Integrating environmental, social and governance criteria into your investment strategy to achieve long term growth 18-20 October 2010, Brussels there has been a fundamental shift in the last two years away from the ideological and political corner of social responsible investing (SRI) to the real performance of sustainability. And with Robeco and Booz Allen predicting that by 2015 a quarter of actively managed assets will be sustainable funds or mandates, valued at $25,000 bn this is neither a bolt-on topic nor a niche product. So, join this truly exceptional speaker panel of pension funds, global institutions and asset managers, representing a combined AUM of over €700 Bn., to benchmark your ESG investment strategy with the one of your peers and gain insight into where the next opportunities will lie in the next 12 months. See www.esgstrategies.com for further details

1. presents Quote ESGSLIDE
ESG
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the Sustainable Investor
Integrating environmental, social and governance criteria into your
investment strategy to achieve long term growth
Main Conference: 19-20 October 2010 • Pre-conference Masterclass: 18 October • Hilton Brussels, Belgium
Run in association with Eurosif and during the Belsif’s SRI week, this unique networking meeting
will provide comprehensive analysis of how ESG can be embedded into an institutional portfolio.
Join this truly exceptional speaker panel to:
• Hear from the most successful investors about why they are turning to ESG strategies – the godfather
of hedge funds Stanley Fink talks of future opportunities
• Meet some of Europe’s largest institutional investors. With a speaker panel that includes APG,
PGGM, Ethos, Folksam, Railpen among many others, this is the best opportunity to meet and align
with investor mandates for sustainable investing.
• Discuss how to diversify your portfolios in line with current risk appetite for thematic funds
• Enhance your understanding of what returns you can expect from these strategies
• Benchmark your investment strategy against those of your peers
Strictly limited places for sell-side will provide you with a better opportunity to share new ideas with peers and colleagues from funds across the region
All-Star Speaker Line-Up Representing A Combined AUM Of Over €700 Bn:
Keynote I: Stanley Fink, Keynote II: Marcel Jeucken,
Founder, Earth Capital Partners Head of responsible investments,
and Former Chairman of Man Group PGGM
Rob Lake, Jean Laville, Frank Curtiss,
Head of Sustainability, Deputy Director, Head of Corporate Governance,
APG Ethos Foundation Railpen Investments
Mathew Kiernan, author, Carina Lundberg Markow, Amy Domini,
Investing in a Sustainable World Head of Responsible Founder,
and founder, Innovest and Ownership, Folksam Domini Social Funds
Inflection Point Capital
Edwin Meysmans, James Gifford, Carl Rosen, Executive Director,
Managing Director, Executive Director, International Corporate
Pensioenfonds KBC UN PRI Governance Network
Daniel Allen, Tony Campos, Senior Alice Chapple, Director,
MD ESG Strategies, Executive Responsible Sustainable Financial Markets,
Ativo Investing, FTSE Forum for the Future
Industry Reports, Articles and Exclusive Interviews regularly added
to the Download Centre at www.esgstrategies.com/ss
Sponsors Media partners
Conference partners
T: +44 (0)20 7368 9300 E: enquire@iqpc.co.uk w: www.esgstrategies.com/ss

2. Eurosif’s Note to attendees:
As a partner to this important event, Eurosif is happy to welcome you all to ‘ESG Strategies for the Sustainable Investor 2010’ in
Brussels.
We have experienced one of the most challenging and turbulent periods in recent financial history. This has called into question long held
beliefs about the existing criteria for risk management and pushed the industry to rethink their investment analysis and decision making
processes.
The ambition of this event is to discuss how embedding environmental, social and governance criteria in investment decisions will help do
the following:
• Improve risk versus reward
• Discover investment opportunities early
• Keep all stakeholders onside through engagement
So join me and some of the Europe’s largest investors including ‘the godfather of hedge funds’ Stanley Fink, to discuss
current issues within sustainable investing.
I look forward to seeing you in Brussels in October.
Matt Christensen, Executive Director, Eurosif
Eurosif is a pan-European group whose mission is to address sustainability through financial markets.
The association, whose current members include pension funds and financial service providers, is a not-for-profit
entity that represents over €1 trillion AuM through its membership.
Conference Day One: 19 October 2010
08:30-09:00 Registration and Coffee 13:50-14:45
Lessons from the Corporate Experience
09:00-09:10 Chairman’s Opening Remarks Using sustainability to drive innovation
09.10-09:30 Keynote I: • Is compliance a business opportunity?
Investing in the solutions of the future to find the next big thing • Vodafone’s experience of developing sustainable services
Stanley Fink, Founder, Earth Capital Partners and Former Chairman of • Customer reaction
Man Group Chris Burgess, Group Director of Corporate Responsibility, Vodafone
09.30-10:20 14.45-15.30
Panel I From policy to portfolio: has ESG finally moved into the mainstream? Panel II The Financial Analyst’s Roundtable
• Eurosif’s 2010 SRI report – the top sheet findings • How has the ESG research overlay changed since the credit crisis?
• Has the financial crisis made using an ESG overlay more credible? • Fund manager buy in – how valuable is this analysis internally
• Are investors more bought-in to the concept now? • Challenges of fusing ESG analytics into fundamental valuations
• Does the lack of consensus on what constitutes ESG criteria matter? • Best practise ESG analysis in financial markets
• The court of public opinion or compliance - what is driving the increased • Is the lack of an industry consensus an important competitive advantage?
activity in ESG? Gregory Schneider-Maunoury, Head of SRI, Aprionis Inter Expansion
• What is the biggest obstacle to money flowing into ESG screened strategies?
Moderator: Matt Christensen, Executive Director, Eurosif 15.30-16.00 Networking Coffee Break
Rob Lake, Head of Sustainability, APG 16.00-16:45
Stephen Hine, Head of Responsible Investment Development, EIRIS Winning friends and influencing people – how to get board level buy-in
Wolfgang Pinner, Head of SRI, Erste Asset Management for a sustainable investment strategy?
10.20-10:50 Networking Coffee Break • How do you demonstrate the materiality of employing ESG criteria
• Why is ESG inexorable for portfolio managers of the future
10.50-11.50 • Reputational risk and brand strengthening
The role of the UN PRI in providing a global benchmark • How does this affect strategy over the next 12-18 months
• How have the increased number of signatories impacted the initiative • Issues with silos of ESG professionals with sporadic contact with other teams in
• An update on reporting and its consequences - how effective has it been so far? the organisation
• Is ‘voluntary and aspirational’ adoption enough or should signatories have entry
requirements 16.45-17.30
Panel III Performance anxiety – what is the correlation between ESG and
• Why is integrating ESG into portfolios still the hardest part of signatories
commitment to the principles? performance?
James Gifford, Executive Director, UN PRI • A historical look at the studies that measured ESG based returns
• What do the latest studies using better data about risks and corporate reporting
11:50-12:45 indicate?
The Institutional Investor Perspective Integrating ESG criteria into risk • Negotiating the research findings so far – what more need to be done?
management • Is it to early to tell if sustainability can have a positive impact on returns?
• ATP’s classification of assets into 5 risk classes – how does it incorporate ESG Moderator: Ulrika Hasselgren, President, Ethix
concerns Lars Hassel, Director, Sustainable Investment Research Platform Mistra
• How do these considerations affect strategic asset allocation? Daniel Allen, MD ESG Strategies, Ativo
• What level of flexibility does this approach allow? Mathew Kiernan, author, Investing in a Sustainable World and founder
• Navigating the downturn in equities – luck or foresight? Innovest and Inflection Point Capital
Carl Rosen, Executive Director, International Corporate Governance
Network 17.30-17.35 Chairman’s Closing remarks & End of day one
12.45-13:45 Luncheon

3. Conference Day Two: 20 October 2010
08:30-09:00 Registration and Coffee 11:50-12:45
Panel V Communicating ESG initiatives to stakeholders
09:00-09:10 Chairman’s Opening Remarks
• Is it still difficult to convey how ESG criteria are being incorporated into
09.10-09:30 Keynote II: investment strategy to investors?
What is purpose of becoming a sustainable investor to make money or • Effect of standardised reporting frameworks such as Global Reporting Initiative
change the world? • Best practice ESG disclosure
Marcel Jeucken, Head of responsible investments, PGGM • Cost versus benefits of different approaches
Alice Chapple, Director, Sustainable Financial Markets, Forum for the Future
09.30-10:20 John Swannick, Executive Director, EABIS - The Academy of Business in
Panel IV Engagement - a third generation ESG strategy Society
• How can institutional investors actively engage companies to influence
material ESG issues 12.45-13:45 Luncheon
• Cost versus benefit of active engagement 13:50-14:45
• Are collaborative actions by investors to maximise the impact of engagement Panel VI An Asset class examination - can sustainable investing be all
working? things to all people?
• How can engagement be measured in terms of success? • Thematic investing – environment strategies
• What has the corporate response to investor engagement been? • Passive strategies and how to apply them
Moderator: Louise Rouse, Director of Investor Engagement, FairPensions
• The UN PRI private equity initiative – how is the industry responding?
Edwin Meysmans, Managing Director, Pensioenfonds KBC
• Is investing in hedge funds compatible with ESG
Jean Laville, Deputy Director, Ethos Foundation Moderator: Graham Sinclair, Principal, Sinco
Carina Lundberg Markow, Head of Responsible Ownership, Folksam Tony Campos, Senior Executive Responsible Investing, FTSE
10.20-10:50 Networking Coffee Break Gunnela Hahn, Head of Responsible Investing,
Church of Sweden
10:50-11:40 Euan Marshall, Global Product Leader Sustainable Investing, IFC
Fiduciary responsibilities and ESG Steve Falci, Vice President, Sustainable Investment, KBC Asset Management
• What are the legal implications of promoting ESG criteria a fiduciary
responsibility? 14.45-15.00 Chairman’s Closing remarks & End of Conference
• Impact of UNEP report on fiduciary responsibility
• How seriously are advisors taking this directive? * Programme subject to change. All conference proceeding will take place in
• Future of the role of fiduciaries in implementing an ESG overlay English
Pre-conference Masterclass - 18th October 14.00 – 16.30
A guide to fulfilling obligations of the UNPRI
• Establishing and managing the ESG risk profile of a portfolio
• The implications of climate change for investors - tackling risks and opportunities
• Engagement: measuring efficiency and impact to preserve value
• Voting for responsible owners: applying ESG to voting practice
Lead by Stephen Hine, Head of Responsible Investment Development, EIRIS
Stephen joined EIRIS in 1989 and works to expand the market for responsible investment in the UK and beyond. He also assists in the promotion of
both EIRIS’ services for investors and of socially responsible investment (SRI) in general, directly or through partnerships. He has worked closely with
EIRIS’ overseas sales partners for the marketing of ESG/SRI data internationally
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4. ESG Strategies for the
Sustainable Investor
Main Conference: 19-20 October • Pre-conference Masterclass: 18 October
Hilton Brussels, Belgium
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