ESG Investing Breakfast Briefing 2018 - New York | Pensions & Investments | 12 June 2018 | The Princeton Club, 15 West 43rd Street, New York, NY 10036, USA

ESG investing is being applied in all asset classes and investment approaches. The debate as to the impact of incorporating ESG considerations on performance has now been largely answered with the acknowledgement that ESG considerations contribute to a more holistic view of risk, allowing for long-term performance growth and not just short term rewards. Integrating ESG factors leads investors toward higher quality investments with lower volatility and stronger returns.

The challenges of data and integration are being met as institutional investors increasingly require data needed for increased transparency and consideration of ESG criteria. Investment managers are finding more efficient ways to collect and integrate data into the investment decision-making process. There are also better performance analysis and risk management techniques.

While initially ESG considerations were applied in the equity market, they are increasingly a factor in the debt market and alternatives investing. There is an especially strong desire to incorporate ESG considerations into emerging market debt investing and a growing market for green bonds.

Though institutional investors have shown a demand for ESG investing, many are still experiencing practical hindrances to implementation. The 3rd annual ESG Investing Breakfast Briefing is designed to provide institutional investors with tools and strategies for incorporating ESG considerations into investment operations across the portfolio. Topics to be discussed include:
• Accessing, managing and integrating ESG data
• Performance analysis tools and techniques
• Understanding ESG as a risk management tool
• Using ESG considerations to improve financial as well as social returns
• Creating a holistic ESG investing operation
• Review of ESG considerations in various asset classes and strategies

2018 Speakers

Daniel E. Ingram
Vice President, Responsible Investment Research & Consulting, Wilshire Associates

Olivia Engel, CFA
Senior Managing Director and CIO of Active Quantitative Equities, State Street Global Advisors

Mahesh Jayakumar, CFA, FRM
Vice President and Senior ESG Investment Strategist, State Street Global Advisors

Todd Arthur Bridges, Ph.D.
State Street Global Advisors, ESG Research

Edward Farrington
Executive Vice President, Retirement Strategies, Natixis Investment Managers

Carol Jeppesen
Senior U.S. Network Manager, Principles for Responsible Investment (PRI)

John Streur
President and CEO, Calvert Research and Management

Kathryn I. Murtagh, Esq.
Managing Director, Sustainable Investing, and Chief Compliance Officer, Harvard Management Company Inc.

Stephen Heintz
President, Rockefeller Brothers Fund

Nicolai Lundy
Sustainability Accounting Standards Board (SASB), Director of Education and Partnerships

Keith Dixson
Head of International Business Development, Candriam Investors Group

Matthew Kaminski CFA
Partner & Director, Manager Research, Fiduciary Investment Advisors, L.LC

Mary Jane Mcquillen
Managing Director, Portfolio Manager, Head of Environmental, Social and Governance Investment, Clearbridge Investments

2018 Sponsors

LEAD SPONSORS:
• ClearBridge Investments
• State Street Global Advisors

CO-SPONSORS:
• Aberdeen Standard Investments
• Calvert
• Candriam Investors Group
• Natixis Investment Managers
• Neuberger Berman