ESG Integration - How Are Social Issues Influencing Investment Decisions?
In recent years, there has been an increasing awareness of the financial benefits of integrating environmental, social and governance (ESG) factors into investment processes. While this has typically focused on environmental and governance factors, understanding the importance of social issues is gaining momentum.
Asset owners, investment managers and sell-side brokers are applying a social lens towards corporate value to recognise the extent to which social issues can impact financial performance, risks and returns.
During this event, you will hear from panelists on what are the social issues megatrends that are likely to affect future investment performance and how practitioners are integrating social issues into their investment analysis, models and decisions.
Panel 1: Social Issues Megatrends - Economic and Financial Implications of Human Rights Risks, Europe's Migrant Crisis and Economic Inequality & Populism
Moderator: Bettina Reinboth, Manager, Social Issues, PRI
Ken McPhail, Professor of Accounting and Vice Dean for Social Responsibility, University of Manchester
J. Jason Mitchell, Sustainability Strategist and Portfolio Manager, Man Group
David Wood, Director of the Initiative for Responsible Investment, Harvard's Kennedy School of Government
Panel 2: Case Studies on Integrating Social Issues
Moderator: Justin Sloggett, Senior Manager, Investment Practices, PRI
Lauren Compere, Managing Director and the Director of Shareowner Engagement, Boston Common Asset Management
Jeremy Cote, CFA, Equity Research Analyst, Trillium Asset Management
Robert M. Wilson, Jr., Research Analyst, MFS Investment Management
Meet the Panelists:
Lauren Compere is a Managing Director and the Director of Shareowner Engagement at Boston Common Asset Management (www.bostoncommonasset.com), an employee-owned investment management firm specializing in U.S. and international responsible investing. She oversees Boston Common's global shareholder engagement initiatives. Ms. Compere has worked in the responsible investment industry for over 25 years and has 17 years of experience in global responsible investing. She is a frequent speaker at industry conferences in the US, Europe, and Asia.
Ms. Compere sits on the Governing Board of the Interfaith Center on Corporate Responsibility (ICCR) and previously served as Treasurer. She also serves on the Business Ethics Committee for the International Corporate Governance Network (ICGN). Additionally, she sits on the Board of the Access to Nutrition Index (ATNI) Foundation. Ms. Compere was Co-Chair of the Emerging Markets Disclosure Project (EMDP) and co-lead for the EMDP Korean team (2009-2012). She writes a Huffington Post blog focused on sustainability and responsible investing issues.
Jeremy Cote, CFA, is an equity research analyst with Trillium Asset Management, covering the technology, media and telecom sectors. He is a Chartered Financial Analyst charterholder and a member of CFA Institute and CFA Society Boston, where he serves on the Sustainable Investing Conference Planning Subcommittee. Jeremy is a member of the Sustainable Investing Research Analyst Network (SIRAN) and a member of the UN Principles for Responsible Investment (UN PRI) Listed Equity Steering Committee, UN PRI's Listed Equity Integration Subcommittee and the Steering Committee for the BizNGO Chemical Footprint Project. He has also participated on several Sustainability Accounting Standards Board (SASB) Industry Working Groups. He holds a B.S. in Applied Economics from Plymouth State University and received both his M.B.A and M.S. in Finance from Boston College.
Ken McPhail is Professor of Accounting and Vice Dean for Social Responsibility in the Faculty of Humanities at University of Manchester. He is also Director of the Business & Human Rights Catalyst.Ken studies the changing role of corporations in society, the risk these shifts represent to conventional business models, and the new commercial opportunities they open up. His current work includes the role of corporations in delivering Australia's asylum seeker policy; human rights screening in the Norwegian government's Sovereign Wealth Fund and incorporating human rights into the work of the International Accounting Standards Board. He has worked with, for example, the Institute of Chartered Accountants in Scotland; The Chartered Accountants of Australia & New Zealand; The Association of Chartered Certified Accountants; Telstra; Australia Post; Rio Tinto and ANZ Bank.
Jason Mitchell is part of Man GLG's ('GLG') European and International Equity strategies. He has worked at GLG from 2004 to 2008 and from 2010 to present, taking two years off from 2008 to 2010 to advise the UK government on infrastructure development across Sub-Saharan Africa. He managed a global, long-only sustainability strategy and the Virgin Climate Change Fund from 2010 to 2015, and from 2004 to 2008 managed a long-short strategy focused on global telecoms and media. He is a member of Man's Responsible Investment Committee. Jason has chaired the United Nations-supported Principles for Responsible Investing (PRI) Hedge Fund Advisory Committee since 2014. Jason graduated from the London School of Economics with an MSc in International Political Economy and the University of California, Berkeley with a BA in English Literature and Classics. He was named one of Institutional Investor's 2011 Hedge Fund Rising Stars, and is a Fellow of the British American Project.
Robert M. Wilson, Jr., is a research analyst at MFS Investment Management. His primary role involves working with the firm's analysts and portfolio managers to integrate environmental, social and governance (ESG) issues into the investment decision-making process. Rob is also responsible for developing thought leadership regarding the role that ESG integration should play in a long-term investment process. Rob joined MFS in 2013 after six years with American Century, where he most recently served as a senior equity analyst. Previously, Rob spent five years at Bain & Company, working as a manager in the Financial Planning & Analysis group. Rob earned a bachelor of science in business administration from Boston University and a Master of Business Administration from the University of Chicago.
David Wood is the Director of the Initiative for Responsible Investment (IRI) at the Hauser Institute for Civil Society at Harvard's Kennedy School of Government. He directs research and field-building work on responsible investment across asset classes, and currently manages projects on RI strategy with pension fund trustees, mission investing by foundations, the changing landscape of community investing in the US, and impact investing and public policy. David holds a Ph.D. in history from Johns Hopkins University and is an Adjunct Lecturer in Public Policy at the Kennedy School.
*Light refreshments will be provided*