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A United Nations Investor Roundtable
16 June 2004 | Paris, France On 16 June 2004, the UNEP FI Asset Management Working Group held an Investor Roundtable ‘Implementing Responsible Investment’ in Paris, hosted by Groupama Asset Management. The 40 participants included pension funds from across Europe, consultants, analysts and representatives from the member firms of the Working Group. The key points that were realised from the meeting included:- Environmental, social and corporate governance issues are clearly material – especially over the long term – and companies and their investors who do not take these issues into account do so at their own peril.
- These issues must be brought into the mainstream and firmly integrated into the work of all players, whether they be investors, fund managers, brokers, investment consultants or companies themselves.
- Collaboration by investors in their shareholder engagement activities is essential to achieve improvements in corporate behaviour in order to address the risks and opportunities posed by environmental, social and corporate governance issues. There is a clear need for a global alliance of investors to collaborate across borders to bring about this change.
- Research, education and the upgrading of skills to address these issues is required on a global basis. There is significant experience with engagement processes in a small number of countries, and this experience can form the basis of a global collaboration.
- There are significant opportunities involved in responsible investment in emerging markets, but more research, better information and regulatory frameworks are required to minimise the risks.
Topics and presentations
- Introduction (PDF: 76 KB)
Carlos Joly, Storebrand; Co-chair, Asset Management Working Group
- Extra-financial analysis and investment processes (PDF: 129 KB)
Eric Borremans, Head of SD Research, BNP Paribas Asset Management - Attempting to integrate social and environmental analysis into sell-side research. Our experience in Energy: Social & Environmental Issues Count (PDF: 286 KB)
Anthony Ling, Co-Director of European Research, Goldman Sachs - Playing with fire – Insurance and Sustainability (PDF: 380 KB)
Volker Kudszus, West LB Equity Markets
- Case Study: HSBC (PDF: 260 KB)
Xavier Desmadryl, SRI Analyst, HSBC - Michel Ducommun, President, Caisse de Prevoyance du Canton de Geneve
- SRI Engagement (PDF: 243 KB)
Luigi Minerva, Company Analyst, Morley Fund Management - Is shareholder engagement making a real difference on corporate behaviour? (PDF: 352 KB)
Barbara Krumsiek, President and CEO, Calvert - Investor Perspective
Raj Thamotheram, Senior Advisor, Responsible Investment, Universities Superannuation Scheme
- Current issues of pension fund investments in emerging markets (PDF: 333 KB)
Pedro Angeli Villani, Portfolio Manager, ABN AMRO Brazil - Emerging markets equity process (PDF: 279 KB)
Erda Gercek, Emerging Markets Equity Country Specialist, Citigroup - Investor Perspective
Luiz Carlos Aguiar, Chief Investment Officer, PREVI
- Vincent Zeller, Co-Chair Asset Management Working Group, General Manager and Chief Investment Officer, Groupama Asset Management
Resources
- UNEP FI Analysts Project Report: The Materiality of Social, Environmental and Corporate Governance Issues to Equity Pricing (PDF: 1.1 MB)
Brazil | ABN AMRO Real Bank Brazil | Mr Kleber Moreira | Senior Manager |
Brazil | PREVI | Luiz Carlos Aguiar | Chief Investment Officer |
Denmark | Borne og Ungdaomspaedagoger, Pensionkassen for | Leif Brask-Ramussen | General Manager |
Denmark | Industriens Pensionsforsikring | Erik Adolphsen | CEO |
France | Fonds de Réserve des Retraites | Antoine de Salins | Directeur Général |
France | Fonds de Réserve des Retraites | Nada Villermain-Lecolier | Director of Investments |
France | Foundation Charles Leopold Mayer pour de Progres de l’Homme | Pierre Calame | Director General |
France | CDC Caisse des Depots et Consignations | Stéphanie Giamporcaro-Saunière | Chargée d’études ISR |
France | BTP Retraite (Caisse de Retraite du Batiment et des Travaux Publics) | Jean Marc Giobbini | |
Germany | Victoria Lebensversicherung | Peter Michael Kracht | Asset Allocation Manager |
Netherlands | ABP Investments | Rob Bauer | Head of Research |
Norway | Storebrand | Aslak Skancke | Head of SRI department |
Norway | The Norwegian State’s Petroleum Fund | Eli Lund | Finansdepartementet |
OECD | OECD Pension Fund Group | Juan Yermo | |
Switzerland | CIA (Caisse de Prevoyance du Canton de Geneve) | Michel Ducommun | President |
UK | Universities Superannuation Scheme | Raj Thamotheram | Senior Advisor, Responsible investment |
UK | Hermes | Jennifer Morris | |
France | Agrica | Jean Ruffie | Financial Director |
Netherlands | BPMT (Mn Services) | Patrick Wierckx | |
Poland | Commercial Union Otwary Funduz Emerytalny BPH CU WBK | Piotr Szczepiorkowski | CEO |
UK | Hewitt | Yusuf Samad | |
France | Innovest | Pierre Trevet | |
US | CERES / Investor Network on Climate Risk | Ariane van Buren | |
France | Eurosif | Matt Christensen | |
UK | Goldman Sachs | Anthony Ling | Co-Director of European Research |
Germany | West LB | Volker Kudszus | Associate Director, Insurance Research Analyst, CEFA |
France | Groupama AM | Orith Azoulay | SRI Analyst |
France | Groupama AM | Francis Ailhaud (opening remarks) | CEO |
US | Citigroup AM | Erda Gercek | Emerging Markets Equity Country Specialist |
Asset Management Working Group Members | |||
France | Groupama AM | Vincent Zeller | Chief Investment Officer; Co-chair Asset Management Working Group |
France | Storebrand | Carlos Joly | Co-chair, Asset Management Working Group |
UK | Morley Fund Management | Luigi Minerva | Company Analyst |
France | BNP Paribas AM | Eric Borremans | Head of SD Research |
France | HSBC AM | Xavier Desmadryl | SRI Analyst |
Norway | Storebrand | Hanne Iverson Rye | SRI Analyst |
US | Calvert | Barbara Krumsiek | President and CEO |
Italy | Sanpaolo IMI AM | Gianluca Manca | Global SRI Equity Fund Manager |
US | Citigroup AM | Mary Jane Mcquillen | VP, Social Awareness Investment |
Japan | Nikko Global AM | Norimichi Mishima | Joint Managing Director and CEO of London Office |
Brazil | ABN AMRO Asset Management Brazil | Pedro Angeli Villani | SRI Portfolio Manager |
UNEP | |||
Switzerland | Paul Clements-Hunt | Head of Unit | |
France | Monique Barbut | Director, Division for Technology, Industry and Economics, UNEP | |
Switzerland | James Gifford | Project Manager | |
Switzerland | Jacob Malthouse | Senior Consultant |