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ESG Integration Survey & Education Seminar: Different Perspectives Across the Investment Value Chain [Complete] [Full] Event Code: 180119S
Date 19-Jan-2018
Time 12:30 p.m. - 2:00 p.m.
Venue Deloitte Touche Tohmatsu, 35/F One Pacific Place, 88 Queensway, Hong Kong
Speaker(s) Moderator
Ms. Hannah Routh
Partner
Deloitte China
Speakers
Ms. Emily Chew
Global Head of Environmental, Social and Corporate Governance Research & Integration
Manulife Asset Management
Mr. Jaideep Singh Panwar
Senior Manager, Global Responsible Investment & Governance, Asia Pacific
APG Asset Management
Mr. Charles Yonts
Head of Power and ESG Research
CLSA

Fee Complimentary
HKSFA Member(s) at HK$0.0/person
CFA Candidate(s) at HK$0.0/person
Guest(s) and Non-member(s) at HK$0.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
Remarks CFA Societies Global Passport Program Eligible
- CFA Candidate(s) for Year 2017/2018 only.
- Sandwiches and drinks will be provided.
- Language: English
- To sign up via the online registration system, please select "Cheque" as the "Payment Method".
 



Event Details
 

 
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This Education Seminar will examine how asset owners, investment managers, sell-side research providers and companies integrate ESG factors into their portfolios, investment analysis and business strategies respectively.

Panellists will talk about their ESG integration practices and discuss the global and regional trends in ESG investing.

Program:
 
12:30 pm – 1:00pm Registration & Networking
1:00pm – 2:00pm Education Seminar – Different Perspectives Across the Investment Value Chain

Stay tuned with us, further details will be followed shortly!

We would greatly appreciate if you could help take approx. 10 minutes to take part in a survey on ESG integrationThe survey is part of a global study on ESG integration by CFA Institute and the PRI that will provide a deeper understanding of how environmental, social and governance (ESG) issues are affecting investment decisions and financial markets.  The high-level results of the survey will be available soon after it has been closed. More detailed analysis will be published in 2018, along with country-specific guidance on how to integrate ESG factors into investment analysis and decisions.

All your answers will remain anonymous. When filling out the survey, please provide your views on ESG integration, not your firm’s views on ESG integration. We will feed all responses into the regional reports.

Please click here to fill out the survey.  YouGov PLC has been appointed to administer the survey. 

To assist you with filling out the survey, you may find it helpful to read our short guide to ESG in equity analysis and credit analysis, which can be found here.

If you have any questions, please contact matt.orsagh@cfainstitute.org. or jenny.lor@hksfa.org or justin.sloggett@unpri.org.

 

Moderator Biography

 

 Ms. Hannah Routh
Partner
Deloitte China

Hannah is a partner with Deloitte China and leads the Sustainability and Climate Change advisory practice. She is a sustainability and climate change specialist with over 20 years of experience in the field, of which the last ten are in China. Hannah sits on the green finance working group of Financial Services Development Council (FSDC) in Hong Kong, and co-chairs the industry-led green finance task force. She is the vice-chair of the British Chamber of Commerce Hong Kong Energy and Environment committee.

Prior to joining Deloitte, Hannah led the Sustainability and Climate Change consulting team for PwC China for five years. She advised governments, organisations and companies across all sectors on sustainable supply chains, climate change mitigation, responsible investment and green finance, as well as environmental, social and governance (ESG) risk. Before joining PwC in 2011, Hannah was Managing Director of a climate change and carbon trading advisory company in Beijing for five years. Here she led numerous projects to advise the Chinese and UK governments, and numerous companies, on climate policy and clean energy project finance. Prior to that she ran an NGO in southern Africa implementing renewable energy projects. Her longer term background is in environmental building design and assessment.

Hannah holds two masters degrees from the University of Manchester, the first in Physics and the second in Pollution and Environmental Control.


Speaker Biography



Ms. Emily Chew
Global Head of Environmental, Social and Corporate Governance Research & Integration
Manulife Asset Management 

Based in Hong Kong, Emily is Global Head of Environmental, Social and Corporate Governance (ESG) Research and Integration. As the primary lead on ESG, Emily has oversight over Manulife Asset Management’s ESG research agenda, works to engage with companies and portfolio managers on ESG issues, and sets the strategic direction for ESG investment for the firm.

Before joining Manulife Asset Management, Emily was Head of ESG Research for Asia-Pacific at MSCI Inc., where she led a team of nine ESG analysts across the region, commencing her role in Beijing and later continuing in Hong Kong. Her team had oversight into research quality and issue identification for approximately 1,200 stocks, and under her leadership produced original research on the relevance of ESG to Asian and emerging markets, with a particular emphasis on China. Prior to that, she was a capital markets lawyer with Baker & McKenzie in Melbourne, Australia, with a focus on funds management, capital raisings, and REITs.   

Emily holds an MBA from the University of Oxford, and Bachelor of Laws and Bachelor of Arts from the University of Melbourne. She is a member of the United Nations-sponsored Principles for Responsible Investment’s Listed Equities Integration Subcommittee, and chairs the Asian Investor Group on Climate Change’s Member Working Group.

 

Mr. Jaideep Singh Panwar
Senior Manager, Global Responsible Investment & Governance, Asia Pacific
APG Asset Management

Jaideep Singh Panwar is a member of the responsible investment and governance team of the €450 billion Dutch pension fund manager, APG. He is based at its Asia-Pacific office in Hong Kong. He is responsible for ESG integration and exercising APG’s governance rights, including engaging with boards and managements of investee companies in several Asia-Pacific markets. His work also involves engagement with market regulators on governance standards in these markets.


Mr. Charles Yonts
Head of Power and ESG Research
CLSA

   

Charles is the Head of Power and ESG research at CLSA. He’s led CLSA’s ESG research effort since May 2011, and took over the Regional Power Head role in July 2017. Charles has been covering clean energy and environmental issues for CLSA since 2005. Prior to joining the firm, he worked at Insight Pacific and Primasia for three years covering Taiwan’s markets. Charles has a BS in finance from the University of Minnesota, and studied economics and Chinese at Shanghai’s Fudan University.

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CFA Societies Global Passport Program


HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at info@hksfa.org to register.