Agenda

Agenda

Agenda: The Principles of ESG Investing - Amsterdam

Day one: Wednesday, June 10, 2020

08:3009:00

Registration and refreshments

08:30 - 09:00

09:0010:30

An introduction to responsible investing

09:00 - 10:30

  • The E, the S and the G- defining the concept

  • How socially responsible investing (SRI) and ESG investing evolved

  • Understanding the main aims of ESG

  • Distinguishing the risks and opportunities associated 

  • Current trends in the ESG market

Vera Economou

Expert green loan portfolio manager

Raiffeisen Bank International

Vera has been working at Raiffeisen Bank for 8 years and is responsible for Green Loan Portfolio management. She is involved in methodological development of Group-wide risk models of expected cash flows realization and future behavior of customer loans, deposits, and off-balance sheet products.

10:3010:45

Morning break

10:30 - 10:45

10:4512:00

Data and materiality

10:45 - 12:00

  • Understanding and interpreting the data available

  • Limitations of today’s data

  • Defining materiality

    • measuring

    • standardising 

    • analysis

  • ESG scoring- traditional vs material

  • Translating this into financial impact

  • Incorporating transparency

12:0013:00

Lunch

12:00 - 13:00

13:0014:30

Understanding current EU standards

13:00 - 14:30

  • Overview of the UN sustainable development goals and the principles of responsible investment (PRI)

  • Current EU standards surrounding ESG investing

    • EU directive

    • The taxonomy regulation

    • The disclosures regulation

  • What regulators want companies to report on

  • How to translate the ESG topic into stock

  • The issue of ‘green washing’

Vincent Triesschijn

Director sustainable investment

ABN AMRO Bank

14:3014:45

Afternoon break

14:30 - 14:45

14:4516:15

Integrating ESG into investment strategies

14:45 - 16:15

  • Using ESG practices as a risk management tool 

  • Pre-analysis integration in investment strategies

  • How to integrate materiality in assessing financial factors

  • Differences between qualitative vs quantitative analysis techniques

  • Benefits and limitations of screening processes

    • Negative/exclusionary

    • Norms-based 

    • Positive 

  • Developing successful integration frameworks (case study) 

16:1516:16

End of day one

16:15 - 16:16

Day two: Thursday, June 11, 2020

08:3009:00

Registration and refreshments

08:30 - 09:00

09:0010:30

ESG engagement

09:00 - 10:30

  • The importance of active ownership in portfolio management

  • How ESG engagement creates value for both investors and companies

  • Promoting ESG engagement to influence corporate behaviour

  • Proxy voting 

  • Creating successful engagement programmes 

  • What criteria to adopt 

  • Tailoring strategies to specific companies

10:3010:45

Morning break

10:30 - 10:45

10:4512:00

The role of impact investing

10:45 - 12:00

  • Typical characteristics of impact investing

  • Impact vs ESG vs SRI- how do they differ?

  • How to assess the impact of the investment

    • Using GIIN impact measurements and developing frameworks

  • Defining the type of impact investment

    • Concessionary

    • Non-concessionary

12:0013:00

Lunch

12:00 - 13:00

13:0014:30

The effect of climate risk

13:00 - 14:30

  • Approaching climate risk from an E,S and G standpoint

  • Mitigating and adapting investment strategies to the effects of climate change

  • Building a portfolio that incorporates a low-carbon economy

  • Integrating climate transition risk 

  • Scenario analysis- assessing the climate impact on portfolios

  • Analysing the long-term effects of climate risk

14:3014:45

Afternoon break

14:30 - 14:45

14:4516:15

Developing the principle of sustainable investing- a look to the future

14:45 - 16:15

  • Understanding the drivers taking ESG into the mainstream 

  • Identifying key areas of growth in the ESG market

  • The importance of enhancing disclosures 

  • Exploring regulatory developments in ESG investment

  • The effect of increased ESG strategy complexity

  • How geographical and geopolitical issues will affect ESG investment 

  • What do we want the ESG investing industry to look like in 10 years’ time – what is our end game?

Brunno Maradei

Global head of responsible investment

Aegon Asset Management

Brunno Maradei is the Global Head of Responsible Investment at Aegon Asset Management. Prior to this role he was a Senior Investment Officer at the European Investment Bank, working mostly on structured finance for infrastructure projects in Africa.  

Brunno has worked in the finance industry for over 20 years, starting in Morgan Stanley’s risk management practice  in London and subsequently moving to JPMorgan.  Brunno spent over three years in the leadership team at EIRIS, a leading ESG research house in London, and over eight years in the World Bank Group in Washington, where he developed sustainable investment products for emerging markets and structured blended finance for renewable energy projects in Africa.

Brunno also spent two years advising the European Commission on blended finance for development impact.  Brunno is a CFA charterholder, holds an MBA from London Business School and a BSc (Econ) from the London School of Economics.

16:1516:16

End of course

16:15 - 16:16