Hermes Investment Management provides active investment strategies and stewardship services. Our goal is to help people invest better, retire better and create a better society for all. We offer public and private market solutions across equity, fixed income, real estate and alternatives and currently manage £34.1bn for a global clientele of institutional and wholesale investors. However, we believe that our duty extends beyond achieving clients’ financial outcomes: we must act as stewards of the investments we manage and advise. In 2004 we established Hermes Equity Ownership Services (Hermes EOS), which is now one of the largest stewardship teams in the industry, advising on £450.5bn of assets and counting some of the world’s leading pension funds as clients.
Source: Please note the total AUM figure includes £6.2bn of assets managed or under an advisory agreement by Hermes GPE LLP (“HGPE”), a joint venture between Hermes Fund Managers Limited ("HFM") and GPE Partner Limited. HGPE is an independent entity and not part of the Hermes group. £23.4m of total group AUM figure represents HFM mandates under advice. Source: Hermes as at 31 March 2019.
Nordea Asset Management (NAM, AuM 216.8bn EUR*), is part of the Nordea Group, the largest financial services group in Northern Europe (AuM 311.5bn EUR*). NAM offers European and global investors’ exposure to a broad set of investment funds. We serve a wide range of clients and distributors which include banks, asset managers, independent financial advisors and insurance companies. Nordea Asset Management has a presence in Cologne, Copenhagen, Frankfurt, Helsinki, London, Luxembourg, Madrid, Milan, New York, Oslo, Paris, Santiago de Chile, Singapore, Stockholm, Vienna and Zurich. Nordea's local presence goes hand in hand with the objective of being accessible and offering the best service to clients. Nordea’s success is based on a sustainable and unique multi-boutique approach that combines the expertise of specialised internal boutiques with exclusive external competences allowing us to deliver alpha in a stable way for the benefit of our clients. NAM solutions cover all asset classes from fixed income and equity to multi asset solutions, and manage local and European as well as US, global and emerging market products. *Source: Nordea Investment Funds, S.A., 30.09.2018
Newton Investment Management is a London-based, global investment management firm, providing a focused range of investment strategies to public and private-sector DB and DC pension funds, corporations, charities and, via BNY Mellon, individuals.
We run a broad range of equity, fixed-income and multi-asset strategies, and have particular expertise in absolute-return, income-focused, high-conviction and sustainable investing. We use a global thematic approach to help achieve long-term perspective. Our themes inform both the rigorous fundamental analysis carried out by our experienced global research analysts, and the construction of portfolios designed to meet our clients’ requirements. We consider environmental, social and governance issues in relation to every company in which we invest, in the belief that responsible investment is better investment.
AXA Investment Managers: Investing together today for a better tomorrow
Taking an active, long-term approach, AXA Investment Managers works with our clients to provide the solutions today that they need to help secure a better tomorrow for their investments. We believe that responsible investing not only delivers sustainable, long-term value for clients, it has the power to create a positive change for the world in which we all live.
Entrusted to manage institutional client assets for 20+ years, we have developed a clear understanding of the specific issues facing UK pension schemes, both public and corporate, and proven expertise in designing solutions to help them achieve sustainable financial goals. Harnessing our extensive investment capabilities we seek to address clients’ needs for:
• Superior returns and yield delivery
• Effective diversification and risk management
• Integrated responsible and impact investing
• Strong governance support and provision of transparent, value for money solutions
Established in 1836, Legal & General is one of the United Kingdom’s leading financial services groups and a major global investor. Over fifteen million people worldwide rely on Legal & General to help them save for the future and to protect their families and their homes.
Legal & General Capital is the principal investment arm of the Legal & General Group. Investing from Legal & General’s c. £8bn shareholder balance sheet, Legal & General Capital's purpose is to generate long-term shareholder value with a major focus on residential housing and investment in future cities, including large scale urban regeneration and clean energy.
Legal & General Capital invest long-term capital into the evolving landscape of the energy sector in order to mature technologies, accelerate progress to low cost, low carbon economy and reduce the cost of energy for consumers. Investment focus in this sector to date includes renewable wind and solar power generation, more energy efficient houses and buildings for our cities, and innovative technologies to control, manage and store energy in order to make the most efficient use of the various energy supply resources available
Legal & General Capital investment in Clean Energy includes assets, businesses and technologies aligned to the long term trend of decarbonisation. These include NTR, a specialist asset manager of renewable infrastructure assets, Tokamak Energy, engaged in fusion power development, Oxford PV innovating the next generation solar cell technology, Upside Energy, creating power control software for batteries and “demand response” and Pod Point, a UK-wide electric vehicle charging platform.
11 June 2019 09:30
BFI Stephen Street
21 Stephen Street, Fitzrovia, London, W1T 1LN, England, United Kingdom Google Maps
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.
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 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 DuffyShade 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.
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 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.