IPE ESG Global Forum - Focus on Climate Change
Programme
Timings are BST (GMT + 1)
STREAM ONE | 09:00 - 09:30
Welcome and introduction |
Looking ahead to COP26 Keynote address How can pension funds work to accelerate action towards the goals of the Paris Agreement and the UN Framework Convention on Climate Change? |
STREAM TWO | 09:40 - 10:25
Net-zero: From talk to action 2050 is not too far away: what does the current rate of progress towards a global net-zero economy mean for the targets, strategies and analyses investors are making today? |
STREAM THREE | 10:35 - 11:35
ESG strategy gym Presentations An opportunity to stretch and strengthen your ESG muscles. Hear leading investment specialists share the latest research, insights and analyses from across the spectrum of ESG and what they may mean for different investors. |
Position for transition: How are you going to act? You do need to futureproof your portfolio. Explore how using forward-looking ESG research, combined with bespoke implementation strategies can provide pathways to help investors meet investment and sustainability goals. Learn how innovative tools and solutions in analytics can frame your portfolio’s future in a decarbonising economy. |
Steps to net-zero: Understanding climate risk and its financial impact What are the economic drivers of climate change? How is your portfolio exposed to climate transition risk? What are the financial impacts? Explore recent empirical research on global equity markets to understand if there is a ‘brown’ discount and a ‘green’ premium and how this could inform or impact your investment strategies on the road to net-zero. |
Why net zero means stronger future growth As investors, we need to think about the structural trends that will generate economic growth in the future. We believe that means decarbonising portfolios and investing in climate solutions. It means thinking about how to generate earnings growth in the future as business models change and we all benefit from more economic growth and less carbon; there are huge investment possibilities and massive opportunities in terms of how it affects business models going forward. |
STREAM FOUR | 11:45 - 12:30
Net-zero: Making the pledge Case studies Hear leading asset owners present and discuss their decarbonisation strategies. What lessons can be learnt and shared to help drive the climate change transition? |
Lunch plus virtual networking |
STREAM FIVE | 13:15 - 14:00
ESG strategy gym Presentations An opportunity to stretch and strengthen your ESG muscles. Hear leading investment specialists share the latest research, insights and analyses from across the spectrum of ESG and what they may mean for different investors. |
Portfolio construction in a net zero world With net-zero commitments we are shifting from an ‘implicit carbon tax’ towards an implicit ‘cap and trade’. The question then becomes: how do you integrate a CO2 volume constraint into a portfolio construction? |
Investing to meet the climate change opportunity As we are all aware, the risks from climate change and the associated impact on portfolios continue to increase. How can you invest to mitigate risks and find opportunities? Explore the current and future impacts of climate change, along with general risks to the financial markets. Hear how asset owners may want to identify and address these risks with their investment managers, and why climate value at risk (CVAR) can help identify promising investment opportunities. |
STREAM SIX | 14:10 - 14:55
Regulation keynote Keynote address As boundary-pushing sustainability-related disclosure requirements are introduced for a range of financial market players, what do they mean for pension funds and asset managers? Hear more about new investor disclosure duties and other key elements of the EU’s sustainable finance regulatory framework. |
Disclose and conquer: Sustainability reporting for investors Panel discussion As boundary-pushing sustainability-related disclosure requirements are introduced for a range of financial market players, what do they mean for pension funds and asset managers? Hear more about new investor disclosure duties and other key elements of the EU’s sustainable finance regulatory framework. |
STREAM SEVEN | 15:05 - 15:50
‘Game-changing’ moves towards standardisation? Panel discussion Evolution and harmonisation in non-financial reporting and among standard setters: what it means for investors, managers and corporates |