INTEGRATING ESG INVESTMENT STRATEGIES IN PORTFOLIO MANAGEMENT

Event Date: 5TH AUGUST 2011

Location: JOHANNESBURG STOCK EXCHANGE AUDITORIUM, SOUTH AFRICA

INTEGRATING ESG INVESTMENT STRATEGIES IN PORTFOLIO MANAGEMENT

The global finance and investment community is witnessing increasing debate on the extent to which Environmental, Social and Governance (ESG) factors must be integrated into mainstream investment analysis to enhanced long-term investment performance and value creation. Globally, 227 asset owners and 496 asset managers have committed to integrating ESG consideration into their investment and stewardship approaches by signing up to the UNPRI. This is a strong indication that UNPRI has become a mainstream consideration of innovative asset owners and investment managers. Also, leading financial indices (MSCI indices and FTSE) and data providers (Bloomberg and Thomson Reuters) launch ESG ratings and tracking products. Thus giving institutional investor and fund managers access to tools that strip down a company’s ESG practices by environmental management, climate change, human and labour rights, supply chain labour standards, corporate governance etc.

The Integrating ESG Investment Strategy in Portfolio Management Forum – An Africa Perspective is a tailored interactive forum designed to explore strategies employed by institutional investors and portfolio managers in integrating ESG issues into their investment decisions. It will also examine emerging investment strategies and best practices employed by Asset and investment managers to enhance sustainable value creation and improve long-term portfolio performance; thus creating value for their stakeholders. Africa is a unique market, with unique set of issues and challenges to consider when implementing ESG Integration; this forum sets the stage for Africa’s leading asset owners, investment manager, financial and investment community to explore these issues.

This unique platform presents an opportunity for Africa’s finance and investment community to meet, share, network, collaborate and discuss Environmental, Social and Governance (ESG) issues in the Africa context. Participants will debate challenges and issues unique to Africa, hear case studies and lessons from successful ESG Integration and discover how Africa’s investment community need to adapt its strategies for a successful and holistic ESG Integration. Delegates will hear from asset owners and investment managers in Africa, Europe and US who will bring their practical knowledge and insights on best practices in integrating ESG issues into portfolio management of diverse asset classes.

Downloads

Agenda for the 2011 Africa ESG Integration Forum

Sponsorship Document for ESG Integration Forum

who should attend the conference?

The Integrating ESG Investment Strategies in Portfolio Management Forum will attract professionals from Africa’s finance and investment community. Senior Executives from multilateral development banks, commercial and investment banks, institutional investors, Asset owners (pension funds, insurance companies, foundations, HNWs and family offices), asset managers, private equity houses, hedge funds, corporate CSR/investor relations departments, research analysts, SRI research firms, consultants and investment intermediaries, lawyers.

Why should you attend?

• DISCUSS global and local ESG Integration and Responsible Investment trends with expert industry speakers • Understand the current market dynamics and its potential impact on your investment decisions and portfolio operations • HEAR from profile speakers with practical experience and innovative implementation strategies of ESG Integration • LEARN from select experts who will share practical experience that will help you make informed investment decisions • NETWORK with senior executives who will share their views on the success and challenges of ESG Integration

the event organisers

MNCapital MNCapital aims to provide clients with the information and intelligence they need to sustain and maximise a valuable competitive advantage in the fastmoving African business environment. At MNCapital we are dedicated to helping our clients achieve their goals by providing world-class global business intelligence services and information to assist in strategic and effective decision. Africonomie Group Africonomie is one of Africa’s leading professional services firm which delivers specialist content, information and advisory services to emerging markets businesses, organisations and governments. With leading content and information platforms focused on policies and investment in the banking and finance, energy and power.

event sponsors and partners

Sponsorship and Speaking Opportunities

Please email our Business & Emerging Markets Advisory Team: africa@mncapital.co.za