Integrating ESG factors in fixed income

PRI is pleased to be part of Canada’s first annual Responsible Investment Week. Events include:

  • The 2014 annual conference of the Responsible Investment Association of Canada, May 26-28. Agenda and registration here.
  • The Program on Water Issues, the Munk School of Global Affairs, University of Toronto is organising a day conference on Water and Hydraulic Fracturing in Canada on May 29. Agenda and registration details here
  • Principle for Responsible Investment is organising a panel discussion on integration of Environmental, Social and Corporate Governance (ESG) factors in fixed income portfolios. See below for more details.

Date: Wednesday, 28 May 2014
Time: 15:00 to 19:00
Address: Ernst & Young, 222 Bay Street, Toronto

Are you thinking of applying environmental, social and governance (ESG) criteria within your fixed income portfolio? Join leading investment professionals at an event on 28 May in Toronto to discuss different approaches.

This meeting is one in a series of investor discussions organised by PRI around the world to initiate debate. Over the last two years the PRI has released a number of publications on the topic including Fixed Income discussion paper, Sovereign Bonds: Spotlight on ESG Risks and Corporate Bonds: Spotlight on ESG Risks in addition to running panel debates held in New York, Copenhagen and London.

The PRI Fixed Income Working Group aims to publish additional guidance toward the end of 2014 for investors with interest in this asset class.

This event is open to signatories, non-signatories and other stakeholders. Register here or contact Yulia Sofronova if you have any questions.


15:00  | Registration and refreshments

15:30  | Welcome address from EY, by Tim Piggott, Partner, Transaction Advisory Services

15:35  | Welcome address and overview of CPPIB’s approach to Sustainable Investing, by Eric Wetlaufer, Senior Vice President, Public Market Investments, Canada Pension Plan Investment Board, and member of the PRI Advisory Council

15:50  | Panel discussion on integration of Environmental, Social and Corporate Governance factors in Fixed Income

Katharine Preston, Manager, Responsible Investing, OPSEU Pension Trust
Laura Nishikawa, Vice President, MSCI
Tim Coffin, Senior Vice President, Breckinridge Capital Advisors
Harald Klug, Senior Vice President and Head of ESG and Sustainability, PIMCO

Moderated by
Susan Love, Vice President and Treasurer, Export Development Canada

17:05  | Closing remarks, by Fiona Reynolds, Managing Director, PRI

17:10  | Networking reception

For speaker bios click here.

We would like to thank EY for hosting this event.