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EDUCATION SESSION

Investing Through a Sustainable Lens - Themes for 2024

Investors are looking closely at sustainability metrics in their assessments of companies and their debt instruments.


Hear from key market players about how they consider sustainability in their stewardship and investment decisions. Discover their outlooks for this issue in 2024 and beyond. Consider how they anticipate regulations, disclosure requirements and policy initiatives evolving.


Topics will include:


  • Findings from Sustainable Fitch’s ESG ratings data, and their most recent research related to diversity and their influence on the overall ESG ratings of entities
  • Innovation in the sustainable finance market
  • The impact of regulations and sustainable bond frameworks in driving investor appetite/demand
  • Themes that are gaining in relevance and investor interest


Bring your questions for a discussion on multiple aspects of sustainable investing and advancing diversity and inclusion.


Network with colleagues before and after the panel.

DATE

19 March 2024

TIME

08:00 AM Networking Breakfast

08:30 AM Panel

09:30 AM Networking

10:00 AM Event Ends


The program will begin promptly at 8:30 AM; please allow time to get through building security and to register before the event begins.

LOCATION

Floor 1 Auditorium, Fitch Office

30 North Colonnade

London, E14 5GN, United Kingdom - Directions

HOST

William Bryant

NorthPeak Advisory


Elena Dunbar

Apollo Global Management


Stephanie Niven

Ninety One


Marina Petroleka

Sustainable Fitch


Anna Rudgard

Brown Advisory


Jeremy Carter

Fitch Ratings

Moderator

HOST

Sustainable Fitch

www.sustainablefitch.com

RSVP NOW

IMPORTANT

This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

  

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BIOGRAPHIES

William Bryant

Head of Advisory, NorthPeak Advisory


William Bryant has been the Head of Advisory at NorthPeak Advisory since the launch of the firm in September 2020. NorthPeak Advisory is a boutique advisory firm supporting asset managers, asset owners and corporates integrate responsible investment and sustainability considerations practices into their investment processes and businesses. Prior to NorthPeak Will spent 15 years in the alternative investment space at the global consultant Albourne Partners. Will worked in Europe and the US supporting institutional investors manage their alternative asset portfolios. Will co-led Albourne’s initiative to support investors integrating Responsible Investment into their alternative portfolios and assessing responsible investment practices at alternative asset managers. Will has had articles published in industry publications around the topic of responsible investment and ESG data. Will has spoken at PRI, SBAI, AIMA and other events on the topic of responsible investment. Will is a member of a number of industry working groups focused on the topic of Responsible Investment. Will graduated from Durham University, UK with a degree in Geography. Will is a CFA charterholder.


Stephanie Niven

Portfolio Manager, Ninety One


Stephanie is co-portfolio manager of the Global Sustainable Equity strategy within the Sustainable Equity team at Ninety One. Prior to joining the firm Stephanie worked at Aviva Investors where she was co-portfolio manager for the Global Equity Endurance Fund, a top performing global equity strategy awarded the 5 Globe Morningstar sustainability rating and low carbon designation. Before this Stephanie worked for Tesco Pension Investment managing the Global Equity Fund. Here she had joint responsibility for building and establishing the global equity investment process, generating excellent performance over five years in long term investing. Other roles include partner and portfolio manager at Javelin Capital LLP, and Stephanie started her career on the global equity team at Goldman Sachs. She is a board trustee of Humanism UK, an ambassador for the Diversity Project, a mentor within the CFA UK Mentoring Programme, and a member of the board of trustees for the COIF Charity Funds. Stephanie graduated from Merton College, University of Oxford with a Double First in Modern History and recently received the Certificate of Sustainable Investing from the University of Cambridge. Stephanie is a CFA® Charterholder.


Marina Petroleka

Global Head of Research, Sustainable Fitch


Marina Petroleka is Managing Director, Global Head of Research in Sustainable Fitch, based in London. In her role, Marina leads a global team of senior research analysts undertaking detailed research and analysis on Environmental, Social and Governance (ESG) themes, as well as analysis of insights derived from Sustainable Fitch’s proprietary ESG ratings, scores, assessments, with an aim to support investors and participants in the fixed income markets to identify emerging risks and understand prevailing trends in this space.


Anna Rudgard

Sustainable Investing, Brown Advisory


Anna is a fixed income research analyst at Brown Advisory where she is responsible for the integration of sustainable investment considerations across global corporate, securitized and supranational issuers with a specific focus on the financials and consumer sectors. Prior to joining Brown Advisory, Anna was a Senior Consultant and global lead for fixed income ESG fund research at Aon. Anna started her career working for a social enterprise that seeks to address U.K. socioeconomic inequality through education.


Jeremy Carter

Global Group Head for Corporate Ratings, Fitch Ratings


Jeremy Carter is the Global Group Head for Corporate Ratings. His team is responsible for the rating and surveillance of over 2,000 non-financial corporate ratings with $14 trillion of rated debt. Most recently Mr Carter was Chief Credit Officer for Fitch Ratings. The Chief Credit Officer and his team act as a check and balance on the ratings team, providing additional perspectives and research to protect the quality of Fitch’s ratings. Previously Mr. Carter was Fitch's first Chief Criteria Officer, where he established a central team to review and approve the firm's ratings criteria and models. In 2011, Mr. Carter launched the Credit Market Commentary team at Fitch. The team produces Fitch Wire, which offers rapid Fitch opinion on the most important events affecting the global credit markets. Mr. Carter joined Fitch Ratings in 2005 in its European Structured Credit Group. Before joining Fitch, Mr. Carter was the London Bureau Chief for Institutional Investor. Mr. Carter is a graduate of Exeter University.

ABOUT


Sustainable Fitch

Sustainable Fitch provides rigorous, human-powered sustainability research, analysis, and data for the fixed-income market, including ESG Ratings, Second Party Opinions, thought leadership, and more, with a focus on ESG impact. Our objective and substantive suite of products provides transparency, consistency, and granularity that enables confidence in decision-making. Powered by the human insight that has differentiated Fitch for over 100 years, Sustainable Fitch brings experience and heritage to the financial community, using the best ESG information available.

100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

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