Seminar 15 mei 2018 ESG-implementatie in praktijk

Waardecreatie met impact - ESG implementatie in de praktijk

Voor professionele beleggers is het bereiken en behouden van een ESG-balans in de portefeuille een lastige uitdaging. In dit kader gaat Alpha Research in samenwerking met 3 asset managers en een pensioenbeheerder de praktijk van verantwoord en duurzaam beleggen nader belichten. Op dinsdag 15 mei 2018 bent u van harte welkom bij het ESG-seminar in Amsterdam.

Waardecreatie met impact

E van Environmental
BNP Paribas Asset Management zal de E van Environmental voor haar rekening nemen. Harry Boyle, Associate Director en Portfolio Specialist bij Impax AM, zal tijdens zijn presentatie twee concrete cases behandelen. Over de informatie verschaffing betreffende de E zegt Boyle: ”De transparantie van de E (Environmental) wordt beter, zeker in vergelijking met 5 tot 10 jaar geleden.”
 
S van Social
Social Bonds is een specifieke tak van sport. Simon Bond, Director – Responsible Investment Portfolio Management bij Columbia Threadneedle Investments, zal de toegevoegde waarde van de S van Social laten zien. In zijn presentatie licht hij toe, dat als het onduidelijk is waar het geld naar toe gaat, de belegging niet door gaat. Bond geeft ook aan waarom: “Wij kijken niet op bedrijfsniveau, wij kijken heel nauwkeurig op obligatieniveau naar wat er met het geld gebeurt.”
 
G van Governance
Hoe de G van Governance in de praktijk werkt, daar zal Triodos Investment Management tijdens het seminar op ingaan. Hans Stegeman, Head of investment strategy and Triodos Research, zal aan de hand van cases laten zien waar engagement toe kan leiden. Engagement kan bedrijven ook inspireren zegt Stegeman, “Doordat we vragen stellen waar bedrijven soms nog niet aan gedacht hebben."

Programma dinsdag 15 mei

  • 13.00 uur Opening programma Eelco Ubbels, Alpha Research
  • 13.10 uur Robert Klijn, Fair Impact
  • 13.30 uur Harry BoyleBNP Paribas Asset Management
  • 14.05 uur Simon Bond, Columbia Threadneedle Investments
  • 14.40 uur Break
  • 15.10 uur Hans Stegeman, Triodos Investment Management
  • 15.45 uur Michel Wetser, MN
  • 16.20 uur Debat en Q&A o.l.v. Eelco Ubbels en Robert Klijn
  • 17.00 uur Hapjes en drankjes 

Wij verwelkomen u graag op 15 mei en zien uw registratie alvast tegemoet!

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Deze bijeenkomst wordt mede mogelijk gemaakt door communicatie consultancy en event partner CitySavvy

*De bijeenkomst is nadrukkelijk alleen bedoeld voor professionele beleggers die werken met modelportefeuilles en/of lid zijn van een beleggerscomité. Het event zal deels in het Nederlands zijn en deels in het Engels. Alpha Research behoudt zich het recht voor om, indien nodig, een nadere selectie toe te passen bij de deelnemers die zich hebben ingeschreven.

 

Sprekers
Eelco Ubbels

Eelco Ubbels

Functie
Directeur/eigenaar
Bedrijf
Alpha Research

Eelco Ubbels heeft Alpha Research opgericht in 2012. De focus bij Alpha Research ligt op Asset Allocatie research. De research is beschikbaar voor professionele beleggers, beleggingscomités van pensioenfondsen, verzekeraars en vermogensbeheerders.

Tevens is Eelco oprichter van de LinkedIn Tactical Asset Allocation Group, met meer dan 3.500 TAA specialisten één van de actiefste groepen op gebied van Asset Allocatie. Daarnaast is hij bij de VBA actief als voorzitter van de commissie Tactische Asset Allocatie.

Harry Boyle

Harry Boyle

Functie
Associate Director, Portfolio Specialist at Impax AM
Bedrijf
BNP Paribas Asset Management

Harry Boyle is Associate Director, Portfolio Specialist at Impax Asset Management, part-owned by BNP Paribas Asset Management. He joined Impax in July 2017, having previously worked at the company as a consultant assessing portfolio carbon risk.

As a portfolio specialist, he works closely with Impax’s Listed Equity investment team in order to develop and maintain depth of knowledge across our investment strategies.

Harry began his career in the financial industry in 2006, as a senior analyst at New Energy Finance, which was later acquired by Bloomberg. He helped investors navigate through economic and finance-related decisions in the energy, carbon and power markets. He went on to work as the head of transport analysis, and then head of consulting.

He subsequently worked at Aurium Capital, as an investment manager, before becoming an independent consultant raising capital for early-stage energy businesses.

Harry has a Master’s in Modern History from the University of St. Andrews and an MSc in Finance from London Business School.

Simon Bond

Simon Bond

Functie
Director – Responsible Investment Portfolio Management
Bedrijf
Columbia Threadneedle Investments

Simon Bond joined the company in 2003 and has been the portfolio manager of the Threadneedle UK Social Bond Fund since its launch in 2013, as well as the Threadneedle (Lux) European Social Bond Fund launched in 2017. Having previously managed a number of institutional and retail investment grade corporate bond portfolios, Simon now concentrates his focus on managing Columbia Threadneedle’s social bond portfolios and developing other responsible investment strategies across the firm.

Simon has 31 years’ experience in the fund management industry, with the last 26 years specialising in corporate credit. Throughout his career, Simon has taken a keen interest in the social investment space and as an analyst the first entity Simon reported on was Peabody Trust and the first sector he covered was housing associations. Simon is particularly passionate about the role of infrastructure in both regeneration and economic growth.

Prior to joining the firm, Simon managed £6 billion in his role as the Senior UK Credit Fund Manager for AXA. Simon also worked for GE Insurance as a Portfolio Manager, Provident Mutual as a Fixed Income Analyst and Hambros Bank as an Investment Accountant and Pension Fund Investment Administrator.

Simon is a Fellow of the Chartered Institute for Securities and Investment, holds the Investment Management Certificate and the General Registered Representatives Certificate.

Hans Stegeman

Hans Stegeman

Functie
Head of Investment Strategy and Triodos Research
Bedrijf
Triodos Investment Management

Hans Stegeman is Head of Investment Strategy and Triodos Research, which assesses companies for investment by the Triodos SRI-funds.

He joined Triodos Investment Management in February 2017 and prior to that, has acquired over twenty years of experience as an economist, working on different fields of macroeconomics, long-term forecasting and scenarios, strategy and circular business models.

Before joining Triodos, he worked at Rabobank, CPB (the Netherlands Bureau for Economic Policy Analysis) and labour union ABVAKABO. Hans Stegeman studied Economics at Maastricht University and works on a Phd in Circular Economy.

Michel Wetser

Michel Wetser

Functie
Senior Fiduciary Advisor
Bedrijf
MN

As a Senior Advisor at MN is Michel Wetser responsible for portfolio construction and corresponding mandates of different investment strategies for pension client. Setting investment policies for ESG integration, impact investing and sustainable investment goals is one of his key competences.

Michel has more than two decades of financial industry experience both on buy side and sell side and worked for various asset managers including ABN AMRO, ING and SNS.

Robert Klijn

Robert Klijn

Functie
CEO
Bedrijf
Fair Impact

Robert Klijn has more than 25 years experience in the financial services industry as consultant, client portfolio manager, institutional sales and private banker. He founded Fair Impact in 2010. As CEO he is a trusted advisor and lecturer on environmental, social and corporate governance (ESG) issues. Robert is a leading expert on ESG research providers. He is chairman of the committee responsible investing of the CFA Society VBA Netherlands.

From 2002 to late 2008 Robert was an ESG entrepreneur at ING Equity Markets. He initiated ESG brokerage and was in constant dialogue with the research department and institutional investors to create ESG products for them. Under his leadership, a network of listed companies was built that had discussions with institutional investors during ESG seminars and road shows.

Thereafter Robert became responsible for supplying information on ESG issues to boards of pension funds and unions within the Client Portfolio Management team of APG.