OVERVIEW
MANAGEMENT
PERFORMANCE
POSSIBILITIES
CAPITALS
ACTIVITIES
ACTORS
BURGESS
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MANAGEMENT METRICS
ESG A REUTERS EVENT IN OCTOBER 2023 TO FOCUS ON ESG Original article: https://events.reutersevents.com/finance/esg-investment-usa/agenda Peter Burgess COMMENTARY Peter Burgess | ||
A snapshot of the world class 2023 Agenda: Your pathway to value-aligned, profitable investment portfolios.
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THE NEW ESG FRONTIER: IDENTIFYING EMERGING OPPORTUNITY
REUTERS EDITORIAL DISCUSSION
Defining ESG in 2023
With total investment in U.S. ESG funds set to reach $10.5 trillion by 2026 (PwC), investors are looking to keep pace with a fast paced, expanding landscape. Discover how investors are working to become global actors, their tactics for navigating geopolitical scrutiny and plans to develop and diversify their portfolios into 2024 and beyond.
PANEL DISCUSSION
Incentivizing ESG through fixed income
Green, social and sustainability-linked bonds offer investors an enormous opportunity to mobilize institutional and privately held capital towards climate investment. Explore how investors are utilizing these opportunities to create stable, value aligned and profitable portfolios.
INTERACTIVE WORKSHOP
How governing boards can handle turbulence
American investors have seen increasing scrutiny from anti-ESG legislation. Ensuring a secure and stable governing board is essential in facing potential pushback. In this interactive workshop, explore how governing boards can remain resilient, comply with intra-jurisdictional regulation and asses their portfolio in the face of restrictions to ensure lasting returns.
PANEL DISCUSSION
Offering emerging markets a seat at the table
New and emerging markets offer impactful developments and opportunity for investors. When reviewing these emerging opportunities, it’s vital to understand their ability to meet with upcoming regulation requirements and build effective partnerships. Explore how governing bodies and investors can provide incentives for non-western countries to reduce fossil fuels, investment risk and make change.
BRINGING CLARITY TO DATA AND REPORTING
CASE STUDY
Utilizing key data sets for complete portfolio oversight
As demand grows for investors to report and communicate their ESG credentials, investors must understand how effectively integrating ESG into their wider data strategy can result in increased investment performance. The question is no longer about whether ESG-related data is attainable but instead how to discern the quality of data and how to integrate that data into your wider ESG strategy.
PRESENTATION
Using data to effectively navigate regulatory change
After significant regulatory development in 2023, we hear from leading experts on how a successful data strategy has ensured they are able to effectively navigate, prepare for and utilize changing regulation to their advantage, ensuring they remain at the forefront of investment developments.
NAVIGATING THE EVOLVING REGULATORY LANDSCAPE
PANEL DISCUSSION
Regulation forecasting – taking stock of current implementation
After significant regulatory developments in 2023, now is the time to take stock of current practices, and ensure resources and expertise are being used effectively. Discuss whether increased accountability in reporting affected the overall landscape of ESG, where regulation is likely to go next, how this will affect investment operations going forward.
FIRESIDE CHAT
A global regulatory comparison
With the EU seemingly one step ahead of regulatory developments, we sit down with a senior regulatory figure to explore what North American investors can learn from European investors to help prepare for potential future changes. What similarities and differences might we expect from the two regions approaches and most importantly, what are the key takeaways that investors can anticipate to avoid any future mis-steps or risks.
INTERACTIVE ROUNDTABLE
Meeting disclosure standards
With future regulation likely to impact every organisation, it is vital to get ahead of the curve to avoid unnecessary slowdown in investment operations. Navigating the alphabet soup of reporting standards and knowing which framework best applies where is essential to investment transparency and the ability to make informed decisions. Join us in this roundtable session to discuss how investors have effectively met current standards and are preparing for future developments.
DELIVERING ON SOCIAL INVESTMENT
PANEL DISCUSSION
Expanding the discourse around what social encompasses
Having full scope over what social investment encompasses has proven a powerful tool in improving corporate performance and increasing shareholder returns. Factors such as disability, climate change risk, mass unemployment and modern slavery are being brought to the forefront of social investment considerations and have been proven crucial in mitigating risk and improving overall performance.
INTERACTIVE ROUNDTABLE
Case Study - Underrepresented perspectives on social investment
In this interactive session, we hear from leading social investment experts, Disability:IN, to present a key case study on their joint investor statement. Showcasing quantifiable evidence on how well social investment performs. With the likes of New York State Common, Bank of America and Mass Prim already in support of their Investor Statement of DEI, we discuss how disability is a material issue for investors, and through using ESG considerations can create a mechanism for social change.
PRESENTATION
Quantifying social investment
The more subjective nature of ESG’s Social factor means quantification has faced obstacles, leaving investors asking questions around effectively disclosing the ROI of social investment. Understand how utilizing key data sets can provide quantifiable evidence and how investors can leverage social factors as an investor at a systems level approach to clearly report on their ability to enact positive social change and deliver lasting returns.
EXPANDING ENVIRONMENTAL INVESTMENT: INTENTION TO IMPLEMENTATION
PANEL
Expanding the environmental horizon
Whilst NetZero remains at the forefront of environmental considerations, investors must explore new opportunities for environmentally focused investing if they wish to remain at the forefront. Awareness of issues such as biodiversity, water metrics and other nature related risks is critical in decreasing risk and increasing returns, as well as ensuring a well-rounded and valued aligned portfolio.
FIRESIDE CHAT
Environmental risk and impact on investor decisions
Understanding how environmental impact is affecting what investors are looking for when assessing opportunities is crucial in creating attractive portfolios and mitigating risk. In this live consultation, explore the risks that environmental crisis are posing to existing investments and how managers can work to mitigate these risks whilst creating impactful investment opportunities.
CASE STUDY PRESENTATION
Effective use of data to achieve science backed targets
Creating achievable environmental targets can be challenging, those are the forefront are using data to track progress and highlight risk throughout their portfolio. Hear from leading industry experts on how firms can integrate data solutions into their environmental assessment to increase efficiencies, accuracy and reduce time in their disclosures.
INTERACTIVE WORKSHOP
Working with framework and disclosure initiatives to achieve climate goals.
Navigating voluntary disclosure initiatives can be challenging for firms looking to mitigate risk and set achievable targets. Explore how firms can prepare to successfully disclose their risks, dependencies and impacts on nature, as well as assessing the progress made so far with key strategy from learnings so far.
MAXIMIZING ACTIVE SHAREHOLDER ENGAGEMENT
LIVE CONSULTATION
Creating a new mindset within an organization - CSO Fireside
The number of CSO’s in executive level positions has more than tripled since 2016. Take the opportunity to consult leading CSO’s on how they are working to steer multi-faceted organizations to lead on sustainability as part of routine practice. Explore how CSO’s are working to capture the right data, prioritize sustainable initiatives and facilitate process change whiles balancing business profit and imperative with environmental targets and values.
INTERACTIVE PANEL
Building a sustainable boardroom
Unlocking the value in shareholder engagement lies in effective, consistent strategy. Hear from institutional asset owner and manager leadership boards to understand how they are facilitating opportunity to open dialogue and create impactful action and engagement between shareholders, and how this is strengthening long-term competitiveness and value.
FIRESIDE CHAT
What does it mean to be an active investor?
Understanding how shareholders can effectively work with their investment boards is crucial in creating meaningful relationships with lasting impact. Ensuring shareholders have autonomy, accountability and an active role over their investment can reduce long term risk and increase visibility and transparency for all stakeholders in the value chain.
PRESENTATION
Using data sets to form impactful institutional investor relationships
Robust governance is critical to investment success. Those in the strongest positions are using effective reporting and data sets to communicate with stakeholders and facilitate open discussion, set boundaries, and provide opportunity for feedback. Explore how technology can be used to streamline this process and increase efficiency whilst reducing cost and time creating impactful shareholder relationships.
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| The text being discussed is available at | https://events.reutersevents.com/finance/esg-investment-usa/agenda and |