ESG Washington D.C. Agenda

Friday 3rd March
ESG Washington D.C. Hosted by Cartica Capital
09:30 - 11:00
Module 1: Overview of ESG in practice and international guidance
  • Defining what ESG means in practice
  • Roles and responsibilities of market actors
  • History, origins, trigger points and empirical impact of ESG
  • Review of how institutions use ESG in investment and engagement to create value or manage risk
  • Analysis of how fund governance features affect investor capacity
11:00 - 11:30
Refreshments
11:30 - 13:00
Module 2: How to conduct an ESG analysis of a company
  • Different approaches to ESG analysis for the investment strategies of integration, engagement, voting and screening
  • Key drivers of ESG integration and global trends
  • Introducing external ESG measurement tools from independent research providers
  • Identifying material ESG issues: Sector approach
  • Examples of ESG integration: Company case studies
13:00 - 14:00
Lunch
14:00 - 15:30
Module 3: Managing ESG responsibilities: Theory and practice
  • Understanding fiduciary duties
  • Integrating ESG factors into an investment programme
  • ESG function resourcing and placement
  • Influence of investor governance
  • International challenges and opportunities
  • Using stewardship codes and model documents
  • Reporting: an obligation or opportunity?
  • Success as a journey – not as a destination 
15:30 - 16:00
Refreshment break
Saturday 4th March 2017
ESG Washington D.C. Hosted by Cartica Captial
09:00 - 10:30
Module 4: ESG and investment decision-making
  • Evaluating costs and benefits of ownership tactics
  • Incorporating ESG into investment time horizons
  • ESG integration process: The 'ESG Value approach' vs the 'ESG Risk profile approach'
  • Practical challenges to embed ESG into the investment process
  • Universal Owner principle: applying market-wide concerns to individual stakes
  • Application of ESG to different asset classes, including debt, property and private equity
  • Investment approaches to ESG: e.g. activist hedge funds, focus funds, relational funds
  • Approaches to ESG in indexed funds versus actively managed portfolios
  • Screening and exclusion strategies
10:30 - 11:00
Refreshment break
11:00 - 12:00
Module 5: Effective cross-border voting
  • Responsible investment policy development and integrated implementation in the global portfolio
  • From ESG global portfolio screening through to effective cross-border voting
  • Working with portfolio managers and voting decision makers
  • Developing, implementing and refreshing ESG voting guidelines
  • International dimensions and cross-border challenges
  • Understanding benefits and limitations of outside services
13:00 - 14:00
Module 6: Effective engagement and communications
  • Linking investment strategy and engagement rationale
  • The role of shareholders and engagements
  • Engagement planning – quantitative and qualitative assessment of targets
  • Corporate Governance case study – financial sector
  • Additional case studies on sustainability
  • Evaluating engagements
14:00 - 14:30
Refreshment break
16:30 - 16:45
Programme Summary