Sustainable Investment Approach – ESG Data Empowered Index

InvesTAO China Sustainability Webinar Series
This document is for institutional investors only

Investment Management 2020: Meet the Leaders Series

The investment management industry’s most influential companies and business leaders explain the development in the market, in a new online series proudly presented by the City of London Corporation.

HostCity of London
Panellist(s)Legal & General Investment Management, Harvest Fund
Date05 November 2020

Watch the Recording

Summary

The COVID pandemic has led the investment community to focus more on socially and environmentally conscious strategies. More investors are considering incorporating ESG factors into investment processes, recognising they could capture upside potential, reduce ESG-related risk and still meet their fiduciary responsibilities.

Global sustainable assets have now exceeded US$30 trillion at the start of 2019, up more than 30% from 2016. The UK has committed to achieving its net-zero target by 2050. China aims to have CO2 emissions peak before 2030 and achieve carbon neutrality by 2060. How should investors translate these national targets into investment strategies?

This webinar, hosted by the City of London Corporation, in partnership with InvesTAO, seeks to speak to investment management experts in China and in the UK to discuss and share experience on sustainable investment strategy and approach when investing in emerging markets such as China and other parts of the world. Discussions will be made on:

  • Where do ESG data help in passive investments, in China and the UK?
  • Where are the opportunities and challenges under the pandemic, tech revolution, geopolitical tension in Northeast Asia, and the current ESG wider market?
  • How ESG factor can help enhance investment returns in China on a quantitative basis?
  • What are the ESG insights on the sector or stock level to feature active ESG investing approach?

Panellists' Bio

Keynote Speaker
Alderman William Russell
The Rt. Hon. Lord Mayor of the City of London

Alderman William Russell took office as the 692nd Lord Mayor of the City of London on 8th November 2019. He served as a Sheriff of the City of London in 2016-17 and, in that capacity, supported the then Lord Mayor, undertaking numerous visits and official functions. On 30th September 2020 William was elected to serve a further year in office, to provide continuity of civic governance during the Coronavirus emergency. His mayoral theme for his time in office is “Global UK – The New Future”, supporting businesses through the COVID19 crisis, speeding the recovery and seizing the opportunities of the new future.

William has over thirty years’ experience in the financial and business City including holding senior positions in the national and international Banking sector.

Moderator / Speaker
Shelley Yang, CFA
Co-founder and CEO of InvesTAO

With more than 20 years leading cross-border business for Chinese asset managers, Shelley Yang founded InvesTAO in 2018 after her departure as CEO of Haitong Capital. Previously, she served as senior positions in Haitong Bank, China Universal AM and Guotai AM. She is also a Member of the ICI Global APAC committee.

Ms Yang holds an MBA from California State Poly University, and is an Alumni of Harvard Business School PLD program.

Speaker
Aanand Venkatramanan, Ph.D.
Head of ETF Investment Strategies, Legal and General Investment Management

Aanand currently works at LGIM within the Exchange Traded Funds team that was acquired from ETF Securities in March 2018. He joined ETF Securities as a Director, Quantitative Investment Strategies in May 2017. Prior to that, he worked at Barclays Capital and Goldman Sachs International as a vice president within their index research and structuring groups respectively; and at the University of Sussex as an assistant professor in Finance. He has published papers in top academic journals and co-authored book chapters.

Aanand holds a PhD in Mathematical Finance and Master’s in Applied Mathematics from the University of Reading.

Speaker
Katherine Han, CFA, FRM
Head of ESG Research, Harvest Fund Management

Katherine spearheads the group’s ESG integration program throughout investment processes, establishing Harvest’s proprietary ESG framework and database and managing Harvest’s stewardship program and engagement initiatives with investee companies. Prior to Harvest, Katherine was a senior analyst with MSCI ESG Research for eight years, where she led the global technology sector research and was a member of APAC ESG methodology committee. Her prior roles also include governance analyst with ISS and multi-asset class data analyst at MSCI Barra.

She holds a Master’s degree in Finance from Renmin University of China and a Bachelor’s degree in Financial Engineering from Beihang University.