Workshops 2019
 
Thematic Environmental Investing: Stockholm - 13th May 2019
 

 
 
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13:00

Registration and networking

13:30

Introduction from RI

Hamish Stewart, Events Leader, Responsible Investor 

13:35

Presentation: Implementing TCFD recommendations for investors

Eric Usher, Head, UNEP Finance Initiative (UNEPFI)  
13:50 
Presentation: Climate Change as a Thematic Investment Factor - Driving Change and Protecting Capital
Ben McEwen, Climate Active Analyst, Sarasin & Partners 

14:05

Session 1: Defining a thematic environmental investing strategy

  • Which megatrends linked to the low-carbon transition are investors seeing as opportunities?

  • Are the SDGs a useful framework within an environmental strategy? If so, which goals are most relevant?

  • How important is impact measurement and reporting for environmental strategies?

  • How can investor leadership on environmental themes influence other industry players for the better?

14:35

Networking break & guests change tables

14:45

Presentation: Perspectives on Analysing Climate Risk

Deirdre Cooper, Portfolio Manager, Investec Asset Management 

15:00

Session 2: Environmental investing for liveable future - the data on emerging megatrends

  • What new data and analytical tools are investors using to integrate thematic environmental goals for different sectors and subsectors within existing multi-asset strategies?

  • How do investors define megatrends and is this type of thesis turned into a data-driven investment product?

  • How are investors turning data into portfolio and sector-level environmental investing tools?

  • Are long-term environmental investing strategies suitable for long-term pension investors? 

  • What lessons have been learned over the past 20 years of thematic environmental investing? 

15:30

Networking break & guests change tables

15:45

Presentation: The Good, the Bad and the Ugly: A view on the carbon transition

Ulf Erlandsson, Ph.D., Partner, Diem Green Credit

16:00

Session 3: Sector-based strategies in transport and energy

  • As the energy and transport sectors are disrupted by new technology and business models, how are investors responding?

  • What long-term investment strategies can support stable returns through a disruptive transition in the energy and transport sectors?

  • How will the transition to zero emissions electric vehicle fleets create new opportunities in battery systems, charging stations and OEM parts and services?

  • How can investors manage different rates of change across key global markets?

 

16:30         

 
Closing remarks followed by networking drinks & canapés


 
Venue

 

Grand Hôtel
Södra Blasieholmshamnen 8
Box 164 24
103 27 Stockholm
Sweden

T: +46 (0)8 - 679 35 00

W: https://www.grandhotel.se/en

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