MEGATRENDS: ESG MEETS ETF
Web Conference | Thu, March 11, 2021 | 9:30am
Overview
ESG factors – Environment, Social and Governance – are playing an increasingly important role in portfolio management. Numerous indications show that ESG portfolios are outperforming. Consequently, 2020 was not only the year in which ESG finally became accepted as an investment topic. The ETF market has embraced the topic and is focusing on innovations: How can ESG ETFs be used to better invest in emerging markets or the future trend “Blue Economy”?
Participation exclusively for professional investors from Germany, Austria and Switzerland.
All presentations will be held in English.
Presentations from
Agenda
Thu, March 11, 2021
9:30am - 9:35am CET
Start and welcome
9:35am - 10:05am CET
ESG Index Performance in Emerging Markets: A Selection Story
Olivier Souliac, Head of Passive Index Strategy, DWS
Equity ESG indices have outperformed the broad market in recent years. However, many investors wonder whether this performance is due to the herding effect, megacaps, sector biases, avoidance of tail risks or actually driven by the financial strengths of companies with superior ESG performance.
In our presentation we will address which factors have influenced performance of ESG indices in EM Equities and how to balance between stringent ESG criteria, quality and yield in the EM Sovereigns.
10:05am - 10:35am CET
Ocean-Sustainable Investing with first ‘Blue Economy’ ETF
Claus Hecher, Head of Business Development ETF & Index Solutions, BNP Paribas Asset Management and Robert-Alexandre Poujade, ESG Analyst, BNP Paribas Asset Management
We focus on companies that are active in the “Blue Economy”. They all are taking concrete steps to develop their businesses in the marine environment while ensuring the best possible protection of the oceans.
10:35am - 11:05am CET
The future of climate investing: aligning your portfolio with the Paris Agreement
Thomas Wiedenmann, Head of Retail & Wealth Management ETF, Indexing and Smart Beta Germany, Austria & Eastern Europe, Amundi Asset Management
From politics to regulation, the spotlight is on climate change. Increasingly society looks to the role that finance can play in addressing global warming through asset allocation and active ownership. In this presentation, we discuss climate change, the associated investment risks and opportunities, and then address the practical steps ETF investors can take to invest for positive climate impact.
11:05 - 11:15 am CET
Wrap up by host, end of event
Speakers
Claus Hecher
Claus Hecher joined BNP Paribas Asset Management in 2016 to head ETF & Index Solutions Sales Team in Germany, Austria and German speaking Switzerland. He has over 30 years of experience in investment management, having worked for – amongst others – Deutsche Bank, Blackrock and Natixis.
Olivier Souliac
With DWS since 2012, Olivier Souliac has been responsible for the research and development of index strategies since 2018. He holds a Master in Engineering Science from the Ecole Centrale, Paris, and in Financial Mathematics from the TU Berlin.
Thomas Wiedenmann
Thomas Wiedenmann joined Amundi in 2019 as Head of Retail & Wealth Management ETF, Indexing and Smart Beta Germany, Austria & Eastern Europe. Before that, he spent five years at BlackRock in a number of roles, including head of iShares Wealth Advisory Sales Germany.
Registration
Presentations from