post event report asia

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 – 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


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



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



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



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


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


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


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


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


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


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


SCREENSHOTS

KEYNOTE SPEAKER


SCREENSHOTS

PANEL 1 : THE SEISMIC SHIFTS AND TRENDS TO WATCH

SUSTAINABILITY RATINGS AND FUND FLOWS


SCREENSHOTS

PANEL 3 : SATISFYING DEMAND: ESG INVESTMENT SOLUTIONS

PANEL 2 : DATA AND STEWARDSHIP: NAVIGATING THE PITFALLS


MARKETING CAMPAIGN

Rate card value of the marketing campaign for this event, including advertising, eDMs and social media:c. USD197,875


EDITORIALAnnouncing the Global ESG Summit in partnership with UNCDFPage view: 92


EDITORIALLast Word launchesGlobal ESG SummitPage view: 103


ADVERTISING

Social Media: LinkedIn

Launch Event : Save the dateImpressions: 297Reactions: 3Shares: 3Clicks: 6

Keynote speakersImpressions: 362Reactions: 8Shares: 2Clicks: 6


ADVERTISING


Panel 1Impressions: 676Reactions: 10Shares: 4Clicks: 45



ADVERTISING




ADVERTISING


SponsorImpressions: 579Reactions: 15Shares: 10Clicks: 21


ADVERTISING


Promote EventImpressions: 224Reactions: 2Shares: 0Clicks: 9


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


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


EDM

Register Now

Launch date: 8 Apr 2021Opens: 4233Clicks: 977


EDMKeynote speaker



EDMPanel1The Seismic Shift:The Trends to Watch



EDMPanel2Data and stewardship:Navigating the pitfalls

Launch date: 12 May 2021Opens: 634Clicks: 118


EDMPanel3Satisfying demand: ESG investment solutions

Launch date: 20 May 2021Opens: 557Clicks: 34


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