As asset owners and regulators increasingly ask investors about climate risk, climate change analysis and integrated investing is becoming a hot topic. While climate analysis and investing are relatively new to the industry, some firms have pioneered investment approaches that thoughtfully integrate climate risk and opportunity.
Please join CFA Institute and CFA Boston on October 21st from 3:00-3:45pm as we continue our event series exploring aspects of the recently released CFA Institute report on climate change analysis in the investment process. This session will explore the life cycle of emissions approach developed by Mirova; one of ten firms highlighted in the CFA Institute report.
This practical application event will be structured as a due diligence interview, taking attendees through a deep-dive of Mirova as a firm and their climate integrated investment approach. Topics covered will include: structure of the investment team, investment philosophy and process, climate data approach, scenario analysis and benchmarking relative to climate pathways and standard indices, and discussion of company and industry investment examples.
Matt Orsagh, CFA – Opening comments from CFA Institute
Matt is Senior Director, Capital Markets Policy at CFA Institute. Matt uses his global knowledge of corporate governance and ESG (environmental, social and governance) issues to best inform CFA Institute strategic planning and research in these areas. Matt possesses nearly twenty years relevant work experience in the areas of ESG analysis, ESG integration, executive compensation analysis, equity investment analysis, materiality analysis, and climate change integration.
Matt frequently represents CFA Institute in my writing of research, blogs, third-party articles and through public speaking appearances at conferences, on television, radio and social media. He is a chartered financial analyst and possess a certificate in investment performance measurement and was awarded a Master of Finance degree from Georgia State University.
Jens Peers, CFA – Mirova US CEO and CIO
Jens Peers is Chief Executive Officer and Chief Investment Officer for Mirova US. He joined Mirova in 2013. Mr. Peers served previously as head of portfolio management at Kleinwort Benson Investors in Dublin, Ireland, where he focused on environmental strategies for water, agribusiness and clean tech. He has over two decades of experience in the investment industry, during which he has also served as a Financial analyst at BC Asset Management and a Financial advisor at KBC Bank in Brussels, Belgium.
Mr. Peers holds a master’s degree in applied economics from the University of Antwerp, Belgium. He is a CFA® charterholder and is a certified CEFA (Certified European Financial Analyst of the BVFA-ABAF – Belgian Association of Financial Analysts).
Andrew Wetzel, CFA – Event host representing CFA Boston
Mr. Wetzel, a CFA® charterholder, is responsible for management of the firm’s Sustainable Opportunities and Fossil Fuel Free – Low Carbon Equity Strategies. Mr. Wetzel also oversees the firm’s research efforts, from fundamental security, sector, market and thematic work to the integration of ESG analysis throughout the investment process.
Since joining F.L.Putnam in 2003, Andrew has been involved in all aspects of the firm’s investment process from fundamental research to portfolio management. As a Portfolio Manager, Andrew has focused on fundamental active equity management with a specialization in sustainable investing. Throughout his career with the firm, Andrew has helped clients align their investment portfolios with their values or missions and has guided F.L.Putnam’s approach through an increasingly complex sustainable investing landscape.
Andrew is an active member of the CFA Society of Boston, in a leadership role focused on the Society’s Sustainable Investing Initiative. Andrew also serves on the Finance and Sustainability Committee at Roca, Inc., a non-profit focused on reducing recidivism in populations of the highest risk young men in eastern and central MA and Baltimore, MD.