Home > Collection Development > Subject Blogs    

Apr 16 2014

Webinar: Investment Strategies for Reducing Fossil Fuel Exposure

In response to the 350.org call for divestment, investors globally are taking a closer look at the role of fossil fuels in their investment strategies. In the recent ESG issue brief, “Options for Reducing Fossil Fuel Exposure,” MSCI ESG Research explores four major strategies that range from fully excluding carbon reserve holders to adding positive exposure to clean technology.

 

Following this publication, MSCI ESG Research invites you to two webinars (North America and EMEA sessions) where industry experts will provide insight into the following three approaches to reducing fossil fuel exposure: fossil fuel free, low carbon, and thematic. 

 

EMEA Speakers:

  • James Leaton, Research Director, Carbon Tracker
  • Gunnela Hahn, Head of Responsible Investment, Church of Sweden
  • Frederic Samama, Deputy Global Head of Institutional Clients, Amundi
  • Hugo Rogers, Fund Manager, Global Emerging Markets Equities, F&C Investments
  • Linda-Eling Lee, Global Head of ESG Research, MSCI ESG Research

 

Discussion topics:

  • How much exposure does a portfolio have to potential ’stranded assets’?
  • How do the various strategies, from divestment to low carbon to thematic, compare when it comes to carbon intensity and performance?
  • What strategies are leading investment managers employing today?

 

 

Event Details   

Session 2 (EMEA)

  • Hong Kong            Tuesday, 22 April 2014, 8:00PM HKT        
  • London                  Tuesday, 22 April 2014,1:00PM BST
  • Paris                      Tuesday, 22 April 2014, 2:00PM CEST
  • Dubai                     Tuesday, 22 April 2014, 4:00PM GST

 Length: 60 Minutes

                         

REGISTER TODAY!

Log-in details will be emailed to you shortly after your registration is received.
There is no fee to attend.

 

Click here to receive regular ESG updates

Click here for further information on ESG network initiatives

 

 

 

No responses yet| 157 views

Feb 13 2014

Webinar: The Year in Review 2013 - Risk Model Backtesting

RiskMetrics is going to presents the results of an annual backtesting study, using their RiskManager applied to four standard risk models. The scope of the study included fixed income and equity portfolios during the period January to December 2013.

 

While the first half of 2013 was quiet, volatility increased after June 2013. For fixed income portfolios, the more reactive models showed some underestimation of risk in the turbulent period. The more stable historical model on average produced better forecasts, thanks to the 2008 crisis data being included.

 

Looking back over the past three years of these backtesting papers, they see that different models have performed best in different years, this raises both immediate practical implications and longer term questions, which will be discussed during this presentation. 

 

Agenda Topics Include

  • Risk Model backtest results for fixed income and equity portfolios
  • Discussion of trade off between stability and responsiveness of models
  • Comparison with previous years
  • Practical and research implications of different models performing better in different years

 

Event Details     

Length  50-60 minutes                   

 

 Session 1

  • Hong Kong          Tuesday, 4 March 2014, 6:00 PM HKT                     
  • London                 Tuesday, 4 March 2014, 10:00 AM GMT 
  • Paris                     Tuesday, 4 March 2014, 11:00 AM CET    
  • Dubai                    Tuesday, 4 March 2014, 2:00 PM GST      
  • Tokyo                    Tuesday, 4 March 2014, 7:00 PM JST                                         

 

Session 2            

  • Hong Kong            Wednesday, 5 March 2014, 0:00 AM HKT
  • San Francisco        Tuesday, 4 March 2014, 8:00 AM PST  
  • New York               Tuesday, 4 March 2014, 11:00 AM EST
  • London                  Tuesday, 4 March 2014, 4:00 PM GMT
  • Paris                      Tuesday, 4 March 2014, 5:00 PM CET
  • Dubai                     Tuesday, 4 March 2014, 8:00 PM GST  

 

REGISTER TODAY!

Webinar log-in details will be emailed to you shortly after your registration is received.

OR See the latest Market Insight paper: The Year in Review 2013: Risk Model Backtesting  by Rachael Smith and Thomas Verbraken.

 

 

No responses yet| 271 views

Jan 20 2014

Webinar: 2014 ESG Trends to Watch

As we leave behind a year in which investors turned cautious on some Emerging Market economies, when the share price of coal producers tumbled due to weakening demand, and as political fights over the government’s fiscal position shut down the US government for the first time in 17 years, which ESG themes will intersect with key market trends in 2014? In this annual edition of our ESG Trends to Watch Report, we explore some of the most pressing questions that our clients are asking heading into the New Year.

 

Join MSCI ESG Research for the January 28th webinar “2014 ESG Trends to Watch” with the analysts behind the report - don’t miss the in-depth analysis and insight on the below five topics:

  • To Divest or Not to Divest? Options for Reducing Fossil Fuel Exposure
  • How are Emerging Markets Economies Turning Income into Wealth? Improvements in Human Capital Infrastructure
  • What’s Green about “Green Bonds”? Three Questions Investors Should Ask
  • Are Some Sectors More Sustainable Than Others? Evolving ESG Allocation Strategies
  • Who’s Paying Less and Who’s Paying More? The Push for Tax Transparency

 

Event Details

  • Hong Kong       Wednesday, 29 January 2014, 0:00AM HKT
  • San Francisco    Tuesday, 28 January 2014, 8:00AM PST
  • New York           Tuesday, 28 January 2014, 11:00AM EST
  • London              Tuesday, 28 January 2014, 4:00PM GMT
  • Paris                  Tuesday, 28 January 2014, 5:00PM CET
  • Dubai                 Tuesday, 28 January 2014, 8:00PM GST

 

REGISTER TODAY!

Webinar log-in details will be emailed to you shortly after your registration is received.

OR Download the 2014 ESG Trends to Watch Report now!

 

 

No responses yet| 322 views

Oct 08 2013

Webinar: Canada - Safe Waters or Risky Business?

Canada is perceived to be a relatively low risk market from an environmental, social, and governance standpoint. However, MSCI ESG Research analysis on Canada indicates that although the country has high governance standards, on an industry level, Canadian companies face numerous ESG risks both from foreign and domestic operations. Within the MSCI Canadian Investable Market Index (IMI), for example, 46% of Energy and Materials companies by sector weight have inherently disruptive operations, suggesting that environmental risks may be more pronounced for corporate Canada than other similarly developed economies.

 

We cordially invite you to a webinar where experts from MSCI ESG Research, OPTrust, and NEI Investments will discuss ESG risk areas for Canadian companies and how investors are minimizing exposure to these issues within their portfolios.

 

Agenda items include:

  • What are the key findings and conclusions following MSCI ESG Research’s expanded MSCI Canadian IMI coverage?
  • How are Canadian companies managing key ESG risks such as biodiversity and land use, financing and environmental impact, and corruption?
  • What strategies are Canadian investors implementing to minimize exposure to ESG risks within their investment portfolios?

 

The session will be moderated by Paula Glick, Vice President, MSCI ESG Research, and speakers include:

  • Priti Shokeen, Senior Analyst, MSCI ESG Research
  • Katharine Preston, Manager, Responsible Investing Group, OPTrust
  • Bob Walker, Vice President, ESG Services, NEI Investments

 

Event Details

  • Hong Kong        Friday, 25 October 2013, 01:00 AM HKT
  • San Francisco    Thursday, 24 October 2013, 10:00 AM PDT
  • New York           Thursday, 24 October 2013, 1:00 PM EDT
  • London              Thursday, 24 October 2013, 6:00 PM BST
  • Paris                  Thursday, 24 October 2013, 7:00 PM CEST
  • Dubai                 Thursday, 24 October 2013, 9:00 PM GST

 

Webinar Details

Log-in details will be emailed to you shortly after your registration is received.

There is no fee to attend.

 

 

REGISTER HERE!

No responses yet| 368 views

Aug 02 2013

ESG Integration across Asset Classes - Farmland Investing

Sustainable investing - understood as the incorporation of environmental, social and governance (ESG) analysis into investment decision-making - is a growing discipline that may identify opportunities for both investors and society as a whole. The industry is a continually growing and changing field that encompasses institutional investors, asset managers and financial service providers.

 

In recent years, an increasing number of industry experts and academics have given their opinion that key ESG developments play a role in long-term performance.1 For long-term investors such as pension funds, there may be merit in sustainable investment approaches practiced within the context of fiduciary duty.2

 

ESG integration in equity has led the way so far - but academic and industry research has shown a trend toward developing models and tools for ESG integration across all asset classes. A recent webinar series3 and online survey4 on ‘ESG Integration across Asset Classes’ conducted by MSCI ESG Research from April 1 to May 10, 2013, showed that there was a growing interest in integrating ESG factors across equities (35%), fixed income (20%), real estate (13%), private equity (13%) and other alternatives (13%).5

 

Farmland investments are influenced by ESG factors in ways that are both seen and at times unseen and even unforeseen. When assessing potential ESG risks in this field there is a growing need to consider a variety of key ESG ‘macro themes’ that are underpinning the asset class such as urbanisation, climate change, biodiversity, resource scarcity, human rights, regulations, population growth and demographics.6

 

The challenge for society as a whole is to meet the needs of a growing global population, while preserving and enhancing natural resources to secure positive and equitable outcomes - for this and the next generation.7

 

Find out more:

 

 

References: 
[1]‘Handbook on Responsible Investment Across Asset Classes’, Boston College, Centre for Responsible Investment, in collaboration with Eurosif and Social Investment Forum, 2008, Link: http://www.cof.org/files/images/ExecEd/bcrespinvesthndbk.pdf


[2]‘Responsible Investment’s second decade: Summary report of the state of ESG integration, policy and reporting’, Mercer / CaIPERS Whitepaper 2011, Link:

http://www.calpers.ca.gov/eip-docs/investments/video-center/view-video/mercer-report-second-decade.pdf


[3] MSCI ESG Research Webinar Series on ‘ESG Integration across Asset Classes’, recorded on 11 April 2013, Links:

http://www.msci.com/resources/webcast/global_esg_leadership_forum_2013_-_emea_session.html, http://www.msci.com/resources/webcast/global_esg_leadership_forum_2013_-_apac_session.html, http://www.msci.com/resources/webcast/global_esg_leadership_forum_2013_-_americas_session.html


[4] MSCI ESG Research Survey on ‘ESG Integration across Asset Classes’, conducted from 1 April – 10 May 2013, 31 participants took part in the online survey, link:

http://www.msci.com/insights/responsible_investing/global_esg_leadership_forum_2013_-_esg_integration_across_asset_classes.html


[5] See ‘ESG Integration across Asset Classes - A Synopsis’, yourSRI.com article, May 2013, link:

https://yoursri.com/responsible-investing/newsletter/Topic%20of%20the%20month%20Mai%202013


[6] See ‘Responsible investment in farmland – a compendium of case studies’,  PRI / UNEP FI, UN Global Compact whitepaper, 2012, link:

http://www.unpri.org/areas-of-work/implementation-support/the-principles-for-responsible-investment-in-farmland/


[7] See MSCI ESG Research Webinar on ‘Agriculture Investment Webinar - Identifying Smart Beta, Managing Structural Change and Establishing Sustainable Investment Strategies’, 18 October 2012, link:
http://www.msci.com/resources/webcast/agriculture_investment_webinar_-_identifying_smart_beta_managing_structural_change_and_establishing_1.html

No responses yet| 742 views

Aug 02 2013

eMarketer Webinar: Mobile Messaging Trends–Tapping into SMS, Mobile Email and Push Notifications

Mobile Messaging Trends–Tapping into SMS, Mobile Email and Push Notifications

Multichannel marketing is primarily thought of as marketing across multiple devices. Yet consumers with smartphones and tablets also hold multiple channels in one hand, making the need for a cohesive cross-channel messaging strategy even more important.

Please join us on Thursday, August 8, at 1 pm ET (Note: FRIDAY, AUGUST 9, at 1 am HK time)   for a free webinar, Mobile Messaging Trends—Tapping into SMS, Mobile Email and Push Notifications. eMarketer’s Catherine Boyle will discuss the latest mobile messaging trends and how leading brands are beginning to use a variety of channels to engage consumers.

The webinar will address these key questions about mobile messaging:

  • What channels (i.e., SMS/MMS, mobile email, IM/chat) are most widely used by consumers?
  • Which channels do marketers rely on most?
  • How effective is mobile messaging?

Please click here to register.  We hope you can attend, but if you sign up and can’t make it you will be sent a link to view the deck and recording the day after the webinar.

No responses yet| 199 views

Jun 20 2013

Gain Market Insight with Webinars from Euromonitor International

Euromonitor International’s webinar series aims to provide you with the latest industry trends and market insight. Take a look below at our upcoming webinars - register today to secure your space:

    

Alcoholic Drinks in 2013: The Recovery and the Macroeconomic Balancing Act
Date: June 19, 2013
Time: 9:00 AM CST, 15:00 BST
Note: Hong Kong Time – June 19, 2013 (Wednesday) 10:00 PM
REGISTER NOW >>
 

East Africa’s Tourism Industry Poised for Growth
Date: June 25, 2013
Time: 9:00 AM CST, 15:00 BST
Note: Hong Kong Time – June 25, 2013 (Tuesday) 10:00 PM
REGISTER NOW >>

 

Harnessing the Power of the Ageing Global Population
Date: June 27, 2013
Time: 9:00 AM CST, 15:00 BST
Note: Hong Kong Time – June 27, 2013 (Thursday) 10:00 PM
REGISTER NOW >>

 

Consumer Health as a Prevention and Solution to the Chronic Disease Epidemic
Date: July 17, 2013
Time: 9:00 AM CST, 15:00 BST
Note: Hong Kong Time – July 17, 2013 (Monday) 10:00 PM
REGISTER NOW >>

  

The Sportswear Revolution: Global Market Trends and Future Growth Outlook
Date: July 24, 2013
Time: 9:00 AM CST, 15:00 BST
Note: Hong Kong Time – July 24, 2013 (Wednesday) 10:00PM
REGISTER NOW >>
   

The Tobacco Industry at a Crossroads: Cigarettes Growth Falters as Focus Falls on Alternatives
Date: July 25, 2013
Time: 9:00 AM CST, 15:00 BST
Note: Hong Kong Time – July 25, 2013 (Tuesday) 10:00 PM
REGISTER NOW >>

   

Euromonitor International provides you more insight via their GMID database:

Global Market Information Database (GMID)
http://library.hku.hk/record=b3755585

 

This database contains over a million demographic, economic and marketing statistics for more than 200 countries worldwide. It is restricted to current HKU staff and students only.

No responses yet| 675 views

Jun 20 2013

Webinar: MSCI ESG Research - Thematic Research Reports Launch - June 20, 2013

Thematic Research Reports Launch

Date: THURSDAY, JUNE 20, 2013

Time:  10:00PM HKT/ 7:00AM PDT/ 10:00AM EDT/ 3:00PM BST/

           4:00PM CEST/ 6:00 PM GST 

                      

Environmental, Social and Governance (ESG) macro trends are shaping our future and may become material issues for companies and investors alike.

 

ESG research and analysis across sectors remains fragmented and limited to a company or industry level. This makes it difficult to assess ESG risks and opportunities across the investment universe and / or across asset classes, and to answer thematic research questions such as: What are the key sectors most impacted by climate change, resource scarcity, human capital, demographic changes, financial market instability and corporate governance issues? Which companies are better at responding to these ESG issues or seizing opportunities, and which ones are lagging behind?

 

Based on our combination of global expertise and coverage, MSCI ESG Research is now able to provide its clients with thematic research and analysis across sectors. This allows us to draw ESG macro- and micro-thematic research conclusions and to explore ESG / financial returns, as well as the broader ESG footprint.

 

Please join us for the MSCI ESG Thematic Research Reports launch webinar where we will discuss the recent expansion of our ESG research to cover a series of issues across the MSCI World and MSCI ACWI universe.

   

During the session, we will discuss a broad variety of topics such as:

  • What’s a ‘Thematic Research Report’, what kind of information will investors typically find in these reports and what is MSCI ESG Research upcoming schedule for thematic reports release?
  • How is MSCI ESG Research meeting the challenge to analyze key ESG risks and opportunities across a broad investment universe?
  • What are the key findings of our latest Thematic Research Reports?

 

Host: Linda-Eling Lee, Global Head of ESG Ratings Research, MSCI ESG Research

 

Speakers:

  • Veronique Menou, Senior Analyst, MSCI ESG Research
  • Drew Fryer, Senior Analyst, MSCI ESG Research
  • Wolfgang Pinner, Head of Sustainable Investments, Erste Asset Management

 

Agenda Topics

  • Thematic Research Reports - A Synopsis
  • ESG Risks and Opportunities across Sectors - MSCI ESG Research Analysis
  • The Use Case Examples for ESG Research Themes

 

REGISTER HERE!
Please use a valid e-mail address which you check regularly.

                         

 

 

 

 

No responses yet| 599 views

Feb 27 2013

Webinar: Optimizing ESG Factors in Portfolio Construction - March 21, 2013

 

RiskMetrics (through ISS Governance Services) provides corporate governance data and we subscribe their Directors Data through WRDS:


RiskMetrics. Directors data request [electrionic resource].

http://library.hku.hk/record=b4187090

 

You may also wish to find that they provide the following free Webinar now:

 

Optimizing ESG Factors in Portfolio Construction

Date: THURSDAY, MARCH 21, 2013

Time: 8:00AM PDT / 11:00AM EDT / 3:00PM GMT / 4:00PM CET / 7:00PM GST

Note: Hong Kong Time – March 21, 2013 (Thursday) 11:00PM

 

For the last two decades, institutional investors have debated whether considering Environmental, Social and Governance (ESG) factors can lead to better financial returns.

 

We will examine how MSCI ESG Intangible Value Assessment (IVA) ratings by MSCI ESG Research can be combined with the Barra Global Equity Model (GEM3) to build optimized portfolios with improved ESG ratings. The risk model allows us to separate systematic sources of active return - that is, common factor contributions - from asset specific return sources associated with IVA scores. While our study was designed primarily as an enhanced indexing exercise, focused on achieving benchmark returns comparable to the MSCI World Index, we also found three possible strategies during the observed period that can raise ESG ratings and improve active returns with minimal effects on benchmark tracking error. The currently available dataset allowed us to compare these three strategies over the volatile market cycle from February 2007 through December 2012.

 

Which of these strategies attained the best performance results and how did they compare?

  • ESG worst-in-class exclusion
  • ESG best-in-class overweighting
  • ESG momentum toward ratings improvements

 

Please join us for an interactive webinar on ‘Optimizing ESG Factors in Portfolio Construction.’ Our experts from MSCI ESG Research, MSCI Risk Management Analytics (RMA) and MSCI Portfolio Management Analytics (PMA) will outline how under- and overweighting ESG ratings in portfolio construction can lead to better, risk-adjusted returns through application of MSCI’s risk management analysis tool, BarraOne, and portfolio management tool, Barra Portfolio Manager.

Read the latest MSCI Applied Research paper on ‘Optimizing ESG Factors in Portfolio Construction’.

 

 

REGISTER HERE!

Please use a valid e-mail address which you check regularly.

 

 

No responses yet| 399 views

Feb 06 2013

ESG Update - January 2013, Q1

RiskMetrics (through ISS Governance Services) provides corporate governance data and we subscribe their Directors Data through WRDS:


RiskMetrics. Directors data request [electrionic resource].

http://library.hku.hk/record=b4187090


You may also wish to find that they provide the following ESG update now:

 

2013 ESG Trends to Watch

If there is one thing that Hurricane Sandy in the US taught us, it is that preparation counts. What seemed unlikely even just a day before the storm upended business-as-usual and reinforced the primacy of risk management. As MSCI ESG Research looks forward to 2013, we see clouds on the horizon in the context of accelerating climate change and populist disenchantment in key emerging markets with the way business gets done. Yet, those who look beyond the constrained horizons of stagnating home markets and business-as-usual to retool their strategies for new growth drivers have the chance to seize a significant first mover advantage. Read more

Listen to the webcast

 

Research in Focus

Firearms Divestment in the US

Now six weeks since the Sandy Hook tragedy, the US investor community continues to bear witness to the rapidly developing firearms divestment campaign. On January 9, the California State Teachers’ Retirement System (CalSTRS) Investment Committee announced that it would begin divesting from firearms companies that manufacture weapons that are illegal in California. Similar investment bans have been adopted in New York City and Chicago. Philadelphia Mayor Michael Nutter has issued a call through the US Conference of Mayors for adoption of the ‘Sandy Hook Principles’, modeled after the Sullivan principles to end apartheid in South Africa. Read more


Stay tuned: On February 28, 2013, MSCI ESG Research will host a webinar to discuss these and other questions arising from calls to divest from firearms companies.


Green Property Growth: Asia-Pacific and European REITs Setting the Trend

The latest ‘MSCI ESG IVA Industry Report: Real Estate’ benchmarks 70 of the largest Real Estate Investment Trusts (REITs) globally, covering almost 200 million sqm in space (2.1 billion sqft). Our research finds that the green building market shows more growth potential in Asia-Pacific and Europe than in North America. In addition, energy efficiency practices in North American Residential and Retail REITs are particularly underdeveloped. Top performers by region include GPT (Asia-Pacific), Hammerson (EU), and Liberty (Northern America) Read the MSCI IVA Report for REITs

 

ESG Integration

Optimizing ESG Factors in Portfolio Construction

Institutional investors wanting to integrate Environmental, Social and Governance (ESG) factors in their investment strategies need the right tools to measure portfolio risk characteristics and performance. MSCI’s BarraOne and Barra Portfolio Manager can provide this utility with Intangible Value Assessment (IVA) ratings from MSCI ESG Research. In this recent study, we examine the use of IVA ratings with the Barra Global Equity Model (GEM3) to build optimized portfolios with improved ESG ratings, while keeping risk, performance, country, industry, and style characteristics similar to conventional benchmarks, such as the MSCI World Index. Read more


Stay tuned: On March 21 2013, MSCI ESG Research will host an interactive webinar on optimizing ESG factors in portfolio construction.

 

Featured Events

MSCI / GTQ Seminar: Quantifying ESG - A Practical Methodology for Valuing Non-financial Performance

GTQ is organizing a series of seminars on ‘Quantifying ESG’ in London (March 19), Amsterdam (March 21) and Zurich (March 22). The seminars will outline a methodology for valuing a firm’s primary intangible assets and its ESG performance, allowing enhanced portfolio analysis for investors and better management and communication of ESG / sustainability performance for corporations. MSCI ESG Research is hosting the seminar in London. Read more and register


Global ESG Leadership Forum 2013: ESG Integration across Asset Classes

Historically, responsible investment has looked first and foremost to the social and environmental risks and opportunities of investing in the equities of corporations, and a network of sophisticated, socially responsible stock indices, money managers, research firms, and investment products have emerged to help investors integrate ESG information into their public equity investments. Despite many recent and important projects, much work remains to be done to create an overview of how to approach sustainable investment across asset classes and how to develop definitions and guidelines for responsible investment across portfolios. On April 11, 2013, MSCI ESG Research is hosting 3 ESG Leaders webinars (for APAC, EMEA and Northern America) where experts from industry and academy seek to evaluate growth in responsible investment across asset classes. Read more and register

 

 

 

No responses yet| 296 views

Next »