09:55–10:45

Stream 1: You vs. a Pension Fund: Compare Your ESG Solutions

Room: Wagram 1

In this workshop, the participants will create a plan for incorporating environmental, social, and governance (ESG) considerations into the investment process of a pension fund and compare it with the real-life approach the company took. The participants will learn

  • which steps to consider before and during the integration of ESG factors into an existing investment process,
  • pitfalls to avoid, and
  • hurdles to overcome in an organization.

Speaker: Joachim Klement, CFA, Head of Investment Research, Fidante Partners