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.

Speakers

Program

  1. Registration, Tea and Coffee

  2. Welcome Address

    Speaker

    Stuart Breyer, CEO | mallowstreet

  3. Keynote Address: Destination net zero: perspectives on the future transformation of energy

    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.

    Speaker

    John Bromley, Head of Clean Energy Investment | Legal & General Capital

  4. Rotating Investment Masterclass I: Sustainable Investing Across Asset Classes: why putting all your eggs in one basket can be a good thing

    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.

    Speaker

    Jon Bell, Commercial Investment Director | Newton Investment Management

  5. Rotating Investment Masterclass II: Embracing emerging growth opportunities that emerge from the transition to a more sustainable future

    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.

    Speaker

    Tim Crockford, Lead Manager | Hermes Investment Management

  6. Coffee, Tea and Networking

  7. Rotating Investment Masterclass III: Sustainable Investing – How Food and Energy will Shape Our Future

    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.

    Speaker

    Hilde Jenssen, CFA, Product Manager, Fundamental Equities | Nordea Asset Management

  8. Rotating Investment Masterclass IV: Transform tomorrow: A new generation of impact investments

    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.

    Speaker

    Shade Duffy, Head of Corporate Governance and Impact | AXA Investment Managers

  9. Lunch and Networking

  10. End