Sustainable Funds Market Briefing

30th July - Live Online - 10:30:12:25

Agenda:


Kempen Capital Management

ESG integration in Global Listed Real Estate

Why is ESG important for property?

- How do we integrate ESG in the investment process?

- What is the impact of climate risk on real estate valuations?

- How can engagement drive alpha?


Union Bancaire Privée, UBP SA

Impact Investing – Generating Attractive Financial Returns by Championing the Fixers to the World’s Societal and/or Environmental Problems

UBP has a distinctive approach to impact investing: when addressing our investment universe, we map the UN SDGs to our 6 investment themes (3 environmental and 3 societal), which we formulated through our collaboration with the Cambridge Institute for Sustainability Leadership; each company we research for the portfolio is put through our IMAP system to measure their impact intensity; and our Impact Advisory Board, which is an independent board of sustainability experts, meets every 6 months and provides oversight, guidance and validation of the UBP Impact platform’s process.


Amundi Asset Management

Natural Resources, Over Invested in The Past, Under Invested in The Future

The KBIGI Global Resource Solutions Strategy (GRS) is a long-only, high conviction, global equity portfolio. It is 5* Morningstar rated, investing in companies providing value-added sustainable solutions to the increasingly challenging provision of vital natural resources. The investment philosophy is underpinned by five long-term, indisputable, mega-trends:

• Inadequate supply of clean water, energy and food

• Increasing demand for these resources driven by population growth and compounded by industrialisation and urbanisation

• Increasing government regulatory support in these critical natural resources

• Increasing infrastructure investment to address these urgent global requirements

• Increasing investment in the technology required

• Join us to hear how this specialist strategy is managed and how it can bring new sources of alpha to a global equity portfolio allocation.



Stream 1 Stream 2 Stream 3
10:30 - 11:05

Kempen Capital Management
Kempen Global Property Fund

Amundi Asset Management
KBIGI Global Resource Solutions

Union Bancaire Privée, UBP SA   
Positive Impact Equity

11:10 - 11:45

Union Bancaire Privée, UBP SA
Positive Impact Equity

Kempen Capital Management   
Kempen Global Property Fund

Amundi Asset Management
KBIGI Global Resource Solutions

11:50 - 12.25

Amundi Asset Management
KBIGI Global Resource Solutions

Union Bancaire Privée, UBP SA
Positive Impact Equity

Kempen Capital Management
Kempen Global Property Fund    

Speakers:

Co-Head of Real Assets
Kempen Capital Management
Chief Investment Officer
KBI Global Investors
Managing Director, European Equities – London & Co-Fund Manager
Union Bancaire Privée, UBP SA