SYMPOSIUM SINGAPORE

Tuesday, 28 May 2019PARKROYAL on Pickering

Delegate feedback report

SYMPOSIUM SINGAPORE

CONTENTS

SPONSORS

This report has been compiled from the feedback received from delegates who attended the ESG Clarity Singapore 2019. All delegates were asked to return their feedback via questionnaires completed at the end of the day. The feedback forms contained questions on the event as a whole, on each sponsor presentation, on the speakers themselves and any suggestions for topics at future events. Feedback forms were supplied by 76% of delegates who attended the forum. We have pulled together an honest and accurate report of the day and have included a list of all those who registered to attend the forum.

About the event 01

Delegates 02

Overall experience 05

Event comments 06

Event photos 07

Speaker profile: Aditya Monappa 11

Speaker profile: Jane Ambachtsheer 12

Speaker profile: Mary Jane McQuillen 13

Speaker profile: James Tomlins 14

Gareth WildeDirector, business development, Asia

Tom PorterManaging director, AsiaLast Word

ESG Clarity Singapore | May 2019 1

DELEGATES ATTENDED (38)

St. James's Place Wealth Management Associate partner

St. James's Place Wealth Management Associate partner

Bordier & Cie Singapore Director, investments

Financial Alliance Director, finance & corporate development

BNP Paribas Wealth Management Director

Mutual Funds Exchange AB (MFEX) Fund Company Relationship Manager

TriLake Partners Chief investment officer

DBS Private Bank Head of fund platform and selection

Credit Suisse Vice president, investment management

Prudential Managing director, funds research

Citibank Investment Product Manager, Wealth Management

Credit Suisse Assistant Portfolio Manager

Finexis Advisory Associate Director

Family Office Consultant Consultant

FTSE Russell Head of International Development

Citibank Investment Product Manager, Wealth Management

Financial Alliance Independent Financial Adviser

TriLake Partners Chief executive officer, investment

Finexis Advisory Financial consultant

BNP Paribas Wealth Management Managing Director, Southeast Asia

Aviva Financial Advisers Head of Products & Investment

IPP Financial Advisers Assistant manager, investment research & Japanese specialist

Citibank Management associate

Swaen Capital Executive Director - Financial Advisory

Standard Chartered Bank Sustainable and Impact Investing Specialist

UOB SVP | Deposits & Wealth Management

UBS Wealth Management Director, investment specialist

Finexis Advisory Financial consultant

Prudential Director, funds research

St. James's Place Wealth Management Consultant

Aviva Financial Advisers Investment analyst

Purple Asset Management Fund research analyst

Chartwell Associates CEO

Deutsche Bank AG DPM

Standard Chartered Bank Director, discretionary portfolio management

Finexis Advisory Executive Financial Consultant

Standard Chartered Engagement Strategy Specialist, Business & Segment Management

AAM Advisory Manager


DELEGATES ATTENDED (11)

IPP Financial Advisers Financial consultant

Phillip Securities Pte Limited Financial Advisory Consultant

Karuna Investment Manager

Phillip Securities Pte Limited Associate manager

Finexis Asset Management Director

Cornerstone Asset Management Director

Bordier & Cie Singapore Associate Director, Investments

IPP Financial Advisers Financial consultant

CA Indosuez Wealth Management Head of investment advisory

Financial Alliance Financial advisory director

IPP Financial Advisers Investment associate


DELEGATES CANCELLED (04)

Mindful Wealth Investment manager

Schroders Wealth Head of investment strategy

TriLake Partners Senior Relationship Manager

Cornerstone Asset Management Chief executive officer

NO SHOW (08)

Indosuez Wealth Management Managing director, private banking

CIMB Assistant Vice President, Wealth Management

JP Morgan Private Bank Executive director

Lumen Capital Investors Head Of Portfolio Management

J. Safra Sarasin Ltd, Singapore Branch Executive director

PJS Capital Director

UBS Wealth Management Associate Director

Aegis Capital Investment Management Director


OVERALL EXPERIENCE

Overall rating of the ESG Clarity Singapore

Events team professionalism, approachability and knowledge

Standard of the venue (eg catering, meeting rooms)

Location

Standard of the information received from the FSA team prior to the event

55%Excellent

45%Good

64%Excellent

36%Good

55%Excellent

45%Good

64%Excellent

36%Good

60%Excellent

40%Good


EVENT COMMENTS

EVENT

“The panel discussion was good. Concise and thought provoking. ”

“More on social impact investing, data providers and data available in this space.”

“New trends and thematic in ESG space.”

“A more rigorous look at ESG funds, track record and asset allocation decisions from an asset allocation, portfolio construction point of view.”

TOM PORTER

“Tom has conducted the panel session very well.”

“Facilitates the questions and discussion in an engaging manner.”


SPEAKER AND EVENT PHOTOS

Tom Porter, Managing director, Asia Gareth Wilde, Last Word

Aditya Monappa, AllianceBernstein

Mary Jane McQuillen, Legg Mason Global Asset Management

Jane Ambachtsheer, BNP Paribas Asset Management

James Tomlins, M&G Investments


EVENT PHOTOS

Sylvain Augoyard, WWF Asia Sustainable Finance

Panel discussion


EVENT PHOTOS


SPEAKERS

Seminar topic

Active and engaged: Responsible investing at work

AB’s approach to responsible investing means holding themselves accountable as a responsible firm, integrating ESG and engagement in their investment and research, and designing best-in-class portfolios with purpose to deliver better outcomes.

Comments

Interactive polling questions

ADITYA MONAPPASenior investment strategist, multi-asset & alternatives AllianceBernstein

“Appreciated parts of AB specifically.”

“Explain how they integrate ESG to product and company cultures.”

“Too much sales pitch.”

Rating

Overall presentation

Content and subject matter

Overall speech

82%Excellent

38%Excellent

38%Excellent

18%Good

46%Good

46%Good

16%Average

60%Excellent

64%Excellent

40%Good

36%Good

“Your firm runs one of the largest high yield portfolios in the world, how does it stack up in terms of ESG outcomes ?”

“U have a global fund, is Asia where mgt is most difficult to engage with?”“Do u ever see strong esg improvement with

lagging financial performance in a holding?”


SPEAKERS

Seminar topic

Doing good and doing well? The case for sustainable investing

Discover how sustainable investing is a sound investment approach which goes far beyond simple ethical exclusions constraining the investment universe, and how integrating environmental, social and governance considerations can enhance risk-adjusted returns for investors.

Comments


JANE AMBACHTSHEERGlobal head of sustainabilityBNP Paribas Asset Management

“The index and trend of ESG explained well.”

“Really enjoyed learning about how BNP Paribas tables ESG. ”

Rating



Overall speech

71%Excellent

85%Excellent

71%Excellent

29%Good

15%Good

29%Good

“Will the future of ESG investing be about overlaying it as a qualitative filter to traditional strategies, or as an investment strategy in itself?”

“Do most of the consultants in the room wait for a client to inquire about ESG investments, or would they mention voluntarily mention ESG as an option?”

“Esg is just industry due diligence 2.0, the acronym is not necessary?”

“Green tigers fund - do Asia company mgt understand why you want all kinds of esg data - diversity, or salary levels, for example?”“How to tackle the lopsided focus on the G vs E

and S when managers are looking at ESG?”

“Are your internal peers pushing back on certain aspects of ESG integration? If yes, which ones?”

“What ESG data was used for the quantitive approach to ESG investing?”

“Comment: Many studies that show ESG performance only look back over the last 10 years. But this period covers a period where commodity prices have fallen.”


SPEAKERS

Seminar topic

ESG integration: Impact to fundamentals and society

How the integration of ESG factors into the investment process has contributed to the analysis of company fundamentals, including alignment of the long-term thesis and societal impact.

Comments


MARY JANE MCQUILLENManaging director, portfolio manager, head of environment, social and governance investment ClearBridge Investments, a wholly-owned subsidiary of Legg Mason Global Asset Management

“Liked how presenter differentiated among ESG approaches. ”

“Too much about the company itself but not the ESG.

“Too much sales pitch.”

Rating



Overall speech

38%Excellent

33%Excellent

42%Excellent

38%Good

42%Good

25%Good

24%Average

25%Average

33%Average

“ESG is a hot topic and it is getting easier to access ESG data & screens. When you started managing ESG solutions yrs ago, how did you screen invest. universe?”

“Can u say a little about cost to your firm to integrate esg, while industry has fee pressure?”

“On average how long does it take for esg engagement to show financial result?”“What are the challenges of being an ESG

investor in Trump’s America?”

“Did auto emission scandal change the way you look at esg?”


SPEAKERS

Seminar topic

Making sense of ESG investing in high yield credit markets

Should investors jump blindly into the ESG bandwagon when it comes to fixed income investing? What are some of the influences a high yield manager can have over a company’s ESG matters? Today, James will unriddle these questions as he explains the merits of ESG investing in the high yield space.

Comments


JAMES TOMLINSFund manager M&G Investments

“Liked the stats on HY universe.”

Rating



Overall speech

43%Excellent

38%Excellent

38%Excellent

43%Good

54%Good

54%Good

14%Average

8%Average

8%Average

“Sector screen is diversified but political, limiting new investors to those with same beliefs -caps aum?”

“Do you expect ESG to start to have more influence on credit ratings?”

“What is biggest hy portfolio risk the next 12months?”

“How is your ESG scoring framework constructed and is it different from the approach taken by 3rd party rating agencies that offer ESG scores?”“Do you believe esg adds value? Which strategy

do you recommend to clients - esg or not?”

“Which strategy do you recommend? Esg or ‘classic’?”

“Do you think the MSCI ESG score is an accurate measurement? Is that why it’s not possible to get a high score for your fund?”


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