Research, Innovation and Stewardship in Responsible Investment

Date: Thursday, 25 June 2015
Time:
09:00 AM-5:00 PM EDT
Location:
Bloomberg LP, 731 Lexington Ave, New York, NY 10022 (28th floor)

 

Following the success of last year’s event, we are holding the 2nd edition of the Research, Innovation and Stewardship event in New York once again.

As responsible investment moves from values-based to value-creating approaches, the industry is experiencing increasing investor demand. Institutional investors, and long term universal owners in particular, are interested in how ESG issues can impact company and investment performance, and influence in aggregate the long-term risk and return profile of investment portfolios.

Following the success of last year’s event, we will again bring together panel discussions and expert presentations on emerging and innovative approaches to responsible investing strategies. This event will highlight emerging ESG strategies, track records of novel approaches to ESG and address the state of ESG innovation with the practitioner in mind.

A networking event will follow the day’s discussions.`

REGISTER HERE

Agenda

08.45am Registration
09.30am Opening remarks
Curtis Ravenel, Global Head of Sustainability, Bloomberg
Fiona Reynolds, Managing Director, PRI
09.45am Keynote
Martin Skancke, Chair, PRI Board
   
10.15am The state of academic research: ESG Integration and Engagement in Equities and Fixed Income
Andreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School & Senior Academic Fellow, PRI (see presentation here)
11.00am Track Records
Emir Borovac, Responsible Investment Analyst, Nordea Asset Management (see presentation here)
Andre Bertolotti, CIO & Managing Partner, Quotient Investors (see presentation here)
11.45pm Technologies
Damian Borth, Head of Multimedia Analysis & Data Mining, German Research Center for Artificial Intelligence (DFKI) (moderator)
James Hodson, Manager of Knowledge Research (Artificial Intelligence, Machine Learning, NLP), Bloomberg
Hendrik Bartel, Co-Founder & CEO, TruValue Labs (see presentation here)
Jérôme Basdevant, Co-Founder & CTO, eRevalue (see presentation here)
12.30pm Lunch Break
 1.30pm Update on PRI Academy
Terry Thornton, Head of Online Learning, PRI Academy
1.45pm From Passive Indexing via Smart Beta to Active Stock Picking
Andreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School & Senior Academic Fellow, PRI (moderator) (see presentation here)
Tony Campos, Head of ESG, Americas, FTSE Russell
Larry Abele, Founder & CEO, Auriel Capital
John Streur, President & CEO, Calvert Investments
2.30pm Coffee Break
2.45pm Update on the PRI Montreal Pledge
Fiona Reynolds, Managing Director, PRI (see presentation here)
3.00pm Gender balance: from Board Room to C-Suite
Fiona Reynolds, Managing Director, PRI (moderator)
David Loehwing, Director, Sustainability Research, Pax World Management
Eve Ellis, Financial Advisor, The Matterhorn Group at Morgan Stanley & Portfolio Manager, The Parity Portfolio
Chris Caras, Executive Director for Data Solutions Sales, Institutional Shareholder Services (ISS)
(See presentations here)
3.45pm Corporate Governance in depth: Fines and Remuneration
Sonal Mahida, Head of North America, Networks & Global Outreach, PRI (moderator)
Hideki Suzuki, Senior Corporate Governance Data Analyst, Bloomberg
Rupini Deepa Rajagopalan, PhD Candidate, ICMA Centre, Henley Business School, University of Reading
4.30pm Closing remarks
Sonal Mahida, Head of North America, Networks & Global Outreach, PRI
4.45pm Networking drinks

 

The PRI Initiative would like to thank Bloomberg LP  for hosting this event. bloomberg