This was the agenda for the first Local Authority Responsible Investment Seminar which was held on the 15th of January.
 
The followup event will address progress in each of these areas.
 

Session 1:
11:00 – 11:45
Working with the regulations
What does a pension fund have the freedom to do? What does law and regulations allow?

Moderator
Sarah Smart
Independent Member, Investment & Funding Committee
Unilever Pension Scheme

Panellists
Frances Deakin
Head of Responsible Investment
Local Pensions Partnership

Nigel Giffin QC
Barrister
11KBW Chambers

Yvonne Johnson
Chair
Ealing Pension Fund

Clifford Sims
Partner
Squire Patton Boggs


Session 2:
11:45 – 12:30
Working with consultants

  • Working within the parameters of the ISS
  • How do consultants advise clients on RI, and how can consultants help clients achieve their RI goals?
  • How can a fund match its investment strategy with the council’s political aims?
  • How can the investment pools work to implement a member fund’s RI policy?

Moderator
Sarah Smart
Independent Member, Investment & Funding Committee
Unilever Pension Scheme

Panellists
Colin Cartwright
Partner
AON

Tony English
Director
Mercer

George Graham
Fund Director
South Yorkshire Pension Fund

John Raisin
Independent Adviser

12:30 – 13:30
Lunch

Session 3:
13:30 – 14:10
Will responsible investing sacrifice returns?

  • How do you measure your responsible performance?
  • Should there be a standard methodology?
  • Can you simultaneously invest both responsibly and passively?

Moderator
Sarah Smart
Independent Member, Investment & Funding Committee
Unilever Pension Scheme

Panellists
Simon Bentley
Director
BMO Global Asset Management

Catherine Flockhart
Director
Baillie Gifford

Alex Scott
Partner
Pantheon


Session 4:
14:10 – 15:20
Open floor discussion with a panel of elected members, officers and industry specialists to debate the viability of a common standard for RI implementation.

  • How does a pension fund prove that it is investing responsibly?
  • How can funds be encouraged to demonstrate and measure how effective they have been at incorporating ESG factors in their investment strategies?

Moderator
Sarah Smart
Independent Member, Investment & Funding Committee
Unilever Pension Scheme

Panellists
Claudia Chapman
Corporate Governance & Stewardship
Financial Reporting Council

Graham Cook
Strategic Investment Manager
Environment Agency

Mandy Kirby
Chief Strategist and Co-Founder
City Hive

Doug McMurdo
Chair
Bedfordshire Pension Fund


15:20 – 15:30
Closing Remarks

15:30
Seminar Close and Networking Reception