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Sustainable Investing: Progress in practice

Virtual Conference  |  20, 21, 23 & 24 September 2021

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CFA UK’s Sustainable Investment conference brings investment practitioners together to discuss how best to implement sustainable investment strategies today and in future. Our week-long event gives you the tools and information you need to integrate ESG and climate considerations into your investment practice.

There is now little need to discuss the ‘what’ or ‘why’ or ‘when’ in relation to sustainable investment practices. Now the emphasis is on ‘how’. Our conference  brings together practicing investment professionals to talk about how they are responding to the challenges and to share what they have learnt with the broader investment community.  brings together practicing investment professionals to talk about how they are responding to the challenges and to share what they have learnt with the broader investment community. 

Across four half-day sessions in the week beginning 20 September, we will bring investment professionals together to consider some of the key questions that we still need to resolve, to consider the skill sets that investment professionals need to cultivate, to look at the various sectors in which those skills need to be applied and to think about some of the challenges that are likely to arise in the coming few years. Our aim will be to provide you with practical guidance and learning that you can take back into your investment practice to the benefit of your clients. 

We hope that you will join us and contribute to the debate with your own questions and comments. We will invite you to join moderated breakout sessions to continue the debate and to make connections of your own.

If you have already taken the  Certificate in ESG Investing  or are interested in sitting for our upcoming  Certificate in Climate and Investment, you will be pleased to see that a number of the authors of the official training manuals will be taking part in the event – they will be providing their thoughts on how best practice is developing across analysis, valuation and portfolio construction.

 

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Programme

Day 1 | Monday 20 September 2021 - The current landscape

Time Track
12:20 – 12:30 Welcoming remarks
12:30 – 13:25 Are we making a difference or just making money?
13:30 – 14:15 Sustainability - Alpha or Beta? 
14:15 – 14:45 Virtual Networking 
16:00 – 16:55 What Net Zero actually means and making it stick 
17:00 – 17:30 The role of CFA Institute and its member Societies
17:30 – 18:00 Virtual Networking

Day 2 | Tuesday 21 September 2021 - Sessions on skills

Time Track
08:20 – 08:30 Welcoming remarks
08:30 – 09:10 How to set a sustainability policy to act as your foundation 
09:15 – 10:00 Driving change through credit markets - Debt denial, the real pinch point 
10:00 – 10:30 Virtual Networking
11:00 – 11:55 Best practice in sustainability valuation and analysis 
12:00 – 12:40 Good practice in sustainable and net zero portfolio construction 
12:45 – 13:30 Addressing and overcoming the sustainability data challenges 

Day 3 | Thursday 23 September 2021 - Sessions on sectors

Time Track
16:00 – 16:10 Welcoming remarks
12:30 – 13:25 Tech – stewardship of the new sovereigns
13:30 – 14:15 Holding the finance sector to account
14:15 – 14:45 Virtual Networking
16:00 – 16:55 Where the energy transition will take us
17:00 – 17:45 Biodiversity and the consumer value chain
17:50 – 18:30 Heavy lifting – the evolution of steel, cement and mining 
18:30 – 19:00 Virtual Networking

Day 4 | Friday 24 September 2021 - Towards a sustainable future

Time Track
08:30 – 09:15 Investing in the transition – dealing with volatility and inefficiency
09:15 – 10:00 Good practice in biodiversity integration
10:00 – 10:30 Virtual Networking
10:30 – 11:30 Sustainable investing – a global perspective
11:35 – 12:20 Where next for policy, regulation and client demands?
12:25 – 13:20 Closing keynote discussion: Investment’s role – agent of change?
13:00 – 13:30 Virtual Networking