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upcoming events

How can asset owners implement a climate transition plan and invest in people and planet?

Register now

Are you ready to take your pension scheme’s investment strategy to the next level? Many pension schemes now look beyond financial outcomes and incorporate net-zero and biodiversity targets into their portfolios. This in-person masterclass is your opportunity to discover how to achieve this, with actionable insights and real-world case studies across various asset classes.

Why attend?

  • Real-world case studies: Discover how leading asset owners have successfully integrated their sponsors' net-zero and biodiversity targets into their portfolios.
  • Holistic investment approach: Learn about the interconnectedness of climate change and biodiversity, and why a comprehensive approach considering risk, return, and impact is essential.
  • Frameworks for delivering against targets: Understand the different frameworks available for delivering against net zero and biodiversity objectives.
  • Networking opportunities: Engage with fellow asset owners, ask questions, and share best practices in a collaborative environment.

Agenda

Timing

Activity

08:45-09:15  

Registration and breakfast

09:15-09:40  

Introduction and topic overview - Jane Wadia, AXA IM

09:40-10:05 

Impact equity - Anna Väänänen, AXA IM

  • How we engage, monitor and report on companies.

  • The frameworks used to assess company impact alongside traditional financial analysis.

  • Examples of the listed companies that can have a positive impact and deliver financial returns.

10:05-10:30  

Natural capital - Jonathan Dean, AXA IM

  • How can direct investments in nature drive diverse revenue streams?
  • Examples of projects and companies conserving, protecting and restoring natural capital prioritising sustainable ecosystems.
  • Financing the production of high-integrity carbon credits.
  • Project financing at scale to generate impact and market returns through our investments.

10:30-10:50 

Networking break

10:50-11:15 

Fixed income - Bruno Bamberger, AXA IM

  • AXA IM showcase leading metrics to assess, integrate and monitor net zero in fixed income portfolios.

  • How should emissions reduction be balanced with alignment, and sustainability goals versus financial returns?

  • What are the pitfalls to avoid in taking this step in your assets, and how can they be avoided?

11:15-11:45  

Implementing climate net-zero frameworks - Fiona Smith, Smart Pensions

  • Implementing and maintaining ambitious net zero targets

  • How to look beyond carbon in net zero transition plans, including biodiversity

  • Why it is important to move from silos to systems thinking

11:45-11:55  

Closing comments, David Brown, Pensions for Purpose

12:00-13:00 

Networking lunch  

Don't miss this opportunity to gain valuable insights and connect with industry peers. We look forward to your participation.

Who should attend?

This event is designed for asset owners, including pension fund trustees, in-house executives, and their advisers, who are ready to take actionable steps towards sustainable investing.

Join us for this insightful event and leave equipped with the tools and knowledge to transform your portfolio with net-zero and biodiversity in mind.

Register Here

Investment themes

Responsible Investing

We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet

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    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.

    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.