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Future-Proofing Investment Portfolios: A New ESG Framework for a New World

Webinar |
Speakers include:
Johanna  Köb

Johanna Köb

Zurich Insurance Company

Esohe Denise  Odaro

Esohe Denise Odaro

International Finance Corporation (IFC)

Alessia Falsarone

Alessia Falsarone

PineBridge Investments

Overview

Responsible investing approaches that aim to meet various environmental, social, and governance (ESG) criteria were already a growing force before 2020, but they are proving to be even more critical with the emergence of the global Covid-19 crisis. Systemic risks are evolving, and as we’ve learned, the next crisis may well be unforeseen by investors. Yet attention to ESG factors may contribute to more resilient portfolios and to future-focused approaches that are better prepared to meet paradigm shifts head-on.

The Financial Times, in partnership with PineBridge Investments, is bringing together public policy and institutional investor experts to discuss ESG investing in a new normal, including:

- Balancing the evolving needs of customers, investors, employees, and society at large to promote better investment outcomes
- Assessing the most critical ESG factors across markets and sectors
- The methodologies industries are using to quantify outcomes and mitigate risks
- How investors can embrace a more active approach to drive progress

Join our live webinar to examine the evolution of ESG and its impact across markets and investment portfolios.

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fallback Add to my Calendar 06/30/2020 14:45:0006/30/2020 16:00:00falseFuture-Proofing Investment Portfolios: A New ESG Framework for a New WorldResponsible investing approaches that aim to meet various environmental, social, and governance (ESG) criteria were already a growing force before 2020, but they are proving to be even more critical with the emergence of the global Covid-19 crisis. Systemic risks are evolving, and as we’ve learned, the next crisis may well be unforeseen by investors. Yet attention to ESG factors may contribute to more resilient portfolios and to future-focused approaches that are better prepared to meet paradigm shifts head-on.The Financial Times, in partnership with PineBridge Investments, is bringing together public policy and institutional investor experts to discuss ESG investing in a new normal, including:- Balancing the evolving needs of customers, investors, employees, and society at large to promote better investment outcomes- Assessing the most critical ESG factors across markets and sectors- The methodologies industries are using to quantify outcomes and mitigate risks- How investors can embrace a more active approach to drive progressJoin our live webinar to examine the evolution of ESG and its impact across markets and investment portfolios.Future-Proofing-Investment-Portfolios:-A-New-ESG-Framework-for-a-New-World09796c982c661d048bd5cd0632e42f4fMM/DD/YYYY

Speakers (3)

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 approx. US$200bn portfolio of group assets. Johanna joined Zurich Insurance Company in 2013 as responsible investment analyst, following the adaptation of the 2012 responsible investment strategy. 

Prior to joining Zurich, Johanna 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. 

Johanna 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. 

Esohe Denise  Odaro

Esohe Denise Odaro

Head of Investor Relations
International Finance Corporation (IFC)

Denise Odaro heads investor relations globally for IFC. She joined IFC Treasury in 2012 as a member of the funding team specifically tasked with establishing the investor relations function to augment IFC’s US$14 billion funding programme – constituting global, sustainable (ESG) bonds, structured MTNs, and discount notes. 

Denise has been a member of the Executive Committee of the Green and Social Bond Principles since its inception. She has been co-Chair of the Social Bonds Working Group since 2016. In 2018, Denise served an assignment at ICMA within the Secretariat for Principles. During her tenure at ICMA, Denise led the drafting of the updates to the Social Bond Principles and the Sustainable Bond Guidelines, the High-Level Mapping to the Sustainable Development Goals as well as the Harmonized Framework for Impact Reporting for Social Bonds.

Previously, she was an Underwriter in the Energy group at MIGA, The World Bank Group’s political risk mitigation arm. Prior to joining The World Bank Group through its Young Professionals Program, Denise worked for Lehman Brothers as a Debt Portfolio Manager and on loan syndications at GE Capital and secondary loan markets at Goldman Sachs.

She holds an MBA from Cornell University, an MSc from The University of London (SOAS) and qualified as a Barrister at The Honourable Society of Lincoln’s Inn. Denise was selected for the 2019 cohort of the Emerging Leaders Program at Harvard Kennedy School of Government. 

Alessia Falsarone

Alessia Falsarone

Head of Sustainable Investing, Senior Portfolio and Risk Strategist, Developed Markets Fixed Income
PineBridge Investments

Alessia Falsarone joined PineBridge Investments in 2007 and is a Managing Director and the Head of Sustainable Investing for the firm’s Developed Markets Fixed Income team. She is responsible for designing and driving the investment team’s sustainability agenda by providing subject matter expertise, guiding the day-to-day portfolio-level investment decisions involving ESG, and aligning the team’s traditional portfolio strategy and investment risk processes. In addition, she serves as Chair of PineBridge’s Corporate Responsibility Steering Committee.
Previously, she worked at Citigroup, where she was Vice President of Global Investments in the office of the CIO, responsible for portfolio allocation of strategic co-investments as well as international client advisory. Ms Falsarone was also a quantitative strategist on Citigroup’s institutional desk in San Francisco. Prior to that, she was an investment banker with Credit Suisse. Ms Falsarone serves on the Standards Advisory Group of the Sustainability Accounting Standards Board (SASB) and the Advisory Council for the Green and Social Bond Principles, and is a member of the UN PRI Advisory Committee on Credit Risk and Ratings. She is a FINRA Series 7 and 63 licence holder and part of the first cohort of the SASB’s FSA credential holders.

She has an MSc in Financial Mathematics from Stanford University, a Sloan MBA from the Massachusetts Institute of Technology, and a BSc in Financial Economics from Bocconi University, Italy.

Moderated by (1)

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.

Key Talking Points

Introduction

  • How has ESG evolved? And why is it so important today? How have recent “black swan” events changed the outlook for ESG?

Breaking down the E, S, and G:

  • What major progress has been made in the “E” (environmental) component?
  • Why is the “S” (social) component of ESG so important in the “new normal” world? And what can we learn from companies that have already prioritized it?
  • “G” (governance) seems to be a high priority for many companies and investors. How has history helped to quantify the real impact of strong governance?

Adoption

  • What are end investors’/clients’ expectations for their portfolios, and how do they marry with ESG principles?
  • What can policymakers do to align investment and ESG principles in an uncertain economic environment?
  • What do best practices look like?
  • How can you leverage “social” dimensions today to build long-term loyalty, improve satisfaction, and have a positive reputational impact?

Decision-making

  • How does ESG decision-making affect the opportunities and risks for a portfolio?
  • What strategies can you adopt to shift toward ESG-focused investments?
  • How has the industry evolved in terms of defining ESG?
  • How do you align ESG strategies with the priorities of beneficiaries and stakeholders?

Implementation

  • How can ESG be implemented across different markets and investor portfolios?
  • What are the practical considerations?
  • How does ESG decision-making affect the opportunities and risks for a portfolio?

Measurement

  • How do you measure the positive impact of an investment?
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Agenda - 30th Jun

  • 2:45pm
    Access to webinar opens
  • 3:00pm
    Opening remarks from the FT Chair
  • 3:05pm
    Panel discussion

    Alessia Falsarone, Head of Sustainable Investing, Senior Portfolio and Risk Strategist, Developed Markets Fixed Income, PineBridge Investments

    Johanna Köb, Head of Responsible Investment, Zurich Insurance Company 

    Esohe Denise Odaro, Head of Investor Relations, International Finance Corporation (IFC)

     Moderator:

     Katie Martin, Markets Editor, Financial Times

  • 3:45pm
    Q&A
  • 3:55pm
    Discussion closes

Presented by (2)

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.

PineBridge Investments is a global asset manager with experience in emerging and developed markets, and investment capabilities in multi-asset, fixed income, equities and alternatives. Our firm is differentiated by the integration of on-the-ground investment teams, providing investors with the combined benefits of global fundamental perspectives and analytical insights. We manage US$96.2 billion as of 31 March 2020 for a global client base that includes institutions, insurance companies, and intermediaries.

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