Agenda Day 2
The transition to a low-carbon world is accelerating but it needs to be done in a way that is equitable and fair on all societies and economies. What is the role for investors and what ways are investors and asset managers thinking about investment strategies that enable and support a just transition? What are the considerations for social inclusion? What actions can investors take to promote a just transition?
• Net-zero transition planning - approaches to framework structures and reporting processes
• Assessing, allocating capital and aligning portfolios against carbon pathways
• How are companies managing legacy assets? How best to measure the transition?
• Evolving investor thinking as the market develops
Sustainability is a complex issue that requires expertise and resources to deliver effectively. A global focus must complement local precision to navigate the nuances of the UK market. To ensure that your asset manager is taking the right approach, you should ask them about their engagement initiatives and voting processes. Join AllianzGI’s Alex Bibani, Senior Portfolio Manager, as he discusses the approach needed to achieve success in sustainability.
While more companies than ever are making net-zero commitments, understanding whether these pledges are achievable can be challenging. Increasingly investors require robust tools that cut through complex, unstandardized corporate transition plans to fully understand the climate risks facing their portfolio companies. In this session, Morningstar Indexes and Morningstar Sustainalytics will explore:
- Whether real progress is being made towards achieving net-zero emissions and the role high-emitting industries play on the path to decarbonization
- What innovative tools are available to meaningfully evaluate corporate climate transition plans
- How emerging and developed markets differ in their transition approaches
- The latest climate indexing trends among asset managers and how index providers are aligning to net-zero
Engagement can be a point of difference for effective asset managers to enact real world change and demonstrate positive impact. Engagement though can be viewed and approached differently, depending on fund and context, and no one size fits all. How does engagement differ between asset managers? What does it take to do engagement well? What outcomes can asset managers show they have achieved? What shortfalls still need to be addressed? How can progress be communicated to investors?
Does linking ESG performance to executive pay actually make a difference?
As short-term performance challenges and fears of greenwashing take some of the sheen off sustainable investments, the need for good disclosure is greater than ever. Holly will discuss what investors want to see and know; what good disclosure looks like from their perspective and how this might fit with evolving regulatory views on disclosure.
- What makes a role model?
- Examining the impact of visible role models on talent and organisations
- Key takeaways for financial services
- How are investors incorporating nature-related risks and opportunities into their strategic planning, risk management and asset allocation decisions?
- How is nature-related data being captured and reported to inform investor decisions making?
- What markets and solutions will drive the green recovery?
Simon Reeve is a bestselling author and presenter who has travelled to more than 120 countries making multiple award-winning TV series. In this wide-ranging conversation with Declan, Simon discusses his personal travel experiences and the changes he has witnessed of our flora, fauna and human ecosystems, the positive impact of investment, and our responsibilities as stewards of this planet.