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From

11 June 2019 09:30

To

14:30

Venue

BFI Stephen Street
21 Stephen Street, Fitzrovia, London, W1T 1LN, England, United Kingdom
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Sustainability Investment Focus

Sustainability, Responsible Investment, and ESG remain at the top of the agenda for many pension funds and regularly appear in the top 10 monthly search terms on mallowstreet.com.

At this half day workshop, delegates will breakout into Investment Masterclasses to hear the latest thinking from some forward-thinking asset managers. Over the course of the morning, you will have a chance to ask questions and debate with your peers and contribute directly to some new approaches that are currently being developed and introduced to the market to meet the needs of pension funds.

This unique half day workshop is Accredited by the Pensions Management Institute and is open to pension fund and their advisors.

Program

Time Description
08:30

Registration, Tea and Coffee

08:50

Welcome Address Stuart Breyer, CEO | mallowstreet

09:00

Keynote Address: Destination net zero: perspectives on the future transformation of energy John Bromley, Head of Clean Energy Investment | Legal & General Capital

Almost 30 years ago the Rio Earth Summit adopted the UN Framework Convention on Climate Change with the objective to “stabilize greenhouse gas concentrations…at a level that would prevent dangerous anthropogenic interference with the climate system”. There is now broad international political and scientific consensus that in the next 30 years greenhouse gas emissions must reduce to net zero to avoid temperature rises in excess of 2.0oC. Investors must now decide how they will respond. I will explore and share my perspectives on some of the key dynamics in the energy transition.
09:35

Rotating Investment Masterclass I: Sustainable Investing Across Asset Classes: why putting all your eggs in one basket can be a good thing Jon Bell, Commercial Investment Director | Newton Investment Management

Multi-asset investing is designed to provide diversified exposure to a range of asset classes to help investors to meet their investment objectives within a single portfolio. However, this puts a huge emphasis on the nature of the strategy you choose, and the choice is even more relevant when considering investing in a sustainable multi-asset investment strategy. What is the sustainable investment process? How rigorous is it? How well does it work across the asset classes? In this session we will explore how a sustainable multi-asset investment approach can give investors the opportunity to harness a consistent investment process and rigorous sustainability framework across the capital structure, while seeking to diversify risks and capitalise on long-term opportunities.
10:20

Rotating Investment Masterclass II: Embracing emerging growth opportunities that emerge from the transition to a more sustainable future Tim Crockford, Lead Manager | Hermes Investment Management

Gone are the days when investing sustainably meant giving up returns. Savvy investors are already using quantitative ESG data to avoid companies that destroy shareholder value and underperform. But a new style of strategy – impact investing – goes beyond risk mitigation, and seeks to harness the emerging opportunities presented by the challenges facing the world’s population and the environments we live in. Tim Crockford, Lead Manager of the global Impact Opportunities Fund will discuss how Hermes Investment Management seeks to identify and invest in companies that are positioned to help countries achieve the UN Sustainable Development Goals, with the aim of generating market-beating returns.
11:00

Coffee, Tea and Networking

11:20

Rotating Investment Masterclass III: Sustainable Investing – How Food and Energy will Shape Our Future Hilde Jenssen, CFA, Product Manager, Fundamental Equities | Nordea Asset Management

The structural case for sustainable investing remains strong as more people will compete for scarce resources. Two megatrends will shape tomorrow’s sustainable investment returns: Resource efficiency and green consumerism. A fundamental integrated ESG investment approach combined with active ownership are key to capitalize on these trends.
13:05

Rotating Investment Masterclass IV: Transform tomorrow: A new generation of impact investments Shade Duffy, Head of Corporate Governance and Impact | AXA Investment Managers

The United Nations Sustainable Development Goals (SDGs) are 17 targets for 2030 agreed by world leaders to mobilise efforts to end poverty, and fight inequality and climate change. While progress is being made, we collectively – governments, companies, asset owners - have an active role to play in achieving them. While the SDGs form a relatively new impact framework, asset owners have for some time demonstrated the ability to invest through private markets to drive positive and measurable outcomes without compromising financial returns. For many, accessing private markets has provided rich sources of return within a diversified portfolio structure, and a favourable means of helping meet their fiduciary duties. We look at how private market impact solutions are evolving and growing in sophistication, helping long-term investors apply the SDGs to deploy capital to achieve sustainable impact.
13:45

Lunch and Networking

14:30

End

Speakers

  • Tim Crockford

    Tim Crockford joined Hermes in 2009 as a research analyst for the European Equities team covering the resources, oil & gas, agricultural chemicals, capital goods and the technology sector. He became lead portfolio manager of the Hermes Europe ex-UK Equity Fund in 2015 and joined Andrew Parry in forming the Impact team in August 2016, which launched the Hermes Impact Opportunities Fund at the start of 2018, which Tim also manages. Prior to joining Hermes, Tim worked at Execution Limited from July 2006 as a primary research analyst working on major projects in the consumer, retail and financial services sectors, and then joined Sourcecap as an analyst in May 2008. Tim was raised and educated in Malta and graduated from the University of Malta in 2006 with a Bachelor of Accountancy (Hons) degree, as well as a Bachelor of Commerce degree. In 2016, Tim featured in Financial News’s ‘40 Under 40 Rising Stars of Asset Management’, an editorial selection of the brightest up-and-coming men and women in the industry.

  • Hilde Jenssen

    Hilde Jenssen is the product manager of the Nordea Asset Management’s Fundamental Equities team since June 2018. Hilde is leading the communication and attribution analysis for a range of equity portfolios, including Nordea’s sustainable flagship STARS strategies. Hilde partners closely with equity investment teams, develops new products, and manages business issues. She also meets with clients, prospects and consultants to communicate investment philosophy, strategy, positioning and performance. Hilde has a strong vision for integrating ESG into the fundamental investment process and developing quantitative measures to capture the impact of ESG factors on equity valuations. She engages asset owners and institutional investors to invest in ways to align their fiduciary responsibility with sustainability practices. Previously, Hilde was a portfolio specialist and a portfolio manager at Skagenfunds emerging markets equity fund. Hilde has spent most of her finance career in New York, where she started as an equity research analyst at Credit Suisse First Boston and later joined Goldman Sachs equity derivatives team. Hilde has taught courses at Columbia Business School in derivatives and capital markets. In 2008 she co-wrote a Columbia University published paper on ethical investment practices at Norway’s sovereign wealth fund. Hilde received her MBA in finance at Columbia Business School and is a CFA® charterholder.

  • Shade Duffy
    Shade is Head of Corporate Governance in AXA IM’s dedicated Responsible Investment Team, established in 2001. Shade also leads the research process for the AXA Impact Investing Programme, which deploys capital to fund innovative, private market solutions with the aim of generating positive social and environmental impact returns alongside market rate financial returns. In addition, Shade directs AXA Investment Managers’ investor stewardship activities and works with investment platforms to integrate ESG and impact considerations across asset classes and multi-asset solutions.
  • Tracey Milner
  • Jon Bell

    As the Investment Director in the commercial team Jon is involved in all aspects of business development across institutional, charity and retail clients. In his years at Newton, Jon has led both the Global Equity and Multi-Asset teams and been responsible for a number of multi-asset and global equity portfolios making him ideally placed to help Newton grow in a client focused fashion. He sits on Newton’s product and commercial committee and investment risk oversight groups. Jon joined Newton in 1995 and has a degree in natural sciences from Cambridge University.

  • John Bromley

    John leads strategy and direct investments in Clean Energy infrastructure and technology including NTR, Oxford PV, Tokamak Energy Ltd, Upside Energy and Pod Point. John’s role is to increase Legal & General’s presence in the UK clean energy sector, particularly seeking long-term partnerships with developers, operators and technology providers. John works closely with LGIM, LGR and L&G’s property and housing businesses, to identify and develop low carbon energy solutions and opportunities. John has 20 years’ experience including key roles working in infrastructure and PPP/PFI investment, involving planning and procurement, structuring, project financing and delivery of £5-10bn of major projects in the water, wastewater, waste-to-energy, health, defence and clean energy sectors.

    Before joining Legal & General Capital in 2015, John managed an institutional equity fund and asset management team based in Europe with a portfolio of 15 utility-scale renewable energy assets (c.800MW), including onshore wind, offshore wind and solar.