Style Research Clear Portfolio Analytics and Communications
CLEAR PORTFOLIO ANALYTICS & COMMUNICATIONS

ESG Breakfast Seminar — Exclusive, Invitation-only Event

Please note. This event is now oversubscribed. Please register to get onto the waiting list. Thank you for your interest.


Please join us for this exclusive, informative breakfast seminar. We will be discussing:

  • How Mercer implements advice on ESG and sustainability
  • New research on how ESG factors can drive alpha
  • Practical ways to satisfy increasing demands for ESG reporting

Plus, enjoy a delicious breakfast, and network with your peers. There is no cost to attend this invitation-only event.

When: Wednesday, May 25th, 2016

Where: City of London Club, 19 Old Broad Street, London EC2N 1DS (map)

Time: 8:00AM – 10:30AM

Jillian Reid  Principal, Responsible Investment, Mercer

Jillian Reid

Principal, Responsible Investment, Mercer

Mercer’s Responsible Investment team has been providing advice on ESG and sustainability (risks and opportunities) for many years, with a particular focus on climate change most recently; but how is that advice actually implemented when the CIO for Mercer’s European Funds is the client?
Jillian Reid will provide illustrative examples from recent implementation experiences, including developing a new sustainability portfolio from a blank canvas – outlining the questions posed and the basis for the decisions that were made.

Dr. Andreas G. F. Hoepner  ICMA Centre, Henley Business School

Dr. Andreas G. F. Hoepner

ICMA Centre, Henley Business School

Against the massive outflows from active funds, Dr. Hoepner will present a theory of active investment management and market segment inefficiency relating to ESG factors. By classifying market segments by asset class, time horizon, information set and search algorithms he shows that ESG data can deliver efficient outperformance. He concludes by analysing the opportunities of deep ESG data as an Alpha driver.

 Bernie Nelson  President, Style Research North America

Bernie Nelson

President, Style Research North America

Bernie will present some new practical ways to understand and communicate ESG exposures in and across investment portfolios.