Workshops 2019
 
  

ESG in Fixed Income: London - 4th April 2019

  
 
Add to your calendar:
 

08:00

Registration and networking

08:30

Introduction from Responsible Investor

Hamish Stewart, Events Leader, Responsible Investor 

08:40

Presentation: Classifying ESG risks in fixed income portfolios

Joshua Kendall, Senior ESG Analyst, Insight Investment 

08:55

Session 1: Classifying ESG risks in fixed income

 
- What different approaches exist to quantify ESG risks in different fixed income classes
(ie. sovereigns, corporate, and emerging market bonds)
 
- How are global investors classifying and rating ESG risk across sectors and geographies?

- How does ESG data shape portfolio construction strategy: what are the benefits and challenges    associated?
 
- Do investors need more ESG information or better ESG information from
fixed income managers and how are they getting this?
 
- How is the identification of ESG risks in fixed income evolving in response to new regulations - what   does the future hold?
 

09:25

Guests change tables

09:30

Presentation: ESG integration strategies for global fixed income portfolios

Katarina Hammar, Co-Head of Responsible Investments, Nordea Asset Management
 

09:45

Session 2: The art and science of ESG integration in global fixed income portfolios

 
- What are the building blocks for ESG integration in fixed income?
 
- How can ESG-specific covenants in bond purchase agreements, coordination between bondholders to
promote ESG standards, and other approaches complement third-party ratings?
 
- Are ESG risk factors useful signals for wider market rules? How can investors assess the quality of this    information and its application at the industry or sector level?
 
- Does ESG risk analysis vary based on countries or regions?

10:15

Networking Break (and guests change tables)

10:35

Presentation: The future of engagement for fixed income investors

Wolfgang Kuhn, Fellow, ShareAction 

10:50

Session 3: Stewardship opportunities for fixed income investors

 
- How can fixed income investors influence ESG outcomes and conduct by issuers?
 
- Why should investors consider stewardship as part of their fixed income ESG strategy?
 
- Are there reasons to integrate ESG credit risk analysis with portfolio managers' strategy, or is it more    useful as an overlay?
 
- Can ESG engagement teams drive changed behaviour at issuing companies?

11:20

Guests change tables

11:25

Presentation: Impact assessment and stakeholder communications for fixed income ESG leaders

Carmen Nuzzo, Senior Consultant, Credit Ratings Initiative, PRI

11:40

Session 4: Impact assessment and client reporting

 
- Who needs to know what about your fixed income ESG strategy?
 
- How do reporting expectations vary across jurisdictions?
 
- Which stakeholders are driving enhanced ESG reporting expectations - asset owners, pension beneficiaries, regulators, etc - and how can fixed income investors address these different expectations?
 
- What new tools are available for benchmarking the impact of ESG strategies and stewardship?
 

12:10

Closing remarks

12:15

Networking lunch


Venue

116 Pall Mall

St. James's London

SW1Y 4AE

T: 020 7766 8866

W: https://www.iod.com/

 * Please note that all hotel reservations are made directly between the hotel and attendee