The End of Bad Behaviour? Sustainable Investing & ESG in the New Decade

Join us for our popular lunchtime brown bag seminar with two great talks on:
"Sustainable Investing and ESG Ratings in the New Decade"

NOTE: Our event has reached full capacity at this point. We thank everyone for the enthusiastic response. Please add your name to the Waitlist (via the "Register" button) and we will inform you if a spot becomes available - we usually receive some cancellations prior to the event.

Event Partner: Fidelity International

The importance of sustainable investing : Jenn-Hui Tan; Global Head of Stewardship & Sustainable Investing for Fidelity International

In the years since the 2008 global financial crisis, society’s threshold for tolerating bad corporate behaviour has evaporated. Today clients expect fund managers, as the stewards of their capital, to steer companies towards the right business decisions.

During this session, Jenn-Hui Tan will explore the importance of sustainable investing in today’s society and the impact it can have on both social and environmental issues the world is currently facing including climate change. Jenn will also look at Fidelity International’s comprehensive and robust approach to sustainable investing including the recent introduction of a proprietary sustainability ratings system, Fidelity Sustainability Ratings.

Fidelity International is a global asset manager with funds under management of US$339bn.

Speaker Bio:

Jenn-Hui Tan is the Global Head of Stewardship and Sustainable Investing for Fidelity International. Jenn oversees Fidelity International’s strategy and policies on engagement, voting and Environmental, Social, Governance (ESG) integration across our product range.Previously Jenn was the Head of Capital Markets and Corporate Governance for Fidelity International in Asia Pacific and managed the regional Corporate Finance team supporting Fidelity’s portfolio managers and research analysts on capital markets, mergers & acquisitions, special situations, corporate governance, sustainable investment and stewardship matters. He also engaged with regulators, companies, investors and professional advisors on governance matters and with the investment banking community on public and private market equity activity.Jenn joined Fidelity International in 2007 from Norton Rose Fulbright, where he was a corporate finance lawyer advising on capital market and M&A transactions. He holds an LLB Law degree from the University of Durham.

The landscape of ESG ratings: Dan Daugaard; Deputy Head of Environmental, Social and Governance, Centre for Corporate Sustainability and Environmental Finance

ESG ratings have become a key and discriminating element of the SRI funds management industry. Ratings are now produced by investment managers internally as well as by independent external agents. There is evidence that internal ESG analysis is appealing to investors. In contrast, there is increasing cynicism of external ratings.

Dan reviews the landscape of ESG ratings agencies. By reviewing the purposes and value of external ratings, there are distinct lessons which can inform and improve the services of external agents as well as the ratings generated internally by investment managers.

Speaker Bio

Dan Daugaard (CFA) is the Deputy Director responsible for Environmental, Social and Governance (ESG) research in the Centre for Corporate Sustainability & Environmental Finance. His current research focus is on deciphering the thematic structure of ESG investment research and investigating the key drivers affecting ESG fund flows.

Dan is also the Deputy Head for the Applied Finance Department, teaches Investments subjects and supervises students writing case studies on Socially Responsible Investing (SRI). Prior to academia, Dan managed institutional investment portfolios and developed innovative investment products including one of Australia's first environmental superannuation funds.