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The Institutional ESG Investment Summit is for Chief Investment Officers, Heads of SRI, Risk Management, Pension Managers and Trustees at predominantly UK based pension plans, insurers, foundations, official investment institutions and private banks plus investment consultants.

The annual event brings together those charged with developing investment strategies, to explore the role that ESG investment criteria can play in enhancing an institutional asset allocation strategy. Topics covered as part of the event are led by an in-depth market research project carried out by the production team with institutional investment professionals. The event is succeeded by the 6th annual Environmental, Social and Governance Investing, Europe report, published 25th June.

The event is free to attend for pension plans, insurers, foundations and official institutional investment institutions. Register with you corporate email address and we will contact you to confirm if your registration has been successful.

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8:15 – 9:15 Breakfast and networking time in exhibition and refreshments room

9:15 – 9:20 Chairman’s opening remarks

9:20 – 10:00 Keynote speaker: The opportunities and risks for companies in positioning themselves as socially responsible: insights from academic research

Confirmed: Jean-Pascal Gond, Professor of Corporate Social Responsibility, Cass Business School, City, University of London

10:00 – 11:00 Panel Q&A: What are some best practice examples of ESG across the following asset classes:

- Smart Beta

- Regional and global equity

- Property

- Emerging markets

- Private markets

Moderator:

Independent journalist

Panellists:

Confirmed: Faith Ward, Chief Responsible Investment Officer, Brunel Pension Partnership

Confirmed: Mikko Venermo, Lead Adviser, Environment & Sustainability, European Bank for Reconstruction and Development (EBRD)

Confirmed: Patrick O’Hara, Responsible Investment Analyst, Universities Superannuation Scheme (USS)

Proposed sponsor tbc

11:00 – 11:30 Talking Tables: workshop round 1*: see final page for topics

11:30 – 11:50 Networking break in exhibition and refreshments room

11:50 – 12:15 Sponsor presentation: A practical approach towards ESG implementation

Confirmed: Wim van Hyfte, Global Head of Responsible Investments and Research, Candriam Investors Group

Confirmed: Fawzy Salarbux, Global Head of Consultant Relations, Candriam Inestors Group

12:15 – 13:15 Talking Tables: workshop rounds 2 and 3*: see final page for topics

13:15 – 14:05 Buffet lunch in exhibition and refreshments room

14:05 – 14:55 Panel discussion: The ‘PLC’ case for an ESG-driven business

Moderator:

Independent Journalist

Panellists:

Confirmed: Terry Thistlethwaite, Vice President of Sustainability, Croda

Confirmed: Tom Salisbury, Senior Sustainable Business Manager, Transparency, Vodafone Group

Confirmed: Toby Belsom, Head of Investor Research & Analytics, ShareAction

Topics to be covered:

- The commercial value of ESG

- The challenge of incorporating ESG into your commercial activities

- Task Force on Climate-related Financial Disclosures (TCFDs)

14:55 – 15:25 Talking Tables: workshop round 4*: see final page for topics

15:25 – 15:40 Networking break in exhibition and refreshments room

15:40 – 16:20 Panel discussion: Transparency, due diligence, reporting and monitoring – ensuring the manager is following through with your ESG principles

Moderator:

Independent journalist

Panellists:

Confirmed: Fiona Reynolds, Managing Director, Principles for Responsible Investment (PRI)

Confirmed: Edward Mason, Head of Responsible Investment, Church Commissioners for England

Confirmed: Michael Marshall, Director of Responsible Investment and Engagement, LGPS Central

16:20 – 17:00 Keynote speaker: Ensuring the development impact of the increasing flow of finance towards the SDGs – the criticality of ESG

Confirmed: Tony Burdon, Head of Private Sector Department, Department for International Development (DFID)

Keynote speech to be followed by Q&A session

17:00 – 17:10 Closing remarks

17:10 – 18:30 Drinks reception in exhibition and refreshments room


*Talking Tables: workshop format and subjects

Our Talking Tables workshops form a unique aspect of our summits and allow insurance investment professionals the opportunity to engage with one another on subjects they’ve stated they’re interested in, during our background research phase. Sponsors may host a series of Talking Table workshops.

Five topics from those listed below will be covered during the summit. All the listed subjects were put forward by senior asset owner investment group officers as part of a market research project we carried out to draft the summit agenda.

Should a sponsor wish to put forward a subject for consideration that is not listed below, then we are open to additional topics. However, only subjects that we believe operational professionals will actively participate in will be seriously considered and accepted.

For more information on the workshops, please contact Noel Hillmann at noelhillmann@clearpathanalysis.com

Topics of interest:

1. Drilling down into ESG and private equity: case studies and best practice

2. What are ‘Green Bonds’ trying to achieve?

3. Paradise Papers and investments: what this means for ESG

4. Sustainable Development Goals: expectations for investors

5. ESG factoring and Smart Beta: examining the science and methods in more detail

6. How do you define and create a ‘sustainable portfolio’?

7. ESG and fiduciary duty: does being ethical truly mitigate risk and provide return?

8. ESG and property due diligence: best practice

9. Developing a better relationship between GPs, LPs and PLCs when integrating ESG

10. Contextualising ESG within different asset classes: isn’t it all the same?

11. How to communicate the complexity of ESG to your members and the public

12. Should investors help narrow wealth inequality in the UK?

Faith Ward

Chief Responsible Investment Officer, Brunel Pension Partnership

Edward Mason

Head of Responsible Investment, Church Commissioners for England

Michael Marshall

Director of Responsible Investment & Engagement, LGPS Central

Mikko Venermo

Lead Adviser, Environment & Sustainability, European Bank for Reconstruction and Development (EBRD)

Fiona Reynolds

Managing Director, Principles for Responsible Investment (PRI)

Jean-Pascal Gond

Professor of Corporate Social Responsibility, CASS Business School

Toby Belsom

Head of Investor Research & Analytics ShareAction

Tom Salisbury

Senior Sustainable Business Manager, Transparency, Vodafone Group

Penny Fowler

Head of Private Sector Team, Oxfam GB

Terry Thistlethwaite

Vice President of Sustainability, Croda

Tony Burdon

Head of Private Sector Department, Department for International Development (DFID)

Patrick O'Hara

Responsible Investment Analyst, Universities Superannuation Scheme (USS)

Candriam has been a pioneer in the area of Sustainable and Responsible Investments (SRI) for over 20 years. In excess of 25% of our €112.5 billion AUM is managed in sustainable investments. Candriam is part of New York Life Investments (NYLIM), among the world’s leading asset managers with $555 billion of AUM.
(Data as at 31.12.2017)

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10 globally. Thanks to the integration of Pioneer Investments, it now manages more than 1.4 trillion euros of assets across six main investment hubs .

Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.


Amundi. Confidence must be earned.


Visit amundi.com for more information or to find an Amundi office near you.

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

To enquire about media partnership for the Institutional ESG Investment Summit 2018, contact Julie Knowler or call +44 (0) 207 688 8511.