SlideShare una empresa de Scribd logo
1 de 2
Descargar para leer sin conexión
ESG Integration for
     Higher Investment Returns
                                             Why is this more           relevant    to    The analytical reports we prepare per
                                             pension funds today?                         sector or industry with that data, help
                                                                                          pension funds and asset managers
                                             Economic development and growth can          identify the companies that are less
                                             only be sustainable if the social,           exposed to sustainability risks, and
                                             environmental and economic                   those that are best positioned to
                                             equilibriums are preserved. This is a        capture the opportunities.
                                             fact. Considering that pension funds
                                             invest for the long-term, this makes
                                             sustainable investing highly relevant to
                                             them.

                                             Could ESG integration have a
Interview with: Philippe Spicher,            negative impact on a portfolio? How
Chief Executive Officer, Inrate Ltd          is it compatible with a pension
                                             fund’s fiduciary duty?

“Economic development and growth can
only be sustainable if the social,
                                             There are numerous studies that show
                                             that ESG integration has no negative
                                                                                                The
                                                                                             financial
environmental and economic                   impact on the financial performance of a
equilibriums are preserved,” said            portfolio, yet this question keeps coming
Philippe Spicher, Chief Executive Officer,   up. It could also very well have a
Inrate Ltd. Considering that pension         positive impact.


                                                                                              criteria
funds are by definition long-term
investors, it means they should invest in    Fiduciary duty requires acting in the
assets that take environmental, social       best interest of the owner, who has an


                                                                                            commonly
and governance (ESG) factors into            interest in seeing financial returns from
account, he added.                           investments, but also in ensuring there
                                             is still a world in which they could enjoy
A sustainability rating agency attending     the fruits of their savings.


                                                                                               in use
the marcus         evans European
Pensions & Investments Summit                As pessimistic as it sounds, this is
2013 taking place in Montreux,               unfortunately not an outcome that can


                                                                                              should
Switzerland, 22 - 24 April, as a sponsor,    be ruled out. Climate change really does
Inrate’s Spicher defines ESG integration     threaten the world as we know it.
and discusses how it can have a positive
impact on an investment portfolio.           What are your ESG criteria? How do


                                                                                              extend
                                             you assess companies?
What do socially responsible
investment and ESG integration               We look at two main components. First,


                                                                                              to ESG
mean?                                        the impact that the company, its
                                             operations and products have on the
Investors have traditionally invested        environment and society. A car emits
their assets into securities according to    gases and has a negative effect,
financial criteria, such as the economic     whereas renewable energy can have a
perspectives of the underlying               positive effect.
companies. Broadly speaking, ESG
integration means including extra-           Secondly, we look at how committed a
financial or, as commonly named now,         company is to managing negative
ESG factors into the investment              impacts, if there is a true willingness to
process, recognising that these can          minimise them and what measures it
have a material impact.                      takes to do so.
About the European Pensions & Investments Summit 2013
  The   Investment        Network        –
  marcus evans Summits group                    This unique forum will take place at the Fairmont Le Montreux Palace, Montreux,
  delivers peer-to-peer information             Switzerland, 22 - 24 April 2013. Offering much more than any conference,
  on strategic matters, professional            exhibition or trade show, this exclusive meeting will bring together esteemed
  trends       and      breakthrough            industry thought leaders and solution providers to a highly focused and interactive
  innovations.                                  networking event. The Summit includes visionary presentations and interactive
                                                forums on geopolitical risks in the global economy, finding opportunities for steady
                                                returns in recalibrating markets and rethinking pension products to deliver
                                                sustainable benefits in a new systemic context.


                                                www.epi-summit.com


  Please note that the Summit is a
  closed     business   event     and   the        Contact
  number      of   participants    strictly
                                                   Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus           evans, Summits
  limited.
                                                   Division

                                                   Tel:       + 357 22 849 313
                                                   Email:     press@marcusevanscy.com

                                                   For more information please send an email to info@marcusevanscy.com

                                                   All rights reserved. The above content may be republished or reproduced. Kindly
                                                   inform us by sending an email to press@marcusevanscy.com




About Inrate Ltd

Inrate Ltd is an independent sustainability rating agency active in Europe. It is based in Switzerland and has more than 20 years of
experience in linking its know-how on sustainability with the financial markets.


Inrate provides tailor-made solutions for investors who wish to consider ESG issues in their investments – either on the grounds of
socially responsible investment or with the aim of minimizing extra-financial risks in traditional investment.


www.inrate.com


About marcus evans Summits

marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss
strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to
individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings.


For more information, please visit: www.marcusevans.com


Upcoming Events

APAC Investments Summit - www.apacinvestmentssummit.com


Elite Summit - www.elitesummit.com


Emerging Markets Investments Summit - www.emisummit.com


Private Wealth Management Summit (North America) - www.privatewealthsummit.com



To view the web version of this interview, please click here: www.epi-summit.com/PhilippeSpicher

Más contenido relacionado

Más de Investments Network marcus evans

How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...
  How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...  How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...
How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...Investments Network marcus evans
 
The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.
The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.
The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.Investments Network marcus evans
 
Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...
Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...
Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...Investments Network marcus evans
 
Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...
Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...
Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...Investments Network marcus evans
 
Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...
Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...
Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...Investments Network marcus evans
 
Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...
Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...
Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...Investments Network marcus evans
 
Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...
Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...
Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...Investments Network marcus evans
 
What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...
What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...
What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...Investments Network marcus evans
 
Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...
Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...
Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...Investments Network marcus evans
 
Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...
Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...
Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...Investments Network marcus evans
 
How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...
How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...
How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...Investments Network marcus evans
 
Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...
Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...
Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...Investments Network marcus evans
 
A New Approach to Investing in Private Technology Companies - Amir Guttman ne...
A New Approach to Investing in Private Technology Companies - Amir Guttman ne...A New Approach to Investing in Private Technology Companies - Amir Guttman ne...
A New Approach to Investing in Private Technology Companies - Amir Guttman ne...Investments Network marcus evans
 
EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...
EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...
EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...Investments Network marcus evans
 
Taking Emotions Out of the Investment Process - Matt Topley, Fortis Wealth
Taking Emotions Out of the Investment Process - Matt Topley, Fortis WealthTaking Emotions Out of the Investment Process - Matt Topley, Fortis Wealth
Taking Emotions Out of the Investment Process - Matt Topley, Fortis WealthInvestments Network marcus evans
 
How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...
How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...
How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...Investments Network marcus evans
 
The Value of Insurance-Linked Securities - Sidney Rostan News Release
The Value of Insurance-Linked Securities - Sidney Rostan News ReleaseThe Value of Insurance-Linked Securities - Sidney Rostan News Release
The Value of Insurance-Linked Securities - Sidney Rostan News ReleaseInvestments Network marcus evans
 
Why Dutch Mortgages Are a Perfect Match for Long-Term Investors - News Release
Why Dutch Mortgages Are a Perfect Match for Long-Term Investors - News ReleaseWhy Dutch Mortgages Are a Perfect Match for Long-Term Investors - News Release
Why Dutch Mortgages Are a Perfect Match for Long-Term Investors - News ReleaseInvestments Network marcus evans
 
Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...
Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...
Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...Investments Network marcus evans
 

Más de Investments Network marcus evans (20)

How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...
  How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...  How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...
How Private Wealth Managers Can Capitalize on any Market Environment-Gershi...
 
The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.
The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.
The Real Estate Investment Opportunities Today-Steve Fifield, FRC Realty Inc.
 
Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...
Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...
Investing in Real Estate that Provides Social Value and a Good ROI- John Moli...
 
Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...
Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...
Enhancing the Long-Term Return of Cryptocurrency Assets-Bill La Prise, WhiteT...
 
Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...
Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...
Asia's New "Super Cluster"?: Prospects and Challenges for the Greater Bay Are...
 
Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...
Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...
Self-Sufficiency: A Macroeconomic Insight into China’s Financial, Political a...
 
Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...
Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...
Behind the Face Value: Driving Sustainability Finance to Achieve Purpose beyo...
 
What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...
What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...
What Makes Healthcare Technology Attractive to Investors-Christoph Kausch, MT...
 
Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...
Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...
Surviving the Test of Time: Instilling Enduring Passion and Preserving Wealth...
 
Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...
Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...
Contemporary State of Mind: Bolstering Investment Potential by Positioning fo...
 
How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...
How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...
How Investors Can Make Money from Volatility-Edgar Nava, Orlando Sthory and L...
 
Fragments: A Path to Ideal Money - Evan Kuo presentation
Fragments: A Path to Ideal Money - Evan Kuo presentationFragments: A Path to Ideal Money - Evan Kuo presentation
Fragments: A Path to Ideal Money - Evan Kuo presentation
 
Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...
Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...
Performing FO Health Checks to Build an Entrepreneurial, Flexible yet Robust ...
 
A New Approach to Investing in Private Technology Companies - Amir Guttman ne...
A New Approach to Investing in Private Technology Companies - Amir Guttman ne...A New Approach to Investing in Private Technology Companies - Amir Guttman ne...
A New Approach to Investing in Private Technology Companies - Amir Guttman ne...
 
EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...
EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...
EPI Summit 2018 - Yanis Varoufakis Shares His Views on the Global Economy, Br...
 
Taking Emotions Out of the Investment Process - Matt Topley, Fortis Wealth
Taking Emotions Out of the Investment Process - Matt Topley, Fortis WealthTaking Emotions Out of the Investment Process - Matt Topley, Fortis Wealth
Taking Emotions Out of the Investment Process - Matt Topley, Fortis Wealth
 
How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...
How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...
How Investors Can Get Value from Venture Investments-Peter Craddock,Shoreline...
 
The Value of Insurance-Linked Securities - Sidney Rostan News Release
The Value of Insurance-Linked Securities - Sidney Rostan News ReleaseThe Value of Insurance-Linked Securities - Sidney Rostan News Release
The Value of Insurance-Linked Securities - Sidney Rostan News Release
 
Why Dutch Mortgages Are a Perfect Match for Long-Term Investors - News Release
Why Dutch Mortgages Are a Perfect Match for Long-Term Investors - News ReleaseWhy Dutch Mortgages Are a Perfect Match for Long-Term Investors - News Release
Why Dutch Mortgages Are a Perfect Match for Long-Term Investors - News Release
 
Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...
Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...
Achieving Investment Portfolio Resilience & Agility in Today’s Uncertain Land...
 

ESG Integration for Higher Investment Returns: Interview with: Philippe Spicher, Chief Executive Officer, Inrate Ltd - European Pensions & Investments Summit

  • 1. ESG Integration for Higher Investment Returns Why is this more relevant to The analytical reports we prepare per pension funds today? sector or industry with that data, help pension funds and asset managers Economic development and growth can identify the companies that are less only be sustainable if the social, exposed to sustainability risks, and environmental and economic those that are best positioned to equilibriums are preserved. This is a capture the opportunities. fact. Considering that pension funds invest for the long-term, this makes sustainable investing highly relevant to them. Could ESG integration have a Interview with: Philippe Spicher, negative impact on a portfolio? How Chief Executive Officer, Inrate Ltd is it compatible with a pension fund’s fiduciary duty? “Economic development and growth can only be sustainable if the social, There are numerous studies that show that ESG integration has no negative The financial environmental and economic impact on the financial performance of a equilibriums are preserved,” said portfolio, yet this question keeps coming Philippe Spicher, Chief Executive Officer, up. It could also very well have a Inrate Ltd. Considering that pension positive impact. criteria funds are by definition long-term investors, it means they should invest in Fiduciary duty requires acting in the assets that take environmental, social best interest of the owner, who has an commonly and governance (ESG) factors into interest in seeing financial returns from account, he added. investments, but also in ensuring there is still a world in which they could enjoy A sustainability rating agency attending the fruits of their savings. in use the marcus evans European Pensions & Investments Summit As pessimistic as it sounds, this is 2013 taking place in Montreux, unfortunately not an outcome that can should Switzerland, 22 - 24 April, as a sponsor, be ruled out. Climate change really does Inrate’s Spicher defines ESG integration threaten the world as we know it. and discusses how it can have a positive impact on an investment portfolio. What are your ESG criteria? How do extend you assess companies? What do socially responsible investment and ESG integration We look at two main components. First, to ESG mean? the impact that the company, its operations and products have on the Investors have traditionally invested environment and society. A car emits their assets into securities according to gases and has a negative effect, financial criteria, such as the economic whereas renewable energy can have a perspectives of the underlying positive effect. companies. Broadly speaking, ESG integration means including extra- Secondly, we look at how committed a financial or, as commonly named now, company is to managing negative ESG factors into the investment impacts, if there is a true willingness to process, recognising that these can minimise them and what measures it have a material impact. takes to do so.
  • 2. About the European Pensions & Investments Summit 2013 The Investment Network – marcus evans Summits group This unique forum will take place at the Fairmont Le Montreux Palace, Montreux, delivers peer-to-peer information Switzerland, 22 - 24 April 2013. Offering much more than any conference, on strategic matters, professional exhibition or trade show, this exclusive meeting will bring together esteemed trends and breakthrough industry thought leaders and solution providers to a highly focused and interactive innovations. networking event. The Summit includes visionary presentations and interactive forums on geopolitical risks in the global economy, finding opportunities for steady returns in recalibrating markets and rethinking pension products to deliver sustainable benefits in a new systemic context. www.epi-summit.com Please note that the Summit is a closed business event and the Contact number of participants strictly Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits limited. Division Tel: + 357 22 849 313 Email: press@marcusevanscy.com For more information please send an email to info@marcusevanscy.com All rights reserved. The above content may be republished or reproduced. Kindly inform us by sending an email to press@marcusevanscy.com About Inrate Ltd Inrate Ltd is an independent sustainability rating agency active in Europe. It is based in Switzerland and has more than 20 years of experience in linking its know-how on sustainability with the financial markets. Inrate provides tailor-made solutions for investors who wish to consider ESG issues in their investments – either on the grounds of socially responsible investment or with the aim of minimizing extra-financial risks in traditional investment. www.inrate.com About marcus evans Summits marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings. For more information, please visit: www.marcusevans.com Upcoming Events APAC Investments Summit - www.apacinvestmentssummit.com Elite Summit - www.elitesummit.com Emerging Markets Investments Summit - www.emisummit.com Private Wealth Management Summit (North America) - www.privatewealthsummit.com To view the web version of this interview, please click here: www.epi-summit.com/PhilippeSpicher