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

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