Introduction

• What is sustainable and ESG investing?
• What are the trends driving sustainable and ESG investing?
• Standards, principles, law and regulation – a confusing picture, what does it all mean for corporates and investors?
• The FRC new Stewardship code

Impact of ESG on Investors

• Why ESG investing focused on ‘material issues’ is becoming a business imperative for asset managers
• The role of pension funds
• An evolving view of fiduciary duty
• What ESG information are investors looking for and how they use it

What are the Different Methods for Considering ESG Issues?

• How is ESG integrated into investment processes across investment styles by analysts and portfolio managers?
• How does this impact the way investors engage with corporates?
• How does ESG create value?

The Rise of ESG and Shareholder Activism by Investors

• Innovation in financial products
• Where does ESG fail and what is holding it back?
• Should we be focusing on the linkage between investment performance and social impact instead?

Corporates

• Does pursuing a sustainability agenda run counter to the wishes of shareholders?
• Why creating stakeholder value, not shareholder value is the new normal for companies

How Should Companies Respond to Increased Investor Interest in ESG?

• Purpose driven communications
• Increased shareholder engagement
• Middle manager involvement
• Increased investment in internal systems to measure ESG performance
• Improved communication and reporting

How ESG Impacts

• Different industry sectors
• Geographical regions
• Corporates of different sizes

× What is the Future of ESG

• Implications for corporates
• Implications for investors