With passive, index-based approaches growing in popularity, a lot of investors are seeking a passive solution that is cost effective and transparent. Hence the rules and usage of indexes, passive products and strategies through the investment process have become more comprehensive, especially in relation to ESG.
Agenda
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08:00 Registration and networking
08:40 Presentation
09:00 Session 1: Indexing, Index Funds, ETFs and Data
- How is ESG integration evolving indices’ methodology, research and construction?
- Are investors happy with the current innovation and quality of ESG indices?
- How to create value with index funds
- Corporate disclosure and access to data – how to utilise ESG data that is available to investors
10:00 Networking Break
10:20 Presentation:
10:30 Session 2: ESG in passive investment products: Is ESG a Smart Beta Factor?
- Smart Beta: can sustainability add value as a factor?
- How does factor investing aim to achieve better risk-adjusted returns for institutional investors?
- Does ESG work with other factors?
- Are investors content to underperform if they are meeting their ESG goals?
- How might the approach differ between equity and fixed income?
11:30 Networking Break
11:50 Presentation:
12:00 Session 3: Passive investing, the broader perspective.
- How is the evolution of ESG in passive investment impacting the passive allocations of institutional investors?
- Engagement: Is there a need for engagement for passive managers? How do you prioritise those engagements?
- Voting: how are passive managers and index providers handling the increasing demand from investors to be involved in shareholder voting? Who is responsible?
13:00 Closing remarks
13:05 Networking lunch
Dates and Cities
