Agenda

Agenda

The Principles of ESG Investing: agenda

Live virtual course | Agenda timing is in GMT/EST

***March course agenda is coming soon***

Below agenda is from September 2020 course for your information
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14:0015:00

An introduction to responsible investing

14:00 - 15:00

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

15:0015:15

Break

15:00 - 15:15

15:1516:15

Data and materiality

15:15 - 16:15

  • 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
Ita Demyttenaere

Associate director

Sustainalytics

Ita is an Associate Director in Sustainalytics’ Client Relations team, advising clients on their use of Sustainalytics’ products and on integrating ESG considerations into their investment processes. Since joining Sustainalytics in 2014, Ita has worked with several large financial institutions in both the Benelux and Nordics, across all business lines from asset managers to lending departments. Prior to joining Sustainalytics, Ita worked for several financial institutions including Deutsche Bank and Euroclear in both operational and commercial roles. Ita is a CFA Charterholder and holds a master’s degree in International Relations and Finance from the University of Amsterdam.

14:0015:00

Understanding current standards

14:00 - 15:00

  • Overview of different sustainability reporting concepts: from ESG to impact
  • The issue of ‘green washing’
  • Audience and decision-usefulness
  • What regulators want companies to report on
    • From ‘comply or explain’ to mandatory reporting?
    • The EU Sustainable Finance Action Plan
  • From reporting to steering
Johan Vanderlugt

Lead expert ESG advisory

Van Lanschot Kempen

Johan is Lead Expert ESG Advisory at wealth management specialist Van Lanschot Kempen and part of their Group Sustainability Department. His focus is on sustainability reporting and sustainable finance.

Having worked for over 20 years in investing, Johan has built up strong experience in fundamental research and ESG analysis. Prior to joining Van Lanschot Kempen, Johan worked for several financial institutions including NN Investment Partners, Robeco and Daiwa Capital Markets in ESG integration and equity analysis roles. Johan received a Master in Economics from the University of Amsterdam, he holds the Sustainable Investment Professional Certification (SIPC) designation from the John Molson School of Business at Concordia University in Canada and completed the ESG Assurance executive course at the University of Groningen Business School.

15:0015:15

Break

15:00 - 15:15

15:1516:15

Integrating ESG into investment strategies

15:15 - 16:15

  • ESG 101
    • SRI Vs RI
    • ESG Approaches: Benefits and limitations
  • Assessing materiality of ESG factors: Fundamental Vs Quantitative Process
  • ESG Integration approaches
    • Country-level ESG factors
    • Company-level ESG factors
  • Developing successful integration frameworks
Hardik Shah, CFA

ESG practice lead

GMO LLC

Mr. Shah leads the ESG practice at GMO and is responsible for building GMO’s ESG capability across investment product areas and asset classes. He is also a member of the CFA Institute’s ESG Working Group for FY20 whose purpose is to develop a proposal for an ESG industry standard for ESG-centric funds and investment strategies.

Prior to joining GMO in 2017, he led a global team of analysts focused on ESG ratings and thematic research at Sustainalytics. Previously, he was an ESG Ratings associate at MSCI and, as a senior climate change consultant with Ernst & Young, has helped register a wide variety of projects with the UNFCCC under the Clean Development Mechanism defined in the Kyoto Protocol. During 2015 and 2016, Mr. Shah was voted #1 “research firm analyst who understands the challenges & opportunities facing companies” in the global Independent Research in Responsible Investment (IRRI) Survey. He earned his Bachelor of Engineering in Electronics from University of Mumbai and holds a post-graduate diploma in management - e business (finance) from We School, Mumbai.

Mr. Shah holds the Fundamentals of Sustainability Accounting (FSA) credential issued by SASB and is a CFA charter holder.

14:0015:00

ESG engagement

14:00 - 15:00

  • 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
Gerhard Mulder

CEO & co-founder

Climate Risk Services

Gerhard’s career in climate finance spanned both the public and private sector, having worked in consulting in Washington DC, environmental markets on Wall Street, and for the Dutch government (Netherlands Enterprise Agency), Dutch banks (ABN AMRO and Rabobank) and a leading non-profit (IUCN) in the Netherlands.

He co-founded Climate Risk Services together with Stephanie Gnissios to advise public and private sector organisations on climate risk after he completed his MBA at Oxford in 2018. He studied environmental economics and international affairs at Columbia University in New York, and Public Policy at the University of Amsterdam. 

15:0015:15

Break

15:00 - 15:15

15:1516:15

The role of impact investing

15:15 - 16:15

  • 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
Samuel Baumgartner

Business development manager

responsAbility Investments AG

Samuel Baumgartner is a business development manager at responsAbility, responsible for Swiss private clients and institutional investors in Hong Kong and Israel. In March 2020 Samuel initiated the “make your money move” webinar series, which he also hosts. The series provides a starting point and a toolkit to get involved in sustainable investing. Samuel is also a frequent keynote speaker on sustainable and impact investing.

Prior to his time at responsAbility, Samuel worked with an investment advisory in Peru and Chile matching investors with local private equity opportunities. 

Samuel holds a bachelor degree in business administration and is working on his masters in finance focusing on sustainable finance at the university of Zürich. 

14:0015:00

The effect of climate risk

14:00 - 15:00

  • 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
Rebecca Self

Director of sustainable finance ( former CFO, sustainable finance, HSBC)

South Pole

Rebecca is South Pole’s Director of Sustainable Finance. With over 20 years experience in the financial sector, she  leads the practice in bringing climate science based products and services to the financial sector at scale.  Prior to joining South Pole, Rebecca was Chief Financial Officer (CFO) of Sustainable Finance at HSBC Holdings plc based in London. Here she was responsible for the group-wide financials relating to Sustainable Finance products.

In addition, Rebecca was responsible for HSBC’s external ESG reporting and investor relations activity – including the Task Force on Climate-related Financial Disclosures, CDP questionnaire process and group-wide sustainability risk policies, such as agricultural commodities.

15:0015:15

Break

15:00 - 15:15

15:1516:15

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

15:15 - 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
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.