Sustainability and Responsible Investment Conference

Responsible investment has existed in various forms for many years, but it is in the last decade that we have seen sustainability gain particular focus in our industry, driven by a growing awareness of the threat posed by climate change to the environment, increased demand from investors for new solutions and widespread recognition of the material impact of sustainability issues on financial returns and the broader economy.

This event will provide members with the opportunity to discuss the implications of sustainability and responsible investment for mainstream asset management today. More specifically, it will explore the role of the UK as a global hub for sustainability and responsible investment; the impacts of policy and regulatory developments on shaping this market and on the delivery of solutions to consumers; as well as the purpose of the asset management industry, including our wider role in helping to deliver social and environmental sustainability.

• Ideas from senior experts from industry, Government and regulators 
• Key policy and regulatory developments in the sustainability and responsible investment space 
• The role of the UK as a global hub for sustainability and responsible investment 
• The IA’s wide-ranging work on sustainable investment 
• The purpose of asset management and what this means for how we provide solutions to clients

This conference will benefit a wide range of individuals interested or involved in sustainability and responsible investment at C-Suite and senior-levels, as well as  non-executive directors, investment managers, institutional investors and related experts from the industry.

08:30 Registration

09:00 Foreword from the Investment Association
Chris Cummings, Chief Executive, the Investment Association

09:05 Opening Remarks from the Conference Chair
Dominic O'Connell, Business Presenter, BBC

09:10 Keynote presentation title to be announced shortly
John Glen MP, Economic Secretary to the Treasury, HM Treasury

09:25 Panel Discussion: The UK as a Global hub for Sustainability & Responsible Investment

• Maintaining a thriving asset management industry after Brexit, benefiting from global trading opportunities
• Promoting UK industry expertise in sustainability and responsible investment to continue to deliver a competitive world-class offering
• Providing innovative investment strategies – including in relation to sustainability and responsible investment – to differentiate and maintain competitive advantage for the UK
• How the UK Asset Management Taskforce has delivered on the Investment Management Strategy (IMS II) and how it has built on industry’s various competitive advantages
• What “best in class” for sustainable and responsible investment really means for the UK?

Elizabeth Corley, Senior Advisor, Allianz Global Investors
Euan Munro, CEO, Aviva Investors
Saker Nusseibeh, CEO, Hermes Investment Management
Hanneke Smits, CEO, Newton

10:15 Presentation: The Evolution of ESG & Responsible Investing and the Demand for more Transparency around Positive and Negative Impacts of Investment

• The session will highlight the need for investors and investee companies to increasingly focus on net positive outcomes of investments to help secure a resilient world

Troy Mortimer, Head of Sustainability and Responsible Investment Services, KPMG

10:45 Networking break and refreshments

11:15 Panel Discussion: Regulatory Backdrop for Sustainability and Responsible Investment

• Role of regulatory intervention in encouraging sustainability and responsible investment 
• Analysing the various public policy initiatives – both UK and global – their role and impact on encouraging sustainability and responsible investment, including: 
• European Commission Sustainable Finance Package and its global implications 
• FCA approach to climate change and green finance, including proposed approach to pensions and responsible investment as well as climate-related disclosures 
• Discussion of UK Government approach and initiatives (Department for Work and Pensions (DWP), Department for Business, Energy & Industrial Strategy (BEIS), Department for Digital, Culture, Media and Sport (DCMS), Department for International Development (DiFID)) 

Nathan Fabian, Chief Responsible Investment Officer, UN PRI
Jessica Ground, Global Head of Stewardship, Schroders
Edwin Schooling-Latter, Director of Markets and Wholesale Policy, FCA
David Styles, Director, Corporate Governance, Financial Reporting Council

12:05 Presentation: “Leading from Within” – Update on Industry Work led by the IA
Galina Dimitrova, Director, Investment and Capital Markets, the Investment Association

Panel discussion:
Ben Constable-Maxwell, Head of Sustainable and Impact Investing, M&G
Jess Foulds, Policy Specialist, Capital Markets, the Investment Association
Will Oulton, Global Head, Responsible Investment, First State Investments
David Russell, Head of Responsible Investment, USS Investment Management
Mark Versey, Chief Investment Officer, Aviva Investors

12:55 Networking Lunch

14:00 Panel Discussion: Technology, Innovation and Sustainable Finance

• How innovative solutions are playing an increasingly important role in promoting sustainable finance locally and globally 
• Aligning new products’ development with fintech capabilities to improve customer accessibility 
• Investigating data and information exchange through fintech innovation

Stephen Barnett, Chief Executive Officer, Util
Siobhan Clarke, Chief Operation Officer, Investment Operations, M&G
Nigel Kershaw OBE, Chair, The Big Issue
Elena Philipova, Global Head of ESG, Refinitiv

14:50 Presentation: Industry Leadership and the Role of Regulation – next ESG Steps for Asset Managers
Laura Houët, Partner, Financial Services Regulatory, CMS

15:20 Networking break and refreshments

15:50 Panel Discussion: Purpose of the Asset Management Industry

• Sustainable and responsible investment as a critical lens through which to view the question of purpose 
• Exploring how well the current financial system serves society and environment today
• How does the industry articulate its purpose 
• Investigating purpose in relation to multiple stakeholders 

Dawid Konotey-Ahulu, Founder & Board Director, Redington
Dame Helena Morrissey, Head of Personal Investing, LGIM
Meaghan Muldoon, Head of Sustainable Investing, BlackRock
Angela Roberts, Member, FCA Consumer Panel

16:40 Closing Remarks
Dominic O'Connell, Business Presenter, BBC

16:50 Close of Conference

In collaboration with:

Over 50 KPMG  member firms have specialist teams to help you address your environmental, social and governance (ESG) challenges. Our global network of several hundred sustainability professionals offers expert subject matter knowledge combined with in-depth understanding of local regulatory landscapes. Our portfolio of services includes assurance of a wide range of disclosures including environmental and social performance, climate-related financial risks, carbon footprints and greenhouse gas inventories. We also offer a wide range of advisory services from renewable energy to human rights, sustainable finance, impact measurement and sustainable supply chains.

www.kpmg.com/sustainability

Refinitiv insights, technologies and deep market knowledge, help customers and partners make the best use of our world-class data to drive performance and innovation, and move from big ideas to big results.

With today’s leading data, analytics, trading, and risk assessment tools like Eikon, Elektron, FXall, and World-Check, Refinitiv connect you to greater opportunity in the world’s financial markets to trade smarter and faster, overcome regulatory challenges, and scale intelligently.

www.refinitiv.com

Kindly hosted by:

CMS is the world’s 6th largest law firm, with a presence in 41 countries.  We advise many of the UK’s largest financial institutions, including banks, insurers and investment businesses, so the question of sustainable finance, and what it means for our clients and their business, is one that we take very seriously.  Our lawyers actively support a number of funds and other organisations with issues of sustainability, including ESG accreditation, regulation, and deal structuring, so we are well-versed in the specificities of this sector of the market, and the legal fundamentals that accompany it.

Stephen Barnett, Chief Executive Officer, Util

Siobhan Clarke, Chief Operation Officer, Investment Operations, M&G

Ben Constable Maxwell, Head of Sustainable and Impact Investing, M&G

Elizabeth Corley, Senior Advisor, Allianz Global Investors

Chris Cummings, Chief Executive, the Investment Association

Galina Dimitrova, Director, Investment and Capital Markets, the Investment Association

Nathan Fabian, Chief Responsible Investment Officer, UN PRI

Jess Foulds, Policy Specialist, Capital Markets, the Investment Association

John Glen MP, Economic Secretary to the Treasury, HM Treasury

Jessica Ground, Global Head of Stewardship, Schroders

Laura Houët, Partner, Financial Services Regulatory, CMS 

Nigel Kershaw OBE, Chair, The Big Issue

Dawid Konotey-Ahulu, Founder & Board Director, Redington

Troy Mortimer, Head of Sustainability and Responsible Investment Services, KPMG

Helena Morrissey DBE, Head of Personal Investing, LGIM

Euan Munro, CEO, Aviva Investors

Meaghan Muldoon, Head of Sustainable Investing, BlackRock

 Saker Nusseibeh, Chief Executive Officer, Hermes Investment Management

Dominic O'Connell, Business Presenter, BBC

Will Oulton, Global Head, Responsible Investment, First State Investments

Elena Philipova, Global Head of ESG, Refinitiv

Angela Roberts, Member, Financial Services Consumer Panel

David Russell, Head of Responsible Investment, USS Investment Management

Edwin Schooling-Latter, Director of Markets and Wholesale Policy, FCA

Hanneke Smits, Chief Executive Officer, Newton

David Styles, Director, Corporate Governance, Financial Reporting Council

Mark Versey, Chief Investment Officer, Real Assets, AVIVA