08
March
9:00 — 11:00
Vartov, opgang H, store sal
Vartov, opgang H, store sal, Farvergade 27, Denmark
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Investorer beskæftiger sig mere og mere med ESG og ansvarlighed, men hvordan påvirker det afkastet, og hvordan integreres det i en aktieportefølje i praksis?

Det giver vi svaret på, når Jonathan Bailey fra Neuberger Berman kommer og giver sit syn på hvilken værdi (alpha) ESG giver investorerne. Jonathan vil også komme med sit bud på hvordan investorerne kan udnytte fremtidige megatrends samt fortælle hvilken betydning de får for aktieværdifastsættelsen. Se mere om Jonathan nedenfor.

Få også den praktiske del af historien, når Kasper Billy Jacobsen fra Sparinvest fortæller om sine erfaringer med at udvikle og integrere ESG og Etik i Sparinvest, både på de aktive og passive mandater. Kasper har siden 2008 været ansvarlig for Sparinvest’s aktive Etiske Value aktieafdelinger og været med til at udvikle og integrere ESG og Etik i Sparinvest generelt på tvær af aktivklasser og strategier. Kasper har fokus på risiko (ESG) og holdninger (Etik), som tilpasses til investorerne ønsker/krav til strategi og globale forskelle.

Bagefter vil der være mulighed for at stille spørgsmål til både den fremtidige udvikling indenfor emnet – herunder til SDG, men også til den praktiske implementering.

 

PROGRAM

The meeting will be held in English
9.00
Welcome by Johnni Jacobsen, Finansforeningens Aktieudvalg
9.10
Jonathan Bailey, Managing Director, Head of ESG Investing, Neuberger Berman
Mega trends and value creation
10.00
Kasper Billy Jacobsen, Chief Portfolio Manager, Sparinvest
Implementation of ESG in active and passive equities and impact of the SDG Goals
10.40
Questions and discussion
Ca. 11
Conclusion

Jonathan Bailey, Neuberger Berman

Jonathan Bailey, Managing Director, is Head of Environmental, Social and Governance (ESG) Investing at Neuberger Berman. Jonathan joined in 2017 and is responsible for the integration of material ESG factors into investment processes firm-wide. He and his team work with portfolio managers and analysts across our equities, fixed income and private investment portfolios both to enhance existing strategies and to launch new ESG and impact investing strategies. Jonathan oversees the firm’s proprietary ESG rating systems and research processes. Jonathan chairs the firm’s ESG Committee and sits on the firm’s Governance and Proxy Voting Committee. He also leads client engagement and thought leadership on ESG and impact investing topics for the firm.

Previously, Jonathan was the founding Director of Research at Focusing Capital on the Long Term (FCLT Global) a think tank backed by BlackRock, Canada Pension Plan Investment Board, Dow, McKinsey & Co., and Tata Sons which worked on practical solutions to excessive short-termism along the investment value chain. He spent the bulk of his prior career at McKinsey & Co where he was an Associate Partner working with asset owners and asset managers on investment strategy and ESG investing topics.

He has also worked for Generation Investment Management, the sustainable investment fund co-founded by former Vice President Al Gore, and on governance projects for former British Prime Minister Tony Blair.

Jonathan holds an MBA (with high distinction) from Harvard Business School, an MPP from the Harvard Kennedy School of Government, and an MA(Oxon) from the University of Oxford. Jonathan is a board member of Instiglio, the developing market social impact bond advisory non-profit, and a member of the advisory board of CECP’s Strategic Investor Initiative.

Kasper Billy Jacobsen, Sparinvest

Kasper Billy Jacobsen, Chefporteføljeforvalter, har været ansvarlig for Sparinvests aktive Etiske Value aktieafdelinger siden 2008 og har været med til at udvikle og integrere ESG og Etik i Sparinvest på tværs af aktivklasser og strategier. Fokus er risiko (ESG) og holdninger (Etik), som tilpasses til investorernes ønsker/krav til strategi og globale forskelle.

PRISER

Premium: 0 kr

Basis: 750 kr

Dansif-medlemmer: 0 kr

Studerende: 0 kr

Ikke medlemmer: 1600 kr

CFA CE credit hours

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:
8. March 2018
Time:
9:00 - 11:00
Event Category: