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Brass Tacks: Performance Metrics & Benchmarking in ESG Investing

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Host Groups:

Performance and Risk Analytics
&
Sustainable Investing

This event explores the real-world issue facing institutional investors worldwide – how to evaluate the total performance of sustainable investment strategies. Taking place at the New York Stock Exchange in collaboration with the CFA Institute and the Principles for Responsible Investment supported by the United Nations, this event discusses the most recent developments in performance evaluation of ESG investment strategies from the perspectives of asset owners, asset managers, investment consultants, and benchmark providers. Areas of discussion include: what are suitable metrics for ESG performance, how can ESG criteria be incorporated into factor investing and credit analysis, and ESG benchmark construction and selection.

 Date

Friday, Nov. 10, 2017 1:00 pm – 6:00 pm

Location

New York Stock Exchange 11 Wall Street New York, NY

Fees

Members: $35 Nonmembers: $70

Agenda

12:30 – 1:00 PM: REGISTRATION

1:00 – 1:10 PM: WELCOME FROM NEW YORK STOCK EXCHANGE

Chris Taylor, Vice President, Listings & Services, New York Stock Exchange

1:10 – 1:15 PM: OPENING REMARKS – ANTONELLA PUCA, CFA, CFA INSTITUTE; BOARD MEMBER, CFANY

1:15 – 1:45 PM: KEYNOTE – WHY SUSTAINABILITY PERFORMANCE MATTERS

Guido Fürer, Group Chief Investment Officer, Swiss RE

1:45 – 2:25 PM: PANEL 1: THE HOW AND WHY OF BENCHMARKING ESG PERFORMANCE

Moderator Kate Starr, CFA, Chief Investment Officer, Flat World Partners; Chair, CFANY Sustainable Investing Leadership Group

Speakers Tom Mitchell, Managing Director, Cambridge Associates Thomas Kuh, Ph.D., Consultant & Former Executive Director, ESG Indexes, MSCI Bill Davis, Founder & Portfolio Manager, Stance Capital, LLC

2:25 – 2:40 PM: ANALYZING ESG PERFORMANCE Frances Barney,CFA, Head of Global Risk Solutions, BNY Mellon

2:40 – 3:00 PM: USING ESG DATA & RESEARCH IN FACTOR INVESTING

Antonios Lazanas, Head of Portfolio and Index Research, Bloomberg

3:00 – 3:15 PM: BREAK

3:15 – 3:20 PM: AFTERNOON REMARKS – DRIANNE BENNER, CFA, BOARD MEMBER, CFANY

3:20 – 3:40 PM: KEYNOTE – SUSTAINABLE INVESTING PERFORMANCE: A TRUSTEE’S PERSPECTIVE

Priya Mathur, CalPERS Board of Administration

3:40 – 4:15 PM: UN PRI PRESENTATION: ESG CONSIDERATIONS IN CREDIT RATINGS

Moderator Carmen Nuzzo, Senior Consultant – Credit Ratings Initiative

Panelists Stephan Bonte, CFA, Head of Sustainable Investing, Standish Peter Kernan, Managing Director,  S&P

4:15 – 5:00 PM: PANEL 2: ESG MANAGER SELECTION AND EVALUATION

Moderator Adam Wolfensohn,Co-Managing Partner, Encourage Capital

Speakers Travis Antoniono, Portfolio Manager – Governance, CalSTRs Bradford Stephan, CFA, Vice President – Consulting, The Concord Advisory Group, Ltd. Nili Gilbert, CFA, CAIA, Co-Founder & Portfolio Manager, Matarin Capital

5:00 PM: WRAP-UP – KATE STARR,CFA, Flat World Partners

5:00 – 6:00 PM: NETWORKING RECEPTION

Sponsored by BNY Mellon

Organizers:

Drianne Benner, CFA, Board Member, CFA Society New York

Antonella Puca, CFA, CIPM, CPA, Board Member, CFA Society New York

Register for Event

Date

Friday, Nov. 10th, 2017 12:30 pm – 6:00 pm

Location

New York Stock Exchange 11 Wall Street New York, NY

Fees

Members: $35 Nonmembers: $70

This event explores the real-word issue facing institutional investors worldwide – how to evaluate the total performance of sustainable investment strategies. Taking place at the New York Stock Exchange in collaboration with the CFA Institute and the Principles for Responsible Investment supported by the United Nations, the event will provide a forum in New York to discuss the most recent developments in the performance measurement and evaluation of ESG investment strategies, from the perspectives of asset owners, asset managers, investment consultants and benchmark providers. The field of ESG investment performance analysis and evaluation is expanding well beyond the scope of traditional measures of “risk” and “return”. The areas of discussion will include, among others: what are suitable metrics for ESG performance, how can ESG criteria be incorporated into factor investing and credit analysis, ESG benchmark construction and selection, how to customize investment performance reports and GIPS compliant presentations for ESG strategies.

Portfolio managers, investment analysts, performance analysts, allocators, asset owners, business development profession who are interested in ESG investment strategies.
Event Agenda
About Society

Agenda

12:30 – 1:00 PM: REGISTRATION

1:00 – 1:10 PM: WELCOME FROM NEW YORK STOCK EXCHANGE

Chris Taylor, Vice President, Listings & Services, New York Stock Exchange

1:10 – 1:15 PM: INTRODUCTION OF MORNING SESSIONS – ANTONELLA PUCA, CFA, CFA INSTITUTE; BOARD MEMBER, CFANY

1:15 – 1:45 PM: KEYNOTE – WHY SUSTAINABILITY PERFORMANCE MATTERS

Guido Fürer, Group Chief Investment Officer, Swiss RE

1:45 – 2:25 PM: PANEL 1: THE HOW AND WHY OF BENCHMARKING ESG PERFORMANCE

Moderator Kate Starr, CFA, Chief Investment Officer, Flat World Partners; Chair, CFANY Sustainable Investing Leadership Group

Speakers Tom Mitchell, Managing Director, Cambridge Associates Thomas Kuh, Ph.D., Consultant & Former Executive Director, ESG Indexes, MSCI Bill Davis, Founder & Portfolio Manager, Stance Capital, LLC

2:25 – 2:40 PM: ANALYZING ESG PERFORMANCE Frances Barney,CFA, Head of Global Risk Solutions, BNY Mellon

2:40 – 3:00 PM: USING ESG DATA & RESEARCH IN FACTOR INVESTING

Antonios Lazanas, Head of Portfolio and Index Research, Bloomberg

3:00 – 3:15 PM: BREAK

3:15 – 3:20 PM: INTRODUCTION OF AFTERNOON SESSIONS – DRIANNE BENNER, CFA, BOARD MEMBER, CFANY

3:20 – 3:40 PM: KEYNOTE – SUSTAINABLE INVESTING PERFORMANCE: A TRUSTEE’S PERSPECTIVE

Priya Mathur, CalPERS Board of Administration

3:40 – 4:15 PM: UN PRI PRESENTATION: ESG CONSIDERATIONS IN CREDIT RATINGS

Moderator Carmen Nuzzo, Senior Consultant – Credit Ratings Initiative

Panelists Stephan Bonte, CFA, Head of Sustainable Investing, Standish Peter Kernan, Managing Director,  S&P

4:15 – 5:00 PM: PANEL 2: ESG MANAGER SELECTION AND EVALUATION

Moderator Adam Wolfensohn,Co-Managing Partner, Encourage Capital

Speakers Travis Antoniono, Portfolio Manager – Governance, CalSTRs Bradford Stephan, CFA, Vice President – Consulting, The Concord Advisory Group, Ltd. Nili Gilbert, CFA, CAIA, Co-Founder & Portfolio Manager, Matarin Capital

5:00 PM: WRAP-UP – KATE STARR,CFA, CFANY SUSTAINABLE INVESTING LEADERSHIP GROUP

5:00 – 6:00 PM: NETWORKING RECEPTION

Sponsored by BNY Mellon

Organizers:

Drianne Benner, CFA, Board Member, CFA Society New York

Antonella Puca, CFA, CIPM, CPA, Board Member, CFA Society New York

Kate Starr, CFA, Chair, Sustainable Investing Leadership Group, CFA Society New York

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CFA Society New York is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.