NB: Dansifs arrangementer er kun for medlemmer

ESG Ratings

Time: 14 June 2016, 8.30-11.00 hrs - registration from 8.00 hrs
Place: PensionDanmark, Langelinie Allé 43, 2100 Copenhagen Ø
Please register by email to dansif@dansif.dk.

With the increased availability of ESG data, it is now possible to develop entirely new screening tools - not only at company level - but also on managed products such as investment funds, exchange traded funds etc. Investors are now able to evaluate how well their investment funds are managing the environmental, social, and governance (ESG) risk and opportunities. At the meeting, the speakers will discuss the new available screening tools for investors to create transparency regarding ESG in managed investment products. 



What is the mechanism behind the ESG ratings?

How can you achieve good ratings?

How is the relation between ESG ratings and performance?

How can investors use ESG ratings in their investment process?

Which challenges arise from using ESG fund ratings?










Morningstar Sustainability Rating - a look into the methodology

Nikolaj Holdt Mikkelsen, CFA, Chief Analyst, Morningstar Denmark, and Karin Björk, Senior Responsible Investment Advisor, Sustainalytics

The Morningstar Sustainability Rating is based on environmental, social and governance (ESG) company research and data from Sustainalytics, a leading global provider of ESG and corporate governance ratings and research. Sustainalytics will present how they conduct their analysis and Morningstar will present the details of the Morningstar Sustainability Rating, including the methodology, scoring and rating principles.









MSCI sustainability scores and indices?

Naomi English, Executive Director, Head of ESG Products in EMEA and ASIAPAC, MSCI

1. (Why) ESG fund level assessments are a game changer for the ESG industry
2. Introduction to the MSCI ESG Fund Metrics

In March 2016 MSCI introduced the MSCI ESG Fund Metrics, which for the first time provide 100 ESG metrics across 21,000 funds, across risk, values and impact categories. This provides investors with unrivalled transparency of ESG investment outcomes, increased fund options that align with their ESG values and criteria, as well as tools & data to complement manager selection. 




Questions & debate


11.00 End
  This event is organised in cooperation with The Danish Finance Society.









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