march, 2019

21mar10:1514:00Sold Out!FeaturedESG INTEGRATION IN INVESTMENT MANAGEMENTGENEVAEvent Type:CE EventLocation:GenèveTopic:Standards, Ethics and Regulations

Event Details

ESG practitioners use multiple acronyms, terms and practices when they talk about ESG integration.  A common definition often used by the industry for ESG integration is “the explicit and systematic inclusion of ESG factors in investment analysis and investment decisions.” But do all practitioners interpret this in the same way?
In order to help the industry reach a common understanding, CFA Institute and Principles for Responsible Investment (PRI) have created a best practice report (Guidance and Case Studies for ESG Integration: Equites and Fixed Income) and three regional reports to help investors understand how they can better integrate ESG factors into their equity, corporate bond, and sovereign debt portfolios. At this event, the results of this project will be presented. Join us to learn from the case studies included in the report and discuss the practical challenges of ESG integration with a panel of expert practitioners.

Time

(Thursday) 10:15 - 14:00

Location

Hotel Warwick

Rue de Lausanne 14, Geneva

CE Credits

This event qualifies for two CE SER credit hours under the guidelines of the CFA Institute continuing Education Program.

Schedule

    • Day 1
    • 21.03.2019
    • 10.15 Registration10.15 - 10.30.

    • 10.30 Welcome and Overview of the CFA Institute / PRI Study Project and presentation of EMEA regional report10.30 - 11.05Christian Dreyer CFA, CEO Matt Orsagh CFA, Director Capital Markets Policy, CFA Institute

    • 11.05 Presentation of Case Study: Beyond Ratings - Sustainability Integration in Fixed Income11.05 - 11.35Christopher Greenwald, Head of Research Sustainable and Impact Investing, UBS Asset Management

    • 11.35 Panel Discussion: Practical challenges of integrating ESG in asset management11.35 - 12.30- Speaker: Eric Borremans, Head of ESG, Pictet Asset Management - Speaker: Christopher Greenwald, Head of Research Sustainable and Impact Investing, UBS Asset Management - Speaker: Nicolas Jamet, Senior Quantitative Analyst, RAM Active Investments - Moderated by: Kelly Hess, Senior Project Manager SSF

    • 12.30 Networking Lunch12.30 - 13.30.

Sponsors

Partners

Ticket

Tickets are not available for sale any more for this event!

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