• Current state of ESG disclosures/reporting of Swiss pension funds
• Ways to measure ESG characteristics of a portfolio
• ESG screening/rating carried out by external service providers
• Collection of information directly from the asset managers (ESG questionnaire)
• Challenges of ESG measurement

Investors are increasingly looking at how they can integrate ESG into their broad investment. Finding a solution that allows them to invest a significant allocation into an ESG integrated solution that respects their risk / return objectives has historically been a challenge. This session will demonstrate how this is now possible.

This presentation will focus on the practical application of sustainable investing in US small cap stocks, highlighting some of the opportunities and challenges that are present in the asset class. Key topics will include:

• The value of ESG analysis
• The opportunity of ESG in small caps
• Sustainability and engagement drive growth and differentiation
• Challenges of ESG analysis in small caps
• Practical application for ESG investing in US small caps

​​​​​​The global credit universe has weathered the COVID-19 storm aided by the financial largesse of governments around the world. With valuations having reached pre-crisis levels, the next few months could be challenging. Federated Hermes strongly believes ESG integration adds alpha. By incorporating ESG into its credit analysis, coupled with an options overlay which has delivered stellar returns for investors, it looks to maximise both financial and responsibility returns.

Investor commitments to “Paris aligned” and “Net Zero” investment strategies have grown significantly during 2021, driven in part by the upcoming UK-hosted COP26 climate summit (November 2021). Looking ahead to 2022, the challenge for investors is how they will implement Paris commitments and, beyond that, how they will demonstrate progress to beneficiaries, stakeholders and regulators. This session covers the basics of the climate transition, trends in the market, key initiatives and highlights the activities that FTSE Russell has been engaged in recent years to support investors as they grapple with the new era of climate investing.