post event report asia
TRANSCRIPT
post event reportasia
In partnership with
Global ESG Summit Post Event Report 2
This report has been compiled to summarise and provide feedback on the Asia Edition of the Global ESG Summit sponsored by Schroders, BNP Paribas Asset Management, Columbia Threadneedle Investments, Franklin Templeton, Jupiter and Natixis Investment Managers on 27 May 2021.
Dylan Emery Director of research
Rupert WalkerRegional editor
Natalie KenwayGlobal head of ESG
insight
CONTENTS
Introduction 02
Global ESG Summit – Audience overview 03
Asia Delegates – Live attendees 03
Q&A 08
Testimonials 09
Feedback 10
Screenshots 12
Marketing campaign
Editorial 16
Advertising 18
eDM 27
Marketing Campaign Summary 32
SPONSORS
Global sponsor
Host/Moderators:
Asia regional sponsors
Global ESG Summit Post Event Report 3
GLOBAL ESG SUMMIT – AUDIENCE OVERVIEW
ASIA DELEGATES – LIVE ATTENDEES
Registration (335) Live (172)
India Acuity Knowledge Partners Manager
India Acuity Knowledge Partners Assistant director
India Acuity Knowledge Partners Compliance associate
India Acuity Knowledge Partners Assistant director
India Acuity Knowledge Partners Delivery manager
India Acuity Knowledge Partners Delivery manager
India Acuity Knowledge Partners Senior associate
Malaysia Affin Hwang Asset Management Head, client development & relationship
Singapore AIA Investment Management Head of platform development and management
Hong Kong AIGCC Investor initiatives manager
Hong Kong AllianceBernstein Product manager
Hong Kong AllianceBernstein APM
Hong Kong AllianceBernstein Managing director
Hong Kong Allianz Global Investors Communications
Malaysia AmanahRaya Trustees CEO
Malaysia Aon Senior consultant
Thailand Aon Director
Thailand Aon Retirement and investment consultant
Hong Kong AOP Capital Director
Hong Kong Architas CIO Asia
Malaysia Ausscar Financial Group CEO
Spain Banco Santander Strategy manager
Singapore Bank Julius Baer Fund specialist
Singapore BlackRock Client business
Hong Kong BMO GAM PM
Hong Kong BMO GAM Analyst
Singapore BNP Paribas Investment counsellor assistant
Singapore BNP Paribas Head of brand & communications, Asia
Singapore BNP Paribas Relationship manager
Registered Live
Asia 335 172
UK/EU 280 125
USA 439 130
TOTAL (ALL REGIONS) 1,054 427
Global ESG Summit Post Event Report 4
ASIA DELEGATES – LIVE ATTENDEESRegistration (335) Live (172)
Singapore BNP Paribas Portfolio manager
Hong Kong BNP Paribas Director, brand and communications, wealth management Asia
Hong Kong BNP Paribas Head media relations APAC asset management
Singapore BNP Paribas Senior advisor, responsible investments
Singapore BNP Paribas VP
Singapore BNP Paribas Banker
Singapore BNY Mellon Relationship manager
Singapore Brandes Investment Partners AD
Singapore Caproasia Director
Hong Kong Caravel Group Executive director
Singapore CGS-CIMB Securities Head of investments, products & solutions
Hong Kong CGS-CIMB Securities Global head of research and ESG
Hong Kong Chartwell Capital Managing director
Hong Kong China Life Franklin Asset Management Executive director
Hong Kong CICC Compliane officer
Singapore Citi Private Bank Funds specialist
Hong Kong Citi Private Bank Managing director, head of Citi investment management sales
Singapore Citibank Head, investment products
Singapore Citibank Portfolio counselor
Thailand Citibank Investment product manager
Hong Kong Clearstream Banking AVP
Hong Kong Conning Compliance
Hong Kong Conning Chief investment officer
Singapore Credit Suisse Fund specialist
Singapore Credit Suisse Counsel
Singapore Credit Suisse Head of fund solutions SG
Singapore Credit Suisse Director
Singapore DBS Bank Chief sustainability officer
Singapore DBS Bank Fund selection team
Singapore DWS Investment specialist
Singapore DWS Coverage
Singapore DWS Product specialist
Hong Kong EFG Asset Management Director of sales & distribution, Asia
Singapore EFG Bank Investment counselor
Korea - South Erm Consultant
Global ESG Summit Post Event Report 5
ASIA DELEGATES – LIVE ATTENDEESRegistration (335) Live (172)
Luxembourg ESPERIA Director
India EVORA Global Strategy manager
Hong Kong Fidelity Head of private client management, Hong Kong workplace & personal investing
Hong Kong Fidelity Senior compliance advisor
France Financial Shared Brains Funds analyst
Hong Kong Finsbury Glover Hering Director
India FUTURESCAPE Director
Singapore Globaleye Manager
Hong Kong Guotai Junan International Company secretary
Hong Kong H S HOLDINGS CEO
Hong Kong Hang Seng Bank Head of investment advisory
Hong Kong HSBC Esg engagement analyst
Hong Kong HSBC Global Asset Management Associate director
Hong Kong HSBC Global Asset Management Team leader/portfolio manager
Hong Kong HSBC Private Bank Product specialist | funds and ETFs | IPG
Hong Kong HSBC Private Bank Regional head of equities PM, Asia Pacific
Hong Kong ICE Sales
Singapore ICE Head of business development APAC, financial derivatives
Hong Kong Income Partners Investment analyst
Hong Kong Indosuez Wealth Management Director, fund specialist
Singapore Indosuez Wealth Management Portfolio manager
Thailand Infinity Financial Solutions MD
United Kingdom Invesco Quant/PM
Singapore IPP Financial Advisers Advisory group partner
Singapore IPP Financial Advisers AG partner
Singapore IPP Financial Advisers Assistant manager
Singapore IPP Financial Advisers Manager
Singapore IPP Financial Advisers Senior investment executive
Singapore IPP Financial Advisers Wealth management consultant
Hong Kong iSAACMA Director
Hong Kong ITA Senior relationship manager
Hong Kong JHI Director
Hong Kong JMC Capital Vice president
Hong Kong JP Morgan Executive director
Hong Kong JP Morgan Asset Management Product strategy
Georgia JSC BANK OF GEORGIA Investment officer
India Kotak Mahindra Asset Management Chief manager - ESG research
Singapore Kotak Mahindra Asset Management Investment analyst
Global ESG Summit Post Event Report 6
ASIA DELEGATES – LIVE ATTENDEESRegistration (335) Live (172)
Hong Kong LBS Communications MD
Malaysia Lembaga tabung haji Senior analyst
Thailand LH Fund CIO
Hong Kong Livi Bank Head of wealth management
Singapore Maitri Asset Management Head of ESG research
Hong Kong Manulife Investment Management Investment product
Hong Kong Manulife Investment Management Sr director, global product
Malaysia Maybank Asset Management Head of products
Hong Kong MioTech Business development manager
Hong Kong Mirae Asset Global Investments CEO
Hong Kong Mirae Asset Global Investments ESG specialist
Hong Kong Morgan Stanley Compliance manager
Singapore Morningstar SDR
Hong Kong Morningstar Head of product and client solutions, Asia
Hong Kong MSCI Executive director, APAC marketing
Hong Kong Nanyang Commercial Bank Manager
Singapore Navigator Investment Services Risk and compliance
Singapore Navigator Investment Services Investment research
Singapore Navigator Investment Services COO
Australia New Forests Investor relations
Singapore NexusFrontierTech Business dev associate
Hong Kong Ninety One Head of marketing, Asia
Singapore NISL Head
Singapore NISL Business development
China Noah International Assistant manager
South Africa NPW Paraplanner
Japan NRI Analyst
Malaysia OCBC Bank Senior investment specialist
Singapore OCBC Bank Executive director - investment strategy
Thailand One Asset Management Fund manager
Hong Kong Oreana Private Wealth Chief investment officer
Hong Kong Oreana Private Wealth Senior wealth advisor
USA Parallelle Finance Principal
Hong Kong Pictet Asset Management Vice president, marketing
Hong Kong Pictet Asset Management Marketing coordinator
Hong Kong Ping An Asset Management Director
Hong Kong Ping An Asset Management Director
Malaysia Principal Asset Management Director, head of sustainability & investment management operations
Global ESG Summit Post Event Report 7
ASIA DELEGATES – LIVE ATTENDEESRegistration (335) Live (172)
Malaysia Principal Asset Management CIO fixed income
Hong Kong Principal Asset Management Director, investments
Hong Kong Prudential Director, regional portfolio monitoring
China PwC Manager
India Quantum Mutual Funds Associate research
Hong Kong Shanghai Commercial Bank Assistant manager
Singapore SHRK CEO
Singapore SMBC Nikko Securities Investment advisor
Japan Soleil Global Advisors Investment director
Hong Kong St James Place Partner
Singapore StashAway Head of growth marketing
Hong Kong Sun Life Asset Management Chief investment officer
Hong Kong T. Rowe Price VP
Singapore T. Rowe Price Relationship management
Malaysia TA Securities Analyst
Malaysia TA Securities Analyst
Singapore Tokio Marine Life Insurance Investment assistant manager
Singapore Tokio Marine Life Insurance Investments
Singapore Tokio Marine Life Insurance Investment manager
Singapore Tsao Family Office Investment analyst
Hong Kong TT International Wholesale distribution, Asia Pacific
Singapore UBS Asset Management Head of mktg APAC
Singapore UBS Asset Management Associate director, regional marketing Asia Pacific
Singapore UOB Portfolio counselor
Singapore UOB Head of funds
Hong Kong Value Partners Senior manager, marketing and communications
Hong Kong Value Partners Managing director and regional head, intermediary business, AP
Hong Kong Value Partners Fund manager
Singapore Wells Fargo Bank Relationship manager
Hong Kong WWF International Sustainable finance specialist
Hong Kong Zhong Ou Asset Management International Sales
Hong Kong Zurich Insurance Corporate communications manager
Global ESG Summit Post Event Report 8
Q&A
PANEL 1 - THE SEISMIC SHIFTS AND TRENDS TO WATCHNatalie Kenway, global head of ESG insight, Last WordJulie Koo, MD, head of Citi investment management sales, Asia PacificAbbie Llewellyn-Waters, head of sustainable investing, Jupiter Asset ManagementIsaac Poole, chief investment officer, Oreana Financial ServicesPaul Milon, head of stewardship, Asia Pacific, BNP Paribas Asset Management
PANEL 2 - DATA AND STEWARDSHIPDylan Emery, director of research, Last WordEdris Boey, head of ESG research, Maitri Asset ManagementAndy Howard, global head of sustainable investment, SchrodersMikkel Larsen, chief sustainability officer, DBSIain Richards, head of global responsible investment policy, Columbia Threadneedle Investments
• Hi can I ask, how can private entities like banks and asset managers work better with a partner like UNCDF to better fund ESG efforts, especially in developing and frontier markets? Thanks!
• Compared to established traditional investing approaches, ESG is arguably still in its infancy. We don’t know what unknowns we’ll discover. What are your research teams asking themselves right now?
• Currently there is no universal methodology & scoring process on ESG factors by fund managers. This may result in compromise of performance if I choose an active manager that has “excessively high” ESG standard ??
• To what extent do you believe non-executive board members should have oversight of/ influence on cor-porate culture?
• What in the panel’s opinion do you think is the timeline to having ESG Investing as the norm to all in-vestments across asset classes? Or we will continue to have world of investing with & without ESG as the guideline?
• How to choose the ESG providers ? How to deal with the lower coverage of international ESG providers in local market
• Do we foresee a uniformity of rating ESG investments across all asset classes in the future and which is regulated by a governing body? In absence of this how do investors chose an ESG provider of invest-ments... are we democratising info?
• Thanks for answering that question Ian - believe public & private policies should be aligned across the board for ESG investing to truly work for the reasons the funds are being raised... and therefore that leads to the next question
• Would you see the asset management industry moving to develop its investment products based on the way its prospective clients use ESG? Might future products include minimum ESG ratings in their invest-ment guidelines?
• What’s the agenda currently for ESG investing for raising capital - do you think this will broad based to include the wider retail investor or will it continue to be the domain for private and institutions
Global ESG Summit Post Event Report 9
Q&A
TESTIMONIALS
PANEL 3 - ESG INVESTMENT SOLUTIONS Rupert Walker, regional editor, Asia, Last WordYvonne Leung, head of managed solutions Asia, JP MorganKanol Pal, senior adviser, responsible investments, BNP Paribas Wealth ManagementPreyesh Patel, senior ESG analyst, Franklin Templeton Emerging Markets Equity, Franklin TempletonAnne-Laurence Roucher, deputy CEO, head of development, finance and operations, Mirova
• In your engagement with clients, which factor(s) plays a bigger influence in their decision making to invest? E, S or G? Especially for clients based out of countries which are just about starting off the ESG journey.
• About the trade-off re investment returns, how do your panelists address that for Fixed Income strategies where yields are often lower for companies scoring higher on the ESG scale?
Thanks. It was a great pleasure meeting all the fellow panelists and thanks Rupert for moderating. It was fantastic.
Yvonne Leung, head of managed solutions Asia, JP Morgan
Thanks Rupert, and congratulations for the way you moderated that panel, it was very fluid.
Anne-Laurence Roucher, deputy CEO, Mirova
Thanks for the invite to be a panellist.It was definitely fun, interactive and an opportunity to learn from my peers.
Edris Boey, head of ESG research, Maitri Asset Management
Thank you for the opportunity to be involved in the panel discussion.
Preyesh Patel, senior ESG analyst, Franklin Templeton Emerging Markets Equity group
Thanks for the opportunity to share my views.
Kanol Pal, senior advisor, responsible investments for BNP Paribas Wealth Management
Thanks for inviting me to the event. That was well organized and certainly some helpful content.
Arnaud Mounier, Managing Director, Insurance and Fixed Income Business Development, AB
Global ESG Summit Post Event Report 10
FEEDBACK - OVERALL
1. How would you rate the agenda content overall?
30%Excellent
65%Good
5%Aver-age
5%Below average
5%Aver-age
10%Average
20%Average
30%Excellent
35%Excellent
55%Excellent
40%Excellent
60%4 Good
45%Good
35%Good
50%Good
10%Average
2. How would you rate the quality of speakers overall?
3. How would you rate the quality of moderations overall?
4. How would you rate the user experience of the platform overall?
5. How would you rate your overall experience of the event?
6. How would you rate the registration process?
56%Excellent
38%Good
6%Aver-age
Global ESG Summit Post Event Report 11
FEEDBACK
25%Average
38%Excellent
31%Excellent
19%Excellent
100%Yes
62%Good
44%Good
41%Good
31%Average
7. How would you rate the live viewing experience?
8. How would you rate the length of the event?
9. How would you rate the interaction opportunities of the event?
10. Would you be likely to register for future events from us based on this experience?
12. Other comment
11. What other topics or themes would be of interest?
• More example of ESG issue and how to resolve it
• Specific flow information, what clients are thinking and buying• Deeper dive on the various types of strategies claiming to be “ESG” strategies in
the various asset classes• Family office / ESG criteria in investing / Insurance & tax planning / Carbon Pricing
6%Aver-age
Global ESG Summit Post Event Report 12
FEEDBACK
KEYNOTE SPEAKERPreeti Sinha, executive secretary, UNCDF
RATE OVERALL SESSION
SUSTAINABILITY RATINGS AND FUND FLOWSDylan Emery, director of research, Last Word
PANEL 1 - THE SEISMIC SHIFTS AND TRENDS TO WATCHNatalie Kenway, global head of ESG insight, Last WordJulie Koo, MD, head of Citi investment management sales, Asia PacificAbbie Llewellyn-Waters, head of sustainable investing, Jupiter Asset ManagementIsaac Poole, chief investment officer, Oreana Financial ServicesPaul Milon, head of stewardship, Asia Pacific, BNP Paribas Asset Management
19%Excellent
31%Excellent
25%Excellent
12%Average
69%Good
56%Good
63%Good
13%Average
13%Average
Global ESG Summit Post Event Report 13
44%Excellent
44%Good
12%Average
FEEDBACK
PANEL 2 - DATA AND STEWARDSHIPDylan Emery, director of research, Last WordEdris Boey, head of ESG research, Maitri Asset ManagementAndy Howard, global head of sustainable investment, SchrodersMikkel Larsen, chief sustainability officer, DBSIain Richards, head of global responsible investment policy, Columbia Threadneedle Investments
PANEL 3 - ESG INVESTMENT SOLUTIONS Rupert Walker, regional editor, Asia, Last WordYvonne Leung, head of managed solutions Asia, JP MorganKanol Pal, senior adviser, responsible investments, BNP Paribas Wealth ManagementPreyesh Patel, senior ESG analyst, Franklin Templeton Emerging Markets Equity, Franklin TempletonAnne-Laurence Roucher, deputy CEO, head of development, finance and operations, Mirova
44%Excellent
44%Good
12%Average
RATE OVERALL SESSION
Global ESG Summit Post Event Report 14
SCREENSHOTS
KEYNOTE SPEAKER
Global ESG Summit Post Event Report 15
SCREENSHOTS
PANEL 1 : THE SEISMIC SHIFTS AND TRENDS TO WATCH
SUSTAINABILITY RATINGS AND FUND FLOWS
Global ESG Summit Post Event Report 16
SCREENSHOTS
PANEL 3 : SATISFYING DEMAND: ESG INVESTMENT SOLUTIONS
PANEL 2 : DATA AND STEWARDSHIP: NAVIGATING THE PITFALLS
Global ESG Summit Post Event Report 17
MARKETING CAMPAIGN
Rate card value of the marketing campaign for this event, including advertising, eDMs and social media:c. USD197,875
Global ESG Summit Post Event Report 18
EDITORIALAnnouncing the Global ESG Summit in partnership with UNCDFPage view: 92
Global ESG Summit Post Event Report 19
EDITORIALLast Word launchesGlobal ESG SummitPage view: 103
Global ESG Summit Post Event Report 20
ADVERTISING
Social Media: LinkedIn
Launch Event : Save the dateImpressions: 297Reactions: 3Shares: 3Clicks: 6
Keynote speakersImpressions: 362Reactions: 8Shares: 2Clicks: 6
Global ESG Summit Post Event Report 21
ADVERTISING
Social Media: LinkedIn
Panel 1Impressions: 676Reactions: 10Shares: 4Clicks: 45
Panel 2Impressions: 278Reactions: 5Shares: 3Clicks: 20
Global ESG Summit Post Event Report 22
ADVERTISING
Social Media: LinkedIn
Panel 3Impressions: 599Reactions: 10Shares: 2Clicks: 16
Global ESG Summit Post Event Report 23
ADVERTISING
Social Media: LinkedIn
SponsorImpressions: 579Reactions: 15Shares: 10Clicks: 21
Global ESG Summit Post Event Report 24
ADVERTISING
Social Media: LinkedIn
Promote EventImpressions: 224Reactions: 2Shares: 0Clicks: 9
Global ESG Summit Post Event Report 25
ADVERTISING
Website banner
Billboard, HPU & MPU
Launch date: 8 Apr - 27 May 2021SOV: 33%Total no. of clicks: 113 CTR: 0.08%Rate card value: US$53,375
Global ESG Summit Post Event Report 26
ADVERTISINGFSA Newsletter
Leaderboard
Launch date: 12 Apr - 27 May 2021SOV: 100%Total no. of clicks: 775 CTOR: 2.96%Rate card value: US$135,000
Global ESG Summit Post Event Report 27
EDM
Register Now
Launch date: 8 Apr 2021Opens: 4233Clicks: 977
Global ESG Summit Post Event Report 28
EDMKeynote speaker
Launch date: 20 Apr 2021Opens: 613Clicks: 188
Global ESG Summit Post Event Report 29
EDMPanel1The Seismic Shift:The Trends to Watch
Launch date: 29 Apr 2021Opens: 810Clicks: 139
Global ESG Summit Post Event Report 30
EDMPanel2Data and stewardship:Navigating the pitfalls
Launch date: 12 May 2021Opens: 634Clicks: 118
Global ESG Summit Post Event Report 31
EDMPanel3Satisfying demand: ESG investment solutions
Launch date: 20 May 2021Opens: 557Clicks: 34
Global ESG Summit Post Event Report 32
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