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The purpose and necessity of sustainable investing is no longer debatable. Concrete solutions form an integral part of many investors’ portfolios. New or improved tools and portfolio management techniques are continuously being developed. However, investors may find it hard to choose, as data, services and investment strategies often differ significantly.

To help you understand the latest developments of ESG integration into systematic investment strategies, NordSIP invites you to a lunch seminar tailored to institutional investors:

SYSTEMATICALLY SUSTAINABLE

ESG Integration in Quantitative Processes

Together with five experts with different backgrounds and positions in the asset management industry, we will focus on answering the following questions:

  • E, S and G in factor investing
  • Integrating SDGs – where to start
  • Systematic integration – show me the data
  • Accountability – setting targets that can be met
  • Impact through engagement – how far can it go?

 

Register here

For any question, don’t hesitate to contact your moderator for the event:

Aline Reichenberg Gustafsson – [email protected]

In partnership with

Program

11:30 – Registration

11:45 – Lunch & Welcome address

12:15 – ESG the IPM way by Daniel Leveau

12:30 – AXA Rosenberg’s Sustainability Journey by Gideon Smith

12:45 – Roundtable discussion, moderated by Aline Reichenberg Gustafsson

13:45 – Concluding remarks

More about your experts

Stefan Nydahl, Ph.D.
Chief Executive Officer, IPM

Stefan Nydahl is responsible for the day-to-day management of IPM. Before joining the firm in 2015, Stefan spent nine years with the Brummer Group, first as a portfolio manager at the Nektar fund, then in 2006 as a founding partner of Archipel Asset Management where he held the combined position as Managing Director and Chief Investment Officer until 2015. Previously he has held positions as portfolio manager at AMF Pension and Quantal Asset Management and as a research associate at Quantal International and economist at Sveriges Riksbank. He holds a PhD in economics from Uppsala University.

Richard Tyszkiewicz
Senior Director, bfinance

Richard joined the firm in 2004 in order to build their investment advisory business in the Nordic Region. He has worked on major manager selection, ESG and portfolio strategy projects for over 40 private and public sector institutional clients in the UK, Sweden, Denmark, Finland, Norway and Iceland.  Richard has over 26 years’ experience within the investment industry, including senior international commercial roles at JP Morgan, Deutsche Bank and ABN AMRO Mellon in Brussels and London.  He graduated with an MA (Honours) degree in Business Management and Spanish from the University of St. Andrews.
bfinance is an independent, privately-owned financial services firm that provides advice and support to institutional investors around the globe.

Gideon Smith,
Europe Chief Investment Officer, Rosenberg Equities

Gideon joined AXA Rosenberg in 1998 and is the Europe chief investment officer co-heading the firm’s London office. He previously held a number of positions at the firm, including Europe deputy chief investment officer, director of client services and head of strategy engineering for Europe. Before joining AXA Rosenberg, Gideon trained as a chartered accountant with Arthur Andersen working in their Financial Markets Division in London.
Gideon obtained his BSc from Manchester University in 1992 and received his MBA from London Business School in 2000. He is a holder of the Chartered Financial Analyst designation.

Tytti Kaasinen
Head of Stewardship & Risk Engagement, GES – Global Engagement Services

Tytti has ten years of experience in responsible investment and joined GES International in 2011. As the Head of Stewardship & Risk Engagement, she is responsible for coordinating GES’s proactive and bespoke engagements, which focus on identifying the most material and topical ESG themes and through structured engagements raising standards across industries and on creating positive change on some of the biggest challenges facing companies, investors and societies. Before joining GES, Tytti worked as a Responsible Investment Analyst at The Co-operative Asset Management in Manchester, UK. She holds a Bachelor’s degree in Politics from Manchester Metropolitan University and a Master’s degree in International Relations from the University of Manchester.

Daniel Leveau
Director, Client Portfolio Management, IPM

Daniel Leveau joined IPM as a senior member of the Investment Strategy Team with a primary focus to provide analysis and market insights to investors of the IPM Systematic Equity strategy. Daniel brings extensive experience in equity investing from the global asset management industry across research, portfolio management and product development. Prior to IPM, Daniel was at the Swiss private bank Wegelin & Co., where he was responsible for the design, development and portfolio management of factor-based equity strategies, a ground-breaking concept today better known as Alternative Risk Premia (ARP) strategies. Daniel is a recognized speaker in the field of quantitative equity investing and has frequently published in academic journals and finance magazines with his work being awarded the William Sharpe Award for best indexing research paper in 2012. He holds an M.Sc. in Finance from the University of Lund, Sweden.