Name: Climate Risk Series (APAC) - Session 5: Transition Plans
Start: 2024-04-22T07:11:00Z
End: 2024-04-22T07:12:29.000Z
Location: BrightTALK
Rating: 0

Welcome to the channel for the UN-supported Principles for Responsible Investment (PRI). 

Here you will find webcasts about mainstreaming responsible investment from the PRI initiative. 

The PRI is an investor-led initative backed by the United Nations in partnership with UNEP Finance Initiative and the UN Global Compact.

For more info visit: www.unpri.org

What does this year’s proxy season activity tell us? This year’s proxy season webinar will look at trends and insights from ESG-related votes, spotlight outcomes from climate resolutions and discuss the outlook for 2025.

Confirmed speakers:
Bonnie Groves, Specialist, Investor Initiatives & Collaboration
Jude Otaibi, Senior Associate, CA100+, Investor Initiatives & Collaboration

Proxy season 2024: Voting trends and insights for 2025

Corporate management of human rights and social issues drive financial risks and opportunities. For example, companies can reduce their operational and legal costs by avoiding community conflicts and appropriately managing private data. They can improve company performance through diversity and inclusion measures and promote satisfaction in the workplace. Investors are also exposed to systemic risks as widening economic inequality has led to more volatile economic conditions and political polarisation, affecting global markets. Investors need meaningful data to manage these risks and opportunities. The objective of the Taskforce on Inequality and Social-related Financial Disclosures (TISFD) is to respond to this market demand and to develop a global framework for inequality and social-related issues, followed by recommendations on financial disclosures for companies and investors to communicate on impacts, dependencies, risks, and opportunities. In this webinar the steering committee working to launch TISFD in September will provide an update on:

- Why this multi-stakeholder initiative was initiated and what it is looking to achieve;
- The proposed governance structure, scope, and mandate;
- Next steps leading up to the launch of the Taskforce in September; and
- The current consultation process and other ways to engage with TISFD

The TISFD update will be followed by a panel discussion with organisations on the steering committee and a Q&A section with the audience.

Introduction to the TISFD: What are the goals, and how can investors contribute?

At a time of increasing publicity about the financial sector's responsibilities in relation to the impacts of their investments, especially concerning impacts on people and the planet, two reports are being published to assist investors. The PRI's report “Human Rights and Social Issues: Insights from the 2023 Reporting Cycle” will provide analysis of investor practice on human rights based on the PRI’s reporting framework. The “Report of the UN Working Group on business and human rights on Investors, ESG and Human Rights (A/HRC/56/55)” (https://www.ohchr.org/en/documents/thematic-reports/ahrc5655-investors-environmental-social-and-governance-approaches-and) will analyse the existing practices of investors who are using ESG and sustainability approaches and indicates what needs to be done to ensure that investors are acting consistently with the UN Guiding Principles on Business and Human Rights in relation to impacts on people and the planet.

During this webinar, the PRI will be joined by the UN Working Group on Business and Human Rights and institutional investors to discuss market trends, insights from practitioners on best practice and UN recommendations for improved implementation of respect for human rights.

Investors and human rights: Ways forward in a time of complexity

In the second of the IPR/PRI Quarterly Briefing series for 2024, expert panellists will assess the latest developments in climate policy during the quarter. Energy, transition, land use and nature progress will be explored against the flagship IPR 1.8C Forecast Policy Scenario (FPS).

A special report from Kaya Partners will also be launched, looking ahead to four major issues that will have a profound effect on emissions including: post-election composition of the US executive, protectionism, China and decarbonization, incorporating carbon content in international trade & big agriculture versus climate solutions. 

Speakers:
Kavita Srinivasan, Head of Operations, IPR
Dr Nicole Röttmer, Partner, Deloitte
Lily Burge, Senior Policy Analyst, Climate Bonds Initiative  
Brian Hensley, Partner, KAYA Partners
William Attwell, Director, Climate Research, Sustainable Fitch
Moderator: Daniel Gallagher, Senior Lead, Climate Change, PRI

IPR Quarterly Briefing: Global climate policy developments - Quarter 2

This session will introduce the PRI’s minimum requirements for investor signatories reporting in 2024. Attendees will receive an overview of the minimum requirements and how they can meet them, while our asset owner guidance senior specialist will provide an insight into robust practices for developing and maintaining a responsible investment policy. Participants will learn how to identify the minimum requirements when reporting and leave the session with an understanding of how PRI engages with signatories that do not meet them. We will also host a moderated Q&A session, where participants can ask questions about the PRI’s minimum requirements.

Speakers include:

Rory Cardy, Product Manager – Accountability Initiatives, PRI
Yejin Hur, Associate Product Manager – Accountability Initiatives, PRI
Tom Attwooll, Senior Specialist – Asset Owners, Guidance, PRI

PRI Minimum Requirements for investor signatories in the 2024 reporting cycle

The unprecedented scale of biodiversity loss currently occurring is a systemic risk contributing to the potential breakdown of financial and natural systems. At the same time, addressing the drivers of biodiversity loss may unlock opportunities generating up to US$10trn in annual value by 2030. In this webinar, we will explore further the case for investor action, but also focus on the steps that investors can take to strengthen capabilities and build impactful strategies and practices on this critical issue.

Speakers:
Adepeju Adeosun Napier, Senior Manager, Climate Change and Sustainability Services, EY
Hugh Garbutt, Assistant Manager, Climate Change and Sustainability Services, EY
Teboho Makhabane, Head of ESG and Impact, Sanlam Investments
Andrew Shalit, Shareholder Advocate, Green Century Capital Management
Simon Whistler, Head of Real Assets, Principles for Responsible Investment

Investing for nature: building investor action on biodiversity loss

Join for the first session in the PRI's Sustainable Finance Policy Landscape Series (APAC), which will look to introduce the PRI’s Policy work – including policy priorities and how we work with signatories in this area – and then focus in on the Sustainability Standards landscape. We will welcome a representative from ISSB to provide a detailed overview of the standards, their development and implementation as well as a representative from GRI to highlight ongoing efforts at interoperability. 

Speakers include: 
• Nathan Fabian, Chief Sustainable Systems Officer, PRI
• Mark Manning, Principal Advisor, Regulatory Affairs, IFRS Foundation
• Lany Harijanti , Regional Program Implementation Manager for ASEAN, GRI and GRI 
        Regional Program Manager, Sustainability Innovation Lab

PRI's Policy Work and IFRS Sustainability Standards in Focus

This session aims to help signatories understand the 2024 reporting requirements. During the session, we will provide an overview of the 2024 Reporting Framework, what to report on (based on signatory type), the resources available to support signatories and how to navigate the Reporting Tool. We will also host a moderated Q&A session, where participants can ask questions of our subject matter experts. The latest information can be found on the R&A Updates webpage.

Confirmed speakers:
• Giulia Scaminaci, Head of Reporting Framework & Assessment Services
• Jayces Garello, Product Manager, Reporting Framework & Assessment Services
• Andrew Easton-Fei, Associate Product Manager, Reporting Framework & Assessment Services

PRI reporting in 2024 – what signatories need to know

This webinar will offer insights into the upcoming UN Biodiversity Conference COP16, scheduled for October 2024 in Cali, Colombia. It will delve into the preparations made by governments and private finance sectors to effectively translate their aspirations into actionable plans for implementing the Kunming-Montreal Global Biodiversity Framework (GBF). This landmark agreement was adopted by 196 parties at the UN Biodiversity Conference COP15 in December 2022, to guide global action on biodiversity and nature. It provides a framework for bold action and policy alignment across economic sectors, with a clear call to align public and private financial flows with its mission of halting and reversing biodiversity loss by 2030.

During the webinar, you will hear more on the preparation of COP16 as we delve into the process of countries updating their National Biodiversity Strategies and Action Plans (NBSAPs) following the adoption of the GBF. Additionally, we'll facilitate discussions among representatives of financial institutions, exploring how to engage with governments on the GBF implementation and their needs in creating an enabling policy environment to reduce negative impact and increase positive impact on biodiversity through investments.

Finance and the Global Biodiversity Framework: navigating the road to COP16

In the first of the joint IPR/PRI Quarterly Briefing series for 2024, expert panelists will assess the latest analysis from IPR of global policy implementation post the COP28 Stocktake, through to end Q1 2024, against the flagship 1.8C Forecast Policy Scenario & 1.5C Required Policy Scenarios.

Implications of an acceleration in policy commitments on energy, transition, land use & climate finance will be highlighted in this comprehensive overview for investors. Additional focus will be given to the rising importance of Agriculture, deforestation & NBS in emissions mitigation and wider developments in emerging markets. 

Confirmed speakers:
Jane Ambachtsheer, Global Head of Sustainability, BNP Paribas AM
Magali Caroline Van Coppenolle, Global Head of Policy, Climate Bonds 
Sylvaine Rols, Senior Specialist, Nature, PRI
Kavita Srinivasan, Project Manager, IPR
Jakob Thomae, Research Director, IPR
Moderated by: Gina Hanrahan, Senior Specialist, Climate Policy, PRI

IPR Quarterly Briefing: Transition Since Dubai - Progress post the COP Stocktake

The Net-Zero Asset Owner Alliance recently published a Call to Action (https://www.unepfi.org/themes/nzaoa-call-to-action-to-the-asset-management-industry/) addressed to the asset manager community relating to integration of systemic climate stewardship principles. This Call to Action references best practices published in the last two years by the Alliance, relating to asset owner engagement of asset managers on proxy voting, engagement, and lobbying. During this webinar, the Alliance will be discussing this recent call to action and what it might mean for asset managers interested in working with Alliance members on these topics. All asset managers are welcome to attend this webinar and are encouraged to ask questions.

Speakers:

• Bertrand Millot, Head of Sustainability, CDPQ
• Jake Barnett, Managing Director of Sustainable Investment Strategies, Wespath
• Patrick Peura, ESG Engagement Manager, Allianz SE
• Isidro Ajona-Gonzalez, Senior Investment Manager, Allianz
• Maria Clara Rendon, Director Responsible Investing, University Pension Plan Ontario
• Hilkka Komulainen, Head of Responsible Investment, Aegon UK
• Kalina Lazarova, Governance and Voting Lead, Phoenix Group
• Samantha Chew, Stewardship Lead, Aegon UK
• Clara Mokry, Deputy Head of Sustainability, Kenfo
• Troels Borrild, Head of Responsible Investments, AkademikerPension
• Eliya Devay, Engagement Track co-Manager, UNEP FI

Stewarding asset owners’ climate needs: Implementing NZAOA guidance

Increased demands for transparency, new asset owner expectations and accusations of greenwashing have impacted due diligence, manager selection, and reporting. This webinar will explore key topics including RFP and DDQ design, critical assessment questions for asset owners and methods for verifying and interpreting investment manager responses. The discussion will cover how asset owners and investment managers can develop valuable and mutually beneficial relationships, as well as scenarios where escalation is needed.

Topics covered will include:

• how ESG considerations can be incorporated into Requests for Proposals and Due Diligence Questionnaires, focusing on critical questions for asset owners;
• how asset owner due diligence requirements can differ and where there is potential for alignment;
• how asset owner requirements can be translated into investment management agreements;
• how reporting and data can inform manager engagement and monitoring to align with asset owner objectives; and
• how due diligence and monitoring approaches are maturing across asset classes and sustainability issues.

Strengthening asset owner-investment manager relationships for mutual success

This webinar will explore the PRI’s 2023 reporting data, what it reveals about signatories’ current practices and which areas have room for further development. The discussion will highlight differences across asset classes, investment strategies and geographies, and identify priority actions for large and small investors.

Topics covered will include:

• how levels of ambition and action differ between asset owners and managers;
• how approaches to assessing and managing climate-related risks and opportunities vary;
• which ESG topics and responsible investment practices are gaining traction among investors in different regions;
• how aligned investors are with the UN Guiding Principles on Business and Human Rights; and
• whether investors are increasingly focused on impact and sustainability outcomes.

Global responsible investment practices: PRI reporting data insights – Session 2

Global responsible investment practices: PRI reporting data insights – Session 1

The development of the EU sustainable finance framework over the past five years is a significant achievement and an integral part of the EU Green Deal. Responsible investors have welcomed this progress but substantial implementation challenges have arisen from the speed, complexity and sequencing of the various measures. Further, the EU’s legislative reforms have largely focused on driving sustainable capital allocation via improved corporate and investor disclosure, overlooking other levers that investors have, or the barriers that they face.

PRI’s upcoming report – a ‘2030 EU Policy Roadmap’ – sets out the recommendations needed to address these challenges and accelerate private investment to support the economic transition. Ahead of upcoming European elections, this launch event is an opportunity to learn more about PRI’s report and to discuss the recommendations with investors, policy makers and civil society representatives.

This event is being recorded and will be available to view on-demand on the PRI website. Please note, journalists may be in attendance at this event.

PRI 2030 EU Policy Roadmap

In this webinar we will explore screening approaches and how to create effective exclusion criteria. The discussion will also highlight the pros and cons of climate screening. Participants will gain an understanding of how diverse approaches to ESG screening are applied in live portfolios.

Topics covered will include:

• why screening is used in portfolios;
• how to choose a screening approach by type (e.g. positive, negative, norms-based) or theme (e.g. climate, human rights);
• which trends are driving industry practice and how are they influencing engagement;
• how asset owners think about screening when designing investment mandates; and
• how asset class considerations and data challenges can be considered during screening.

Putting responsible investment screening into practice

In this webinar, we will explore how to effectively incorporate ESG factors into multi-asset portfolio construction and design. Expert panellists will examine the importance of identifying, analysing, and incorporating material ESG factors across asset classes – thinking about macro themes, thematic opportunities, and strategic asset allocation. Practical examples will be used to showcase different approaches.

Topics covered will include:

• which asset allocation approaches are being used;
• how ESG considerations are evolving in strategic asset allocation; and
• how private markets and sustainability outcomes can be considered in the asset allocation process.

Integrating ESG factors into multi-asset portfolios

This webinar will explore how investors can craft effective responsible investment policies that drive real-world change. We will discuss common gaps in current policies and how asset owners and investment managers can bridge these, while meeting fiduciary duties. The session will also cover evolving stakeholder expectations and best practices for updating responsible investment policies to meet new standards and regulations.

Topics covered will include:

• how to consider governance processes when writing or updating a responsible investment policy;
• how sustainability targets and priority areas can inform policies and how their success can be monitored;
• how to implement responsible investment policies that drive real-world change; 
• how policies can increase alignment between asset owners, investment managers and other stakeholders; and
• which future focus areas investors could incorporate into their policies.

Designing responsible investment policies for real-world change - Session 2

Join the PRI for the last in our five-part series focussed on mitigating climate risk within your investment decision making practices. Focusing on transition plans, this session will introduce and discuss different transition plan frameworks – such as the GFANZ Financial Institution Net-Zero Transition Plans – and their application, as well as hear investor perspectives on how to assess company transition plans and engage on their basis. 

Speakers include: 
- Daniel Gallagher, Senior Lead, Climate Change, PRI 
- Serena Li, Manager, Investment Practices, AIGCC 
- Yuki Yasui, Managing Director, GFANZ APAC  
- Mayleah House, Head of Stewardship, Ethical Partners 
- Alison George, Head of Impact & Ethics, Australian Ethical

Climate Risk Series (APAC) - Session 5: Transition Plans

Climate Change

Responsible Investment

Transition Plans

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Climate Risk Series (APAC) - Session 5: Transition Plans

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