SOCIAL, ETHICAL & IMPACT INVESTING
& ISLAMIC FINANCE

Incorporating ESG & SRI Strategies with Islamic Asset Management
SIDC CPE - accredited: 10 CPE Points
Date: 12th April 2017 Venue: InterContinental, Kuala Lumpur
Conference Guide

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Awareness in Environmental, Social and Governance (ESG) and Sustainable Responsible Investing (SRI) has intensified significantly in the past two years. As ethical investing becomes more commonplace, especially among large institutional investors, and media coverage of the sector’s activity proliferates, ESG and SR investing is set to grow in importance. Recent research has indicated that younger investors are more likely to invest in sustainable investments than otherwise. As such, asset managers and financial institutions anticipate that global demand for socially responsible investment products will soar in coming years.

Through its structure and nature, Shariah-compliant finance and investment is supremely well-positioned to take advantage of the growth of ethical and sustainable investing. With Islamic finance being inherently ethical and the similarities with ESG and SRI being many, the development of Islamic finance products that are also ethical and sustainable offers financial institutions and asset managers an exciting and potentially lucrative opportunity.

 

KEY LEARNING OUTCOMES

  • Discussing ethical, ESG/SR investing and how it complements Islamic finance and investment principles and activities
  • Basing investment decisions on ESG and SR factors: defining the ethical, sustainable investment sector
  • Assessing opportunities for the integration of ESG/SRI products in the Islamic finance marketplace
  • Identifying key characteristics of ethical, ESG and SR investing performance measurement
  • Exploring valuation issues and challenges with both ESG and SR investing
  • Effectively undertaking asset allocation for a high-performance, balanced ESG/SRI portfolio
 

 

Agenda

   
9:00 – 10:45 Session 1: What is Environmental, Social and Governance (ESG) and Sustainable Responsible Investing (SRI) and What Role does it play in the Islamic Asset Management Landscape?
  • Basing investment decisions on ESG and SR factors: defining the ethical and impact investment sector and predicting its importance in the coming years
  • Discussing ethical, ESG/SR investing and how it complements Islamic finance and investment principles and activities
  • Discussing trends and potential market size; identifying admissible activities and sectors and assessing the likely evolution of ESG/SRI products
  • Assessing opportunities for the integration of ESG/SRI funds in the Shariah funds marketplace
  • Investor profiling for the ESG/SRI market: sovereign wealth funds and institutional investor investment mandates
Stuart Hutton — Chief Investment Officer, Simply Ethical
10:45 – 11:15 Coffee
11:15 – 12:45 Session 2: Evaluating Performance Management and Screening Tools for ESG/SR Investing
  • Identifying key characteristics of ethical, ESG and SR investing performance measurement
  • Discussing and evaluating various asset classes and their importance to ESG/SR investing
  • Incorporating ethical screens and screening methodologies into an ESG/SF-conscious investment decision making processes
  • Evaluating ESG/SF investment indices and performance measurement tools in this sector
  • Dovetailing Shariah screens and indices with those of ESG/SRI
  • Assessing the development of recognised Global ESG standards for investment mandates
Ariff Sultan — Regional Director, IdealRatings
12:45 – 14:00 Lunch
14:00 – 15:30 Session 3: Analysing Ethical and ESG/SF Investments: Key Legal, Documentation & Structuring Issues
15:30 – 16:00 Coffee
16:00 – 17:00 Session 4: Analysing Valuation and Portfolio Construction Strategies in ESG/SR Investing
  • Exploring valuation and transparency issues and challenges with both ESG and SR investing
  • Are conventional valuation methods applicable and transferable to ESG/SRI activities?
  • Factoring in externalities and non-tangibles in the ESG/SR investment environment
  • Identifying and discussing key risk management issues for ESG/SRI investment
  • Effectively undertaking asset allocation for a high-performance, balanced ESG/SRI portfolio
Cindy Rose — Head of Responsible Investing – Stewardship, Aberdeen Asset Management PLC
17:00 Coffee and Networking

 

 

 

 


IN PARTNERSHIP WITH

The RFI Foundation