Integrating ESG Strategy to Identify Opportunities, Mitigate Risk, Create Scalable Investment Products and Tactically Manage Forward-Looking Portfolios

Name: Reuters Events: ESG Investment North America 2021
Start: 2020-05-26T08:30
End: 2020-05-28T17:00

3,000⁺Attendees
30⁺CEO & Executive Speakers
15Live and Recorded Panel Discussions
5Intimate Invitation Workshops
2Days of Interactive Discussion

The Leading Institutional Investor ESG Investment Summit

ESG Investment North America 2021 is the largest forum for mainstream institutional asset owners, asset managers, regulators, standard setters and ESG experts to discuss core investment strategy.

The agenda enables strategic direction-setting and practical guidance. The ESG conversation has moved from ‘WHY´ to ’HOW’ and NOW is the critical juncture for mainstream investors and asset owners to accelerate their integration plans, scale innovative sustainable and social products, access verified ESG data, and refine engagement strategy.

Learn key tools and understanding through open platform discussions alongside 3,000+ leading industry executives.
Discuss your challenges and solutions alongside your peers during intimate 30 attendee workshops and discover the network connections that will assist you to develop and refine your strategic ESG plans.

The ESG Investment North America Summit is open for partnerships

Get involved to share your thought leadership, network with peers and generate leads – please enquire here:

Explore 2021 Opportunities – Get Involved!

We are currently recruiting speakers for 2021, please see our fantastic speaker line-up from the 2020 event:

Jeff Ubben Founder, Managing Partner Inclusive Capital Partners

Sandy Boss Global Head of Investment Stewardship BlackRock

Naïm Abou-Jaoudé CEO Candriam & Chairman New York Life Investments International

Sarah Bratton Head of Sustainability, North America Schroders

Martin Whittaker CEO JUST Capital

Waqas Samad CEO FTSE Russell

Leslie Samuelrich President Green Century Funds

Martina Cheung President S&P Global Market Intelligence

Heather Bergman Ph.D Vice President, Portfolio Manager Allianz Global Investors

Brandon Rees Deputy Director, Corporations and Capital Markets AFL CIO

Divya Mankikar Investment Manager CalPERS

Andrew Collins Director of ESG and Responsible Investing San Francisco Employee Retirement System (SFERS)

Andrew Siwo Director of Sustainable Investments and Climate Solutions New York State Common Retirement Fund

Hervé Duteil Chief Sustainability Officer, Americas BNP Paribas Corporate and Institutional Banking

Lanaya Irvin President Coqual

See the full speaker line-up

The ESG Investment North America Summit is open for partnerships

Get involved to share your thought leadership, network with peers and generate leads – please enquire here:

Explore 2021 Opportunities – Get Involved!

The Six Key Themes for 2021 in Detail:

Investment has Evolved. Will You?

The Evolving Global Policy and Trade Landscape

Looking to the investment horizon, we anticipate the US Biden administration to advocate further ESG integration through the creation of a regulatory environment that is favourable to greater reporting, disclosure, and shareholder resolutions surrounding ESG issues. This will bring the US further in line with Europe on ESG.
The Biden administration also favours multilateralism for international policy issues and re-entry to the Paris climate accord will give a sharp boost to global environmental efforts ahead of COP26.
Joining Japan and South Korea, China’s recent move to pledge carbon neutrality by 2060 signifies greater regional policy action on environmental issues that will rapidly increase the ESG engagement of ASIA PAC investors and private companies.
Britain, as it negotiates post-Brexit trade deals has the opportunity to promote the reduction of trade restrictions for green goods and services. The Agreement on Climate Change, Trade and Sustainability (ACCTS) offers a model for future global green markets.

Shareholder Engagement, Activism, Resolutions and Proxy Voting

Greater alignment on data disclosure, international reporting standards, and taxonomy has converged research methodologies and enabled mainstream investors to assess risks and opportunities through the lens of ESG. Opportunities for differentiation arise through shareholder engagement that delivers positive transition ESG alignment and best practices.
Asset managers are redefining their engagement strategies by developing specialist ‘ESG engagement teams’ whilst also partnering with activist NGOs to define best practice and set targets for improvement. We will look at engagement best practice for both actively managed and passive portfolios.
With the ESG financial materiality argument won, NGOs and consultancies will experience increased enthusiasm by corporates. The engagement of consultancies within corporate partners will increase the accuracy and scope of disclosed data. Asset Managers must work with NGOs to refine metrics and targets on specific issues.
Investors’ rhetoric will be held to account during the proxy voting season. The failure to support positive words with meaningful action will be increasingly highlighted and derided by media and activists.

Data Analysis, Ai, Machine Learning and Data Mining

We will tackle the ‘data’ question from two angles: sourcing, and application.
The increase of more advanced data mining and technology-aided spatial analysis as tools will enhance disclosed information, yet the useability of alternative sources still needs to convince mainstream investors.
Refining of due diligence strategies will accelerate the integration of 3rd party sourced information and lead to efficient, trusted, and holistic insights. Solution providers must demonstrate how we can achieve transparency and trust whilst protecting IP and proprietary data analysis methodology.
We will explore the technology horizon for data mining, machine learning, and AI-enabled analysis.

Pledges, Alliances and Coalitions – Making Public Commitments for Action

In Europe, and with increasing propensity in North America, investors are announcing public commitments on their 20XX Net Zero targets. Meanwhile, the impetus to join ‘action-orientated’ investor, corporate, or asset owner affiliations has become an important strategy.
Defining methods for the accountability of pledges will increase in the run-up to COP26 as policymakers look to refine what net-zero means. Likewise, investor and corporate coalitions will come under greater pressure to advance progressive targets and provide more than ‘tick-box’ engagement.
Investor navigation around the innumerous causes championed by activists and NGOs must become clearer. Materiality will play a central role, but so too will investment philosophy as clients signal intent to make a positive impact.

“Impact”: Developing Metrics and Defining Intent

Many mainstream investors say they have moved past ESG and are now looking at ‘Impact’, yet defining impact remains ambiguous between firms.
If we define ‘ESG’ as the understanding of risks and opportunities identified through non-financial factor analysis, we can define ‘Impact’ as the understanding of real-world outcomes as a result of ESG integration, engagement and action plans.
Or, should impact go beyond metrics and encompass intent? Mainstream clients are increasingly moving towards incorporating impact targets within initial investment philosophy. We will dissect the ‘intent’ question alongside the pursuit for impact (real-world outcome) data through new disclosure standards, regulation and data mining.

ESG Product Building and Tactical Portfolio Management

Demand for ESG aligned investment opportunities will continue to grow significantly throughout the decade, thus demanding a rapid response from the investment community. Significant investable ESG opportunities will increase across the full spread of asset classes.
ESG issues and fund houses must rise to the challenge, offering new products to expand the ability of investors to build their preferred asset allocations. Scalability is crucial, and innovation is required to incorporate social and environmental considerations into new successful products.
Diverse teams make better decisions, and thus deliberate efforts must be made to change the procedures that determine which asset managers are selected. Opportunities must be opened for new and diverse asset managers, including women and BIPOC (Black, Indigenous and people of colour) managers.

View the Agenda Here

Reuters News Editorial Led Interviews and Panels

Alongside Reuters Events, senior correspondents and editors from Reuters News will host live panel discussions and 1-1 in-depth interviews creating news in real time.

In 2020 our Journalists Brought ESG Investment North America Exclusive Interviews Including:

Jeff Ubben, Founder, Managing Partner, Inclusive Capital Partners
Martin Whittaker, CEO, JUST Capital
Naïm Abou-Jaoudé, CEO, Candriam & Chairman, New York Life Investments International
Waqas Samad, CEO, FTSE Russell

Henry Fernandez, CEO, MSCI
Leslie Samuelrich, President, Green Century Funds
Martina Cheung, President, S&P Global Mark
Divya Mankikar, Investment Manager, CalPERS

Audrey Choi, Chief Sustainability Officer, Morgan Stanley
Lanaya Irvin, President, Coqual
Dave Burt, Founder and CEO, DeltaTerra Capital
Asoka Woehrmann, CEO, DWS

Learn from the 60+ Senior Leaders Setting the North American Investment Agenda.

Watch Live Watch presentations, fireside chats and panel discussions from top industry thought leaders all day, every day!	Discuss Comment and question in real time. Spark conversations with your fellow attendees. Follow up with interesting ideas in the digital networking suite!
Question Get real-time in-depth answers during our live Q&A sessions with each presentation and panel!	On-Demand Missed a session? Catch-up in your own time through our on-demand service. Imagine Netflix but the best of immersive investment thought leadership.
A Brand New Virtual Exhibition If you want to find the solution providers that are driving innovation for investment, whether it’s ESG data analysis and mining, assurance and strategy consultancy, ratings and insights, or pioneering advocacy work, you can find your next investment partner in our digital exhibition. Don’t forget to leave a digital business card!	Audience Interactivity We know that opportunities to interact with your peers are what make events special. That’s why wherever possible and using the latest technology we will continue to deliver live Q&As, breakout sessions & workshops and audience polls.

View the Speaker Line-Up Here

The ESG Investment North America Summit is open for partnerships

Get involved to share your thought leadership, network with peers and generate leads – please enquire here:

Explore 2021 Opportunities – Get Involved!

Why ESG Investment North America is THE Must Attend Strategic Investment Summit for Professional Investors

Bringing together leading stakeholders from across the investment community to provide practical insights to advance your ESG journey. Reuters Events ESG Investment Europe is the industry’s central hub providing voice to the ESG conversation.

A two-day agenda featuring the key topics, delivered by industry experts at the forefront of the ESG movement. Combining strategic direction setting with practical guidance – this agenda is designed to give the investment professional the future clarity and the core skills needed to operate in the rapidly evolving market.

Combining global powerhouse names, with leading innovative boutiques. Mainstream asset owners with mission driven foundations. State, federal and pan-national regulators. Leading stakeholders, activists and academics. This event draws from the collective wisdom of the whole ESG conversation to present exclusive insights you won’t hear anywhere else.

Connect with all your fellow attendees and potential new partners through a dedicated virtual meetings platform. Bespoke and facilitated, these are power meetings that matter.

Get a taste of what’s to come via our on-demand insights centre. Our latest webinars, whitepapers and more are available free of charge. Want to know the effect of Covid-19? Whats happening with ESG in Emerging Markets? The best practice for standard setting? Access it all, exclusive and free now.

Search through over 20+ exhibitors from your own desk. You’ll be able to find the latest services and technology solutions delivering ESG insights.

The ESG Investment North America Summit is open for partnerships

Get involved to share your thought leadership, network with peers and generate leads – please enquire here:

Explore 2021 Opportunities – Get Involved!

The ESG community includes: Corporates > Data Providers > Technology Providers > Consultancies > Assurers > Framework Developers > Standard Setters > NGOs/Associations > Investor Coalitions > Asset Managers > Banks > Asset Owners > Regulators > Government

Don’t miss your chance to do business with

Representatives include:

Chief Executive Officer
President, Asset Management
Chairman, Chair of the Board
Chief Investment Officer
Trustee, Board of Trustees
Head of ESG
Head of Sustainability
Head of Responsible Investing
Portfolio Manager
Capital Markets
Head of Social Impact
Investment Strategist
Client Strategies, Engagement
Analyst, ESG/Portfolio

Explore Networking, Branding, and Thought Leadership Options Here

The ESG Investment North America Summit is open for partnerships

Get involved to share your thought leadership, network with peers and generate leads – please enquire here:

Explore 2021 Opportunities – Get Involved!

Mission Statement

{

Reuters Events ESG Investment will provide the professional investment community with exclusive insights demonstrating best-practice alongside forward-thinking strategy and understanding. Targeting the professional investment community, we will seek to bridge the knowledge gap between those in ESG specific roles and mainstream professionals by promoting practical guidance. Looking forward, we will challenge convention and push ESG pioneers to solve the challenges that currently inhibit truly effective use of ESG as tool to drive financial value and positive change.

}

5 reasons why you should attend the Summit

Plan your 2021 strategy with speaker keynotes sharing insights on how we can deliver a clean and inclusive global recovery
Takeaway valuable lessons from the live panel and Q&A sessions on the latest strategies and innovations in ESG strategy, data, regulation, communication and more.
Learn from examples with confirmed case studies form the asset managers, and asset owners leading towards a financial, environmental and socially sustainable future
Don’t miss a thing – your registration gives you access to the sessions from ESG Investment North America and ESG Investment Europe and make sure to connect with leading solution providers in the digital exhibition
Stay safe at home with all the business-critical insights free-of-charge to view at your leisure and help you plan your transformational investment strategies

View the speaker line up

The ESG Investment North America Summit is open for partnerships

Get involved to share your thought leadership, network with peers and generate leads – please enquire here:

Explore 2021 Opportunities – Get Involved!

Here to help

Get in touch with the Reuters Events team

Dominic Grocott Head of ESG Investment +44 (0) 207 375 7510 Click to email

Josh Gordon Commercial Director +44 (0) 207 513 8990 Click to email

Our Partners

The companies with solutions to share.

Integrating ESG Strategy to Identify Opportunities, Mitigate Risk, Create Scalable Investment Products and Tactically Manage Forward-Looking Portfolios

The Leading Institutional Investor ESG Investment Summit

The ESG Investment North America Summit is open for partnerships

We are currently recruiting speakers for 2021, please see our fantastic speaker line-up from the 2020 event:

The ESG Investment North America Summit is open for partnerships

The Six Key Themes for 2021 in Detail:

The Evolving Global Policy and Trade Landscape

Shareholder Engagement, Activism, Resolutions and Proxy Voting

Data Analysis, Ai, Machine Learning and Data Mining

Pledges, Alliances and Coalitions – Making Public Commitments for Action

“Impact”: Developing Metrics and Defining Intent

ESG Product Building and Tactical Portfolio Management

Reuters News Editorial Led Interviews and Panels

Learn from the 60+ Senior Leaders Setting the North American Investment Agenda.

The ESG Investment North America Summit is open for partnerships

Why ESG Investment North America is THE Must Attend Strategic Investment Summit for Professional Investors

The ESG Investment North America Summit is open for partnerships

Don’t miss your chance to do business with

Representatives include:

The ESG Investment North America Summit is open for partnerships

Mission Statement

5 reasons why you should attend the Summit

The ESG Investment North America Summit is open for partnerships

Here to help

Our Partners

Media Partners