Agenda
Thu, 23. November 2023
9:30am CET
Start of Event
9:35am - 10:05am CET
Credit impact investing: de-mystifying common misconceptions
Michael Ganske, Portfolio Specialist, T. Rowe Price
As the scale and scope of the environmental and social issues confronting the world become ever more apparent, so too does the need for impact investing. Fixed income portfolio specialist Michael Ganske explains, how investors have a key role to play in addressing the growing shortfall in investment required to address global challenges.
10:05am - 10:35am CET
How to combine outperformance, sustainability & climate objectives - in one portfolio
Gabriel Herrera, Founder & CEO, ARTICO Partners (Part of Serafin Asset Management Group)
Sustainability investors face a dilemma which common strategies cannot solve: Standard “ESG”-Strategies do not follow a decarbonization path and are hence not Paris-Aligned, while typical “Paris-aligned” strategies will not score well in terms of ESG. We will show you not only how to combine a superior ESG strategy with a clear decarbonization target, but also how to blend it with a classical fundamental analysis to also outperform the Benchmark.
10:35am - 11:05am CET
Investing in global sustainable leaders
Bjarne Graven Larsen, CEO & Founder, Qblue Balanced (Partner of Heptagon Capital)
Sustainable investing is not only a question about avoiding investing in the companies that are part of the problem, or showing no signs of a fast transition. It is also about investing in innovation and progress by identifying and investing in the companies best positioned to solve the world’s biggest challenges.
approx. 11:10am CET
End of the event