Registration

Our shared responsibility

Responsible 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.

Evolving together – Client perspectives on responsible investing

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.

Niche to mainstream

Claudia 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?

Supply chain engagement - From risk to impact

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.

Lunch

Exploring the S in ESG

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.

Break

Climate related SAA for insurance portfolios - Breakout session 1

This session is intended for insurers only

We explore what an evolution of traditional capital-aware asset allocation toward one accounting for climate risks & opportunities. We flag the challenges present climate-scenarios face from a climate-science point of view and what that implies for their usability for top-down SAA decisions. This is compared to what data and tools are available for a more bottom-up analysis, e.g. using Value at risk metrics. Conscious of the limitations of the existing toolkit, we highlight the positive results insurers can achieve as part of integrating climate related risks into their ALM process and sketch a way forward.

Responsible investing within LDI strategies - Breakout session 1

We explore the applicability of responsible investment to an LDI strategy and present some of our recent counterparty engagement work. We will also consider some of the tools and techniques available to add an ESG tilt (i.e. via synthetic growth exposures) which are now commonplace within LDI portfolios.

Climate change and investing in biodiversity - Breakout session 2

Clients face obligations to improve portfolio climate risk analysis and reporting under TCFD regulations, and many have also taken on net zero targets. But does consideration of climate change help to manage risk – or does it introduce new uncertainties? Additionally, the emerging TNFD has gathered significant mainstream interest, we will touch on ways clients can start thinking about a nature-based strategy alongside their climate strategy.

Break

ESG for corporate bond portfolios - Breakout session 3

In this session, we will explain the different elements that combine to create best practice, responsibly invested, corporate bond portfolios. We will focus on net zero targeting and how to make a genuine difference rather than just improving portfolio statistics.

Sustainability in equities - Breakout session 4

One aspect of fund management that increasingly differentiates active from passive management is the approach taken to managing ESG risk factors. Indeed, as ESG considerations become increasingly material to company valuations, efficient capital allocation, the delivery of positive real-world outcomes and ultimately the sustainability of long-term returns, are active managers better positioned to manage ESG risk factors than strategies that rely heavily or solely on screening?

Break

Keynote speaker

Networking drinks reception