Agenda - Day 2

 

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Delegate registration
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Chairs Welcome
Speakers
Journalist and Broadcaster
Editor-in-chief
Investment Week, Professional Adviser and Cover
Editor
Professional Pensions
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Confronting the climate crisis emergency

Jonathon Porritt is one of Britain's most eloquent campaigners. In this keynote talk he sets out the science and reality of the direction of travel we are headed. Jonathon provides a powerful call to action that explores the role of investors, new technology and innovation to mobilise and promote an economic recovery to avoid the oncoming climate crisis emergency.

Speaker
Co-Founder
Forum for the Future
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A roadmap for greening finance and what it means for investors

A timely update on the government's green financial roadmap, the specific activities of the FCA supporting this transition, and emerging thinking around net zero planning. With proposals expected on sustainable disclosures and investment labels this will be an opportunity to hear how the sustainable investment landscape is changing, considerations impacting ESG data providers and ratings, and what these frameworks mean for investors navigating the complex ESG environment.

Speaker
Technical Specialist, Sustainable Finance and Stewardship
Financial Conduct Authority (FCA)
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Challenges of ESG indexation
Speaker
EMEA Head of ESG Investment Strategy
State Street Global Advisors
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Networking break

Stream 1: Fund Selectors


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Impact investing in fixed income
Speaker
Client Portfolio Manager
Robeco
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Investing in Tomorrow’s World: Is technology the key to unlocking Sustainable Resource Efficiency?

Quilter Cheviot’s Climate Assets team are joined by analyst Ben Barringer to discuss investing in cloud computing, the pros and pitfalls and why the fund avoids some of the ‘big’ players in favour of companies who consider the S and G in addition to the E.

Speakers
Head of Sustainable Investment
Quilter Cheviot
Investment Director
Quilter Cheviot
Equity Research Analyst
Quilter Cheviot
Editor
Sustainable Investment
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Making an impact on society through sustainable investing

Understanding how a company generates its profits and the impact it has on society is crucial in determining true costs and value. Examining the sets of tools that can measure the impact companies have on society and the environment and how these can be used as part of the investment process.

Speaker
Portfolio Manager, Real Return Team
Bank of New York Mellon Investment Management

Stream 2: Financial Advisers

Walking the walk

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Importance of security level valuation models when building ESG models

An overview of how Morningstar Investment Management uses Sustainalytics ESG research and data in the construction of its ESG portfolios.

Speaker
Global Chief Investment Officer
Morningstar
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The future of sustainable investing and what it means for your clients
  • Progress being made to help change our industry for the better
  • What is next for Sustainable investing in the market?
  • What should advisers prepare for?
  • How can advisers help their clients make the right choices?
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How can advisers be sure asset managers are walking the talk on ESG?
  • Are too many ESG product launches at present?
  • How do you avoid greenwashing when selecting underlying funds?
  • Many managers are claiming they are adopting ESG analytics, how can an asset manager differentiate themselves and what questions do you need to be asking?
Speakers
CEO SRI Services, founder of Fund EcoMarket
SRI Services
Head of Impact Investing
EQ Investors
Editor
Sustainable Investment

Stream 3: Pension Professionals

Achieving net zero

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Navigating the investment exclusions maze
  • Can you start excluding parts of your investment universe from your portfolio to better align your metrics and carbon emission metrics?
  • Is this compatible with my fiduciary duty to exclude certain assets, stocks and sectors?
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Sustainable investment: key considerations for pension funds

Practical top tips that pension scheme trustees can take to set net zero targets, implement new zero strategies, and fund climate mitigation & adaption.

Speaker
Partner
Sackers
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A Just Transition: Why it matters to the pensions industry
We all know a transition to a low carbon global economy is imperative. Countries and companies alike have set ambitious net zero goals. But it’s not as easy as simply reducing carbon. We know big shifts are needed, they will impact people. Those same people are the only way to power the transition and they must be treated fairly and equipped with the skills to do so. The transition will impact production methods, sectoral structures, skills demands, supply chains, capital flows, and pretty much everything else. If planning doesn’t have people at its heart, there is a risk the transition will fail or be rushed and futile. This session will discuss why the pensions industry should care about connecting the E and S of ESG to ensure a just transition, and the role we can all play to enable it.
Speaker
Head of Pension Investments
Scottish Widows
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Networking lunch

Stream 1: Fund Selectors


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Navigating ESG data

The multi-faceted nature of ESG, new regulatory requirements and increased demand from investors has created a tsunami of ESG data. This session will focus on signposting the data, helping you understand where and how to use it based on different requirements.

Speaker
Director of Client Solutions, EMEA
Morningstar
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The evolution of ESG, proprietary tools, and what this means looking forward

Jeremy Kent takes a look at how the rapidly changing world of ESG data impacts fund management through the lens of our experience at the forefront of responsible investing over the last 20 years. He will discuss the importance of proprietary ESG tools, delve into some of our long standing systems and finish by taking a look at our latest cutting edge model for forecasting carbon emissions and what this means for managing equity strategies in the future.

Speaker
Senior Portfolio Manager
NN Investment Partners
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Panel discussion: Navigating Emerging Market opportunities

As we tackle the global issue of climate change, ethically minded investors stand to create greater impact by focusing on emerging market opportunities. With developed world economies further along their green transition, emerging markets will need to do more to meet commitments. How can investors and allocators of capital move emerging market entities in that direction? Where do the opportunities exist? What is the scope for expansion in emerging markets? What are the challenges for fund managers and selectors as they seek green their portfolios?

Speaker
Head of Research & ESG Policy
ThomasLloyd

Stream 2: Financial Advisers

Navigating a way forward

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Sustainability Disclosure Requirements (SDR) - a roadmap for positive change

Without common standards, clear terminology and accessible product classification and labelling, there is a risk that consumers will find it difficult to navigate the landscape of products and assess product suitability. How should we approach the design of sustainable investment labels and consumer-facing disclosures for investment products? How will this fit into the adviser's process?

Speaker
CEO SRI Services, founder of Fund EcoMarket
SRI Services
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Telling your sustainable investment story to clients

How can advisers best communicate their ESG credentials to their client base to ensure they highlight what is important, what resonates, and the complexity of ESG is understandable to investors?

Speaker
Founder
The Path
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Impact investing

Identifying opportunities for clients that want to use their money to make a wider positive or environmental impact as well as meeting their financial needs. How can this impact be evidenced and what are the risks to be aware of?

Stream 3: Pension Professionals

Managing climate risk

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The power of stewardship: creating value, making impact and improving outcomes

The role of high quality data in ensuring good stewardship.

Speaker
CEO and Co-Founder
Tumelo
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Impact investing

Many UK Pension Schemes remain uncertain about what it means to be an impact investor. In this session we seek to answer some of the most commonly asked questions posed by UK Pension Schemes - how to including impact into private markets such as infrastructure, private debt and real estate, and how to assess and measure the achieved impact?

Speaker
Global Head of Sustainable Investing
Natixis Investment Managers
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Future proofing your pension scheme

There is a global shift in momentum towards combatting climate change but what does it mean for the UK pension industry, what levers of change still need to be pulled and what practical steps should trustees be taking to future proof their pension schemes?

Speaker
Global Head, Client Relations
Sustainanalytics
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Networking break
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Climate scenario analysis: Translating climate scenarios to enhance better decision making
  • The building blocks for scenario construction
  • Using climate scenarios to enhance stock selection and asset allocation
  • Using scenario analysis to develop investment solutions and better client outcomes
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Sustainable Investment Alliance panel: Considering how biodiversity can be better integrated into mainstream portfolio management

Understand how biodiversity risks impact investment, the importance of supply chain transparency, and the different approaches needed for tackling climate change and biodiversity loss.

  • What can be done to educate clients on the connection between nature and the impact on investment?
  • How should asset managers be holding companies to account on biodiversity?
  • How can our economic model be transformed to a regenerative bioeconomy?
Speakers
Editor
Sustainable Investment
Vice President, Responsible Investment
BMO CTI
Responsible Investment Analyst
EdenTree
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Keynote CEO panel: The future of sustainable investing and what it means for your clients
  • Progress being made to help change our industry for the better
  • What is next for Sustainable investing in the market?
  • What should you prepare for?
Speaker
CEO
Federated Hermes
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Chairs closing remarks
Speaker
Journalist and Broadcaster