Responsible Investment in Fixed Income: The Road Ahead
The PRI is delighted to invite credit analysts and portfolio managers to the third in a series of global events for fixed income investors to be held in San Francisco on January 29 2018.
Demand for responsible investment (RI) in fixed income continues to grow as institutional investors take a more holistic approach to environmental, social and governance (ESG) integration across asset classes, and as the quality and availability of ESG data facilitates more robust integration. Responsible investment is now undeniably a priority for the world’s largest institutional investors which are using the six Principles for Responsible Investment as a way of managing credit risk, unlocking value, and driving positive impact alongside financial returns.
This full-day event will highlight the importance of ESG issues in assessing issuer creditworthiness, and showcase best practices in ESG integration for credit analysts and portfolio managers.
Agenda topics include:
- The business case: why implement RI in your fixed income portfolio, and why now?
- ESG integration in practice: embedding ESG factors into corporate bond analysis and credit ratings
- Engaging with issuers to manage ESG risk and enhance risk-adjusted returns
- ESG and muni bonds: case studies on identifying and managing ESG risk
Delegates will also get a chance to learn more about the PRI’s current and future work as well as key industry trends.
You can access recordings of the previous PRI fixed income event in Boston 2015 here as well as details on the PRI’s fixed income program and latest publications here. For enquiries, please contact the fixed income team via email FI@unpri.org.
The PRI may limit the number of attendees per organisation as we expect a high level of interest in this event.
|08:15||Registration and breakfast|
|09:00||Welcome from PRI
Chris Fowle, Head of Americas, PRI
|09:05||Welcome from Wells Fargo Asset Management: The time for responsible investment in fixed income is now
Kristi Mitchem, Chief Executive Officer, Head of Wells Fargo Asset Management
|09:15||Responsible investment in fixed income: strategies and investment products
Moderated by: Mitch Reznick, CFA, Co-Head of Credit and Head of Credit Research, Hermes Investment Management
Ronald Arons, CFA, Managing Director – Fixed Income Portfolio Management, Goldman Sachs Asset Management
Laura Nishikawa, CFA, Head of ESG Research & Development, MSCI
Steve Sterman, CFA, Senior Managing Director, Head of Fixed Income, University of California
Bryon Willy, CFA, US Head of Fixed Income Research, Mercer Investment Consulting
|10:10||Responsible investment in practice: carbon transition risks and opportunities in corporate bonds
Moderated by: Priya Mathur, President of the Board of Administration, CalPERS
Bruce Clark, Senior Vice President, Moody's Investors Service
Henrik Jeppesen, CFA, Head of Investor Outreach North America, Carbon Tracker Initiative
Nashat Moin, Sector Analyst, Transportation, Sustainability Accounting Standards Board
Samantha Palm, Portfolio Manager, Parnassus Investments
|11:05||Networking coffee break|
|11:25||Introduction to PRI’s fixed income program
Anna Georgieva, Manager Public Markets, PRI
Carmen Nuzzo, Senior Consultant, Credit Ratings Initiative, PRI
|11:40||ESG engagement for fixed income investors – managing risks, enhancing returns
Moderated by: Tracey Rembert, Assistant Director, Catholic Responsible Investing, CBIS
Peter Beer, Economist and Vice President, Payden & Rygel
Matt DiGiuseppe, Head of Americas Asset Stewardship, SSGA
Christopher Kocinski, Director of Research & Senior Research Analyst, Non-Investment Grade Credit, Neuberger Berman
Arunma Oteh, Vice President and Treasurer, World Bank
|13:45||ESG in credit risk and ratings
Moderated by: Carmen Nuzzo, Senior Consultant, Credit Ratings Initiative, PRI
Olivia Albrecht, Senior Vice President, ESG Portfolio Strategist, PIMCO
Laurel Peacock, Senior Manager, Sustainability, NRG
Orhan Sarayli, Managing Director, Barings
Anne Selting, Senior Director, Global Infrastructure Ratings, S&P Global Ratings
John Thieroff, Vice President, Senior Analyst, Corporate Finance Group, Moody’s Investors Service
|15:15||Networking coffee break|
|15:40||Responsible investment in practice: ESG risks and opportunities in municipal bonds
Moderated by: Emily Kreps, Head of Investor Initiatives – North America, CDP
James Dearborn, Head of Municipal Bond Investments and Senior Portfolio Manager, Columbia Threadneedle Investments
Emily Robare, Vice President, Credit Research, Gurtin Municipal Bond Management
David Sand, Chief Investment Strategist & Chief Impact Investment Officer, Community Capital Management
Thomas Stoeckmann, Head of Municipal Research, Wells Fargo Asset Management
Responsible Investment: The Road Ahead
Ophir Bruck, US Network Manager, PRI
Chris Fowle, Head of Americas, PRI
*Please note, the agenda is subject to change.