Name: Distilling the ESG Signal for Enhanced Performance and Downside Protection
Start: 2024-06-20T14:00:00Z
End: 2024-06-20T14:01:00.000Z
Location: BrightTALK
Rating: 4.8

Periodic webinars showcasing the latest insights in ESG climate and sustainable investing with the occasional demo of Morningstar products.

Material ESG concerns such as severe weather events from climate change, supply chain disruption, data privacy and cybersecurity, and more have real-world implications for business and finance. Understanding and assessing a company's material ESG risks alongside its' impact on the environment and society could be an effective strategy to complement your overall investment policy.  

As investors worldwide integrate material ESG risk, many geographies mandate a double materiality approach. This webinar will be a robust, cross disciplinary panel that seeks to discuss:   
- What do single, double, and dynamic materiality entail, with examples  
- Why an investor might need two sets of data  
- How varying segments across banks, wealth managers, and asset managers might utilize these approaches in their strategy  
- How emerging regulation such as CSRD may impact approaches and strategy    

Join us for a thought-provoking roundtable with experts from academia, industry, and financial services on the integration of both Risk and Impact data, a compare and contrast of approaches, and how the advent of regulation such as the CSRD, and improved access to data may change the ESG landscape, enhancing reporting, improve stewardship outcomes, and more.

Speakers: 
- Miriam Benarey, Head of Sustainability Client Advisory, Impax Asset Management 
- Charles H. Cho, PhD, CPA, Professor of Sustainability Accounting and Erivan K. Haub Chair in Business & Sustainability, Schulich School of Business | York University 
- Andrew Parry, Head of Investments, J O Hambro Capital Management Limited 
- Davina Berttram, Director, Product Strategy, Impact Solutions, Morningstar Sustainalytics 
- Charity Blue, Director of Product Management, Morningstar Sustainalytics

Single, Double, or Dynamic? An Exploration of Materiality in ESG Investments

In today's rapidly evolving investment landscape, the spector of greenwashing looms large. Attempts by regulators to provide reporting frameworks and a legal definition of what can be considered a “sustainable” investment product have brought more confusion than clarity. In this video, we delve into greenwashing risks, featuring strategic insights from Gary Marsh, Associate Director, Climate Solutions and Ruthann Bartello, Commercialization Director, Stewardship. Learn what defines greenwashing, what regulators are doing to combat it around the world, and what tools and resources you can use to mitigate your risks.

What is Greenwashing? Everything Investors Need to Know

In response to the escalating demands for climate disclosure and impending economic policies aimed at mitigating global warming's impact, climate transition risk has emerged as a critical concern and opportunity for the investment community worldwide. Morningstar Sustainalytics has introduced its Low Carbon Transition Ratings to address the specific needs of investors. These ratings provide a comprehensive measure of a company's alignment to a net-zero pathway, empowering investors with actionable insights to navigate the evolving landscape of climate investing. 

Learn more: https://www.sustainalytics.com/investor-solutions/low-carbon-transition

Morningstar Sustainalytics Low Carbon Transition Ratings

The current climate across our economy, society and environment has created a world of change. Learn about how Morningstar Sustainalytics can help navigate the investing implications of climate change with confidence. With Morningstar, Investors can measure and manage the climate risks and opportunities in their portfolios, implement climate-based strategies, communicate to stakeholders, comply with regulations, engage issuers and more. Explore the all-encompassing suite of Climate Solutions at Morningstar today. 

Learn more: https://www.morningstar.com/views/climate-investment-solutions

Climate Investment Solutions that Help you Manage Complexity with Confidence

With the European Green Deal adopted in 2020, the EU established a set of policy initiatives intended to combat the climate crisis. The deal aims to transform the EU into a competitive, resource efficient economy with no net emissions of greenhouse gases by 2050. To achieve this, the EU has introduced a number of regulations that support the green deal’s goals. The Corporate Sustainability Reporting Directive, or CSRD, is one such regulation. And its one that both investors and corporations need to pay close attention to. In this video we explain what the CSRD is, who it applies to, compliance deadlines, and how it impacts investors.

The Corporate Sustainability Reporting Directive Explained for Investors

As we enter 2024, more companies are making GHG reduction commitments and publishing transition plans, but this new information is challenging for investors to understand and compare across industries and geographies.  Global Regulators are also increasingly requiring investors to disclose how they identify, evaluate and manage transition risks in their portfolios, through reporting requirements aligned with TCFD recommendations.  Investors acknowledge that to meaningfully assess transition risks, it is important to look beyond stated commitments to evaluate the actions companies are taking to manage climate risks and opportunities.   

Join us as we explore how data, research and tools can be leveraged to contextualize a company’s exposure to and management of transition risk. 

We’re honored to be joined by: 
• Dan Gardiner, Head of Transition Research, IIGCC 
• Dr. Jane Thostrup Jagd, Director, Net Zero Finance, We Mean Business Coalition 
• Jared Sharp, Project Lead, Transition Pathway Initiative 
• Lucian Peppelenbos, Climate & Biodiversity Strategist, Robeco 
• Pustav Joshi, Associate Director, Climate Solutions, Morningstar Sustainalytics 
• Alicia White, Senior Product Manager, Climate Solutions, Morningstar Sustainalytics

Climate Investing: Looking Beyond Targets to Assess Company Transition Plans

Now entering its third year, Morningstar's Voice of the Asset Owner Survey has been a vital tool to unravel the motivations, challenges, and attitudes of institutional asset owners in the ever-evolving global investment landscape. We interviewed 500 asset owners from across the globe, managing combined assets under management (AUM) of over $10.7 trillion. As stewards of some of the largest pools of capital in the world, institutional investors face a complex and challenging sustainable investment environment. Their role of setting strategies and mandates means their views are crucial in shaping the future of the industry. 

Join Morningstar Sustainalytics and Morningstar Indexes as we examine the trends that emerged from 2023 Voice of the Asset Owner Survey. This event will delve into insights from global Asset Owners and the growing pressure to act amid complex global challenges like climate change, inequality and accelerated biodiversity losses.

Insights from the 2023 Voice of the Asset Owner Survey

As 2024 dawns, the ESG landscape matures and sharpens its focus, bringing to bear new regulatory tools and controls. Greenwashing accusations may fade out of the news cycle, but the risks have not. Regulators are thoughtfully assessing initiatives for 2024 to protect investors from these risks so they may ultimately meet their investment goals.    

Join us as we go beyond the laundry list of emerging regulations for an engaging and thought-provoking conversation on emerging trends across geographies.    

We’re honored to be joined by Jonathan Bailey, CFA, Head of ESG Investing at Neuberger Berman, Anastasia Guha, Global Head of Sustainable Investment at Redington, and Tristram Lawton, Simmons & Simmons, who will provide their insights on the utility of these regulations and how they’re applying them to their mandates. 

The broad range of perspectives that will be represented in what is shaping up to be a banner year for regulating ESG across geographies, makes this a can’t-miss opportunity to hear from the experts.    

Speakers:
• Jonathan Bailey, CFA, Head of ESG Investing, Neuberger Berman  
• Anastasia Guha, Global Head of Sustainable Investment, Redington  
• Tristram Lawton, Managing Associate, Simmons & Simmons
• Arthur Carabia, Director of ESG Policy Research, Morningstar Sustainalytics  

Moderator: 
• Catalina Secreteanu, Global Head of Client Relations, Morningstar Sustainalytics

Narrowing the Aperture, Sharpening Focus: Sustainalytics’ Regulatory Outlook

ESG and sustainable investing experienced multiple headwinds in 2023, including continuously high oil and gas prices, the ESG backlash in the US, and regulatory uncertainties.   

- What does 2024 hold for ESG and sustainable investing? What will be the key trends? 
- How will corporates, investors, and asset managers adapt to these trends? 
- What to expect on the regulatory and policy front with the proliferation of ESG disclosure rules and climate-friendly initiatives? 

Join Hortense Bioy, Lindsey Stewart and Laura Lutton in a panel discussion around the 2024 outlook for Sustainable Investing and what that means for the different market players.

What does 2024 hold for ESG and Sustainable Investing?

We are in the midst of a climate crisis. Without decisive action, companies and their investors will face climate-related physical and transition risks that will impact their operations, their assets and ultimately their bottom lines. 

Globally, the regulatory landscape is evolving to try to address the climate crisis. However, this creates a new set of challenges as firms strive to comply with the growing number of reporting frameworks and standards, while trying to mitigate climate-related risks in their portfolios. 

Join us to gain insights on the climate transition risks institutional investors face, how they can assess those risks, and what they can do to manage those risks effectively. We will discuss:  
           - What climate transition risks are.  
           - The role asset managers can play in mitigating the impacts of climate change.  
           - What investors can do to better understand and evaluate climate transition risks in their portfolios.  
           - How the changing climate reporting regulatory landscape could impact companies and investors.

Speakers:  
           - Anya Solovieva, Global Commercial Lead, Climate Solutions, Morningstar Sustainalytics  
           - Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics

Climate Transition Risks: 6 Investors Questions Answered

In 2023, asset management firms caught greenwashing faced criticism by regulators and clients alike, with perpetrators facing real consequences such as:  

- Reputational risk 
- Regulatory compliance issues 
- Fines (up to billions of dollars) 
- and more 
 
Join speakers from Morningstar Sustainalytics for a panel discussion on greenwashing risk and how regulators and asset managers are tackling this issue in 2024. 

We’ll discuss:  

- The regulatory landscape for 2024  
- How asset managers are thinking about building thoughtful strategies to mitigate greenwashing risk 
- Ways to potentially mitigate greenwashing risk and build an authentic ESG strategy 

Submit your questions by December 1, 2023 to Beth Thompson at beth.thompson@morningstar.com for a chance to have them answered live by the experts.  

Speakers:
- Ruthann Bartello, Director, Commercialization, Morningstar Sustainalytics  
- Anne Schoemaker, Director, ESG Products, Morningstar Sustainalytics 
- Benjamin Schofield, Director, Product Strategy/Commercialization, Sustainalytics

Is the Grass Always Greener? Greenwashing Risk and Regulation

Join Morningstar Sustainalytics for a panel discussion about Data Privacy and Cybersecurity. In this webinar, our knowledgeable panel will delve into these topics and more:  

•ESG risk drivers   
•Data privacy and cybersecurity risk trends  
•Market signals and companies’ weaknesses  
•How prepared are companies and what investors should look for regarding cyber risks   

Panelists:  
•Daniëlle Essink-Zuiderwijk, Engagement Specialist, Robeco  
•Tiffany Flaherty, Associate Director, ESG Research, Morningstar Sustainalytics 
•Kristoffer Inton, Equity Strategist, Morningstar   

Moderator: Victoria Hernandez, ESG Product Manager, Morningstar Sustainalytics

Navigating Data Privacy and Cybersecurity Risks: Insight for Investors

Climate change is undeniably one of the most pressing global issues of our time, and it has become a key consideration in financial and investment markets. In this webinar, we explore the global Climate funds landscape, and look at regional differences. We will also discuss the spectrum of Climate strategies and their role in portfolios, from reducing climate-related risks to investing in climate-related opportunities. 

We will look to answer questions such as: 

•          What do capital flows into Climate funds look like in 2023 so far?  

•          How do Climate funds stack up against various climate metrics and what’s inside these funds? 

•          What role do Climate funds play in Investor portfolios? 

•          How can investment professionals use Morningstar Data and Reporting Solutions to bring their Climate strategies to life?

Investing in Times of Climate Change

Integrating ESG into risk management frameworks has become a crucial issue – how prepared are you for the challenges? 

Join Morningstar Sustainalytics for a panel discussion about ESG risk exposure, what this means and how to manage. In this webinar, we will focus on how Sustainalytics identifies drivers of product governance risk. 

Our knowledgeable panel will delve into these topics and more: 
- Quantifying exposure 
- Defining risk drivers 
- Identification and application of ESG data 
- Defining financial impacts 

There will be time throughout the webinar to ask your questions. 
 

Speakers: 
Tiffany Flaherty, Associate Director, Sustainalytics ESG Research, Risk Rating Oversight, Morningstar Sustainalytics 
Kristoffer Inton, Equity Strategist, Equity and Credit Analysis, Morningstar 
Moderator: Youri Groenhart, Director, ESG Products, Morningstar Sustainalytics

Product Governance Risk: Navigating one of the most common ESG issues

Discover how investors can more effectively respond to climate regulatory initiatives, advance engagement activities and support net zero strategies.

Webinar Speakers:
Azadeh Sabour, Senior Vice President, Climate Solutions
Clark Barr, Director of Methodology, Climate Solutions
Anya Solovieva, Global Commercial Lead, Climate Solutions

The Net Zero Transition: Building Climate-Aware Investment Strategies

Cutting edge technological innovations are rapidly changing the marketplace. Sustainalytics recently published their “10 for 2023: Investing in Emerging Technologies” research report, a must-read for investors looking for new areas of opportunity while minding ESG-related risks. 

In this webinar, Martin Vezér, Sustainalytics ESG Research Associate Director, shares his expert perspective and report findings on two sectors from the report- autonomous shipping technology and electric air taxis (eVTOLs.)  

Learn about: 
- Drivers of investor interest  
- ESG opportunities and risks 
- Companies that are well positioned on key material issues 
- High level findings of the full report 

Webinar Speakers:  Martin Vezér, PhD, ESG Research Associate Director, Thematic Research

ESG Trends to Watch in 2023

What does 2023 hold for ESG and Sustainable Investing? How is the implementation of ESG strategies by Asset Managers shifting to meet those key trends? 
- Regulators globally are taking interest and action by applying more scrutiny around ESG Disclosures and more recently around ESG Investment strategies and processes. 
- Climate targets and net zero commitments are dominating regulatory frameworks around the globe and affecting most players in the market including Asset and Wealth managers and Asset Owners.  
- Market conditions in 2022 have had an impact on product development and ESG investment strategy. What does that mean for 2023?  


Join Hortense Bioy, Lindsey Stewart and Laura Lutton in a panel discussion around the 2023 outlook for Sustainable Investing and what that means for the different market players.

What does 2023 hold for ESG and Sustainable Investing?

The changing economic environment has put more strain on investors, leading to further scrutiny of the strategies and factors they use to make investment decisions. This is especially true for ESG factors, where investors are facing increased pressure from new regulations and compliance policies. As a result, investors are paying more attention to the underlying sources of performance and risk in their portfolios. In a recent study created in partnership with Natixis Investment Management Solutions, we examined the impact of ESG risk on portfolio performance and financial health. We uncover that reducing ESG risk is beneficial for performance and risk mitigation across all regions we sampled.  

Join us for a practical discussion, which explores the performance and risk attribution analysis providing actionable insights for investors constructing ESG-based portfolios.  

Learn how to effectively integrate ESG considerations while mitigating common risk factors to optimize investment strategies for a sustainable future.  

Speakers:   
- Aymen Karoui, Director of Methodology & Product Architecture, Morningstar Sustainalytics  
- Elpida Louka, Natixis Investment Managers (NIM) 
- Piotr Podgorny, Natixis Investment Managers (NIM) 
Moderator: 
- Adam Fleck, Head of Research, Morningstar Sustainalytics

Distilling the ESG Signal for Enhanced Performance and Downside Protection

climate risk

transition risk

transition plans

Risk Management

Investment Strategy

Investment Management

Asset Management

Risk Mitigation

Risk Assessment

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Distilling the ESG Signal for Enhanced Performance and Downside Protection

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