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RIAA invites members to attend an important member forum in Auckland on 15 May to discuss the responsible investment community's response to the Christchurch terrorist attack.
Since the March attack, NZ responsible investors have been actively responding on topics including weapons exclusions as well as engagement with social media firms.
This forum, to be hosted by NZ Super in Auckland, is for both NZ and Australian members to share insights and responses, to better equip the responsible investment community to play a key role in important responses to Christchurch.
We welcome our members to join us for this important forum, and we encourage Australian members to join by conference call to hear of progress in the NZ market.
Attend to hear more on:
- A collaborative engagement being led out of NZ with global social media companies
- Insights to better definitions and parameters regarding the various levels of weapons exclusions
- Approaches to implementation of exclusions within portfolios, consistent with new legislation
- Expectations by asset owners on manager consideration of such issues
This event is in conjunction with RIAA's Corporate Engagement Working Group
Agenda
- Attendees arrive
- Welcome from NZ Superannuation Fund
Anne-Maree O'Connor
Anne-Maree O'Connor
Head of Responsible Investment at New Zealand Superannuation FundAnne-Maree O’Connor is Head of Responsible Investment for the New Zealand Superannuation Fund (NZSF). Her main role is the development and oversight of the Guardians’ responsible investment (RI) framework which includes integrating environmental, social and governance considerations across the New Zealand Superannuation Fund’s investments.
Anne-Maree was formerly a board member of the RI Association Australasia and is a recipient of the Women of Influence 2017 award in the Board and Management category. She has recently become a Commissioner on the Financial Sector Commission on Modern Slavery and Human Trafficking (Liechtenstein Initiative).
Anne-Maree has over 20 years of RI experience and has held senior roles in the RI and corporate responsibility field including Managing Director of CoreRatings, Associate Director RI at Aviva’s Morley Fund Management and Head of RI Research at Henderson Global Investors. Anne-Maree holds an MSc from the University College of Wales (UK), a BSc from Massey University (NZ) and the Investment Management Certificate (UK).
- Discussion panel moderated by Simon O'Connor from RIAA
Michael Salvatico•Natalia Fuentes•Simon O'Connor
Michael Salvatico
ESG Research Client Coverage at MSCI ESG Research (Australia) Pty LimitedMichael Salvatico, Executive Director at MSCI Inc., based in Sydney Australia, is the Head of MSCI ESG Research in Australia and New Zealand. MSCI is a global leader providing ESG research, indexes, analytics and real estate benchmarks. Michael works with investors, companies and industry bodies to consult on industry trends, identify ESG requirements, and advise on the integration of ESG
research and tools to help inform investment decisions and strategies.
Michael was a cofounder in the Climakind initiative to reduce global carbon emissions by promoting a price on carbon and a thought leader in solutions to the rising levels of global carbon emissions. Michael is an established research analyst specialising in portfolio analysis and investment strategy. He was part of the highly rated team at Bank of America - Merrill Lynch as the head of Emerging Markets quantitative equity analysis.
Natalia Fuentes
Senior Associate, Client Services at SustainalyticsNatalia Fuentes works with investors within the Asia-Pacific region, with a focus on Australia and New Zealand. She works closely with clients across the region to help them integrate ESG and corporate governance research and data into their investment processes.
Prior to joining Sustainalytics, Natalia led the Client Solutions team for Morningstars’ institutional platform. For over six years, she supported asset managers and the adviser segment by providing solutions, such as access to a broad set of tools and research, to better analyse and monitor company and portfolio performance.
Natalia has a Bachelor of Business and Honours degree in Finance from the University of Technology Sydney.
Simon O'Connor
CEO of Responsible Investment Association AustralasiaSimon operates at the intersection of economics, finance and sustainability and has extensive international experience as an economic adviser, investment analyst and sustainability consultant across finance, corporate and not for profit sectors.
Simon is the CEO of RIAA - an organisation with 200+ investor members who jointly manage over $9 trillion - where he has worked for the past 5 years to elevate sustainability issues as core investment risks and opportunities, and shift capital to support a more sustainable, equitable and prosperous world.
Simon is involved in a number of external committees and advisory groups including the Global Sustainable Investment Alliance, the New Zealand National Advisory Board on Impact Investing and the UN backed Principles for Responsible Investment (PRI) Australia Network Advisory Committee.
- Discussion panel moderated by Simon O'Connor from RIAA
David Beattie•Murray Lapworth•Simon O'Connor•Felix Fok
David Beattie
Joint CEO and CIO of Booster Investment Management
Murray Lapworth
Chief Financial Officer at Rata FoundationSimon O'Connor
CEO of Responsible Investment Association Australasia
Felix Fok
Portfolio Manager at MILFORD ASSET MANAGEMENT
- update on the collaborative engagement with the social media companies
Katie Beith
Katie Beith
Senior Investment Strategist, Responsible Investment at New Zealand Superannuation FundKatie is a Senior Investment Strategist in the Responsible Investment team for the Guardians of New Zealand Superannuation (Guardians). She is involved primarily in supporting the portfolio monitoring, leading the engagement programme and developing the exclusion list. She also provides key support and expertise for the internal teams.
Prior to joining the Guardians, Katie spent 8 years at Newton Investment Management (London) initially in the role of Assistant Fund Manager on the multi-asset desk. After 4 years, she moved into the Research Team as the Socially Responsible Investment Officer and worked towards establishing an environmental and social analysis capability which was integrated into Newton's investment process.
Katie also worked for 3.5 years with the United Nations supported Principles for Responsible Investment as Head of Implementation Support, developing tools for signatories to implement the Principles across all asset classes. In addition, she has spent 1.5 years at the Responsible Investment Association Australasia as ESG Research Manager for the RI Academy, creating and generating content for the Academy. In her career, she has also spent time as an independent ESG consultant.
Katie holds a BSc from Auckland University and gained her Investment Management Certificate while in London.
- Attendees depart
Sponsors and Partners
Host
Organiser
