11:15 - 13:00

Stewart Armer (Germany)
Head of SRI - BNP Paribas Investment Partners

Christophe Churet (Switzerland )
Analyst - SAM

Corporate Sustainability and Financial Performance - A Review of our Empirical Evidence.

The presentation briefly covers the manner in which SAM evaluates the sustainability performance of firms, then focuses mostly on empirical work done in-house and gives a brief survey of empirical work in partnership with leading universities worldwide.

Andy Gebhardt (South Korea)
Director - SolAbility

Korea-specific Characteristics of Corporations and Implications for SRI/ESG Research

1) What is the performance of sustainable companies in Korea?
2) What are the reasons "sustainable" companies perform better than "business-as-usual" management companies?
3) What is the correlation of sustainability management and financial performance in the Korean context?

Nick Edgerton (Australia)
Research Analyst - AMP Capital Investors

Climate change is an example of the intangible forces increasingly affecting company growth prospects and they have major implications for traditional valuation approaches. The impending Australian emissions trading system has the potential to significantly impact company profits. Measuring the effect can vary depending on how prepared each business is for climate change. With winners and some losers, we will only have a better understanding by analyzing the intangibles. Increasingly the more savvy investors will be on the top of analyzing a company's intangible assets and identifying the intangible trends impacting long term value.

Afshin Mehrpouya (France)
Senior Analyst - Innovest

The Environmental, Social and Governance (ESG) Implications of Sovereign Wealth Funds™ (SWF) Influence in the Capitals Markets and Innovest™s Risk Analysis Approach to SWFs.

1) What are the potential positive and negative ESG implications of SWF investments for the investees?
2) In the absence of investment and engagement process transparency, how can we assess the risks associated with an SWF investment transaction?
3)What are the ESG best practices among the SWFs?