Integrating ESG into Portfolios, New York
Responsible Investor | Publishing Company
| Date | June 25, 09 to June 25, 09 |
| Location | New York , United States |
| Website Link | visit website |
| events@responsible-investor.com | |
| Telephone | +44 20 8682 3638 |
| Download Brochure PDF | Click to Download |
Event Summary
From Europe to the US: best practice in achieving responsible returns
Featuring speakers from:
AP government buffer funds, Sweden
APG Investments, Netherlands
International Finance Corporation, USA
Nathan Cummings Foundation, USA
TIAA-CREF, USA
The US has traditionally been the home of socially responsible investment (SRI) based on the screening out of unfavourable companies or the best-in-class positive weighting approach to investment.
More recently, however, new SRI terminology has entered the lexicon: ESG integration, a holistic look at where environmental, social and governance factors can add value or mitigate risk across an entire institutional investment portfolio. The trend has been taken up strongly in Europe and the same is happening in the US.
With more than 500 institutional investors (both asset owners and investment managers) signed up to the UN Principles for Responsible Investment (UN PRI) – of which the number of US signatories is 78 and rising fast – there is now a wall of institutional money lined up to evaluate ESG integration.
Yet, the UN PRI Report on Progress includes the key finding that: “Principle 1 of the PRI, which focuses on incorporating ESG issues into investment analysis and decision making, was ranked the most difficult to implement.”
As a result, there is much that investors can learn from each other. Responsible Investor Events aim to translate discussion into practical solutions.
Integrating ESG into Portfolios is a one-day seminar examining how institutional investors and portfolio managers can integrate environmental, social and corporate governance issues into mainstream investment analysis and decision-making, including the wider portfolio impacts.
Delegates will hear from practitioners who will deliver knowledge and insights gained via their first-hand experience. The entire event will focus on best practice.
Confirmed speakers:
Christina Kussofsky Hillesoy, chair of ethical council for AP Funds (Sweden)
Rob Lake, Head of Sustainability, APG Asset Management, Netherlands
Christopher Greenwald, Director of Data Content, ASSET4, Switzerland
Gary Turkel, Head of Equity Product and ESG, Bloomberg
Mike Musuraca, Managing Director, Blue Wolf Capital
David Wood, Boston College Institute for Responsible Investing
Lauren Compere, Director of Shareholder Advocacy, Boston Common Asset Management
Mark Fulton, Global Head of Climate Change Research, Deutsche Asset Management
Adam Kanzer, Managing Director and General Counsel, Domini Social Investments
Sonia Wildash, Senior Research Analyst, Eiris
Hanna Roberts, engagement manager, GES Investment Services (Sweden)
Euan Marshall, Program Manager, Environment and Social Development Department, International Finance Corporation
Sanford Lewis, Counsel, Investor Environmental Health Network.
Craig Metrick, US Head of Responsible Investment Team, Mercer
Betsy Zeidman, Director of the Center for Emerging Domestic Markets, Milken Institute
Laura Shaffer, Director of Shareholder Activities, Nathan Cummings Foundation
Erik Breen, head of responsible investing, Robeco, Netherlands
Meg Voorhes, Deputy Director and Research Director, Social Investment Forum
David Blitzer, Managing Director and Chairman of Index Committees, Standard & Poor’s
Hugo Steensma, Managing Director, Sustainable Asset Management, USA
Hye-Won Choi, Head of Corporate Governance, TIAA-CREF, USA
Jerome Tagger, Chief Operating Officer, UNPRI
Stephen Viederman, former president of the Jessie Smith Noyes Foundation, USA
Tim Smith, Senior Vice President, ESG group, Walden Asset Management
Sarah Cleveland, Senior Consultant, Watson Wyatt
In association with the US Social Investment Forum (US SIF)