Workshops 2019
 
  

ESG in Fixed Income: Paris - 2nd April 2019

  

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08:00

Registration and networking

08:30

Introduction from Responsible Investor

Hugh Wheelan, Managing Editor, Responsible Investor
08:35Presentation: Assessing French Green Bonds
Elise Calais, Deputy Director of Environmental Responsibility for Economic Actors, Ministry of the Solidarity and Ecology Transition

08:45

Presentation: Classifying ESG risks in fixed income portfolios

Niamh Whooley, Senior Vice President, ESG StrategiesPIMCO

09:00

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?
 

09:30

Guests change tables

09:35

Presentation: ESG integration strategies for global fixed income portfolios

Aela Cozic, ESG AnalystFidelity International  

09:50

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?
 

10:20

Networking Break (and guests change tables)

10:35

Presentation: The future of engagement for fixed income investors

Foppe-Jan van der Meij, Senior Portfolio Manager, Fixed Income Credit, Actiam 

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

Muriel Caton, Managing Director Sustainable Finance Strategy, Vigeo Eiris

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

La Maison des Centraliens,
8, rue Jean Goujon,
75008 Paris

T: +33 1 40 74 79 76

W: https://lamaisondescentraliens.com/en/

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