A responsibility shared
Forward-thinking investing for sustainable outcomes
We're all increasingly aware of the importance of working towards a sustainable future. And that includes how we invest on behalf of our clients in a transitioning world.
In order for this transition to be successful, it must also be balanced with prioritising investment performance and satisfying regulatory requirements. At the same time, the threat of greenwashing looms large whilst some question the extent to which ESG considerations are compatible with driving returns.
So, what's the current state of play? And how should we – as stewards of clients' capital – think about responsible investment and its role in delivering the best outcomes for our clients? We'll try and answer these questions and more through a practical agenda packed with insights from our responsible investment specialists alongside independent perspectives from external experts.
RegisterDeclan Curry
Declan Curry is a journalist and broadcaster, and has been reporting on business, the economy and politics for 30 years.
| Time | Description |
|---|---|
| 10:30 – 11:00 |
Registration |
| 11:00 – 11:05 |
Our shared responsibilityMichaela Collet-Jackson, Head of Distribution, EMEAResponsible investment matters – to us, our clients, and the world we live in. Michaela Collet-Jackson, Head of EMEA Distribution, outlines our focus on client orientated responsible investment solutions. |
| 11:05 – 11:30 |
Evolving together – Client perspectives on responsible investingModerated by Michaela Collet-Jackson, Head of Distribution, EMEALouisiana Salge, Head of Sustainability, EQ David Thompson, Chief Investment Officer, Zurich Insurance Natalie Winterfrost, Trustee Director, LawDebenture In this session Michaela Collet-Jackson talks to our clients about their RI journey – the challenges and opportunities together with insights into how they will evolve from here. |
| 11:30 – 11:45 |
Niche to mainstreamClaudia Wearmouth, Global Head of Responsible InvestmentClaudia Wearmouth, our Global Head of Responsible Investment talks about lessons learnt from her years as a practitioner in this area. What's the current state of play in responsible investment and where are we heading from here? |
| 11:45 – 12:15 |
Supply chain engagement - From risk to impactModerated by Vicki Bakhshi, Director, Climate Change StrategistLucinda Langton, Head of Sustainability, M&S Food Garrett Quinn, Group Chief Sustainability Officer, Smurfit Kappa Exploring the power of active ownership with insights from a range of investee companies on how engagement can benefit both clients and the businesses we invest in. |
| 12:15 – 13:00 |
Lunch |
| 13:00 – 13:45 |
Exploring the S in ESGTammie Tang, Senior Portfolio ManagerEmma Gullifer, Fund Manager Alice Evans, Responsible Investment Strategist Sarah Forster, CEO and Co-Founder, The Good Economy Moderated by – Declan Curry, Journalist and Broadcaster How can we make a positive impact on people and communities through profitable investments? Perspectives on 'social' from a panel of internal and independent experts, including The Good Economy co-founder, Sarah Forster. |
| 13:45 – 13:55 |
Break |
| 13:55 – 14:45 |
Different shades of green - Breakout session 1Jamie Jenkins, Head of Global ESG EquitiesNick Henderson, Portfolio Manager Pauline Grange, Portfolio Manager Moderated by Andrew Harvie, Portfolio Manager During this panel discussion, we will look at the integration of responsible investment into equity investing and the many forms that it may take. From being a sign of quality to more ethical exclusionary approaches and impact. The panel will discuss how the global equities team approach this much-misunderstood topic. |
| 14:45 – 14:55 |
Break |
| 14:55 – 15:20 |
Pioneering a strong bond between social impact and consistent financial results - Breakout session 2Tammie Tang, Senior Portfolio ManagerLetty Byatt, Social Impact Analyst Our pioneering social bond funds actively allocate capital to address real social needs, using a broad range of bonds to target specific positive social outcomes. Join the Social Bond Investment team as they outline the evolution of the team's social bond fund range – including looking at new global opportunities and discussing the principles of social alpha, the team's investing methodology, and how they work with independent social partners to review, advise and monitor social impact. |
| 15:20 – 15:45 |
The power of engagement - Breakout session 3Karlijn Van Lierop, Director, Head of reo®Voting and engagement are key tools for responsible investors. How do we measure the effectiveness of active ownership and what is the impact of investor dialogue? Do engagement and voting reinforce each other and how does that work in practice? The session will provide answers to these questions. Furthermore, we will discuss case studies of our engagement work and share new features of the responsible engagement overlay (reo) service. |
| 15:45 – 16:00 |
Break |
| 16:00 – 16:45 |
Keynote speaker |
| 16:45 – 17:45 |
Networking drinks reception |
Convene,
3rd Floor,
22 Bishopsgate,
London,
EC2N 4BQ
Bank (Central, DLR, Northern, Waterloo & City)
Liverpool Street (London Overground, TfL Rail, Central, Circle, Hammersmith & City, Metropolitan)
Registration for this event has now closed. For any queries relating to the event, please email clientsupport@columbiathreadneedle.com.
