14
June
8:30 — 11:00
PensionDanmark
PensionDanmark, Langelinie Allé 43, København Ø, 2100
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ESG Ratings

With the increased availability of ESG data, it is now possible to develop entirely new screening tools – not only at company level – but also on managed products such as investment funds, exchange traded funds etc. Investors are now able to evaluate how well their investment funds are managing the environmental, social, and governance (ESG) risk and opportunities. At the meeting, the speakers will discuss the new available screening tools for investors to create transparency regarding ESG in managed investment products.

Topics:
What is the mechanism behind the ESG ratings?
How can you achieve good ratings?
How is the relation between ESG ratings and performance?
How can investors use ESG ratings in their investment process?
Which challenges arise from using ESG fund ratings?

Program

08:30
Welcome

08:35
Morningstar Sustainability Rating – a look into the methodology

Nikolaj Holdt Mikkelsen, CFA, Chief Analyst, Morningstar Denmark, and Karin Björk, Senior Responsible Investment Advisor, Sustainalytics

The Morningstar Sustainability Rating is based on environmental, social and governance (ESG) company research and data from Sustainalytics, a leading global provider of ESG and corporate governance ratings and research. Sustainalytics will present how they conduct their analysis and Morningstar will present the details of the Morningstar Sustainability Rating, including the methodology, scoring and rating principles.
​​
09:20
Break

09.35
MSCI sustainability scores and indices?

Naomi English, Executive Director, Head of ESG Products in EMEA and ASIAPAC, MSCI

1. (Why) ESG fund level assessments are a game changer for the ESG industry
2. Introduction to the MSCI ESG Fund Metrics

In March 2016 MSCI introduced the MSCI ESG Fund Metrics, which for the first time provide 100 ESG metrics across 21,000 funds, across risk, values and impact categories. This provides investors with unrivalled transparency of ESG investment outcomes, increased fund options that align with their ESG values and criteria, as well as tools & data to complement manager selection.

10.20

Questions & Debate

11.00
​End

This event is organised in cooperation with  

Priser

Medlemmer: kr. 325
Ikke-medlemmer: kr. 1175

CFA CE credit hours

CFA Society Denmark has determined that this program qualifies for ​_ CE credit hours under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.

Details

Date:
14. June 2016
Time:
8:30 - 11:00
Event Category: