09.00 - 10.45

Mariko Kawaguchi (Japan)
Head of CSR Department, Director Social Investment Forum Japan - Daiwa Institute of Research Ltd.

Michael Salvatico (Australia)
Vice President, ESG Client Coverage - MSCI Inc.

ESG Integration: The Highs, Lows and Holy Grail

The growing support for ESG integration is evident in the increase of UN PRI signatories. There is an increased interest in investigating the risks and opportunities in ESG research. There are those clients who value the beliefs of ESG and those who value the financial dimension. However, there are some people that are suspicious of drivers behind ESG. To truly integrate ESG into the investment process this group needs to be won over.
In this presentation we look at options to achieve ESG integration:
1) What are the key ESG risks and opportunities most applicable to each industry sector?
2) Do companies have risk management strategies commensurate with the ESG risks they face?
3) Do companies have strategies to capture potential opportunities in the ESG space?

Aldo Bonati (Italy)
Head of Research Department - ECPI Milan

Integrating Fundamental Quantitative and ESG Research

Companies are disclosing more ESG information in their public documents and are integrating it into annual reports and investors presentations.
Asset managers and banks are already working to the integrate traditional equity analysis with non financial information.
ESG service providers should be ready to provide financial institutions flexible and adaptable tools / indicators to match different evaluation approaches.
ECPI provides an example on how financial and non financial information can be integrated to benefit investors returns.

Steven R. Okun (Singapore)
Director of Public Affairs-Asia Pacific - KKR Asia Ltd

Creating Sustainable Value

The Speaker explains KKR's unique and succesful ESG approach.


“We consider ESG issues not only because it makes us good citizens, but because we believe that thoughtful management of these issues is critical to value creation….
“Our approach focuses on creating shared value through initiatives that benefit our limited partners, our portfolio companies’ employees and their bottom lines, as well as other stakeholders, the environment and society in general.”
George R. Roberts and Henry R. Kravis