Agenda

Start the day off right and make connections with industry leadership
Join “drop-in” roundtables discussing the most topical issues
Schedule 1-2-1 video meetings with peers
Gather essential content at virtual exhibit booths

Gain insight into today’s sessions so you can get the most out of your experience and maximize your value

With constant changes in the market over the last year, there has been increased uncertainty and anxiety among investors. Understand the challenges, opportunities, and concerns of institutional investors. Take away key insights into:

• How the market movers are impacting ESG investors
• What defensive positions have fared best over the last year
• Investment and business trends and challenges over the last year
• Investor strategies for the next year in terms of investment and liquidity

Secure actionable insights into the concerns of top investors

Diversifying your portfolio is essential to your risk return mandate. Leveraging the latest ESG asset class opportunities provides investors with the necessary tools to create a robust ESG portfolio. Take advantage of the latest strategies to:

• Broaden your ESG investments and diversify your asset allocation
• Invest in real assets within an ESG model
• Determine which alternative assets work best for your risk return profile

Make inroads into the full spectrum of ESG investments available to institutional investors

Spotting and responding to risk is even more vital now that Covid-19 has opened up new areas of risk. Discover how ESG investments are creating substantial returns while also preparing for risk, and what that means for your portfolio going forward. Create an action plan to:

• Develop a robust risk assessment across all industries
• Build a defensive portfolio that prioritizes sustainable investments
• Generate above market returns while remaining true to your mission

Mitigate your risk exposure through more income sustainable ESG investment decisions

While we have made great strides on the environmental and governance aspects of ESG, the social side is often given less attention. However, both the global pandemic and increased calls for racial justice and equality have resulted in more attention now being placed on the social category of ESG. This session will explore how you can reflect these priorities within your own portfolio. Build strategies for:

• Focusing on social equality, employee diversity and community-centred organizations
• Employee diversity and engagement and their relationship to financial performance
• Creating human capital measurement criteria to assess various company approaches to these issues

Build a portfolio that accounts for all aspects of ESG to further your mission and deliver higher returns

When it comes to ESG investing, it is essential that your manager both understands and buys in to your mission. They can’t only focus on established criteria, such as risk profile and return goals. Acquire the solutions you need to:

• Avoid pitfalls when conducting your manager search
• Meet due diligence and enhance performance
• Staff an investment committee with ESG expertise
• Uncover the process for conducting a manager search that prioritizes positive impact

Fortify your ESG strategy through careful due diligence while conducting your manager search

• Pose your biggest questions to leading industry vendor experts through 1:1 video conversations or chat.
• Experience a live demo and understand your options. Source leading-edge content from virtual booths.
• Walk away satisfied with solutions to your biggest challenges.

While institutional investors are taking advantage of ESG investment opportunities, there are many improvements they can implement to optimize their strategies. Deliver on your mission with the latest strategies in ESG investment.  Advance your ESG strategy through:

• Refining best practices in your investment selection criteria
• Expanding your assessment criteria to optimize all aspects of ESG investment
• Creating new opportunities by capitalizing on more varied asset classes

Take your ESG investments to a higher level by refining your investment strategies

Some investors take a negative screen approach to ESG investment, while others try to engage in a positive screening model. Determine which approach is more appropriate for your organization and its goals. Deliver best practices in screening by:

• Understanding when to take a positive or screening approach
• What to watch for when negative screen is appropriate
• When a themed approach may be an option

Develop new best practices for ESG screening to ensure compliance with your mandate

The deeper you investigate corporate supply chains, the opportunity to discover questionable practices increases. To ensure your ESG investments are more compliant with your mission, it’s important to investigate down to the first mile. Build best practices to:

• Monitor beyond a company’s initial supplier(s)
• Create systems that detect and respond to slave labour
• Heighten your awareness around greenwashing and obfuscation

Create your action plan to gain a complete picture of corporate supply chains in your portfolio

Foundations and endowments are very concerned with building their purpose to further their mission. In order to achieve this, they must both invest in areas that further their mission, but also produce sufficient returns to continue serving their communities. Acquire key insights into how you can:

• Appreciate what an emerging model of impact investment looks like
• Assess your current position and challenge your expectations
• Build an investment portfolio incorporating social purpose real estate

Uncover the process for evolving toward an emerging model of practice

Hear the key solutions and take-aways from today’s sessions. Source a summary of actions points for you to implement. Learn about the key highlights and content for tomorrow!

• Meet informally with fellow delegates in “Drop-in” virtual roundtable chats.
• Engage in 1:1 video conversation with peers or vendors.
• Connect with fellow delegates as “recommend matches” based on similar interests and business objectives