14.30 - 16.15

Lai Yong Wong (Japan)
Senior Consultant - CSR Asia

Kevin Macdonald (Mauritius)
Managing Director - Sustainable Capital

Can Sustainability Alpha Be Generated in Emerging and Frontier Markets? - Case Studies

It remains a misconception of many investment professionals that investors will have to limit performance in order to invest in a sustainable manner. The Africa Sustainability Fund performance since 2009 provides empirical evidence that sustainable investment research and application adds significant investment alpha especially in markets that are less efficient. Case studies providing clear examples of such alpha generation will be presented.

Miho Kurosaki (Japan)
ESG Data Specialist - Bloomberg L.P.

Challenges and the Futures of ESG Investment in Emerging Markets

ESG is seen with great interest in Emerging Markets.
It possibly resulted from a few factors:
one - ESG guidelines issued by regulators in Emerging Markets, and another - potential supply chain risks that grab the attention of global investors large and small.
This presentation will focus on ESG trends in Emerging Market and will help to identify challenges and opportunities for ESG investors as well as corporations and their stakeholders.

Andy Gebhardt (South Korea)
Director - SolAbility

Evaluating Corporate Sustainability Performance In Emerging Asian Markets

ESG Research so far has been largely focussed on large-cap companies in developed markets, and relies heavily on voluntary disclosure. This presentation presents the results of a research project on emerging market equities with a new methodology that is designed to identify sustainable value under the characteristics of emerging markets on low disclosure.