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Brass Tacks: Performance Metrics & Benchmarking in ESG Investing

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Host Groups:

Performance and Risk Analytics
&
Sustainable Investing

This event explores the real-word issue facing institutional investors worldwide – how to evaluate the total performance of sustainable investment strategies. Taking place at the New York Stock Exchange in collaboration with the CFA Institute and the Principles for Responsible Investment supported by the United Nations, the event will discuss the most recent developments in performance evaluation of ESG investment strategies from the perspectives of asset owners, asset managers, investment consultants and benchmark providers. Areas of discussion will include: what are suitable metrics for ESG performance, how can ESG criteria be incorporated into factor investing and credit analysis, and ESG benchmark construction and selection.

 Date

Friday, Nov. 10, 2017
1:00 pm – 6:00 pm


Location

New York Stock Exchange
11 Wall Street
New York, NY


Fees

Members: $35
Nonmembers: $70

Agenda

12:00 – 1:00 PM: REGISTRATION


1:00 – 1:10 PM: WELCOME FROM NEW YORK STOCK EXCHANGE

Chris Taylor, Vice President, Listings & Services, New York Stock Exchange


1:10 – 1:15 PM: INTRODUCTION OF MORNING SESSIONS – ANTONELLA PUCA, CFA, CFA INSTITUTE; BOARD MEMBER, CFANY


1:15 – 1:45 PM: KEYNOTE – WHY SUSTAINABILITY PERFORMANCE MATTERS

Guido Fuerer, Chief Investment Officer, Swiss RE


1:45 – 2:30 PM: PANEL 1: THE HOW AND WHY OF BENCHMARKING ESG PERFORMANCE

Moderator
Kate Starr, CFA, Chief Investment Officer, Flat World Partners; Chair, CFANY Sustainable Investing Leadership Group

Speakers
Tom Mitchell, Managing Director, Cambridge Associates
Thomas Kuh, Ph.D., Executive Director, ESG Indexes, MSCI


2:30 – 3:00 PM: USING ESG DATA & RESEARCH IN FACTOR INVESTING
(Sponsored by Bloomberg)


3:00 – 3:15 PM: BREAK


3:15 – 3:20 PM: INTRODUCTION OF AFTERNOON SESSIONS – DRIANNE BENNER, CFA, BOARD MEMBER, CFANY


3:20 – 3:40 PM: KEYNOTE – SUSTAINABLE INVESTING PERFORMANCE: A TRUSTEE’S PERSPECTIVE

Priya Mathur, CalPERS Board of Administration


3:40 – 4:15 PM: UN PRI PRESENTATION: ESG CONSIDERATIONS IN CREDIT RATINGS

Moderator
Carmen Nuzzo, Senior Consultant – Credit Ratings Initiative

Panelists
Stephan Bonte, CFA, Head of Sustainable Investing, Standish
Nicole Martin, S&P


4:15 – 5:00 PM: PANEL 2: ESG MANAGER SELECTION AND EVALUATION: THE ASSET OWNER’S PERSPECTIVE

Moderator
TBD

Speakers
Travis Antoniono, Portfolio Manager – Governance, CalSTRs
Brad Stephens, Concord Advisory
Nili Gilbert, CFA, CAIA, Co-Founder & Portfolio Manager, Matarin Capital


5:00 PM: WRAP-UP – KATE STARR,CFA, CFANY SUSTAINABLE INVESTING LEADERSHIP GROUP


5:00 – 6:00 PM: NETWORKING RECEPTION


Organizers:

Drianne Benner, CFA, Board Member, CFA Society New York

Antonella Puca, CFA, CIPM, CPA, Board Member, CFA Society New York

Kate Starr, CFA, Chair, Sustainable Investing Leadership Group, CFA Society New York

Register for Event

Date

Friday, Nov. 10th, 2017
12:00 pm – 6:00 pm

Location

New York Stock Exchange
11 Wall Street
New York, NY

Fees

Members: $35
Nonmembers: $70

This event explores the real-word issue facing institutional investors worldwide – how to evaluate the total performance of sustainable investment strategies. Taking place at the New York Stock Exchange in collaboration with the CFA Institute and the Principles for Responsible Investment supported by the United Nations, the event will provide a forum in New York to discuss the most recent developments in the performance measurement and evaluation of ESG investment strategies, from the perspectives of asset owners, asset managers, investment consultants and benchmark providers. The field of ESG investment performance analysis and evaluation is expanding well beyond the scope of traditional measures of “risk” and “return”. The areas of discussion will include, among others: what are suitable metrics for ESG performance, how can ESG criteria be incorporated into factor investing and credit analysis, ESG benchmark construction and selection, how to customize investment performance reports and GIPS compliant presentations for ESG strategies.

Portfolio managers, investment analysts, performance analysts, allocators, asset owners, business development profession who are interested in ESG investment strategies.
Event Agenda
About Society

Agenda

12:00 – 1:00 PM: REGISTRATION


1:00 – 1:10 PM: WELCOME FROM NEW YORK STOCK EXCHANGE

Chris Taylor, Vice President, Listings & Services, New York Stock Exchange


1:10 – 1:15 PM: INTRODUCTION OF MORNING SESSIONS – ANTONELLA PUCA, CFA, CFA INSTITUTE; BOARD MEMBER, CFANY


1:15 – 1:45 PM: KEYNOTE – WHY SUSTAINABILITY PERFORMANCE MATTERS

Guido Furer, Chief Investment Officer, Swiss RE


1:45 – 2:30 PM: PANEL 1: THE HOW AND WHY OF BENCHMARKING ESG PERFORMANCE

Moderator
Kate Starr, CFA, Chief Investment Officer, Flat World Partners; Chair, CFANY Sustainable Investing Leadership Group

Speakers
Tom Mitchell, Managing Director, Cambridge Associates
Thomas Kuh, Ph.D., Executive Director, ESG Indexes, MSCI


2:30 – 3:00 PM: USING ESG DATA & RESEARCH IN FACTOR INVESTING
(Sponsored by Bloomberg)


3:00 – 3:15 PM: BREAK


3:15 – 3:20 PM: INTRODUCTION OF AFTERNOON SESSIONS – DRIANNE BENNER, CFA, BOARD MEMBER, CFANY


3:20 – 3:40 PM: KEYNOTE – SUSTAINABLE INVESTING PERFORMANCE: A TRUSTEE’S PERSPECTIVE

Priya Mathur, CalPERS Board of Administration


3:40 – 4:15 PM: UN PRI PRESENTATION: ESG CONSIDERATIONS IN CREDIT RATINGS

Moderator
Carmen Nuzzo, Senior Consultant – Credit Ratings Initiative

Panelists
Stephan Bonte, CFA, Head of Sustainable Investing, Standish
Nicole Martin, S&P


4:15 – 5:00 PM: PANEL 2: ESG MANAGER SELECTION AND EVALUATION: THE ASSET OWNER’S PERSPECTIVE

Moderator
TBD

Speakers
Travis Antoniono, Portfolio Manager – Governance, CalSTRs
Brad Stephens, Concord Advisory
Nili Gilbert, CFA, CAIA, Co-Founder & Portfolio Manager, Matarin Capital


5:00 PM: WRAP-UP – KATE STARR,CFA, CFANY SUSTAINABLE INVESTING LEADERSHIP GROUP


5:00 – 6:00 PM: NETWORKING RECEPTION


Organizers:

Drianne Benner, CFA, Board Member, CFA Society New York

Antonella Puca, CFA, CIPM, CPA, Board Member, CFA Society New York

Kate Starr, CFA, Chair, Sustainable Investing Leadership Group, CFA Society New York

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References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

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