Sorry, this event is now in the past

Share

Sponsored by

From

11 September 2018 08:30

To

12:45

Venue

BFI Stephen Street
21 Stephen Street, Fitzrovia, London, W1T 1LN, England, United Kingdom
Google Maps

mallowstreet University Investment Focus: Sustainability and Responsible Investment

Sustainability, Responsible Investment and ESG have been moving up the agenda for many pension funds and started appearing in the top 10 monthly search terms on mallowstreet.com.

At this morning workshop, we are bringing together a cross section of the mallowstreet community for an interactive event. We will address several points:


• What the community thinks about the current state of sustainability data and its integration (or lack thereof) into pension fund investment decisions?

• Is it fine as it is? If not, what's missing or could/should be done differently?

• What are the key barriers to be overcome?

• Do trustees and members even care?

• How do we get more people to join the conversation?


The Investment Focus is available for CPD accreditation by the Pensions Management Institute and is exclusively for pension fund decision makers.

Join us for what will be a highly educational and very focused morning.

Program

Time Description
08:30

Registration, Tea and Coffee

09:00

Welcome address & Introductions

Stuart Breyer, CEO, mallowstreet
09:10

A Climate for Change - Dr Gabrielle Walker

Attitudes to global warming are changing almost as quickly as the climate itself. What used to be seen merely as the purview of environmentalists—and the enemy of profit—is fast becoming a major concern for the financial sector. Leaders from the Governor of the Bank of England to the CEOs of Blackrock, UBS and even Goldman Sachs are now speaking out about climate change, and adjusting their portfolios accordingly. What risks does climate change pose to financial stability and asset value? How are concepts of fiduciary duty changing to embrace these risks? And why could the energy transition turn out to be the investment opportunity of the century?
09:35

Rotating Investment Masterclass I: Integrating ESG Delivers Alpha - Abbie Llewellyn-Waters, Fund Manager, Jupiter Asset Management

In a changing world, it is important to evolve, and this is especially the case when looking at ESG. In this Masterclass, Abbie will discuss how we approach the sustainable investment opportunity in order to identify the highest quality companies who are global leaders in managing their businesses sustainably: in economic, environmental, and social terms.
10:05

Rotating Investment Masterclass II: Integrating ESG for Credit in Pension Funds - Fabien Collado, AXA Investment Managers

This masterclass will examine how pension funds should think about integrating ESG criteria into a Fixed Income portfolio.
10:40

Coffee, Tea and Networking

11:15

Rotating Investment Masterclass III: Making a Positive Impact - Ross McSkimming, Senior Investment Specialist for Equities, Aberdeen Standard

Is it possible to generate financial returns at the same time as investing to support positive environmental and social outcomes? The presentation will cover how the benefits of impact investing can be measured, both in terms of investment performance, and environmental and / or social impact. Through the use of examples, Ross will illustrate how the integration of environmental, social and governance considerations into the investment process allows mainstream investment and contribution to the United Nation’s Sustainable Development Goals. He will demonstrate how to achieve the double bottom line of strong financial returns and positive impact.
11:50

Rotating Investment Masterclass IV

12:20

Lunch and Networking

12:45

End

Speakers

  • Dr Gabrielle Walker

    Dr Gabrielle Walker is a strategist, speaker and facilitator, helping businesses to address global challenges–with a focus on sustainability, new energy and climate change. She works at boardroom-level with global companies in a wide range of sectors to analyse emerging global trends, challenge conventional thinking and help catalyse change.She gives keynote addresses to corporate audiences around the world and is an accomplished moderator of high-level debates, guiding panels involving global CEOs, former heads of state, government ministers, military generals and global humanitarian leaders.Gabrielle has presented many TV and radio programmes and series for the BBC. She has written very extensively for many international newspapers and magazines, including The Economist, Prospect, The Wall Street Journal and The New York Times. Gabrielle is the author of four books including co-authoring the bestselling book The Hot Topic, how to avoid global warming while still keeping the lights on, which was described by Al Gore as “a beacon of clarity”and by The Times as “a material gain for the axis of good”. She has a PhD from Cambridge University and has taught at both Cambridge and Princeton Universities.

  • Abbie Llewellyn-Waters

    Abbie joined Jupiter in 2006 and is a fund manager in the Environmental & Sustainability team. She has been co-manager of the multi-asset Jupiter Global Ecology Diversified fund since launch in June 2016, as well as the lead manager on an institutional segregated mandate (since 2012). She is an integral member of the fund management team and works on the Jupiter Ecology Fund, the Jupiter Global Ecology Growth fund and the Jupiter Green Investment Trust PLC.

    Abbie is a contributing member of several industry initiatives; including, the Diversity Project and the 30% Investor Group.

    Before joining Jupiter, Abbie worked in various roles, including at Simmons & Simmons law firm. She has a degree in Classics from University College, London.

  • Ross McSkimming
    Ross is the investment specialist for the Aberdeen Standard Investments equity fund range and is responsible for the commercialisation and development of the equity asset class. He works alongside the investment team and his primary role is to ensure that clients and consultants have clarity on the philosophy, process and investment positioning of this growing asset class. By understanding the changing needs of different groups of investors, he is responsible for developing new equity strategies and customised investment solutions for institutional clients globally. He has recently been involved in the development of the global equity impact strategy.
  • Fabien Collado

    Fabien is a portfolio manager on AXA IM’s Buy and Maintain Credit team. He manages both global and sterling credit portfolios, and is increasingly involved in our cash flow delivery solutions. Based in London, he also covers the Industrials sector on a relative value basis within our Portfolio Manager Analyst credit research organisation. He was a key member of the project team which developed and launched AXA IM’s flagship Buy and Maintain ‘SmartBeta’ Credit strategy in 2012, and plays a leading role in the integration of Responsible Investment into AXA IM’s fund management capabilities. Initially joining AXA IM in 2009, Fabien spent three years in a dual portfolio engineer/portfolio manager role within the Euro Credit team where, in addition to portfolio management, he was responsible for calibrating portfolios, monitoring risk, and attributing and analysing performance. Fabien holds a Master’s in Finance from IESEG School of Management, Lille. He is also a CFA charterholder.

  • Tracey Milner

    Tracey is a DB specialist on AXA IM’s UK Institutional Client team, with over 20 years’ experience of the local authority market. She currently has particular responsibility for managing relationships with AXA IM’s LGPS and local authority treasury clients. She joined AXA IM in 2012 having previously been Pensions and Treasury Manager at Surrey County Council, which she joined in 1991 as a trainee accountant.

    Tracey holds a Bachelor’s degree in Economics from Essex University. She is also a member of CIPFA.