CSR Event

Integrating ESG into Portfolios

The US has traditionally been the home of socially responsible investment (SRI) based on the screening out of unfavourable companies or the best-in-class positive weighting approach to investment.

More recently, however, new SRI terminology has entered the lexicon: ESG integration, a holistic look at where environmental, social and governance factors can add value or mitigate risk across an entire institutional investment portfolio. The trend has been taken up strongly in Europe and the same is happening in the US.

With more than 500 institutional investors (both asset owners and investment managers) signed up to the UN Principles for Responsible Investment (UN PRI) – of which the number of US signatories is 78 and rising fast – there is now a wall of institutional money lined up to evaluate ESG integration.

Yet, the UN PRI Report on Progress includes the key finding that: “Principle 1 of the PRI, which focuses on incorporating ESG issues into investment analysis and decision making, was ranked the most difficult to implement.”

As a result, there is much that investors can learn from each other. Responsible Investor Events aim to translate discussion into practical solutions.

Integrating ESG into Portfolios is a one-day seminar examining how institutional investors and portfolio managers can integrate environmental, social and corporate governance issues into mainstream investment analysis and decision-making, including the wider portfolio impacts.

Delegates will hear from practitioners who will deliver knowledge and insights gained via their first-hand experience. The entire event will focus on best practice.

Confirmed speakers from: AP Government buffer funds (Sweden), APG Investments (Netherlands), ASrIA (Hong Kong), ASSET4 (Switzerland), Barroway Topaz Kessler Meltzer & Check, LLP (USA), Blue Wolf Capital (USA), Bloomberg (USA), The Boston College Institute for Responsible Investment (USA), Boston Common Asset Management (USA) Domini Social Investments (USA), GES Investment Services (Sweden) Mercer (USA), Nathan Cummings Foundation (USA), Robeco (Netherlands), Social Investment Forum (USA), Sustainable Asset Management (Switzerland), TIAA-CREF (USA), UNPRI (USA) Walden Asset Management (USA), Watson Wyatt Investment Consulting (USA)

In association with the US Social Investment Forum (US SIF)