Controlling exposure to ESG risks while balancing the portfolio’s risk and return characteristics
- Can buyside develop robust internal ESG filters rather than relying on industry standards for reporting?
- ESG elements proving hard to track – compensation, executive pay vs G&A?
- Maintaining social license to operate – case in point Rio
- How then should companies appeal to ESG mandated funds and reach a broader investor base
- US election and energy policy implications for renewables sector
Moderator:
Carole Cable, Partner, Brunswick Group
Panellists:
Joe Mares, Portfolio Manager, ESG Emissions Impact Fund, Trium Capital
Jamie Strauss, CEO, The Digbee
Ani Markova, Board Member, SilverCrest Metals & Golden Star Resources
Tal Lomnitzer, Portfolio Manager, Janus Henderson