Please join us for the MSCI Annual Global Investment Conference and Workshops in London on May 16-17, 2019.

Once a marginal consideration, the notion of sustainability is evolving and becoming central to the strategic choices we make about our future. Beyond the limits of ESG investing, the 2019 MSCI Annual Global Investing Conference moves beyond the rhetoric, challenging the world’s leading decision-makers to consider the sustainability of the investment industry itself. 

Join us in London where you will hear insights from industry leaders and influencers and explore the issues that are disrupting, driving and enabling change. You can expect original and thought-provoking insights with actionable steps to think differently about risk, transparency, and strategies for creating lasting value, including:
  - New sources of data that will be required to remain competitive; 
  - The investment implications of long-horizon risk; 
  - The link between transparency and stakeholder demands for greater financial reporting details;
  - Real-world approaches to building a resilient, sustainable industry.

MSCI is uniquely suited to lead this conversation. Our research informs the entire industry. We are engaged in every facet of the investment process in more meaningful ways than any other organization and committed to the future sustainability and transparency of the financial markets.  

Register Now

May 16-17, 2019

|London


Time

Conference:
Thursday, May 16, 2019

8:00 a.m. - 5:15 p.m. followed by drinks reception

Workshops:
Friday, May 17, 2019

8:00 a.m. - 12:30 p.m. followed by lunch

Location

Jumeirah Carlton Tower,
1 Cadogan Place,
Belgravia, London,
SW1X 9PY.
Map and Directions

Media

If you are a member of the press
and would like additional information
on this conference, please contact
Laura Hudson.


Agenda

May 16, 2019
TIME DETAILS
8:00 a.m. Registration and Refreshments
8:50 a.m. WELCOME AND OPENING REMARKS
9:00 a.m.

KEYNOTE PRESENTATION

Jason Hickel, Anthropologist and Fellow, Royal Society of Arts

9:45 a.m.

THE IMPERATIVE OF SUSTAINABILITY: THE CEO’S PERSPECTIVE

A panel of industry leading CEOs will expand the definition of sustainability beyond ESG by discussing how putting risk first, pursuing smarter uses of traditional asset classes and advancing consistency in investment processes can positively affect long-term performance.

Moderator:
Huw van Steenis, Senior Advisor to the Governor, Bank of England

Panelists:
Martin Gilbert, Vice Chairman, Standard Life Aberdeen, and Chairman, Aberdeen Standard Investments
Richard Gröttheim, CEO, AP7
Ronald Wuijster, CEO, APG Asset Management
Valérie Baudson, CEO, CPR Asset Management & Director of ETF, Indexing & Smart Beta, Amundi

11:00 a.m. Refreshment Break
11:30 a.m.

MSCI RESEARCH PRESENTATION: NEW PERSPECTIVES ON ASSET ALLOCATION

This presentation will focus on the evolution and disruption in asset allocation approaches (e.g. strategic asset allocation, reference portfolio, total portfolio approach) including the framing of practice and ‘best practice’ in asset allocation.

Peter Zangari, Global Head of Research and Product Development, MSCI

12:15 p.m.

THE INVESTMENT IMPLICATIONS OF LONG-HORIZON RISK 

The panel will debate how large global asset managers build sustainable operations by adapting their investment infrastructure to shifting market dynamics. Specifically, the panel will look into testing and incorporation of ESG related factors in their investment and risk processes, how to balance short term versus long term risk horizons, and the integration of information across the front and middle office

Moderator: 
Rene Veerman, Head of EMEA Analytics Client Coverage, MSCI

Panelists: 
Alan Coutts, Global COO, Investments, Aberdeen Standard Investments
Nasreen Kasenally, Chief Risk Officer, UBS Asset Management
Paul Flavier, Chief Risk Officer, AXA Investment Managers
Sandor Hendriks, Head of Financial Risk Management, Robeco

1:00 p.m. Lunch and Networking
2:15 p.m. RESEARCH STREAMS #1

STREAM 1A: INTEGRATING ALTERNATIVE DATA INTO ACTIVE STRATEGIES

In this session we present new research on blending quantitative signals and fundamental insights. The focus will be on alternative data sources, including, analyst sentiment, news information, option trading, stock lending and aggregate hedge fund positions.

Dimitris Melas, Global Head of Core Equity Research, MSCI

STREAM 1B: FROM ‘WHY ESG’ TO ‘HOW ESG’

Recent studies linking ESG and financial performance have used myriad approaches to integrate ESG factors into portfolio construction.  When should you apply screens, tilts or optimization?  What impact on financial and ESG performance should you expect with each approach? This session draws on research findings from MSCI’s ‘The Foundations of ESG Investing’ series to provide a practical framework for how to choose an implementation path that can achieve both ESG and financial objectives.

Linda-Eling Lee, Global Head of ESG Research, MSCI

3:00 p.m. RESEARCH STREAMS #2

STREAM 2A: MANAGING EMERGING MARKET ALLOCATION IN THE NEW ECONOMIC ENVIRONMENT

In this session we consider the challenges and opportunities that investors face today in managing their emerging market allocations in the current economic and market environment. 

Sebastien Lieblich, Global Head of Equity Solutions, MSCI

STREAM 2B: UNDERSTANDING HORIZON: MARKET REGIMES, THE CYCLE, MACRO AND LIQUIDITY RISK

We introduce a wide range of new research to make sense of horizon. A new macro risk model provides a framework for long-horizon risk, accounting for valuation, new forms of mean reversion, and the risk of a flip of the bond-equity correlation. At a shorter horizon, we introduce new regime-shifting models, including shocks to liquidity, and explore how forced trading can turn long-horizon investors into short horizon investors.

Peter Shepard, Head of Fixed Income, Multi-Asset Class and Real Estate Research, MSCI

3:40 p.m. Refreshment Break
4:10 p.m.

THE NOT-SO-DISTANT FUTURE FOR CLIMATE RISK 

The impact of climate change is becoming far too consequential to ignore. Investors need to understand the facts, the probable paths and likely implications. Addressing climate change in a meaningful way will require significant action from major players across the entire investment value chain. Hear from leading experts who understand the facts discuss and debate the topic “is financial stability possible without environmental stability?”

Moderator:
Linda-Eling Lee, Global Head of ESG Research, MSCI

Panelist:
Amy Larkin, Author, Environmental Debt: The Hidden Costs of a Changing Global Economy
Anna Hyrske, Head of Responsible Investments, Ilmarinen
Mark Ferguson, Founding Partner and Co-Chief Investment Officer, Generation Investment Management
Mark Campanale, Founder and Executive Director, Carbon Tracker

5:10 p.m. CLOSING REMARKS
5:15 p.m. End of Conference and Networking Reception

Scroll the table to the right to see more

Event Speakers

Valérie Baudson

CEO | CPR Asset Management

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Mark Campanale

Founder & Executive Director | Carbon Tracker

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Alan Coutts

Global COO, Investments | Aberdeen Standard Investments

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Mark Ferguson

Founding Partner and Co-Chief Investment Officer | Generation Investment Management

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Paul Flavier

Chief Risk Officer | AXA Investment Managers

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Martin Gilbert

Vice Chairman | Standard Life Aberdeen

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Richard Gröttheim

CEO | AP7

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Sandor Hendriks

Head of Financial Risk Management | Robeco

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Jason Hickel

Anthropologist and Fellow | Royal Society of Arts

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Anna Hyrske

Head of Responsible Investments | Ilmarinen

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Nasreen Kasenally

Chief Risk Officer | UBS Asset Management

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Amy Larkin

Author, Environmental Debt: The Hidden Costs of a Changing Global Economy |

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Linda-Eling Lee

Global Head of ESG Research | MSCI

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Sebastien Lieblich

Global Head of Equity Solutions | MSCI

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Dimitris Melas

Global Head of Core Equity Research | MSCI

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Peter Shepard

Head of Fixed Income, Multi-Asset Class and Real Estate Research | MSCI

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Huw van Steenis

Senior Advisor | Bank of England

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Rene Veerman

Head of EMEA Analytics Client Coverage | MSCI

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Ronald Wuijster

Chief Executive Officer | APG Asset Management

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Peter Zangari

Global Head of Research and Product Development | MSCI

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