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With mounting government and social pressure on asset owners compelling them to consider how ESG factors may increasingly impact financial returns, growing numbers are investigating how best to use the latest metrics, standards and data to integrate ESG across all their portfolios. The need to develop a coherent strategy that will allow them to create market beating returns for stakeholders means the industry must find a common dialogue around the goals they are seeking to meet.

The Environmental, Social, and Governance Investing, Europe 2020 report unites the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations, endowment funds, and other institutional asset owner categories to explore the most pressing challenges and opportunities to developing world-class ESG investment approaches and standards.

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SECTION 1

ENGAGEMENT AND RESPONSIBILITIES

1.1 WHITE PAPER: Assumptions and consequences: Using the TCFD framework as a practitioner to guide stakeholders in climate-related investment selection

- Bente Sverdrup, Director of Sustainability, Gjensidige

1.2 ROUNDTABLE DEBATE: Where is the cross-over between financial returns and ethics and where should investors draw a line in their environmental, social, and governance responsibilities – starting a common dialogue

Moderator:

- Sara Benwell, Editor, InsuranceInvestor.com

Panellists:

- Ashish Dafria, Chief Investment Officer, Aviva UK

- Catherine Howarth, Chief Executive Officer, ShareAction

- Maria Nazarova-Doyle, Head of Pension Investments, Investment Strategy & Execution, Scottish Widdows

1.3 WHITEPARER: Process, people, and practice: improving our world through responsible investment

Interviewer: Dominique Kistan, Production Manager, Clear Path Analysis

Interviewee: Franziska Jahn-Madell, Director- Responsible Investment, Ruffer


SECTION 2

REPORTING & STANDARDS

2.1 ROUNDTABLE DEBATE: What are the opportunities for ESG integration in various asset classes and how far are the data and analytics supporting the opportunities?

Moderator:

- Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Panellists:

- Mark Gull, Head of Fixed Income, Pension Insurance Corporation

- Bente Sverdrup, Director of Sustainability, Gjensidige

- Nico Aspinall, Chief Investment Officer, The People’s Pension, B&CE

2.2 WHITEPAPER: Case study: creating and implementing an ESG investment strategy – the challenges faced by small and medium insurers

Interviewer: Dominique Kistan, Production Manager, Clear Path Analysis

Interviewee: Trevor Harris, Head of Financial Risk, Wesleyan Group

2.3 WHITEPAPER: How do you measure and report on impact: qualitative vs.

quantitative approaches and methodology

- Lorna Kennedy, Director, Financial Institutions, Baillie Gifford

- Rosie Rankin, Director – Clients Department, Baillie Gifford


SECTION 3

INVESTMENT STRATEGIES & OPPORTUNITIES

3.2 WHITEPAPER: Establishing your investment beliefs: aligning the ESG strategy with the values of the beneficiaries of the pension fund

- Dimitri Senik, Member of Investment Committee, PwC Switzerland Pension Fund


SECTION 4

THE INDUSTRY VIEW

4.1 WHITE PAPER: What part has active ownership played in helping the oil & gas industry to embrace the energy transition?

- Dominic Emery, Vice President, Long-Term Planning, BP

Bente Sverdrup

Director of Sustainability, Gjensidige

Ashish Dafria

Chief Investment Officer, Aviva UK

Catherine Howarth

Chief Executive Officer, ShareAction

Maria Nazarova-Doyle

Head of Pension Investments, Investment Strategy & Execution, Scottish Widdows

Franziska Jahn-Madell

Director- Responsible Investment, Ruffer

Rosie Rankin

Director -Specialist on Positive Change, Baillie Gifford

Mark Gull

Head of Fixed Income, Pension Insurance Corporation

Nico Aspinall

Chief Investment Officer, The People’s Pension, B&CE

Marianne Harper-Gow

Governance and Sustainability Specialist Baillie Gifford

Trevor Harris

Head of Financial Risk, Wesleyan Group

Dimitri Senik

Member of Investment Committee, PwC Switzerland Pension Fund

Dominic Emery

Vice President, Long-Term Planning, BP

LEAD SPONSOR


At Ruffer, we do one thing. We invest money on a discretionary basis, on behalf of our clients, with the aim of delivering positive returns regardless of how financial markets perform. We conduct our own independent research, actively manage investments and operate freely, without the straitjacket of market benchmarks.


Environmental, social and corporate governance (ESG) considerations are fully integrated into our investment process. Whether it’s climate change or indigenous rights, executive pay or workforce safety, we believe our considered approach helps us make better investment decisions. Additionally, we are committed to being good stewards of our clients’ assets.

Baillie Gifford & Co was founded in Edinburgh in 1908 and is one of the UK’s largest independent investment management firms, 100% owned by the 43 partners who all work within the firm. Our partnership structure has not changed since 1908 and we are committed to retaining this structure. As long-term owners of our own business we believe we have a culture which differentiates us from others, allowing us to take a very long-term view in everything that we do.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message