Day 1 Agenda - Investment Week and International Investment
Tuesday 22 June 2021
Day 1 will focus on the impact of the net zero agenda on portfolios and the needs of the Investment Week audience, including wealth managers and fund selectors.
Registered delegates will get access to the entire Festival so please do feel free to take a look at all of the agendas. While we hope you will be able to attend as many sessions as possible, we understand that you are busy professionals so you are welcome to attend as much as time allows. The platform we are using to host the digital event allows you to easily log in and out of the event.
Corporate culture and competitive advantage – the impact of culture and people on
sustainable long-term alpha generation
Business leaders have long been vocal about the importance of people in their organisations – a subject attracting progressively more interest from the investment community, but with little analytical rigor.
In this session we consider people, and their interaction in a corporate culture, as part of a corporate competitive advantage and a component of sustainable long-term alpha generation.
Discussing our academic collaboration with Alex Edmans, Professor of Finance at London Business School, we lay out our framework for culture assessment within a long-term investment strategy, backed by empirical evidence. We approach the topic from both a top down and bottom up perspective, resulting in a framework for analysing culture as well as questions that can be asked to management in order to provide unique cultural insights.
What Net Zero means for investment funds and how can we tackle the challenges of carbon measurement? Sharing key lessons learnt from our sister title Business Green’s recent Net Zero Festival.
Two portfolio managers at the forefront of sustainable investing will provide insights into their approaches, the opportunities and the challenges they face as they seek to deliver not only environmental and societal impact, but financial impact through the portfolios they manage.
The Ninety One Global Environment Fund seeks to capture the structural decarbonisation growth story by investing in companies that are driving the transition to a low-carbon world. Through rigorous carbon avoided analysis, the fund focuses only on the leaders – those companies truly at the forefront of sustainable decarbonisation.
The Ninety One UK Sustainable Equity Fund invests in companies making a positive contribution to the future of society and the environment. With a commitment to using investment as a force for positive change at its core, this quality portfolio is underpinned by a three pillar approach to sustainability to identify those companies actively making the most societal/environmental – and financial – impact.
Explaining the key drivers behind the rapid rise of Clean Energy and the investment opportunities this creates:
- Public awareness and desire to change
- Governments including the EU, China, Japan, UK and the US under President Biden are taking decisive action on both the climate emergency and air pollution
- Complete transformation of energy landscape. Wind and solar are now the cheapest sources of electricity generation, even without subsidy
- Complete transformation of transport industry: e-mobility and autonomous driving
- New manufacturing methods, with more software and A.I.
Since the launch of the first socially responsible funds and the coining of the word “Impact” investing in 2005, sustainable finance has undergone a massive transformation, driven by investors’ access to more ESG disclosure by companies and data sources, the emergence of regulations, and financial innovation to deliver investment solutions aligned with the Paris Climate Agreement and the UN Sustainable Development Goals.
Jens Peers will highlight a few of the market developments, including investors’ challenges to align with the Paris Agreement goals, new regulatory environment, and Mirova’s key initiatives over the last few months. We will cover biodiversity as a core research topic, the impact of regulations on markets and investors’ portfolios, as well as the imperative of targeting dual performance objectives and implementing performance-based corporate engagement policies in light of the increasing number of Net-Zero commitments.
Exploring the evolving ESG skills required of today's investment professional, identifying how firms are attracting talent, and integrating sustainable investing as a central function.
Investment Week Stream
Examining how impact investing is shifting from a virtuous niche allocation to becoming the bedrock of investment decisions.
- Understanding the differences and direction of travel - what is impact investing and why does it matter now?
- How can you consider and measure non-financial elements in the investment process?
- How can fund managers lead on demonstrating credentials and commitment for delivering on impact and sustainability?
2020 was a landmark year for both sustainability regulation and asset owners’ attitudes towards sustainable investing. For Schroders, as investors, the way we direct our clients’ capital, not only shapes the financial returns we achieve for our UK pension scheme clients, but also the type of impact we have on the world.
In this session, Andy Howard, Global Head of Sustainable Investment, ESG at Schroders will demonstrate how understanding the impact companies have on society and the planet is fundamental to understanding long-term prospects for your portfolios. Investing is now more than the relationship between what risk you take, for what return you expect to receive. A third dimension – Impact Risk – has emerged. But how can we quantify that impact into financial costs and benefits for our clients? And critically, how can we demonstrate and report on this to help you meet your client objectives and sustainability goals?
How do investors make sure that they invest in bonds that are making a difference? Should they worry about “social washing”? MSIM’s process for sourcing and researching Sustainable Bonds.
Considering the intertwined relationship between economics and biodiversity, and the role we all need to play – from international organisations and national governments, to the business community and individuals – if we are to put our economies onto a sustainable footing.
Join Incisive Media and our Multi Channel Sponsor, Schroders, at 16:05 on 22 June for a short charity quiz on sustainable investing. £10 will be given to our charity partner, The Felix Project, for every completed quiz, so join in for a bit of fun at the end of the day. There are also great prizes up for grabs for the winners, so come along and test your knowledge.
International Investment Stream
Nigel Green, CEO and founder of international advisory firm deVere Group, discusses the developing opportunities for ESG investment
products in the international arena and how different the need and demand for ESG investment products can vary from one global jurisdictions to another.