Incorporating ESG and human capital into company analysis and valuation (Fully Booked)
Mon 02 Jun 14 at RPMI Railpen, 2nd Floor, Camomile Court, London

Venue sponsored by:
RPMI Railpen, 2nd Floor, Camomile Court

ESG (environmental, social and governance) factors are an increasingly important set of non-financial performance indicators for long term investors to manage risk and harness opportunities within their investment portfolios.

The FT comments that ESG analysis can provide insight into the long-term prospects of companies. Investors are increasingly finding new opportunities with companies which incorporate ESG factors into their core business operations. Recent research from Hermes Fund Managers shows that there is a strong link between underperforming companies and poor corporate governance.

CFA UK is holding an event to explore the emerging ESG trends being incorporated into long term investment and the benefits incorporating ESG factors can bring to company analysis and valuation.

Deborah Gilshan - Corporate Governance Counsel, Railpen will chair the event at which Jon Duncan - Head of Responsible Investment, Old Mutual Investment Group, will talk about his work developing an organisational approaches to Responsible Investment (RI) across a business that span both Asset Owner and Asset Manager functions. He will share some of his insights into changing investment manager perceptions of RI based on his direct experiences with investment teams in USA, UK and South Africa. Jon will speak to both the “why” and the “how” of RI and will share some thoughts on practical approaches to ESG integration across various asset classes. Jon’s presentation will also reflect on changes in the RI landscape, in particular the move beyond RI to investing in Sustainability or Green Economic Growth.

OMR Group will provide unique ratings based on maturity, evaluating previously viewed and often misunderstood, intangible human capital aspects of an organisation that are critical to sustainable value creation

In the wake of the GFC and a seemingly endless spate of organisational crises, only very recently have governments, regulators, shareholders and the wider financial community began to recognise that an organisation’s human capital is fundamental to sustainable value and operational risk.

OMR’s presentation will discuss the idea of organization maturity and how maturity analyses and measures a corporation’s ability to realise human capital value and mitigate people risk. Research evidence and thinking will also shed light on the validity, value, and predictive capability of maturity for investors and explain how it fits within an ESG context.

Speakers

Deborah Gilshan, FCIS
Corporate Governance Counsel, RPMI Railpen Investments

RPMI Railpen Investments carries out investment management for the corporate trustee of the pension schemes of the UK railways industry. Deborah joined Railpen in November 2007, and is responsible for the implementation of their global corporate governance and shareholder engagement policies, with specific responsibility for Railpen’s work in the UK, North America, Australia and emerging markets. The role involves both direct company engagement and market policy work to address corporate governance risk and improve shareholder rights in the markets in which Railpen invests.

Deborah is a non-executive director of the Railways Benefit Fund, a UK charity, and chairs the Investment Review Committee. She is a Fellow of the UK’s Institute of Chartered Secretaries and Administrators and holds the ICSA’s Professional Award in Corporate Governance and the CFA’s Investment Management Certificate. Deborah started her governance career in December 2000 at the UK’s Co-operative Insurance Society and, in 2009, she was recognised for her work by the Millstein Center for Corporate Governance & Performance at Yale. Deborah is the founder of The 100% Club, a UK based network for female governance professionals. She read Mathematics and English at the University of Manchester and previously worked in corporate tax at Ernst & Young.

Alvaro Feller

Chairman, OMR Group

Alvaro is the Chairman at OMR Group and President and Chief Executive Officer at Feller@ Strategic Insights. He is the founder partner of Feller Rate Credit Ratings. Alvaro has worked in many countries throughout the Americas and Europe. He worked as a consultant for the World Bank, and the Interamerican Development Bank on corporate, financial, regulatory, organizational and credit ratings matters. He graduated in Economics from the Pontificia Universidad Católica de Chile. Alvaro holds a M.A. and Ph.D. (C) in Economics at the University of Minnesota, U.S.A.

Stuart Woollard

Chief Executive Officerm, OMR Group

Stuart Woollard is Chief Executive Officer of the OMR Group, Director of the King’s & Cornell’s International HRM Academy and is a co-founder at the Institute of HR Maturity. Stuart has advised major corporations on strategic human capital programs and has also worked as international HR director and UK managing director at E*TRADE Financial. Stuart has published research on the role of HR in international M&A, on talent management in a global context and is co-author of King’s annual State of HR Survey. In 2010, Stuart was appointed as a King’s College London Innovation Fellow.

Jon Duncan

Head of sustainability research and engagement, Old Mutual Investment Group South Africa (OMIG(SA))

As Head of Sustainability Research and Engagement at Old Mutual Investment Group (OMIG(SA)), Jon Duncan is responsible for supporting and promoting responsible investment across the Group. For Jon, a key success for 2012 was Old Mutual becoming a signatory to the UN-backed Principles for Responsible Investment (UN PRI) as an asset owner. These principles provide a recognised framework for the incorporation of environmental, social and governance issues into investment and ownership decision making practices.

Jon leads the work of the Responsible Investment Committee which has performed a Group-wide review of our current Responsible Investment practices, using the UN PRI reporting framework to help identify key action areas for 2013. The Committee, which has been expanded to include representation from Nedbank, Mutual & Federal, Old Mutual Africa and US Asset Management, has also worked on drafting Responsible Investment Guidelines to be published in 2013.

“Responsible investment is key for Old Mutual and we believe that incorporating ESG factors into our investment and ownership decisions will support the pursuit of superior risk-adjusted returns for our clients and our strategy of being a leading international provider of long-term savings, protection and investments.”

Speakers
Deborah Gilshan, FCIS
Corporate Governance Counsel, RPMI Railpen Investments


RPMI Railpen Investments carries out investment management for the corporate trustee of the pension schemes of the UK railways industry. Deborah joined Railpen in November 2007, and is responsible for the implementation of their global corporate governance and shareholder engagement policies, with specific responsibility for Railpen’s work in the UK, North America, Australia and emerging markets. The role involves both direct company engagement and market policy work to address corporate governance risk and improve shareholder rights in the markets in which Railpen invests.

Deborah is a non-executive director of the Railways Benefit Fund, a UK charity, and chairs the Investment Review Committee. She is a Fellow of the UK’s Institute of Chartered Secretaries and Administrators and holds the ICSA’s Professional Award in Corporate Governance and the CFA’s Investment Management Certificate. Deborah started her governance career in December 2000 at the UK’s Co-operative Insurance Society and, in 2009, she was recognised for her work by the Millstein Center for Corporate Governance & Performance at Yale. Deborah is the founder of The 100% Club, a UK based network for female governance professionals. She read Mathematics and English at the University of Manchester and previously worked in corporate tax at Ernst & Young.

Alvaro Feller


Alvaro is the Chairman at OMR Group and President and Chief Executive Officer at Feller@ Strategic Insights. He is the founder partner of Feller Rate Credit Ratings. Alvaro has worked in many countries throughout the Americas and Europe. He worked as a consultant for the World Bank, and the Interamerican Development Bank on corporate, financial, regulatory, organizational and credit ratings matters. He graduated in Economics from the Pontificia Universidad Católica de Chile. Alvaro holds a M.A. and Ph.D. (C) in Economics at the University of Minnesota, U.S.A.

Stuart Woollard


Stuart Woollard is Chief Executive Officer of the OMR Group, Director of the King’s & Cornell’s International HRM Academy and is a co-founder at the Institute of HR Maturity. Stuart has advised major corporations on strategic human capital programs and has also worked as international HR director and UK managing director at E*TRADE Financial. Stuart has published research on the role of HR in international M&A, on talent management in a global context and is co-author of King’s annual State of HR Survey. In 2010, Stuart was appointed as a King’s College London Innovation Fellow.

When and where?

Date
Monday 02 June 14

Time
Registration: 17:00
Event: 17:30 - 19:00

Location
RPMI Railpen, 2nd Floor, Camomile Court, 23 Camomile Street, London EC3A 7LL
View map | View directions

Nearest tube station
Liverpool Street
TFL journey planner

Price
Member - £Â£0
Non-member - £Â£50
CPD

This is eligible for 1.5 CPD hours