Agenda

Agenda

The Principles of ESG Investing | Agenda

Agenda timing is in HKT/SGT

08:4509:00

Registration

09:00 - 10:00

09:0010:00

An introduction to responsible investing

09:00 - 10:00

  • 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

10:0010:15

Morning break

09:00 - 10:00

10:1511:15

Asia Data and materiality

09:00 - 10:00

  • 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

11:1511:15

End of Day 1

09:00 - 10:00

08:4509:00

Registration

09:00 - 10:00

09:0010:00

Understanding current standards

09:00 - 10:00

  • Overview of the UN sustainable development goals and the principles of responsible investment (PRI)
  • Current standards surrounding ESG investing
    • MSCI ESG sustainable impact metrics
    • Sustainability accounting standards board
  • What regulators want companies to report on
  • How to translate the ESG topic into stock
  • The issue of ‘green washing’
Todd Arthur Bridges

Global head of sustainable investing & ESG research

Arabesque

Over the last 15+ years I have led innovative and successful teams in sustainable finance, investment management, economics, and technology. My experience in industry, startups, academia, and think-tanks have allowed me to acquire a diverse set of leadership skills (led cross-functional teams, built strategic partnerships, advised executive leadership) and analytical capabilities (ESG research, scoring models, quantitative + qualitative research methods). My formal training and postdocs were completed at top-tier research universities in the United States and Western Europe. I have published research articles in leading academic journals and presented findings to central banks, sovereign wealth funds, state pension funds, corporate pension funds, endowments, foundations, and global conferences.

10:0010:15

Morning break

09:00 - 10:00

10:1511:15

Integrating ESG into investment strategies

09:00 - 10:00

  • 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)

11:1511:15

End of Day 2

08:00 - 09:00

08:4509:00

Registration

09:00 - 10:00

09:0010:00

ESG engagement

09:00 - 10:00

  • 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
Warren Ackerman

Partnerships Director

Encompass HK

Warren leads partner and business development at Encompass HK, a local social enterprise focused on helping organizations achieve the UN SDGs. He began sustainability consulting after being inspired by his son’s involvement in the Fridays for Future demonstrations in Hong Kong. Previously, Warren worked in finance at Merrill Lynch in New York and was co-founder of a social marketing agency in San Francisco which was sold to Project Worldwide.  He regularly speaks on ESG & Impact investing, seeking to educate and inspire individuals to begin investing sustainably by supporting the companies and asset managers who are making tangible impact.

10:0010:15

Morning break

09:00 - 10:00

10:1511:15

The role of impact investing

09:00 - 10:00

  • 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
Warren Ackerman

Partnerships Director

Encompass HK

Warren leads partner and business development at Encompass HK, a local social enterprise focused on helping organizations achieve the UN SDGs. He began sustainability consulting after being inspired by his son’s involvement in the Fridays for Future demonstrations in Hong Kong. Previously, Warren worked in finance at Merrill Lynch in New York and was co-founder of a social marketing agency in San Francisco which was sold to Project Worldwide.  He regularly speaks on ESG & Impact investing, seeking to educate and inspire individuals to begin investing sustainably by supporting the companies and asset managers who are making tangible impact.

11:1511:15

End of Day 3

09:00 - 10:01

08:4509:00

Registration

09:00 - 10:00

09:0010:00

The effect of climate risk

09:00 - 10:01

  • 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
Todd Arthur Bridges

Global head of sustainable investing & ESG research

Arabesque

Over the last 15+ years I have led innovative and successful teams in sustainable finance, investment management, economics, and technology. My experience in industry, startups, academia, and think-tanks have allowed me to acquire a diverse set of leadership skills (led cross-functional teams, built strategic partnerships, advised executive leadership) and analytical capabilities (ESG research, scoring models, quantitative + qualitative research methods). My formal training and postdocs were completed at top-tier research universities in the United States and Western Europe. I have published research articles in leading academic journals and presented findings to central banks, sovereign wealth funds, state pension funds, corporate pension funds, endowments, foundations, and global conferences.

10:0010:15

Morning break

09:00 - 10:00

10:1511:15

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

09:00 - 10:00

  • 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

11:1511:15

End of course

09:00 - 10:00