Institutional investors such as pension funds have been focusing on sustainability for years, but many feel they have little to show for their efforts. Results are elusive and practical issues remain, both in developed countries and in emerging markets such as China. How can institutional investors effect real, significant change? During Climate Week experts from across the institutional spectrum tackle the most pressing questions.
Monday 4 October - Pensioen Pro Partner Webinar WWF
15:00 - 16:00
Pensioen Pro Partner Webinar - Hosting WWF “Our Planet: Too Big To Fail”
Our economy is fundamentally underpinned by the stability and resilience of nature. Due to systemic flaws in the very same economy, this stability is no longer guaranteed. Many investors and people working in the financial sector are increasingly aware of this. But how can the financial sector save the planet and therefore preserve its own long-term stability? And what can we do in the Netherlands? During the Pensioen Pro Partner Webinar, this will be explored. Created by the Emmy®️ Award-winning Silverback Films and WWF 'Our Planet: Too Big To Fail' explores, through interviews with sector leaders, the risks caused by natural loss, the impact of current investments and the role the financial sector can play in achieving a truly sustainable future.
Pensioen Pro Partner Webinar is the proud host of this short, yet controversial WWF film.
'Our Planet: Too Big To Fail' provides the context for a round table discussion with WWF NL and sector leaders on the critical role and impact of the Dutch sector in integrating biodiversity into financial decisions.
This Pensioen Pro Partner Webinar is sponsored by:
ESG, sustainable and responsible investing are themes that continue to sit high on the agenda for institutional investors.
As the demand rises from members, trustees and society as a whole to see ESG as a consideration when pension funds allocate their assets, so too does the uncertainty surrounding how asset owners can select and implement an effective ESG approach.
IPE’s ESG seminars will tackle questions surrounding the measurement and implementation of ESG across different asset classes, the role of ESG data in risk/return analysis and the use of sustainability as a performance driver.
10:25 Presentation: Can you meaningfully integrate ESG into your passive investments?
Investors are increasingly looking at how they can integrate ESG into their broad investment. Finding a solution that allows them to invest a significant allocation into an ESG integrated solution that respects their risk / return objectives has historically been a challenge. This session will demonstrate how this is now possible.
Speaker: Fadi Zaher, Head of Index Solutions & Investment Specialists, Legal & General Investment Management
Speaker from Russell Investments
11:05 Pension fund case study
Speaker: Joost Slabbekoorn - Senior Responsible Investment & Governance Manager, APG
11:35 Presentation: Emerging Markets and Sustainability
Sustainable investing is more difficult in emerging markets. Data quality is lower than for developed markets, companies have less focus on ESG topics and regulatory standards are often lower. However, precisely for these reasons, a good ESG policy will make more of a difference in emerging markets. This presentation will set out where the pitfalls and opportunities are when it comes to sustainability in emerging markets.
Speaker: Martijn Oosterwoud, Head of Product, UBS Chief Sustainability Office
11:55 Presentation: From Theory To Practice: ESG Investing In US Small Cap Stocks
This presentation will focus on the practical application of sustainable investing in US small cap stocks, highlighting some of the opportunities and challenges that are present in the asset class. Key topics will include:
- The value of ESG analysis
- The opportunity of ESG in small caps
- Sustainability and engagement drive growth and differentiation
- Challenges of ESG analysis in small caps
- Practical application for ESG investing in US small caps
Speaker: Jason Wulff, Portfolio Manager, Eagle Asset Management
12:15 Open discussion
Hosted by IPE. This session will be in English and can only be attended in person. It will not be streamed live.
Registration & lunch
By: André de Vos, Editor in Chief Print and Events, Pensioen Pro
Keynote presentation: A new Asian Decade: a Business perspective
Speaker: Frans-Paul van der Putten, Coördinator and Senior Research Fellow,
Clingendael China Centre and China Platform for European Institutional Investors
Workshop: Sustainable Investing: China in a Portfolio Context- Challenges & Opportunities
Speaker: Simona Paravani-Mellinghoff, Managing Director, Global CIO of Solutions and Klaus Weber, Managing Director, Global Head of Manager Research and member of the Executive Committee MASS, BlackRock
Presentation: Chinese Fixed Income
Chinese fixed income markets are rapidly changing. We review the latest developments relevant to pension funds.
Speaker: Vanessa Chan, Asian fixed income investment director at Fidelity
Presentation: Asian Equities
Shifting from GEM to Asian equities in a post-pandemic world.
Speaker: Alexander Davey, Global Capability Head for Active & Quantitative Equity
and Senior Investment Specialist | Asia & China Equity, HSBC Global Asset
Presentation: China - Finding tomorrow’s winners today
What developments is China undergoing and how can the sheer pace of change taking place at the economic and corporate level present opportunities for investors.
Speaker: Robert Secker, Portfolio Specialist, T. Rowe Price
Presentation: Chinese Central Bank vs Fed and ECB
Speaker: Sandor Steverink, Head of Treasuries & Inflation Linked Debt, APG
14:00 - 15:00
15:00 - 15:30
Sustainable and Impact Investing: a crucial conversation
How can we move high net worth individuals to embrace impact investing? A bank, an investor platform and a family office provide the answer.
Panel: Edwin Backes, Chairman PYM, The conscious investors’ community; Jan Willem Hofland, Head of Investment Centre Netherlands at ABN AMRO MeesPierson; Ilse Bastmeijer, Co-Founder at Goeie Grutten Impact Fonds
15:30 - 16:30
Blended finance instruments such as guarantees and direct investment are proving effective for addressing climate change and sustainable development more broadly. But for impact investors, many questions remain. What are successful blended finance approaches? What are the opportunities for blended finance for climate action in developing countries and how can we scale up such initiatives? Our expert panel tackles these and related issues in an interactive session live from the Rotterdam Hilton.
Panel: Nic Wessemius, Director Clients & Investment Solutions, FMO Investment Management; Mark Baak, Director, Privium Fund Management and Georges Beukering, Co-founder and Head of Capital Raising at Climate Fund Managers; moderated by Maaike Veen, Editor, Impact Investor.
16:30 - 17:30
With thanks to the launching sponsors:
This session will be held in English.
In this workshop we will explore how healthcare is going through a huge revolution and the move we see towards a personalised preventative healthcare system. We will explore the impact of this increased access to healthcare tech globally on both shareholders and patients.
Speaker: Jack Torrance, Investment Specialist Health Innovation strategy, Baillie Gifford
The demand for impact investing is increasing due to the search for yield and in line with the growing interest for sustainable funds, especially among the new generation of investors.
We will discuss impact investing under the new Pension Agreement and provide insight into the diversification and positive impact that this asset class offers.
Speaker: Sinisa Vukic, Senior Portefeuillemanager Impact Investing, Actiam
12:00 – 13:00
(Virtual) registration & lunch
13:00 – 13:05
André de Vos, Editor in Chief Print & Events, Pensioen Pro
13:05 – 13:35
The planet isn't free
Speaker: Lars Hein, Professor Ecosystem Services & Environmental Change and Deputy
Chairman of the Environmental Systems Analysis Group, Wageningen University
13:35 – 13:55
Restoring Ecosystems through Public Markets
Speaker: Edward Lees, co-head of the Environmental Strategies Group, BNP Paribas Asset Management
14:15 - 14:30
Equities & Real Assets (Action vs. Intent)
Green Bond issuance is surging, but not all Green Bonds are equal. Some carry a much greater ESG impact than others and investors must recognise that the impact of Green Bonds can vary significantly. During this informative and interactive session we will discuss how we can assesses the impact of a Green Bond based on credibility at the security and issuer level, and its impact on the environment.
Speaker: Eugenia Unanyants-
Jackson, Principal & Head of ESG research at
PGIM Fixed Income
ESG integration in equity portfolios is on the verge of radical transformation: from exclusion to inclusion, for promoting sustainability to realizing impact and from a generic approach to a thematic approach. With a transparent and quantitative control towards both impact as well as risk and return characteristics.
Speaker: René Wijnen, Portfolio Manager Aandelen, Achmea Investment Management
As governments set new targets for carbon reduction, institutional investors are following suit in developing their own active carbon reduction strategies. We believe fixed income investing plays a vital role in this process.
This presentation will touch on the decarbonisation of credit portfolios in order to meet climate targets, the implications for managing your fixed income portfolios and the implications these new strategies will have for meeting long-term decarbonisation objectives.
Speaker: Tammie Tang, Senior Portfolio
Manager, Fixed Income, Columbia
The provision of clean, safe and high-quality energy, water and food is our most essential need. Investing in the Infrastructure tasked with delivering this to the global population is one of our greatest responsibilities to future generations.
Speaker: Peter Fox, Senior Business Development Manager of KBIGI, Amundi Asset
Governments and businesses are grappling with the climate change implications, and responsible investors seek to discern how climate change might affect investment risks and opportunities. This is why Insight has developed its own climate risk model Prime Climate Risk Ratings. It helps our analysts and portfolio managers consider material climate risks, informing their decision-making and engagement, by looking at transition and physical risks.
Speaker: April LaRusse, Fixed Income
Investment Specialist, Insight Investment, a part of BNY Mellon Investment Management
16:00 - 16:20
16:20 - 17:00
Moving from good intentions to desired effects
Which metrics should pension funds and asset managers use to build a portfolio that contributes to the transition, not just on paper, but in real life.
Panel: Rick Stathers, Senior Analyst - Global Responsible Investment, Aviva
Investors; Margreet Verhoef, Board Member and Chairman investment committee, Pension fund for the Bakery sector; Karen Maas, Professor accounting and sustainability, Director Impact Centre Erasmus University
17:00 – 17:20
A strategic view on net zero
What drives investors’ net-zero commitments? Which frameworks and guidelines are available? What are key implementation issues? And: how do we ensure having an impact on the real economy?
Speaker: Manuel Adamini, Senior Responsible Investment Strategist, BMO Global Asset Management
17:20 – 17:40
Speaker: Guido Veul, Client Portfolio Manager, NN Investment Partners
17:40 - 18:10
How can pension funds and their asset managers help make a carbon neutral economy a reality?
Speaker: Laura van Geest, Chairman of the Board, AFM
18:10 - 19:10
IPE Workshop ESG is mede mogelijk gemaakt door: