Thursday 22 March 2018
Commences morning and concludes Thursday late afternoon
The RACV City Club, Melbourne, VIC
Over the last four years, there has been a notable shift in our industry’s approach to addressing Environmental, Social, and Governance (ESG) factors in the investment process and product structuring. This has been driven by a deeper understanding of the impact on asset valuations, greater engagement with stakeholders in how funds are invested, as well as external lobby groups.
Moving past rhetoric and tick the box solutions, such as signing the UN Principles for Responsible Investment, investors are now implementing a more sophisticated, holistic approach to the incorporation of ESG factors. However, while there are numerous success stories to learn from, on the whole there remains a significant gap between words and action. This is, in part, attributable to the fact that the study and use of ESG factors is still a relatively new endeavour, with different approaches continuing to evolve. Impact Investing for example, once a fringe concept, is now an attractively significant support as a lens through which to view the investment portfolio.
The challenges of ESG integration has opened up several issues for institutional investments to consider, such as:
- Is there an opportunity for investors to play a more active role, and put in place incentives and accountability measures that encourage a longer term focus?
- Does mandate design and performance review with fund managers support longer term objectives, or work against them?
- Should investors have a greater focus on working directly with companies?
- Who should be leading on pushing ESG-related issues, the asset owners or asset managers, and to what extent?
CIE’s ESG Roundtable will take a deep dive into the issues associated with effective ESG implementation and ensuring it drives better investment outcomes. Following an interactive workshop structure, practitioners will participate in an exchange of ideas between industry peers that are focused on overcoming practical challenges. With a more organic structure and a limited number of asset managers in the room there will be value in unpicking, analysing and considering the inherent strengths and weaknesses of different individual investment models, strategies and approaches to holistic ESG integration.
Who should attend?
ESG Investment Specialists
Heads of ESG
Chief Investment Officers
Chief Executive Officers
Chair of Investment Committee
Approximately 20-25 representatives of institutional investor entities
A$1,000 plus GST
8 CPE Points