The PRI Digital Forum provides a platform for discussion and debate with sustainable finance experts from around the world. Through a series of webinars, each forum focuses on a particular theme, enabling in-depth conversation and reflection on the most important issues facing responsible investors.

In March 2024, Moving from Principles to Practice returns to support signatories putting responsible investment principles into practice. Forum topics will include writing a responsible investment policy, screening, global responsible investment trends, ESG incorporation in multi-asset portfolios and strengthening asset owner-investment manager relationships.

We would like to thank our Digital Forum Sponsor: BB Asset Management

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Designing responsible investment policies for real-world change

7 March 2024

Session 1: 14:00-15:00 CST | 15:00-16:00 JST | 17:00-18:00 AEDT
Session 2: 15:00-16:00 GMT | 16:00-17:00 CET | 10:00-11:00 ET

This webinar will explore how investors can craft effective responsible investment policies that drive real-world change. We will discuss common gaps in current policies and how asset owners and investment managers can bridge these, while meeting fiduciary duties. The session will also cover evolving stakeholder expectations and best practices for updating responsible investment policies to meet new standards and regulations. Read more >


Integrating ESG factors into multi-asset portfolios

12 March 2024

15:00-16:00 GMT | 16:00-17:00 CET | 10:00-11:00 ET

In this webinar, we will explore how to effectively incorporate ESG factors into multi-asset portfolio construction and design. Expert panellists will examine the importance of identifying, analysing, and incorporating material ESG factors across asset classes – thinking about macro themes, thematic opportunities, and strategic asset allocation. Practical examples will be used to showcase different approaches. Read more >


Putting responsible investment screening into practice

14 March 2024

15:00-16:00 GMT | 16:00-17:00 CET | 10:00-11:00 ET

In this webinar we will explore screening approaches and how to create effective exclusion criteria. The discussion will also highlight the pros and cons of climate screening. Participants will gain an understanding of how diverse approaches to ESG screening are applied in live portfolios. Read more >


Global responsible investment practices: PRI reporting data insights

21 March 2024

Session 1: 14:00-15:00 CST | 15:00-16:00 JST | 17:00-18:00 AEDT
Session 2: 15:00-16:00 GMT | 16:00-17:00 CET | 10:00-11:00 ET

This webinar will explore the PRI’s 2023 reporting data, what it reveals about signatories’ current practices and which areas have room for further development. The discussion will highlight differences across asset classes, investment strategies and geographies, and identify priority actions for large and small investors. Read more >


Strengthening asset owner-investment manager relationships for mutual success

26 March 2024

15:00-16:00 GMT | 16:00-17:00 CET | 10:00-11:00 ET

Increased demands for transparency, new asset owner expectations and accusations of greenwashing have impacted due diligence, manager selection, and reporting. This webinar will explore key topics including RFP and DDQ design, critical assessment questions for asset owners and methods for verifying and interpreting investment manager responses. The discussion will cover how asset owners and investment managers can develop valuable and mutually beneficial relationships, as well as scenarios where escalation is needed. Read more >

Speakers

Wendy Cromwell
Vice Chair
Wellington Management

Scott Zdrazil
Principal Investment Officer
LACERA

Andrew Gray
Head of ESG & Stewardship
AustralianSuper

Toshiyuki Imamura
Managing Director, Responsible Investment
Nomura Asset Management

Sacha Sadan
Director of ESG
FCA

Shali Lingaretnam
Head of Investment Stewardship
Victorian Funds Management Corporation

Kate Turner
Global Head of Responsible Investment
First Sentier

Craig Campbell
Senior Investment Consultant
Aon

Tom Attwooll
Senior Specialist
PRI

Michal Bartek
Senior Lead, Listed Equity
PRI

Toby Belsom
Director, Guidance
PRI

Maria Clara Rendon
Director, Responsible Investing
UPP

James Corah
Head of Sustainability
CCLA

Ashley Daswa
Senior Investment Specialist
Sanlam Corporate Investments

Josh Diedesch
Portfolio Manager Strategy and Risk
CalSTRS

Jaspreet Duhra
Global Head of Sustainability Indices
S&P Dow Jones Indices

Michael Eisenberg
Partner, ESG & Impact Value Creation Lead | Private Markets
ERM

Emily Farrimond
ESG & Sustainability Lead, Financial Services
Baringa

Anne Gram
Director
Board member – ATP, ASN Bank, Pensioenfonds ABP, Fonds 1818, Stitchting Pensions Funds

Diane Griffioen
Head of Private Equity
PGGM Investments

Nor Idzma Hassim
Head, Sustainable Investment Centre
EPF

Wren Laing
Investment Director
McConnell Foundation

Tegwen LeBerthe
Head of ESG Scoring and Methodologies
Amundi

Tom Mitchell
Partner, Endowments & Foundations
Cambridge Associates

Masanori Mizuno
Principal
Sumitomo Mitsui DS Asset Management

Monte Mu
Senior ESG Analyst
E Fund Management

Ben Popatlal
Multi-Asset Strategist
Schroders

Ann-Sofie Vallee Odenberg
Director of Sustainability
Brummer & Partners

Hilde Veelaert
CIO Capital Markets
Cardano

Elisabeth Vishnevskaja
Head of Fixed Income
PRI

Catie Wearmouth
Investment Director and Head of Sustainability, Multi-Asset Investment Solutions
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