MSCI ESG Forum Zurich, 17. April 2015, SIX Swiss Stock Exchange
Sustainable investments kill performance. This prejudice has long outlived itself. Risk reduction and avoiding companies with unethical
behavior are driving forces behind institutional investors' thinking. Currently over 950 MSCI clients with assets under management of
over 20 trillion CHF incorporate sustainability criteria into their investment decisions and strategies.
MSCI invites you to gain a holistic view of the subject:
ESG analysis: How does an ESG analyst examine non-financial data to assess future risks and opportunities of a company and a whole industry? What are the ESG research challenges in Emerging Markets?
ESG Portfolio Management: How can investors integrate ESG data into portfolio construction and risk management, for example in Barra Portfolio Manager?
ESG Indexes: How can ESG equity and fixed income indexes support the investment process and are they suitable for asset owners.
Panel discussion with ESG experts.
Presentations will be held in English, discussion will be held in English and German
Agenda
10:00 Registration
10:20 Welcome:Marc Haede, Executive Director, MSCI Indexes
10:30 Welcome: Jillis Herpers, Executive Director, MSCI ESG Research
ESG - Holistic View
10:40 ESG Research:Emily Chew, Vice President, MSCI ESG Research Hong Kong
11:20 ESG Indexes: David Mark, Executive Director, MSCI
11:45 Coffee Break
12:10 ESG Analytics: Dr. Yuliya Plyakha, Barra Portfolio Manager Senior Consultant, MSCI Analytics
12:35 Lunch
13:30 Introduction: MSCI Blue und Green Line Workshops
Workshops
13:35
MSCI Blue Line Workshop: Moderator: Andreas Frenzel, Vice President, MSCI Indexes
MSCI Green Line Workshop: Moderator: Daniel Sailer, ESG Account Executive DACH, MSCI ESG Research
ESG Expert Panel Discussion
14:15
Participants:
Pierin Menzli, Head Sustainable Investment Research, Bank J. Safra Sarasin
Luca Taiana, Sustainable Investing Advisor, UBS AG
Johanna Koeb, Responsible Investment Analyst, Zurich Insurance Group
Oliver Oehri, Managing Partner, CSSP AG / yourSRI.com
15:15
Closing Remarks
Who Should Attend?
• Pension Plans & Consultants Officers
• Chief Investment
• Heads of Fixed Income
• Heads of Equities
• Researchers
• Quantitative Researchers
• Portfolio Managers
• Chief Risk Officers
• Hedge Fund Managers
• Risk Managers
• Fundamental Managers
• ESG Analysts
• Head of Corporate Governance
• Head of Responsible Investments
• Marketing