working Group, and a Steering Committee member of the Emerging Markets Private Equity Association’s Sustainability Working Group. Shami represents Actis at the Business Integrity Forum run by Transparency International UK.

Shami holds an MSc Environmental Technology, with Distinction, from Imperial College London and a BSc Biological Sciences from University of Durham.

Stanislas Pottier

Stanislas Pottier

Chief Responsible Investment Officer and Member of the Executive Committee
Amundi

Stanislas Pottier is Chief Responsible Investment Officer and Member of the Executive Committee at AMUNDI Asset Management. He was formerly Global Head for Sustainable Development for Credit Agricole SA Group from 2011 to 2018, and Member of the Group Management Committee since 2017. From 2009 to 2011, Mr Pottier was Special Advisor to Michel Rocard, former Prime Minister and Ambassador of France to International Negotiations on the Arctic and the Antarctic.  Before that, between 2007 and 2009, he served as Special Advisor to Christine Lagard, French Minister of Economy, Finance, Industry and Employment. He was previously Deputy Chief, then Chief of Staff to Ms Lagarde when she was Trade Minister, and Advisor and Deputy Chief of Staff to Thierry Breton, Minister of Economy, Finance and Industry. He started his career in 1994 at the French Ministry of Finance, then worked as an Economist at the World Bank in Washington DC between 1998 and 2000, before coming back to the French Ministry of Finance, Trade and Treasury Department where he held several positions until 2005.  Mr Pottier graduated from the Ecole Nationale d’Administration (ENA) in 1994 and the Ecole Supérieure de Commerce de Paris (ESCP Europe) in 1989.  He is a member of the Vigeo Eiris board, and active in several NGOs and think tanks including as President of BBCA – advocating for low carbon buildings, President of FXB-France (President), and a board member of Collège des directeurs du développement durable.

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.

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.

Andrew Steel

Andrew Steel

Managing Director, Global Head of Sustainable Finance
Fitch Ratings

Andrew Steel is responsible for developing and implementing Fitch's sustainable finance strategy, across ratings and the broader Fitch group.  His group is based in London, New York, Hong Kong and Beijing. In January 2019 Fitch Ratings launched an integrated scoring system showing how environmental, social and governance factors impact individual credit rating decisions.  Prior to his current role Andrew held several senior management positions in Fitch: head of the EMEA energy, utilities, project finance and regulated transportation analytical groups; head of Asia Pacific Corporate Ratings, Head of EMEA Corporate Ratings; and Head of Executive Projects. Before joining Fitch in 2004 he headed up ABN Amro’s project finance, power and utilities group, worked in private equity for Edison Capital, in energy for PowerGen’s group treasury, and in the banking sector as a mezzanine, leveraged buy-out and cross-border M&A lender and advisor.  From 2006 to 2010 Andrew was also an independent expert for the UN ECE advising on risk issues and sustainable energy development. He is currently an advisory board member of the UN PRI credit ratings initiative, and a trustee of the Great Ormond Street Hospital based charity CLEFT. Andrew holds a BSc in Psychology from Bristol University, and a postgraduate diploma from INSEAD business school.

Yasmina Serghini

Yasmina Serghini

Associate Managing Director, Corporate Finance Group
Moody's Investor Service

Yasmina Serghini is an Associate Managing Director in Moody’s Investors Service’s Corporate Finance Group. She is the chair of Moody’s Environmental, Social and Governance (ESG) working group in EMEA. Moody’s is committed to incorporating ESG risks into its analysis and, in this role, Yasmina co-ordinates Moody’s ESG research and outreach initiatives in the region.  Yasmina, additionally, manages the teams in Paris and in Milan that are responsible for investment grade and high yield companies primarily in the retail, pharmaceutical, railway, ferry, beverage and postal services industries. Since joining Moody’s in 2005, she has been in charge of the credit ratings of automotive and truck manufacturers, retail, consumer packaged goods companies, including beverages and business services companies. Prior to joining Moody’s, Yasmina worked for Caisse Nationale des Caisses d’Epargne as a credit risk analyst where she had responsibility for the analysis of companies across diversified cyclical and non-cyclical industries.  She is a CFA charterholder and holds a Postgraduate Diploma (“DESS”) in Finance from Institut d’Etudes Politiques de Paris and a degree (majoring in Finance) from Dauphine University (Paris).

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.

Lucy Tusa

Lucy Tusa

Partner
Mercer

Lucy Tusa is a Partner in the Investment Consultant department at Mercer, having joined the firm in 2007.  She was awarded the CFA charter in 2006 and has been an Associate of the UK Society of Investment Professionals (ASIP) since 1986. At Mercer, Lucy provides investment consultancy services to a range of pension fund, foundation and endowment clients. She advises clients on strategy setting, asset allocation, liability- management and manager selection.  She is a member of Mercer’s Global Dynamic Asset Allocation (DAA) Committee and a contributor to the firm’s intellectual capital, particularly in relation to equity markets and responsible investment. She manages Mercer’s responsible investment team in Europe. Lucy holds an MA (Hons) in History from Trinity College, Cambridge.

Anna Turrell

Anna Turrell

Head of Sustainability
Nestlé UK & Ireland

Anna Turrell is Head of Sustainability at Nestlé UK & Ireland, where she is responsible for managing the company's sustainability agenda. Anna is also the global lead for communications and advocacy on plastics and packaging, and was previously responsible for managing Nestlé’s global human rights due diligence programme.  Prior to joining Nestlé, Anna worked in sustainability consultancy in Europe and Asia. In these roles, she worked with multi-national and regional businesses, government agencies and NGOs to help them develop their sustainability strategies and engagement approaches.

Roger Urwin

Roger Urwin

Global Head of Investment Content
Willis Towers Watson

Roger assumed the new post of Global Head of Investment Content at Towers Watson in 2008 after acting as the Global Head of the investment practice from 1995 to 2008.   He joined Watson Wyatt in 1989 to start the firm's investment consulting practice and under his leadership the practice grew to a global team of over 600. His prior career involved heading the Mercer investment practice and leading the business development and quantitative investment functions at Gartmore Investment Management.  Roger’s current role includes work for some of the firm's major investment clients both in the UK and internationally. He leads the firm’s work on transformational change and has conducted major strategic reviews at a number of global leading funds. He is also involved with the Willis Towers Watson thought leadership group (Thinking Ahead Group) and co-founder of the Thinking Ahead Institute.  His investment innovations include three global firsts: the creation of the first target date and lifestyle DC funds (in 1988), the risk budget framework (in 1999) and the governance budget framework for assessing asset owner organisational effectiveness (in 2007). He is also the author of a number of papers on asset allocation policy, manager selection and governance and sustainability.   Roger is also Advisory Director at MSCI Inc and Chair of the Advisory Council to the CFA Institute Future of Finance initiative. He holds a degree in Mathematics from Oxford University and a Masters in Applied Statistics also from Oxford. He qualified as a Fellow of the Institute of Actuaries in 1983 and became a Fellow of the UK CFA Society in 2015.

Oliver Wyncoll

Oliver Wyncoll

Partner
Bridges

Oliver Wyncoll joined Bridges in 2014 attracted by its impact focus. He has extensive experience in working with high-growth companies, both as a lender and investor. Oliver leads the investment activities of the Sustainable Growth team, identifying and managing investments in high-growth entrepreneurial businesses that contribute to sustainable solutions for many of the major challenges faced by our society and planet.  Having worked at both HSBC and BZW (Barclays), Oliver joined Rabobank in 1996, establishing their London acquisition finance business. He then joined Langholm, a specialist investor in the consumer sector (backed by Unilever and Rabobank), where he became a Partner. During his 12 years at Langholm he was a board director on all of the fund’s UK companies such as Just Retirement, and led investments in Dorset Cereals, Tyrrells Crisps, Bart Ingredients and Purity Soft Drinks. At Bridges, he has led a number of investments including World of Books, Wholebake and Vegetarian Express.  Oliver holds a BSc in Economics from Reading University.

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Chair and Moderators (5)

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

Markets Editor
Financial Times

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

Owen Walker

Owen Walker

Asset Management Correspondent
Financial Times

Owen Walker is an award-winning journalist who has covered business and investment issues in the US, UK and Europe. He is Asset Management Correspondent with the Financial Times, having previously served as Commissioning Editor in the Special Reports team. Prior to that he edited special FT publications on corporate governance, retail investment and pension scheme management. He has served as trustee on the board of the Pearson Group Pension Plan and was a committee member of the Association of Member Nominated Trustees. Owen is author of a book on activist investors, Barbarians in the Boardroom, which was published in 2016. 

Andrew Jack

Andrew Jack

Global Education Editor
Financial Times

Andrew Jack has worked as a journalist for the Financial Times since 1990. He is currently the Global Education Editor, reporting and developing new projects including as editorial lead for free online FT access for schools. He previously ran the curated content team, picking the best news and analysis from the FT and the rest of the web, including FT Health. He was previously Deputy Editor of the Analysis section, Pharmaceuticals Correspondent, Moscow Bureau Chief, Paris Correspondent, Financial Correspondent, general reporter and corporate reporter. He is author of the books Inside Putin’s Russia and The French Exception, as well as numerous specialist reports, and has appeared on the BBC and other media outlets.

Kate Allen

Kate Allen

International Economy News Editor
Financial Times

Kate Allen is the FT's international economy news editor. Before taking up her current role reported on a series of patches for the FT, including markets, Westminster politics and real estate. In the past couple of years she has taken a special interest in the green bond industry and ESG investing.

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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 Interview: Investing in Sustainable Growth

    Huw van Steenis, Senior Advisor to the Governor, Bank of England

    In conversation with Patrick Jenkins, Financial Editor, Financial Times

  • 9:35am
    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)

    Stanislas Pottier, Chief Responsible Investment Officer and Member of the Executive Committee, Amundi

    Anders Schelde, Chief Investment Officer, MP Pension

    Moderator: Andrew Jack, Global Education Editor, Financial Times

  • 10:15am
    How Do Markets Price ESG?

    Introduction: Guido Giese, Executive Director, Applied Equity Research, MSCI

    Followed by Panel Discussion with:

    Anna Hyrske, Head of Responsible Investments, Ilmarinen Mutual Pension Insurance Company

    Marjo Koivisto, Co-Head Responsible Investments, Nordea

    Roger Urwin, Global Head of Investment Content, Willis Towers Watson

    Moderator: Katie Martin, Markets Editor, Financial Times

  • 10:55am
    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

    Amara Goeree, Global Head of ESG Product, Apex Group

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

    Diandra Soobiah, Head of Responsible Investment, NEST

    Moderator: Kate Allen, International Economy News Editor, Financial Times

  • 12:00pm
    SwissRe Interview: Implementing ESG across a US$130bn portfolio

    In 2017 SwissRe announced the implementation of environmental, social and governance benchmarks across its entire US$130bn investment portfolio.  In this in-depth onstage interview find out the background to this major decision and the implications to date for asset allocation and returns.

    Pascal Zbinden, Co-Head Strategic Asset Allocation and Markets, Asset Management, Swiss Re Group

    In conversation with  Katie Martin, Markets Editor, Financial Times

  • 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

    Felix Lanters, Head of Equities, PGGM Investments

    Shami Nissan, Head of Responsible Investment Actis

    Lucy Tusa, Partner, Mercer

    Moderator: Kate Allen, International Economy News Editor, Financial Times

  • 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.

    Anna Turrell, Head of Sustainability, Nestlé UK & Ireland

    Carlota Garcia-Manas, Senior Analyst - Investment Stewardship, Church Commissioners for England

    Moderator: Katie Martin, Markets Editor, Financial Times

  • 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 judgments, 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?

    Nick Harris, Green Finance Sector Lead, The Carbon Trust

    Joshua Kendall, Senior ESG Analyst, Insight Investment

    Johanna Köb, Head of Responsible Investment, Zurich Insurance Company

    Yasmina Serghini, Associate Managing Director, Corporate Finance Group, Moody’s Investors Service

    Moderator: Owen Walker, Asset Management Correspondent, Financial Times

  • 3:20pm
    Afternoon break
  • 3:50pm
    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

    Andrew Steel, Managing Director, Global Head of Sustainable Finance, Fitch Ratings

    Oliver Wyncoll, Partner, Bridges

    Moderator: Andrew Jack, Global Education Editor, Financial Times

  • 4:30pm
    Fireside Chat with CalSTRS: How investors can shape the future of sustainable investments

    CalSTRS, the largest educator-only public pension fund in the world with AUM of US$220 billion, is one of the most active ESG investors in the US with over US$4 billion placed with sustainability and activist managers, and a strong track record in corporate engagement and stakeholder outreach.  This in-depth onstage interview will explore the fund’s long-term vision to shape the future of ESG investing through collaboration and leadership to meet the challenges ahead.

    Kirsty Jenkinson, Investment Director, Sustainable Investment and Stewardship Strategies, California State Teachers’ Retirement System - CalSTRS

    In conversation with Owen Walker, Asset Management Correspondent, Financial Times

  • 5:00pm
    Chair’s closing remarks followed by networking reception

    Owen Walker, Asset Management Correspondent, Financial Times

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

2. P&I data and MSCI clients as of March 2018
3. 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

4. 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

5. 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.

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

Silver Sponsors (4)

Amundi is one of the world’s leading asset managers with GBP 1.3 trillion in AUM, including GBP 432 billion for over 150 group and external insurers worldwide.

Amundi has been serving insurance clients in the UK for over 30 years. The team has a strong track record of running portfolios for insurers which prioritise meeting the regulatory restrictions of Solvency II and other regulators, and providing tailor made reporting requirements (with full look through) to clients. 

Amundi’s insurance expertise draw on a dedicated insurance business team, with specialist local UK insurance client and relationship management. The insurance teams span across three locations, the UK & France and Italy, providing a full breath of investment solutions, ranging from bespoke asset solutions to core and liability matching fixed income.

The Apex Group, established in Bermuda in 2003, is one of the world’s largest fund solutions providers. The Group offers an unrivalled suite of market-specific services on a local, regional, and global scale. From fund administration and comprehensive middle office services to banking and depositary solutions plus corporate services, Apex clients receive a full service solution enhanced by an agile service model. Apex administers over $600bn in assets and has offices in over 40 locations worldwide.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide help investors to make important credit judgements with confidence.

Fitch Group is a global leader in financial information services with operations in more than 30 countries. In addition to Fitch Ratings, the group includes Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; Fitch Learning, a provider of learning and development solutions for the global financial services industry; and BMI Research, a provider of country risk and industry analysis specializing in emerging and frontier markets. Fitch Group is majority-owned by Hearst.

Moody’s is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody’s Corporation (NYSE: MCO) is the parent company of
Moody’s Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody’s Analytics, which offers leading edge software, advisory services and research for credit and economic analysis and financial risk management. The corporation, which reported revenue of $4.4 billion in 2018, employs approximately 13,100 people worldwide and maintains a presence in 42 countries.

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 has a record paying readership of one million, 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.

Supporting Partners (2)

About Global Sustain™

Since 2006, Global Sustain provides a wide range of services and solutions to support its members and clients succeeding triple bottom line results. Based in London and Athens, with offices in Berlin, Brussels, London, New York and Nicosia, Global Sustain offers innovative online and off-line services related to sustainability, corporate responsibility, responsible investing, green economy, business ethics and excellence, transparency, human rights and accountability. Its members include corporations, non-governmental and non-profit organisations, municipalities and local authorities, academic institutions, media, professional bodies, service providers, chambers, think tanks and other public or private entities. Global Sustain: 

 

  • Facilitates synergies among members, between the corporate and third sectors as well as key stakeholders.
  • Effectively communicates CSR and sustainability news, reports, events and information on behalf of members and clients, with a global audience.
  • Is a UN Global Compact signatory and founding member of the Global Compact Network Hellas since 2008 and member of United Nations Global Compact Network Belgium, since November 2012.
  • Is a signatory to the United Nations-supported Principles for Responsible Investment (PRI) Initiative.
  • Is a member and partner of leading global media organisations such as CSRwire, Inc., Ethical Performance, Business Wire etc.
  • Is a GRI Gold Partner.
  • Has financed 24 charitable projects carried out by Global Sustain NGO members to date.
  • Participates in, presents at and officially supports local, regional and international conferences, events and exhibitions organised by prestigious companies and organisations, including Economist Conferences, Ethical Corporation, FT Business, Social Capital Media - SOCAP/Europe, Transparency International, TBLI Conference B.V., EBD Group AG, Institute of Directors (IOD) India, Enterprise Asia and many others.
  • Organises conferences and events, including the Sustainability Forum, a training, networking and professional development event.
  • Conducts research on sustainability, CSR, the green economy and the third sector for members and clients.
  • Operates as a 100% carbon neutral firm.
  • Has published ten (10) Yearbooks to date.
  • Can be followed on Twitter (@GlSustain), Facebook (Global Sustain), LinkedIn (Global Sustain), Instagram (Global Sustain) and YouTube (Global Sustain).

 

Website: www.globalsustain.org

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