08:00 – 09:00
09:00 – 09:10
Chair’s Opening Remarks
Independent Adviser & NED
09:10 – 09:30
Presentation: Strategic Asset Allocation with Responsible and Impact Investments
Our speaker, will use the current state of economic growth and inflation across the global economy to discuss incorporating potential portfolio implications of climate risks into your strategic asset allocation. Wai will provide insights from his published research, drawing from 37 economies’ historical responses to growth, inflation, and financial assets on climate change, using decades of data. Wai will share a multi-dimensional risk-based, strategic asset allocation framework with proven capability to build portfolios which are aligned to both financial and non-financial metrics.
Co-Head of Systematic Research
Allspring Global Investment
09:30 – 10:10
Panel: What does sustainability mean?
A definition of RI is that it is an approach to investment that explicitly acknowledges the relevance to the investor of environmental, social and governance factors, and of the long-term health and stability of the market as a whole. The evolution and perhaps revolution of RI over the las 20 years has been significant. In this session, we bring update views on the sustainability aspect and the role of finance and investment in the ability of human civilization to coexist with the biosphere in a steady state. Distinguishing between sustainable development providing the processes and pathways to achieving long term sustainability of the economy, environment, and society.
Policy and Strategy Director
Impact Investing Institute
Vice President, ESG Specialist
10:10 – 10:30
Interview: What is natural capital and how do you invest in it?
In the global fight against climate change, nature and biodiversity are often overlooked since these vast and complex subjects are often challenging to tackle. Interestingly, while nature based solutions account for 30% off greenhouse gases mitigation potential, they benefit only from 3% of climate finance. Beyond their mitigation impact on climate change, nature and biodiversity are also essential for food security and a number of ecosystems services. Despite an increased awareness of biodiversity finance, little information is available about the current innovative financial solutions that exist in the market. There is a gap between wanting to invest in nature and the opportunity and capacity to do so.
This session aims to address this information gap and help advance the growing interest by providing a more comprehensive overview of existing investment solutions related to sustainable land use, and biodiversity protection and restoration.
Deputy-CEO of Mirova, Head of Development & Operations
Mirova (an affiliate of Natixis Investment Managers)
10:30 – 10:50
Presentation: Real estate sustainability and place-based impact investing
This session will discuss the need to invest more in less affluent areas to support enhanced regional prosperity and social inequality, through place-based impact investing.
We will discuss the potential to deliver a positive real return while creating measurable and tangible benefits to support improved outcomes for society and the environment across a number of real estate sectors.
Fund Manager, Positive Impact Investment, Real Estate
10:50 – 11:20
11:20 – 12:00
Panel: Responsible Investing Since 2015
2015 was a landmark year for multilateralism and international policy shaping, with the adoption of several major agreements:
- Sendai Framework for Disaster Risk Reduction (March 2015)
- Addis Ababa Action Agenda on Financing for Development (July 2015)
- Transforming our world: the 2030 Agenda for Sustainable Development with its 17 SDGs was adopted at the UN Sustainable Development Summit in New York in September 2015
- Paris Agreement on Climate Change (December 2015)
In this session we explore the investment opportunities that have arisen and the challenges that still need to be addressed.
The Good Economy
Head of Pensions
Royal Borough of Kingston and London Borough of Sutton
Big Issue Invest
12:00 – 12:20
Presentation: Impact investing across private markets
To best support the needs of DB and DC members, and to drive the transition to #netzero, Impact Investing can have a material effect on creating an inclusive society and sustainable economy whilst delivering highly competitive risk-adjusted returns. In this session, the private markets manager Tikehau Capital will share how pension schemes can decarbonise their portfolios, to reduce climate risks and to capture impactful and sustainable returns from financing the energy transition.
Group Climate Director
12:20 – 12:40
Presentation: Humanity’s sustainability is the single biggest challenge we face –fixing these challenges may be the investment opportunity of the century
Significant investment is needed, and Sustainable Infrastructure provides innovative, and profitable, solutions that address key environmental and societal challenges and can support and accelerate required changes. Peter Bachmann, Managing Director, Sustainable Infrastructure, will outline the modern approach to infrastructure investment and how exposure can provide Local Authority Pension Funds with measurable positive outcomes and alignment with the governments levelling up agenda whilst delivering strong financial returns.
Managing Director, Sustainable Infrastructure
12:40 – 13:00
Presentation: Insight into renewable opportunities
As Europe and the UK advance towards net zero, the need for investment to drive this energy change has never been greater. Outlining the renewables asset class, our speaker will highlight the market opportunity, returns and long-term benefits available to investors from investing into European and UK renewable infrastructure.
Bluefield Partners LLP
13:00 – 14:15
14:15 – 14:35
Presentation: Edison saved the whale: how innovation can drive an impact towards achieving sustainable development goals
Innovation drives structural change, creating new markets at a scale greater than we can comprehend. The invention of the light bulb improved the lives of every person on earth and structurally reduced the demand for whale oil for fuel. No one could anticipate the size of demand for this innovative solution to a universal global challenge. The most successful companies in history have been those that have devised innovative solutions to real-world problems. Some of the biggest challenges we face today relate to how to make our economic systems sustainable so that we can continue to “grow the economic pie”, with less negative environmental and social impact. The solutions to these environmental and social challenges represent an opportunity to generate long-term alpha that is complementary to broad global equity portfolios. For us, the impact case is the investment case.
Senior Fund Manager
Regnan Global Equity Impact Solutions Fund
14:35 – 15:15
Panel: Why is Impact Investing Important?
What are the expectations and demands from the sector for impact investment? How effective is impact measurement? What are the opportunities that impact investment can provide? Our panellists examine why it’s important for investment committees to consider impact investment as part of a wider investment strategy.
Deputy Chief Economist
Senior Investment Manager
15:15 – 15:35
Presentation: Financing the energy transition: Opportunities for institutional investors
Energy prices are reaching new all-time highs, Russia’s invasion of Ukraine has underscored the importance of energy security and investors are trying to meet their net zero pledges. Balancing these issues and transitioning from fossil fuels to renewables is likely the most important and difficult endeavour of our generation. So how can institutional investors facilitate the clean energy transition; whilst considering return, risk, and diversification and to allow their members to retire in a net zero future? Whilst a lot of capital has been allocated to clean energy equity, today we will discuss how energy transition private credit fits into this picture and the opportunities it offers.
Managing Director, Senior Real Asset Specialist
15:35 – 16:00
16:00 – 16:40
Survey: Net Zero Market Barometer
DG Publishing carried out a detailed survey, looking at attitudes to Net Zero and expectations for meeting Net Zero commitments. This session will discuss the findings and identify shortcomings in the current approach including data measurement and greenwashing.
Independent Adviser & NED
16:40 – 17:10
Keynote: The Climate Crisis – where do we go from here?
Ed Gemmell, leader of the Climate party and investment committee member for Buckinghamshire Pension Fund
Dr Paul Behrens, climate scientist and author of The Best of Times, The Worst of Times: Futures from the Frontiers of Climate Science
Everyone is talking about net zero, with many setting targets for 2050. But what does the science say? Dr Paul Brehens and Councillor Ed Gemmell look at the science behind the climate change discussion, and examine the role institutional investors can play as they transition to net zero.
17:10 – 17:15
Chair’s Closing Remarks
Independent Adviser & NED
17:15 – 18:30
18:30 – 21:30