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TBLI CONFERENCE™ is the prime annual global networking and learning event on Environment, Social, Governance (ESG) and Impact Investing. ...

TBLI CONFERENCE™ is the prime annual global networking and learning event on Environment, Social, Governance (ESG) and Impact Investing.

TBLI CONFERENCE USA New York 2013
Monday and Tuesday, June 17-18, 2013

Speakers:
Paul Rose
Vice President of the Royal Geographical Society
Richard L. Kauffman
Chairman for Energy Policy and Finance for the State of New York - Governor of New York's Office and Cabinet - United States of America
Martin Rapaport is chairman of the Rapaport Group and founder of the Rapaport Diamond Report

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Stuart peskin tbli conference Stuart peskin tbli conference Presentation Transcript

  • TBLI Conference June 18, 2013 As of June 2013 Stuart Peskin Investment Director, Multi-Asset Strategies This material is only authorized for use in the U.S. and for U.S. persons. This document represents information that was presented at the TBLI Conference and is only available to attendees.
  • 2 For Internal Use only 2 Agenda • Why and how we analyse sustainability issues • Integration case study: European Corporate Bond Sustainable and Responsible Investing (SRI) Strategy • Status of integrating Environmental Social & Governance (ESG) into additional investment products
  • 3 For Internal Use only 3 Expectations of Clients • Questions on SRI now regularly covered in investment mandate tenders • Public and corporate pension fund interest • Expectations  Integration of sustainability issues into investment decisions  Engagement  Responsible ownership that promotes best practice  Influencing global standards • Retail investors favour bright line exclusions • Pension fund fiduciaries have limited appetite for exclusions • BUT increasing discomfort about investing in “pariah” companies View slide
  • 4 For Internal Use only 4 Why Analyse Sustainability Issues? • Societal expectations of asset owners and asset managers • Post financial crisis criticism  UK Stewardship Code and other reforms  Kay Review of long term investing  UN Principles on Responsible Investment  Over 1000 signatories, including 248 pension funds and 598 investment managers • Financial impacts  Development and operation of projects - cash flows  Reputation issues View slide
  • 5 For Internal Use only 5 Our Approach to Integrating ESG in the Investment Process Global voting SRI ratings Issues and incidents Health warnings Sector studies/ topic papers Company meeting notes Quarterly reviews with Investment Teams Morning meetings Fund Manager
  • 6 For Internal Use only 6 Focus on Engagement Goals • Obtaining key information • Evaluating management • Emphasising expectations • Promoting disclosure • Exchange of views • Providing an external view • Monitoring change Senior level access to international companies
  • 7 For Internal Use only • Seek products with a clear and compelling client proposition • Strong ‘front-end’ activities ahead of entering the development pipeline • Quality of execution • Prioritisation and focus • Parallel and spiral development • Cross-functional approach Balancing speed & quality of execution from new idea to launch Product Development: Key Success Factors
  • 8 For Internal Use only 8 What makes us different? • Our heritage and commitment • Our principles based approach • Our process integration • Our influential engagement • Our focus on change
  • 9 For Internal Use only This document is intended for use at the TBLI Conference only and onward distribution is not allowed. The information shown relates to the past. Past performance is not a guide to the future. The value of investment can go down as well as up. Any data contained herein which is attributed to a third party ("Third Party Data") is the property of (a) third party supplier(s) (the “Owner”) and is licensed for use by Standard Life**. Third Party Data may not be copied or distributed. Third Party Data is provided “as is” and is not warranted to be accurate, complete or timely. To the extent permitted by applicable law, none of the Owner, Standard Life** or any other third party (including any third party involved in providing and/or compiling Third Party Data) shall have any liability for Third Party Data or for any use made of Third Party Data. Past performance is no guarantee of future results. Neither the Owner nor any other third party sponsors, endorses or promotes the fund or product to which Third Party Data relates. **Standard Life means the relevant member of the Standard Life group, being Standard Life plc together with its subsidiaries, subsidiary undertakings and Associated companies (whether direct or indirect) from time to time." Standard Life Investments One Beacon Street 34th Floor Boston, MA 02108-3106 Main Office Telephone: (617) 720-7900 Standard Life Investments (USA) Limited and Standard Life Investments (Corporate Funds) Limited are both registered as an Investment Adviser with the US Securities and Exchange Commission. Standard Life Investments Limited is registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL. Standard Life Investments Limited and Standard Life Investments (Corporate Funds) Limited are authorised and regulated in the UK by the Financial Conduct Authority. Calls may be monitored and/or recorded to protect both you and us and help with our training. © 2013 Standard Life, images reproduced under licence
  • 9 For Internal Use only This document is intended for use at the TBLI Conference only and onward distribution is not allowed. The information shown relates to the past. Past performance is not a guide to the future. The value of investment can go down as well as up. Any data contained herein which is attributed to a third party ("Third Party Data") is the property of (a) third party supplier(s) (the “Owner”) and is licensed for use by Standard Life**. Third Party Data may not be copied or distributed. Third Party Data is provided “as is” and is not warranted to be accurate, complete or timely. To the extent permitted by applicable law, none of the Owner, Standard Life** or any other third party (including any third party involved in providing and/or compiling Third Party Data) shall have any liability for Third Party Data or for any use made of Third Party Data. Past performance is no guarantee of future results. Neither the Owner nor any other third party sponsors, endorses or promotes the fund or product to which Third Party Data relates. **Standard Life means the relevant member of the Standard Life group, being Standard Life plc together with its subsidiaries, subsidiary undertakings and Associated companies (whether direct or indirect) from time to time." Standard Life Investments One Beacon Street 34th Floor Boston, MA 02108-3106 Main Office Telephone: (617) 720-7900 Standard Life Investments (USA) Limited and Standard Life Investments (Corporate Funds) Limited are both registered as an Investment Adviser with the US Securities and Exchange Commission. Standard Life Investments Limited is registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL. Standard Life Investments Limited and Standard Life Investments (Corporate Funds) Limited are authorised and regulated in the UK by the Financial Conduct Authority. Calls may be monitored and/or recorded to protect both you and us and help with our training. © 2013 Standard Life, images reproduced under licence