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PMI
ESG and Climate Change Seminar

ESG and Climate Change Seminar

10 November 2021 | 11 November 2021

ESG and Climate Change Seminar

ESG and Climate Change have been a hot topic for pension schemes in recent years and their profile has been further accelerated by the current crisis. We know that ESG is of great interest to a large number of our members and this seminar is an opportunity for the PMI to cover an important topic outside of our normal event schedule.

The insight and knowledge shared by our top ESG speakers will highlight the latest developments in this topical and fast-moving area and we look forward to creating a platform for in-depth and constructive discussions.

  • icon

    Fees in-person

    Free for members*
    £360 for Affiliate and Corporate members
    £720 for non-members

    *Includes Student, VQ Student, Cert, DIP, Associate and Fellow members only
  • icon

    10+

    speakers
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    Fees virtual

    Free for all member types
    Free for non-members
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    10 hours

    of CPD
  • icon

    Hybrid event

Event Details

THE BASICS

Topics of discussion:
  • Sustainable investing with a focus on equity
  • Fiduciary duty is more than just about return 
  • ESG through the lens of a professional trustee
  • Latest developments from COP 26 in Glasgow
Who should attend:
  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants 
  • Lawyers
  • Corporate IFAs
  • Investment managers 
  • Actuaries
  • Communication professionals
  • Scheme secretaries
  • Financial directors 
  • HR representatives
The venue

Barnett Waddingham, 2 London Wall Place, 123 London Wall, London, EC2Y 5AU

BW
  • Barbican station
  • Moorgate station
  • St Paul's station
  • Liverpool station

Agenda 10 November

09:30 - 09:50
Registration
09:50 - 10:00
Welcome & Chair’s Opening Remarks
Pádraig Floyd
Pádraig Floyd
Money Journey Media
Freelance Journalist
10:00 – 10:40
Solving the ESG question for DC schemes
Frances Trousdell
Frances Trousdell
abrdn
Sales Specialist, Quantitative Solutions EMEA

Incorporating ESG considerations into investments has become one of the hottest topics for institutional investors in recent years.  But how can DC schemes deliver on performance, sustainability and cost? In this session, Frances will look at how to balance returns whilst avoiding the bad, improving the good and driving change for the better.

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10:40 – 11:20
Net zero
Amanda Latham
Amanda Latham
Barnett Waddingham
Associate, Policy and Strategy Lead

What are the risks, opportunities and impacts of the transition to net zero? What will things like changing consumer preferences, extreme weather events, environmental damage, political instability, and large-scale migration do to market values and flows of capital?

We will explore systemic risks (climate change, inequality and biodiversity loss) and the potential impacts for investors as these risks begin to materialise.

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11:20 – 11:45
Tea break
11:45 – 12:30
Fiduciary duty is more than just about return
Callum Stewart
Callum Stewart
Hymans Robertson
Head of DC Investment

In this session, we will challenge financial-only interpretations of fiduciary duty and explore why we should also think about savers’ real-world needs. We’ll share insights into the potential power of collaboration, the role of impact investing in the context of long-term saving, and the steps being taken in the industry to make pensions more engaging for individual savers.

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12:30 – 13:30
Lunch
13:30 – 14:15
ESG and climate aligned investing
Julien Halfon
Julien Halfon
BNP Paribas Asset Management
Head of Pension and Corporate Solutions

As ESG is of great interest to members, and as a leader in sustainable investing, Julien Halfon, Head of Pension and Corporate Solutions will look at the options available to schemes for ESG and climate aligned investing, covering both illiquid and liquid solutions in a one-stop shop view of BNP Paribas Asset Management’s innovative approach.

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14:15 – 15:00
Things do not happen, they are made to happen (John F Kennedy)
Vanessa Hodge
Vanessa Hodge
Mercer
UK Sustainability Integration Lead
Brian Henderson
Brian Henderson
Mercer
Director of Consulting

The recent CBI/ Mercer Pension Survey 2021 found that while businesses aspire to better incorporate ESG into pension scheme management, the pace of action is slow. This perhaps isn’t surprising when you consider how complex and fast moving this area of pensions is. So, if trustees and sponsors are expected to take action, they need three things:

  • To understand how their scheme is doing today
  • To know what to do to best improve that position
  • A way to measure and show the progress they are making.

In this session, you’ll be among the first to see some of the findings from our analysis of over 400 DB and DC schemes. You’ll find out where schemes are already getting it right, where work needs to be done and what actions are being taken to pick up the pace and take control of the ESG agenda today.

15:00 – 15:15
Tea break
15:15 – 16:00
ESG through the lens of a professional trustee
David Fogarty
David Fogarty
Dalriada Trustees Limited
Director

Much has, and is, being written and talked about in the area of ESG. In this session Dalriada, one of the UK’s leading Professional Trustee firms will outline how it is tackling this important topic.  In doing so, David Fogarty, Director and Accredited Professional Trustee will explain Dalriada’s policy and beliefs and also how it is aiming to implement these across its portfolio of appointments.

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16:00 – 17:00
Drinks reception

Agenda 11 November

09:50 - 10:00
Welcome & Chair’s Opening Remarks
Pádraig Floyd
Pádraig Floyd
Money Journey Media
Freelance Journalist
10:00 – 10:50
Latest developments from COP 26 in Glasgow. What does it mean for pensions?
Ruston Smith
Ruston Smith
Tesco PLC Pension Scheme
Chairman
Rory Murphy
Rory Murphy
Merchant Navy Officers Pension Fund
Chair of the Board of Trustees
Jessica Fries
Jessica Fries
Accounting for Sustainability
Executive Chairman
Gerald Wellesley
Gerald Wellesley
Punter Southall Governance Services
Client Director
Catherine Howarth
Catherine Howarth
ShareAction
Chief Executive

Countries are being asked to come forward with ambitious 2030 emissions reductions targets that align with reaching net zero by the middle of the century. The panel will give their view on the key messaging coming out of the summit and contextualise what that will mean for the pensions industry. They will give some insight into what their particular schemes have pledged and ask the difficult questions of the industry in terms of keeping 1.5 degrees within reach.

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10:50 - 11:20
Investing for Impact
Ida Levine
Ida Levine
Impact Investment
Board Director and Lead Expert on Policy

In this session Ida Levine will look at what is meant by impact investing and the trends that are developing in the market. This will consider the economy more widely but also focus in on pensions more specifically. She will go on to examine impact integrity, transparency and reporting and will question whether impact investing is the future of ESG-led investing.

11:20 – 11:45
Tea break
11:45 – 12:30
Climate science
Manuel Adamini
Manuel Adamini
BMO Global Asset Management
Director, Responsible Investment (RI) Strategist

In this session Manuel Adamini, (Director, Responsible Investment (RI) Strategist) at BMO, will talk about climate science, sketching out some vital planetary climate system feedback loops, their impacts and options to mitigate and adapt – showing pictures and visualisation the audience will probably not have seen before. It’ll be a forceful call to action for us as both citizens and consumers and as members of the financial industry to take our responsibility.

In a follow-on Q&A, he’d be happy to provide some examples as to how our Dutch fiduciary asset owner clients think about the climate challenge – and what they do about it.

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12:30 – 13:30
Lunch
13:30 – 14:15
Turning up the heat: climate change requirements for pension schemes
Simon Borhan
Simon Borhan
Linklaters LLP
Pensions Managing Associate

Pension schemes are contending with a raft of new requirements in relation to climate change which introduce governance and disclosure obligations in relation to how climate-related risks and opportunities are identified, assessed and managed.

In this session, Simon will discuss the new requirements on pension schemes to align their governance processes and disclosure with the Task Force on Climate-Related Financial Disclosures recommendations, and the practical steps trustees can take now and in the coming months and years to comply with the new requirements.

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14:15 – 14:45
Keynote speech: Building ESG engagement in Pensions
Alexander Stafford MP​
Alexander Stafford MP​
Environmental, Social and Governance
Chair of the APPG

Alexander Stafford MP will use this session to examine how ESG can be further integrated into medium and smaller sized schemes. He will also ask how the PMI and the APPG ESG can play an educational role in supporting the industry to adopt more robust ESG policies. Finally, he will consider how the pensions industry can engage with APPG ESG to impact on new UK ESG regulation.

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15:00 – 15:15
Tea break
15:15 – 15:50
Leveraging ESG metrics in total portfolio management
Jihan Diolosa
Jihan Diolosa
Russell Investments
Head of Responsible Investing
Emily Steinbarth
Emily Steinbarth
Russell Investments
Senior Quantitative Research Analyst

Recent years have seen the quality and coverage of ESG data steadily improve, though known gaps still exist. In this session, we break down some of the emerging trends in ESG data that can shape Trustee reporting and decision-making on sustainability matters. We then go beyond the data to consider what this means in the context of total portfolio management, Net Zero target setting and being TCFD ready.

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15:50 – 16:20
An in-depth look at TPR’s consultation paper on TCFD reporting
Alex Darsley
Alex Darsley
The Pensions Regulator
Pensions Actuary

Alex Darsley is a pensions actuary at TPR and is currently helping to develop the Regulator’s approach to climate change risk.  In this session, Alex will share how the Regulator views this important topic, and outline the soon-to-be-released guidance for Trustees on the TCFD reporting requirements.  This will include some practical examples to help Trustees get started with addressing the new requirements.

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16:20 – 16:30
Closing remarks

Speakers

Hear from the experts

Pádraig Floyd
Pádraig Floyd
Money Journey Media
- Freelance Journalist

Pádraig Floyd is an award winning freelance journalist and writer, covering pensions, investment, wealth and personal finance matters.

David Fogarty
David Fogarty
Dalriada Trustees Limited
- Director

David is a Director of Dalriada Trustees Limited based in London. He is an experienced Accredited Professional Trustee and pensions actuary, whose focus over recent years has been on investment strategy and risk management.

Before joining Dalriada, David spent over 30 years at Mercer in a range of actuarial and investment roles, including leading the combined actuarial and investment business from 2017 to 2019.

David’s great strength is his ability to discuss with decision makers the appropriateness of particular approaches in a non-technical way, drawing out the key virtues of a proposal and ensuring that any challenges are well understood. This means he can both drive solutions and challenge them.

In his role as a Professional Trustee, David is a passionate believer that trustee decisions need to be active, based on a full understanding of the approach, rather than on adviser recommendations that are approved without deliberation and challenge.

Amanda Latham
Amanda Latham
Barnett Waddingham Associate
- Policy and Strategy Lead

Amanda is responsible for the development and delivery of Barnett Waddingham's overall policy, strategy and specific business area policies in relation to strategic industry issues with a focus on sustainability, governance and consolidation (particularly in the pensions market). She previously worked for The Pensions Regulator in a number of policy and stakeholder roles and has led cross-disciplinary teams delivering significant changes to regulation and legislation. Amanda has also held specialised roles at the British Medical Association and the Environment Agency.

Amanda chairs the Stewardship workstream of the Investment Consultants Sustainability Working Group (ICSWG), a group of consulting firms aiming to support sustainability across the investment industry, and is a member of the Institute and Faculty of Actuaries Sustainability Board providing diversity of thought as a non-actuary.

She is also a charity trustee and is Vice Chair of trustees for Age UK West Sussex, Brighton & Hove where she contributes to the governance and oversight of a local charity providing safe and sustainable services to older people. Amanda holds an MSc in Public Policy and Management focusing on corporate governance and business ethics, pension fund governance and investment as well as undergraduate qualifications in Law, Sociology and Politics.

Callum Stewart
Callum Stewart
Hymans Robertson
- Head of DC investment

Callum joined Hymans Robertson' Investment practice in 2015 and is a Fellow of the Institute and Faculty of Actuaries. He has more than eleven years’ of pensions, actuarial and investment experience including the delivery of strategic investment advice. Callum is an FCA-regulated investment consultant responsible for some of our largest Master Trust and single-employer trust clients and is a member of the Governance Committee to our own pension plan.

Callum leads the responsible investment research and development within our DC team and is a member of our Responsible Investment and Climate Change working groups. More recently, Callum has been heavily involved in the development of our innovative ‘member outcomes tracker’.

Manuel Adamini
Manuel Adamini
BMO Global Asset Management
- Director, Responsible Investment (RI) Strategist

Manuel Adamini is an expert in institutional responsible investing, with a deep understanding of the climate crisis and related investment risks and opportunities. He is a frequent speaker and moderator at large high-level conferences as well as smaller roundtable working sessions. He regularly contributes to publications in international and Dutch media, both mainstream and specialised.

Presently, Manuel works as Director, Responsible Investment (RI) Strategist with BMO Global Asset Management (BMO GAM). His prime responsibility is to structurally embed RI-risk and return considerations into the fiduciary investment process, to unlock BMO GAM’s RI-expertise for strategic investment advice for its clients, and to help position the firm as a thought leader.

From 2015 to early 2021, Manuel worked with the Climate Bonds Initiative (CBI), a London-based not-for-profit organization and international opinion leader with the mission to mobilise global capital for climate solutions. Manuel worked in various roles at CBI, lately as Head of Investor Engagement and Senior Advisor. He enhanced and expanded a global partnership model, bringing in core funding from corporate stakeholders, and engaged market players - focusing on investors - in green bonds markets.

From 2008 to 2015, Manuel served as Head of Responsible Investing at Dutch EUR 55bn asset manager ACTIAM. In a short period of time, Manuel brought his company international credibility as a RI leader, notwithstanding its limited size. Further, he served as a (pro bono) member of the Extractive Industries Transparency Initiative’s (EITI) International Board, representing 90 investors globally worth USD19 trillion.

Earlier in his career, Manuel worked with Fortis, at the time a major international bank-assurance company. He initiated and implemented a climate strategy for carbon neutrality on a global scope, including business opportunities like carbon and green banking.

Manuel is a German citizen living in the Netherlands. He holds an MSc in Economics / International Management from Maastricht University, and also studied at Université de Montréal in Canada and at Aachen University in Germany. He is fluent in Dutch, German and English, and has a conversational proficiency in French.

Ruston Smith
Ruston Smith
Tesco PLC Pension Scheme
- Chairman

Ruston has over 35 years of experience in the pension fund and investment industry.

He was the former Group Pensions, Insurable Risk and a People Director at Tesco and CEO of Tesco Pension Investment Ltd - FCA approved in-house investment manager.

Ruston is now the Chair of the Tesco Pension Fund (DB and DC) and Tesco Pension Investment Ltd, Non-Exec Chair of JP Morgan Asset Management (EMEA), Non-Exec Chair of Smart Pension Ltd, Non-Exec Chair of PTL Ltd, Non-Exec Chair of the Pensions Management Institute, Independent Trustee and Chair of the Funding and Investment Committee for the BAE Pension Fund, Governor of the PPI and Chair of GroceryAid.

Ruston is on the Bank of England, Treasury and FCA’s Steering Group on Investment in Productive Finance and is also involved with other industry initiatives. He was Co-Chair of the DWP’s 2017 Auto Enrolment Review Board, led the Simpler Annual Statement initiative launched in 2018, chaired the cross regulator and industry ‘Standardised Assumptions Group’, was on the Treasury’s Patient Capital DC Steering Group. He’s also a former Chair of the Pensions and Lifetime Savings Association.

Rory Murphy
Rory Murphy
Merchant Navy Officers Pension Fund
- Chair of the Board of Trustees

Rory Murphy is one of the emerging figures in the pensions industry and is a well-known voice championing the improvement in quality standards and performance of pension trustees and the funds they represent.

As Chair of two maritime industry pension schemes, the MNOPF and the Ensign Retirement Plan, Rory is experienced in the challenges facing trustees with both DB and DC pension provision. During Rory’s time at the MNOPF, the fund has bucked the trend of many UK pension schemes, seeing significant increases in funding through the innovative use of Fiduciary Management, buy-ins, buyouts, and longevity swaps. Rory is also championing the next generation of pension provision, leading the maritime industry’s not-for-profit DC master trust, the Ensign Retirement Plan.

Alexander Stafford MP
Alexander Stafford MP
Environmental, Social and Governance
- Chair of the APPG

Alexander Stafford is the Conservative MP for Rother Valley and Chair of the ACCPG for ESG. His election in December 2019 marked the first time the seat had been won by a non-Labour candidate since the constituency’s creation in 1918. 

In Parliament, Alexander consistently champions the green recovery, having previously worked for both the World Wildlife Fund and Shell. As a member of the Business, Energy and Industrial Strategy Select Committee, chair of the APPG on ESG, vice-chair of the APPG on Hydrogen, and vice-chair of the APPG for Critical Minerals, he is a leading voice for the role of hydrogen, green finance, ESG, and critical minerals in Britain’s drive to reach net-zero and to level up communities across the country.

As Chair of the APPG on ESG, Alexander hopes to help Britain stay ahead of the curve on the understanding, assessment, and implementation of ESG, by engaging with a group of cross-party politicians and British business leaders, to highlight the value of a holistic adoption of its principles.

Frances Trousdell
Frances Trousdell
Aberdeen Asset Management
- Sales Specialist, Quantitative Solutions EMEA

Frances Trousdell is a Sales Specialist within abrdn’s Quantitative Investment Solutions team, focused on indexation, factor –based strategies and sustainable index solutions. Prior to joining abrdn in 2011, Frances worked at BlackRock in the cash management division and has held a number of distribution roles within asset management. Frances graduated with a BA (Honours) in English Literature from the University of Leeds, holds the IMC and is a CAIA charterholder.

Jessica Fries
Jessica Fries
Accounting for Sustainability
- Executive Chairman

Jessica Fries is Executive Chairman of The Prince’s Accounting for Sustainability Project (A4S), established by His Royal Highness The Prince of Wales in 2004. She has led A4S since 2008, working with the finance community to catalyze a shift to a sustainable economy, with a focus on practical actions and targeted interventions capable of achieving global change. While at A4S, Jessica has been responsible for establishing the International Integrated Reporting Council (IIRC), as well as A4S’s CFO Leadership Network and capital markets programme. Previously, Jessica held a number of roles at PwC advising a wide range of companies, governments, investors and not-for-profit organizations.

Jessica has written extensively on ways to integrate sustainability into business and finance, and has been a member of a number of International, European and UK Government Committees, including the UK Treasury’s Sustainability Reporting Steering Committee, the European Commission’s Expert Group on Non-Financial Disclosure and the UN Sustainable Stock Exchange Advisory Group.  She is currently a member the IIRC Council, the Smith School Global Sustainable Finance Advisory Council, the UN Global Assessment Report Advisory Council and Vice Chair of the Global Reporting Initiative. Jessica is a chartered accountant, a fellow of the Royal Society of Arts, has an MSc in Economics from the London School of Economics and a BA in Economics from the University of Cambridge. 

Jihan Diolosa, FIA
Jihan Diolosa, FIA
Russell Investments
- Head of Responsible Investing

Jihan is Head of Responsible Investing based in London. She has 20 years of industry experience providing strategic investment solutions to institutional clients across Europe, the Middle East and Africa (EMEA) advising clients in the areas of governance, investment strategy and the design of growth and hedging portfolios.

Jihan joined Russell Investments in 2008, and in March 2020 she was appointed Head of Responsible Investing. In this role, Jihan helps clients achieve their responsible investing goals, whilst integrating Russell Investments’ approach to ESG across the investment process.

At the company level, Jihan helps ensure our corporate governance and sustainability efforts are reflected in our business strategy. She chairs Russell Investments’ Global Responsible Investing Steering Committee working alongside the Head of EMEA and our Global CIO who are the firm’s co-executive sponsors for this initiative. 

The group’s key purpose is to facilitate and maintain the ability of Russell Investments to provide a world-class and harmonised approach to responsible investing solutions and sustainability, with a clear focus on creating investment value.

Jihan is a passionate champion of diversity and inclusion (D&I) and is a member of Russell Investments’ global D&I council which is responsible for driving a culture of inclusion to meet the firm’s diversity goals. She is also a steering group member of the finance industry’s Diversity Project.

Emily Steinbarth
Emily Steinbarth
Russell Investments
- Senior Quantitative Research Analyst

Emily Steinbarth is a quantitative research analyst at Russell Investments focusing on the research and development of the firm’s Direct Investment equity strategies. In this role, Emily is involved in the continual development of global quantitative equity portfolios with a focus on ESG and decarbonisation strategies. Most recently, these projects have involved leading the research to convert Russell Investments’ existing low carbon strategies to an enhancement, Decarbonisation 2.0, as well as building proprietary company-level ESG scores. Emily is a member of the ESG Knowledge Specialists (EKS) team at Russell Investments.

Emily joined Russell Investments in January 2016. Prior to her current role, she worked as a research analyst for a cross-asset systematic hedge fund where she was part of the team developing quantitative trading strategies. In addition to this role she has worked on the Quantitative Risk Management team for a macro hedge fund advisor. Prior to joining Russell Investments, Emily was located in Los Angeles where she completed her Masters in Financial Engineering and Masters in Economics at UCLA.

Julien Halfon
Julien Halfon
BNP Paribas Asset Management
- Head of Pension and Corporate Solutions

Julien S. Halfon is Head of Pension & Corporate Solutions within BNP Paribas Asset Management’s Multi-Asset, Quantitative & Solutions investment group (MAQS). Based in London, Julien is responsible for constructing customised solutions for institutional clients, including balance sheet management, multi asset solutions and overlays.

Julien has extensive financial industry experience, gained within asset management, investment banking and investment consulting. He joins from Mercer, where he was a Senior Consultant in the Structured Solutions Group. Previous roles include Head of UK & European Coverage at P-Solve, Head of European Solutions at Lazard, Senior Consultant at Hewitt, Bacon & Woodrow and Senior Associate within European Pensions & Insurance Strategy at Goldman Sachs. He began his career as an economist at the French Finance Ministry, before working for the European Commission.

Julien holds a Masters in Banking, Finance & Insurance and a Masters in International Economics & Finance, both from Paris Dauphine University, an MBA from Wharton School at the University of Pennsylvania and an MA from the School of Advanced International Studies at Johns Hopkins University.

Alex Darsley
Alex Darsley
The Pensions Regulator
- Pensions Actuary

Alex Darsley is an actuary in TPR’s Regulatory Policy, Analysis and Advice team. He has a special interest in climate change and sustainability issues for pension schemes and is currently helping to develop TPR’s policy approach. 

He also sits on the IFoA working party on Biodiversity and Natural Capital risks. Prior to joining TPR, Alex worked in consulting for 13 years at Willis Towers Watson and Hymans Robertson, advising Trustees and sponsors of pension schemes on a range of matters. 

Simon Borhan
Simon Borhan
Linklaters
- Pensions Managing Associate

Simon is a Managing Associate in Linklaters pensions practice. Simon advises on all areas of pensions law including all aspects of pension scheme regulation and compliance, de-risking and liability management, investment and funding matters, disputes and corporate transactions and restructurings.

Vanessa Hodge
Vanessa Hodge
Mercer
- UK Sustainability Integration Lead

Vanessa is a Principal within Mercer's investment consulting business and is a qualified actuary. She advises clients on a wide range of issues including investment strategy, manager selection and performance monitoring. Vanessa is Mercer UK’s ESG Integration Lead, developing Mercer’s delivery of responsible advice to our investment clients.

Vanessa has over eighteen years of experience within the pensions and investment industry. Prior to joining the investment consulting business in 2007, she worked as an actuarial assistant in Mercer's retirement business.

Vanessa is the Chair of the Investment Committee for the Association of Consulting Actuaries.

Vanessa was the Technical Lead in Mercer's 2015 report, 'Investing in a time of climate change' and has specific focus on sustainability and responsible investment.

Brian Henderson
Brian Henderson
Mercer
- Director of Consulting

Brian has over 25 years consulting experience as lead advisor to some of the largest UK Pension Schemes and Employers. Known for developing innovative and award winning wealth solutions. Regularly speaks at conferences and quoted in the press.

Before joining Mercer in 2008, Brian was a Senior Investment Consultant within the Investment Practice of Hymans Robertson LLP. Prior to that, an executive director of The WM Company, the specialist performance measurement firm latterly owned by Deutsche Bank.

Ida Levine
Ida Levine
Impact Investment
- Board Director and Lead Expert on Policy

Ida Levine is a principal with Two Rivers Associates Ltd, consulting on policy, strategy and governance. She is also on the Board of the UK Impact Investing Institute and serves as Lead Expert on Policy and Regulation.

Previously Ida was Board Director, Senior Vice President and Senior Counsel for the Capital Group/American Funds (CG), and also founded its European Public Policy function.

Before CG, Ida was European Counsel for JP Morgan Investment Management.

Prior to this, she was a Partner at the international law firm Jones Day (London and New York) specialising in Corporate, M&A and International Securities Law.

Ida is a founding Board Director of the UK Investor Forum. She also sits on the Financial Markets Law Committee (FMLC), Advisory Board of the UCLA Institute for Carbon Management and is Chair of the International Securities Regulation Committee of the International Law Association.

Gerald Wellesley
Gerald Wellesley
Punter Southall Governance Services
- Client Director

Gerald is an Accredited Professional Trustee and Client Director of Punter Southall Governance Services Ltd, a leading UK provider of pension governance services. He has over 35 years’ experience in the banking industry including 17 years as a pension trustee.

He acts as trustee, sole trustee and trustee chair together with investment subcommittee positions at a variety of DB and DC schemes which include three DC Master Trusts and one IGC membership. His areas of particular focus are investment and financial markets alongside his broader-based trustee activities.

Catherine Howarth
Catherine Howarth
ShareAction
- Chief Executive

Catherine joined ShareAction as Chief Executive in 2008. ShareAction coordinates civil society activism to promote responsible investment across Europe. She is a board member of the Scott Trust, owner of The Guardian, serving on the Scott Trust’s investment committee. She also serves on HM Treasury’s Asset Management Taskforce. She was a Member Nominated Trustee of The Pensions Trust for five years until Spring 2013. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014. Whenever she gets the chance, Catherine heads off to Scotland for time in the mountains and by the sea. Her two boys keep her busy at home but she escapes for runs round the East End of London when she can

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abrdn
abrdn
- Sponsor

We invest to help our clients create more

More opportunity. More potential. More impact. We offer investment expertise across all key asset classes, regions and markets so that our clients can capture investment potential wherever it arises.

By combining market and economic insight with technology and diverse perspectives, we look for optimal ways to help investors navigate the future and reach their financial goals.

And by putting environmental, social and governance (ESG) considerations at the heart of our process, we seek to find the most sustainable investment opportunities globally. By ensuring the assets we invest in are ready for and resilient to a world in transition, we act as guardians of our clients’ assets.

  • Operating in over 30 locations worldwide*
    Keeping us close to our clients and ensuring first-hand insight into companies, industries and markets.
  • Managing £465.3bn in assets for our clients*
    On behalf of individuals, governments, pension funds, insurers, companies, charities and foundations across 80 countries.*
  • Focus on fundamental research
    The combination of our research, thematic thinking, ESG best practice and extensive on-the-ground analysis helps us find the most sustainable future-fit investment opportunities globally
Liklaters LLP
Liklaters LLP
- Sponsor
BNP Paribas Asset Management
BNP Paribas Asset Management
- Sponsor

BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable investment returns for its clients, based on a unique sustainability-driven philosophy. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Debt & Real Assets, Multi-Asset, Quantitative & Solutions (MAQS), Emerging markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis. Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. BNPP AM currently manages EUR 489 billion of assets (EUR 625 billion of assets under management and advisory) and benefits from the expertise of around 500 investment professionals and over 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.

Source: BNPP AM, as at 30 June 2021

Russell Investments
Russell Investments
- Insight Partner
Hymans Robertson
Hymans Robertson
- Insight Partner
BMO Global Asset Management
BMO Global Asset Management
- Insight Partner
Barnett Waddingham
Barnett Waddingham
- Insight Partner
Dalriada Trustees Limited
Dalriada Trustees Limited
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Savvy Investor
Savvy Investor
- Media Partner

Savvy Investor is a world-leading content hub for the pensions and investment industry, curating the world’s best investment articles and white papers, and displaying them according to the unique professional interests of each member.

Our site is divided into over 50 investment topics, with sections on UK Pension FundsDB & DC PensionsPensions Administration and more.

Visit www.savvyinvestor.net today to gain free access to a library of over 10,000 white papers, and to network with our 53,000 members.