Big Call: ESG Investors Forum 2021

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Environmental, social and governance (ESG) is going through a breakthrough moment, with the EU Action Plan on Sustainable Finance and Sustainable Finance Disclosure Regulation (SFDR) adding force to the growing tide of green investor sentiment.

Ready to service this demand, European issuers have launched record numbers of core and thematic ESG ETFs so far in 2021. Investors themselves have also not disappointed, pouring €53.4bn assets into the product class during the first eight months of the year – almost half of all inflows – according to data from Bloomberg Intelligence.

This explosive growth has also raised a number of challenges, however, with IOSCO highlighting a lack of standardisation in ESG ratings and data collection, while InfluenceMap found 71% of ESG funds ranked negatively for Paris-alignment.

This event will look at some of the key issues investors face while navigating the ESG landscape, including:

  • ESG as a factor
  • The rise of ESG fixed income
  • The effectiveness of climate ETFs
  • Developments in regulation
  • How to incorporate ESG ETFs into a multi-asset portfolio.

Big Call: ESG Investors Forum is exclusive to professional investors in Europe including wealth managers, family offices, private banks and institutions and attendance is subject to approval by ETF Stream.

Event Details

Date: 17 Nov 2021

Time: 08:00 - 17:00

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AGENDA

  • 17 November 2021
07:59 - 08:30

Welcome Coffee and Registration

08:30 - 08:55

Breakfast Workshop: Outlook for ESG ETFs

09:00 - 09:05

Opening Remarks

09:05 - 09:30

Opening Keynote

09:30 - 10:05

Panel: Is ESG a Factor? Understanding Performance Drivers

Can ESG investing be viewed as a factor much like value or low volatility? It is a question that has dominated academic literature and been a subject of fierce debate over the past two decades. This panel will explore the different arguments and assess whether incorporating ESG metrics in portfolios can deliver outperformance over the long term.

10:05 - 10:35

Keynote

10:35 - 11:00

Coffee Break

11:00 - 11:15

ETF Case Study

11:15 - 11:45

Breakout Sessions

11:45 - 12:20

Panel: Portfolio Construction: Incorporating ESG ETFs

The ESG ETF market has exploded over the past two years with total inflows outpacing non-ESG ETFs in Europe for the first time last year. With issuers launching ESG ETFs at a rapid rate, knowing which strategy to incorporate in a portfolio can be a daunting task. What are the crucial methods of selection and how should ESG ETFs fit within a multi-asset portfolio?

12:20 - 12:45

Fireside Chat

12:45 - 13:45

Lunch

13:45 - 14:00

ETF Case Study 2

14:00 - 14:30

Afternoon Keynote

14:30 - 15:05

Panel: Fixed Income ESG ETFs: Challenges and Opportunities

The fixed income ESG ETF space is widely seen as potentially the biggest growth area of the ETF market in Europe. There is an argument that incorporating ESG criteria can make portfolios more resilient to credit rating downgrades and defaults. Is this the case and why is sustainable investing in the bond market becoming so important?

15:05 - 15:40

Panel: Climate ETFs: Having the Desired Effect?

Following the introduction of two climate benchmarks in 2019; the Climate Transition and Paris-Aligned Benchmarks, issuers and index providers alike have released a string of products that offer investors the opportunity to have a positive impact on climate change. However, questions remain as to whether the benchmarks will have the desired effect and if there is demand for these strategies. This session will unwrap the crucial development taking place in the ESG space and assess how these products fit in an investor’s portfolio.

15:40 - 15:55

Afternoon Coffee Break

15:55 - 16:10

ETF Workshop: ESG ETFs

16:10 - 16:40

Closing Keynote

SPONSORS 

ETF Stream events consistently offer asset allocators good insight into parts of the investment universe that are both interesting and early on the adoption curve.

Oliver Smith, Investment Director, Holbein Partners

I learned a great deal. Really good use of my time.

Richard Philbin, Chief Investment Officer, Wellian Investment Solutions

The range and depth that was covered by the speakers (that you selected!) were really insightful. I look forward to attending the next event.

Aidan Harvey, Fund Research Analyst, Close Brothers

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FAQ's

  • How can I attend the event?
    • Click the ‘register here’ button at the top of the event page and fill in your details. Once registered, you will receive an email confirmation via a calendar invite within 24 hours.

  • How can I become a speaker?
    • The agenda is carefully curated by our team of experts. If you are interested in participating as a speaker, please get in touch below.

      Contact us for more info
  • How can I become a sponsor?
    • If you are interested in discussing the various sponsorship opportunities we have available for this event, please let us know below and one of our sales team will be in touch shortly.

      Contact us for more info

How can I attend the event?

Click the ‘register here’ button at the top of the event page and fill in your details. Once registered, you will receive an email confirmation via a calendar invite within 24 hours.

How can I become a speaker?

The agenda is carefully curated by our team of experts. If you are interested in participating as a speaker, please get in touch below.

Contact us for more info

How can I become a sponsor?

If you are interested in discussing the various sponsorship opportunities we have available for this event, please let us know below and one of our sales team will be in touch shortly.

Contact us for more info