Sustainable and Responsible Investment Data: How Tech and Innovation Will Reduce Risk and Improve Performance

June 10, 2021 |
 2:00 pm
 – 3:30 pm

Date:  

June 10, 2021

Start Time:  

2:00 pm

Organiser:

This event took place on 10 June 2021, please find an on demand version available below:

 

 

Event overview

Sustainability and responsible investing is an industry priority and clients expect an approach that explicitly acknowledges the relevance of environmental, social and governance (ESG) factors. There are many associated opportunities and challenges affecting investment management as we seek to incorporate evolving international standards and client expectations.

 

Sourcing trusted data on the social and environmental outcomes of companies within investment portfolios has never been more important. The use of data coupled with forward thinking technologies allows for informed investment decisions, reduced risk and greater performance but with so much data available; what are the central factors, where are the gaps and is it possible to really compare apples with apples.

 

In the TechTalk we’ll be exploring a number of topic areas:

  • •   The current ESG investment landscape. What are the established and emerging areas of focus?
  • •   How new domestic and international initiatives and regulations will direct industry behaviour in the UK
  • •   What the data really tells us and how technology will enable consistency and comparative capability.

 

Event Partners

14:00 Opening remarks
Gillian Painter, Head of Membership and Engine, The Investment Association

 

14:05 Presentation

Amanda Young, Global Head of Responsible Investment, Aberdeen Standard Investments

 

14:20 Partner Presentation

Kieran Gallagher, Executive Director – EDM Warehouse, IHS Markit

 

14:35 Presentation

Kikun Alo, Senior Associate, Clifford Chance LLP

 

14:50 Fintech Panel discussion
Moderated by: Galina Dimitrova, Director of Investment & Capital Markets at the Investment Association
Dr. Dinah Koehler, Sc. D, Co-Founder & Head of Research, Net Purpose
Mark Davies, General Manager, ESGi

Kieran Gallagher, Executive Director – EDM Warehouse, IHS Markit

Kikun Alo, Senior Associate, Clifford Chance LLP

 

15:25 Closing remarks
Gillian Painter, Head of Membership and Engine, The Investment Association

 

Speaker Biographies

Galina Dimitrova, Director of Investment & Capital Markets at the Investment Association
Galina is a Director of Investment & Capital Markets at the Investment Association (the “IA”) and a member of the IA Executive Committee. In her role, she has overall responsibility for the IA’s work on investments and capital markets, including representing investors’ interests in the efficient functioning markets and quality of asset classes, such as Equity, Fixed-income, FX, Infrastructure, and Private Markets. She also has oversight of all IA Special Committees and ETFs, as well as all trading, market infrastructure and investment operations’ matters relevant to IA members. Central to her portfolio is helping members with the evolving Sustainability & Responsible Investment landscape, including the growth of responsible investment products and strategies, our clients’ changing preference and working together towards an economy, society and planet fit for the future. Prior to joining the IA in 2014, Galina worked in the investment banking industry and has over 10 years’ experience advising financial institutions across the world on M&A, capital raisings and restructurings, with a particular focus on emerging markets. Galina is a member of the UK Risk Free Rate Working Group and the ICE LIBOR Oversight Committee. She also sits on the Bank of England FX Joint Standing Committee and TheCityUK Board of Directors.

 

Gillian Painter, Head of Membership and Engine, The Investment Association
As Head of Membership and Engine, Gillian is a senior member of the IA Enterprises management team. Engine is the IA’s Innovation hub and FinTech accelerator. Since its launch in October 2019, Gillian has managed the growth of Engine which now encompasses an ecosystem of over 130 firms, innovator programmes, as well as a regional co-working hub in Birmingham and an international programme. Engine is focused on innovation and transformation for the investment management and wealth sectors providing an extensive programme of thought leadership, resources and connectivity. Gillian has a strong experience in technology having worked in technical and operational roles for global IT and telecom firms.

 

Kieran Gallagher, Executive Director – EDM Warehouse, IHS Markit
Mr. Kieran Gallagher is executive director and head of product management for Enterprise Data Management (EDM) Warehouse at IHS Markit. In this role, Mr. Gallagher is responsible for the technology roadmap and functional direction of the EDM Warehouse platform in the asset management vertical. He oversees a global team of subject matter experts and business analysts who develop new vertical solutions for data warehousing, reporting and information distribution functions. Prior to assuming the product management role for EDM Warehouse, Mr. Gallagher ran the solution engineering teams at CoreOne Technologies and DST Global Solutions. He holds a B.A. in Political Science from the University of Connecticut.

 

Kikun Alo, Senior Associate, Clifford Chance
Kikun is a Senior Associate in the financial services and markets regulatory practice at Clifford Chance in London. Kikun specialises in advising financial institutions and other market participants on a wide range of regulatory developments, including matters related to securities and markets regulation, banking services, fintechs and payment services, asset and private wealth management and mergers and acquisitions in the financial sector. In particular, she advises on the application of existing and proposed ESG related legislative measures to market participants and the products and services that they provide, including the Sustainable Finance Disclosure Regulation, the Taxonomy Regulation and the Corporate Sustainability Reporting Directive.

 

Mark Davies, General Manager, ESGi
Mark is General Manager of ESGi and lead UK partner with Element22. Element22 provide data consultancy and technology solutions for financial services firms, helping them to modernise and develop their data practices. ESGi is one such technology and was developed to enable the investment industry to meet their SFDR disclosure obligations. Mark has spent over 20 years in related leadership roles, including leading data operations and strategy within three tier 1 banks, as well as 6 years as the CEO of Avox, a data managed service company which was acquired by Thomson Reuters in 2017.

 

Dr. Dinah Koehler, Sc. D, Co-Founder & Head of Research, Net Purpose
Dinah is Co-Founder & Head of Research at Net Purpose: a London-based technology start-up on a mission to make impact measurement effortless for all investors by 2025. Backed by clients with over $1tn in assets under management and leading investors like Illuminate Financial, Net Purpose cleans, standardises and structures data on the social and environmental outcomes of companies and investment portfolios. Clients of Net Purpose can effortlessly report in line with all global standards and goals, and accelerate our transition to a more sustainable world. Dinah supports Net Purpose’s research efforts with life-cycle thinking and science-based methods to build a systems-level view of corporate impact, both positive and negative. Most recently she pioneered a science-based approach to impact measurement for public equities at UBS Asset Management. Previous to that Dinah managed a $4.5 million research program at the US EPA’s Office of Research and Development and conducted corporate sustainability research at Wharton, The Conference Board and Deloitte. She holds a BA from Wellesley College, MA from Tufts University and ScD from Harvard University, where she looked into the effects of corporate sustainability on financial performance.

Make possibility reality

Become an IA FinTech Member
and see where it takes you.

Open-Lock_icon.png
Login to your account