Pension investments to create a world worth living in. Trying to bring these two elements together

Various speakers will consider how pension scheme investments can assist and promote the aims and goals to be discussed at the Conference of the Parties (COP26), to be held in November 2021

Climate Change/Risk is also very relevant in terms of understanding what requirements pension trustees need to meet in order to comply with new legislation surrounding the governance and reporting of climate-related risk and opportunities.

The session will be introduced by Janice Turner (AMNT) and Moira Gorman (CTI) and will cover the following topics, but in particular the key priorities and challenges of how pension scheme trustees can get their investment strategies and governance right for a better world?  These will include:

  • What does Net Zero actually mean?
  • What is required to achieve Net Zero by 2050 or 2030?
  • Do companies claim’s stack up?
  • What is required to change in everyday life?
  • What can investment strategies achieve, does it vary by asset class?
  • What will it cost if we do it?
  • What will it cost if we don’t?

 

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Wednesday 20th October 2021 10:00 till 13:15

Agenda

AMNT Roundtable Discussion

Janice Turner

Co-Chair AMNT

Janice Turner is founding co-chair of the Association of Member Nominated Trustees. She helped to find the AMNT because she believed that the voices of ordinary member-nominated trustees were not being heard. For more than eight years she has been putting forward the views of trustees to the industry and the government.

Janice has been a member of the Department for Work and Pensions Trustees Panel and the Actuarial Users' Committee of the Financial Reporting Council and was a guest speaker at Harvard Law School's international pensions and capital stewardship conference. She has been named by Pensions Insight as one of the top 50 most influential people in the pensions industry.

Janice believes very strongly in the right and necessity of pension scheme trustees to take seriously the long-term sustainability of their investments. But, faced with the difficulty so many pension schemes have in adopting and implementing environmental, social and governance policies in relation to the stewardship of their investments,  she devised a new approach to ESG, called Red Line Voting.  The campaign continues with government, regulators and the pensions industry to further the rights and ability of pension schemes to direct their own stewardship policy.

Janice has appeared before the Work and Pensions Select Committee to give evidence on behalf of AMNT. She is currently a member of the Financial Reporting Council's Investor Advisory Group.

Janice's pensions background is in the defined benefit sphere, and she is a member-nominated trustee of the BECTU Staff Retirement Scheme. She has achieved the PMI Level 3 Award in Pensions Trusteeship. Janice is employed at BECTU, the film and broadcasting union, as the Editor of the union's journal Stage Screen & Radio magazine and she is also the union's award-winning diversity officer.

Pension investments to create a world worth living in.  Trying to bring these two elements together 3

Moira Gorman

Relationship Management and Sales Director

Moira Gorman joined Threadneedle Investments in 2012 as a Relationship Management and Sales Director in the UK institutional team. In this role she is responsible for managing relationships with Threadneedle’s existing public sector and Corporate DB clients as well as growing and diversifying the company’s client base in the public sector.

Before joining Threadneedle, Moira held relationship management roles at State Street Global Advisors and Aviva Investors. She gained a degree in Economics from the Australian National University in Canberra in 1994, passed the CFA Level 1 in 2005 and also holds the IMC.

Pension investments to create a world worth living in.  Trying to bring these two elements together

The Honourable Nicholas ‘Nick’ Sherry, BA, FAIST, GAICD

Former Australian politician, Minister for Superannuation and Corporate Law

Nick was a Senator for Australia (Tasmania) for 22 years and the Minister for Superannuation and Corporate Law ( Australia’s first ), Assistant Treasurer, Small Business Minister and Assistant Minister for Agriculture and Resources. He is currently the Chair of Household Capital,  GO Sourcing, Co Chair
Singapore Forum, Member of Advisory Committee to Roc Partners and Chair of an NGO; Youth, Family and Community Connections. He has worked as a Senior Advisor, Global Pensions and Superannuation for Citi Group and EY in some 27 countries to government, regulators, think tanks and providers, on all aspects of pension system design and operation thereof.  He was a member of the OECD Irish Pension Study Group, the Steering Group on Social Security at the World Economic Forum, independent director of Spotless (ASX:SPO ), Chair of FNZ (APAC ) and a Chair, founding trustee and secretary of 3 superannuation funds. He has contributed to the global discussion and development of public policy and industry practice in Defined Contribution pension systems. He is a Governor of the Pension Policy Institute (UK), a Fellow of the Australian Institute of Superannuation Trustees and a Graduate of the Australian Institute of Company Directors.

Monique Mathys-Graaff

Senior Director, Senior Sustainable Investment Strategist, Willis Towers Watson

Monique, Senior Director, Sustainable Investing Strategy joined Willis Towers Watson in Sept 2021. She brings around 20 years of experience in a variety of investment strategy and sustainability focused roles within asset managers, investment banks and corporates. Most recently, Monique was Senior Advisor at the Impact Management Project, where she worked with a diverse set of institutional investors and sustainability focused standard-setting organisation to drive systematic change. As a CFA charter holder her investment experience across Emerging Markets compliments her experience with sustainable development practices globally.

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Toby Nangle

Global Co-Head of Asset Allocation and Head of Multi-Asset, EMEA

Toby Nangle joined the company in 2012 and is currently Global Co-Head of Asset Allocation and Head of Multi-Asset, EMEA.  In this role he is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process.

Before joining the company, Toby worked at Baring Asset Management, initially in the fixed income team and subsequently as Director of the Multi-Asset Group.  He holds degrees in History and International Relations from the University of Cambridge

11:50 - Coffee Break

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Iain Richards

Head of Responsible Investment, EMEA

Iain Richards joined the company in 2012 and is Head of Responsible Investment, EMEA.

Before joining the company Iain was Regional Head of Corporate Governance at Aviva Investors.  His career in the City has also included roles at Schroder Investment Management, the Policy Group of the UK’s Listing Authority and the London Stock Exchange.  Iain has also worked at the UK's Department of Trade and Industry (now BIS) in various roles in the European and competition policy units.

He has written papers on a range of issues including Auditing, Sovereign Wealth Funds and, in 2006, on the impending risk of a systemic banking crisis.  He was responsible for leading the UK investment industry's successful lobbying to re-establish the overarching 'True & Fair View' principle of accounting in revised UK Company Law.  He has also appeared as an expert witness before the UK House of Lords Select Committee on Economic Affairs to give evidence on Audit Market concentration and the role of auditors.

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Alex Darsley

Actuary in TPR’s Regulatory Policy

Alex Darsley is an actuary in TPR’s Regulatory Policy, Analysis and Advice team. He has a special interest in climate change and sustainability issues for pension schemes and is currently helping to develop TPR’s policy approach. 

He also sits on the IFoA working party on Biodiversity and Natural Capital risks. Prior to joining TPR, Alex worked in consulting for 13 years at Willis Towers Watson and Hymans Robertson, advising Trustees and sponsors of pension schemes on a range of matters. 

AMNT Roundtable Discussion

Janice Turner

Co-Chair AMNT

Janice Turner is founding co-chair of the Association of Member Nominated Trustees. She helped to find the AMNT because she believed that the voices of ordinary member-nominated trustees were not being heard. For more than eight years she has been putting forward the views of trustees to the industry and the government. Janice has been a member of the Department for Work and Pensions Trustees Panel and the Actuarial Users' Committee of the Financial Reporting Council and was a guest speaker at Harvard Law School's international pensions and capital stewardship conference. She has been named by Pensions Insight as one of the top 50 most influential people in the pensions industry. Janice believes very strongly in the right and necessity of pension scheme trustees to take seriously the long-term sustainability of their investments. But, faced with the difficulty so many pension schemes have in adopting and implementing environmental, social and governance policies in relation to the stewardship of their investments,  she devised a new approach to ESG, called Red Line Voting.  The campaign continues with government, regulators and the pensions industry to further the rights and ability of pension schemes to direct their own stewardship policy. Janice has appeared before the Work and Pensions Select Committee to give evidence on behalf of AMNT. She is currently a member of the Financial Reporting Council's Investor Advisory Group. Janice's pensions background is in the defined benefit sphere, and she is a member-nominated trustee of the BECTU Staff Retirement Scheme. She has achieved the PMI Level 3 Award in Pensions Trusteeship. Janice is employed at BECTU, the film and broadcasting union, as the Editor of the union's journal Stage Screen & Radio magazine and she is also the union's award-winning diversity officer.

Pension investments to create a world worth living in.  Trying to bring these two elements together 3

Moira Gorman

Relationship Management and Sales Director

Moira Gorman joined Threadneedle Investments in 2012 as a Relationship Management and Sales Director in the UK institutional team. In this role she is responsible for managing relationships with Threadneedle’s existing public sector and Corporate DB clients as well as growing and diversifying the company’s client base in the public sector.

Before joining Threadneedle, Moira held relationship management roles at State Street Global Advisors and Aviva Investors. She gained a degree in Economics from the Australian National University in Canberra in 1994, passed the CFA Level 1 in 2005 and also holds the IMC.

13:15 - Finish

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