01
February
8:30 — 12:00
Danske Bank – Lyngby
Danske Bank – Lyngby, Parallelvej 17, Kongens Lyngby, 2800, Denmark
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Tema: Udfordringer med ESG-drevne strategier

Igennem de seneste år er der kommet flere og flere ESG strategier i takt med at klimapartnerskaber og SFDR har fået større betydning. På mødet vil vi med udgangspunkt i aktier og kreditobligationer se på udfordringerne ved at sammensætte en ESG dreven strategi, hvilke aktiver kan indgå, hvordan benchmarkes de og hvordan har de performet.

Vi kigger også ind, at ved en ESG-due diligence, så afdækker potentielle investorer en lang række ESG-risici og -udviklingsmuligheder forud for en kommende investering, som ultimativt kan betyde, at værdiansættelser bliver nedjusteret eller opjusteret, som direkte konsekvens af deres ESG-forhold. Det skaber usikkerhedselementer som vi ønsker at udforske, og som kan få afgørende betydning for, om ESG drevne strategier giver det forventede afkast. Det betyder blandt andet, at materielle og immaterielle aktiver skal gennemlyses og analyseres på måder, der på mange områder er nye i den finansielle verden.

Vi har derfor indbudt Ian Nagle, Head of Investment Consulting, Mercer Denmark og Jan-Hein van den Akker, Head of ESG Integration, Mercer Investment Solutions Europe & AMEA til at give os overblik, indblik og viden fra deres anerkendte kapitalforvalteranalyser, Lisa Beauvilain, Head of Sustainability & Stewardship, Impax Asset Management Ireland Limited, samt Anne-Louise Thon-Jensen fra SDG Invest omkring de praktiske udfordringer, mitigeringer ved ESG strategier og om, hvordan de tilrettelægger og evaluerer på deres ESG-strategier.

Program

08:00
Networking, morgenbuffet og registrering
08:30
Velkomst og introduktion
Peter Harrington, Finansforeningen/CFA Society Denmark
08:40
Mercers ESG ratings – udvidet kapitalforvalteranalyse (arbejdstitel)
Ian Nagle, Head of Investment Consulting, Mercer Denmark &
Jan-Hein van den Akker, Head of ESG Integration, Mercer Investment Solutions Europe & AMEA
09:20
Impax Asset Management – ESG driven strategies
Lisa Beauvilain, Head of Sustainability & Stewardship, Impax Asset Management Ireland Limited
10:00
SDG Invest
Anne-Louise Thon-Jensen, Partner and co-founder of SDG Invest and Vår Ventures
10:40
Pause & Networking
11:00
Netværksdebat
Daniel Patterson, moderator
11:55
Afsluttende bemærkninger og tak for nu

Talerne

Ian Nagle

Head of Investment Consulting, Mercer Denmark

Ian leads Mercer’s investment consulting offering for institutional clients in Denmark. Ian helps clients on all matters relating to investment strategy, manager selection, research, solutions, ESG and evolving best thinking around investment. At Mercer for over 15 years, Ian has previously worked in various roles in Ireland and Norway across pensions and investments. Ian holds a Bachelor of Commerce degree and a Professional Diploma in Financial Advice, both from University College Dublin in Ireland.

Jan-Hein van den Akker
Head of ESG Integration, Mercer Investment Solutions Europe & AMEA

Jan-Hein joined Mercer’s European Investment Solutions team in August 2006. He leads the ESG integration across all Investment Solution strategies in Europe. Jan-Hein also assist some of Mercer’s large clients in the management of their bespoke investment strategies. Previously Jan-Hein was responsible for the management of all of Mercer Europe & AMEA’s equity strategies, including fund manager selection, blending and monitoring.

Prior to his current role, Jan-Hein was a Fund Manager and subsequently Director and Head of Manager Research at Irish Life International Multi-Managers, whom he joined at the start of 1999. Previously Jan-Hein worked as a Senior Analyst in the Investment Management department of Frank Russell Company (now called Russell Investment Group), the pension fund consultants, whom he joined in 1996. Jan-Hein has also worked at Mercury Asset Management (now called BlackRock Investments) and Baring subsidiary International Fund Managers (now part of Northern Trust).

Jan-Hein graduated from Tilburg University, the Netherlands, with an honours degree in Economics. He also holds a Masters degree in Finance from the same university. In 2004 he completed an honours MBA at Dublin City University.

Lisa Beauvilain
Head of Sustainability & Stewardship, Impax Asset Management Ireland Limited

Lisa is responsible for the development and oversight of Impax’s Sustainability and Environmental, Social and Governance (ESG) analysis, including overseeing stewardship work in the Listed Equities team. She is the Chair of Impax’s ESG, Sustainability Lens and Environmental Committees and also Co-Heads Impax’s impact investment work.

Lisa joined Impax in 2010. She started working in the financial industry in 1999 and previously worked as an executive director in the Investment Management Division of Goldman Sachs in London. Lisa has also worked as an independent consultant, focusing on environmental policy research and analysis.

She is active within working groups and advisory councils relating to impact investing, water, governance and ESG standard setting with several external industry organisations.
Lisa has an MSc in Environment and Development from the London School of Economics as well as an MSc in Finance from the Hanken School of Economics, Finland.

Anne-Louise Thon-Jensen

Partner and co-founder of SDG Invest and Vår Ventures

Anne-Louise Thon-Jensen er en af pionererne indenfor bæredygtighed og ansvarlige investeringer. Hun har over 25 års erfaring fra alle sektorer og mange lande, og hun sidder i forskellige bestyrelser og advisory boards, bla. Fonden for Entreprenørskab, SEGES og indtil september 2022 i Vækstfondens bestyrelse og bestyrelsens bevillingsudvalg. Anne-Louise har udgivet utallige publikationer, artikler og er forfatter til en bog om CSR, der udkom i 2011. Anne-Louise er medstifter af SDG Invest og Vår Ventures, samt partner i SDG Lead.

Daniel Patterson, CFA

Dagens moderator

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Kun for medlemmer af ESG Integration netværket.

Et medlemskab af et netværk koster årligt kr. 4.500 ekskl. moms. Du kan læse mere om netværket her.

Kontakt os på mail@finansforeningen.dk, hvis du er interesseret i at høre mere om netværket.

CFA PL credits
If you are a CFA Institute member, you are eligible to record 3.00 PL credits for your participation in this meeting.

Details

Date:
1 February
Time:
8:30 - 12:00
Event Category: