Martin Currie, leading the Stewardship & ESG evolution
We welcome you to join Martin Currie’s panel of Stewardship & ESG experts, along with representatives from Australian companies that are leading on the Sustainability front, in our new multi-part webcast series, “Martin Currie, leading the Stewardship & ESG evolution”.
In this time of crisis, it is even more important that we as asset managers don’t stand still, and that we use our global footprint as ESG industry leaders to help our clients navigate the future landscape for issues such as modern slavery, climate change and carbon footprints. It is equally important that we continually evolve our investment approach to make better informed decisions in our client’s portfolios
You can watch any or all of the recordings of the webcast at your leisure, or read through the transcripts, by clicking on the sessions below.
What you’ll learn
- The key ESG trends we are seeing for investors, and why COVID-19 has accelerated the move towards a more Sustainable economic, societal and environmental model
- The future direction of Stewardship & ESG for asset managers, and investee companies such as Mirvac and Coca-Cola Amatil.
- The pertinent questions and challenges we are working with investee companies on for our clients portfolios
- How we are evolving our active ownership activities to focus on what matters most for our clients - SDGs, modern slavery and climate change.
Kimon Kouryialas, Co-Head of Global Distribution
Kimon Kouryialas introduces our guest speakers and the key topics to be covered.
1. What Stewardship and ESG means to Martin Currie
David Sheasby, Head of Stewardship and ESG, Martin Currie (13 minutes)
- What does stewardship mean to Martin Currie?
- How has the Stewardship & ESG focus developed over time?
- What is Martin Currie’s role with the PRI?
- How do you translate SDGs (Sustainable Development Goals) and Climate change theory into investment returns?
2. Stewardship and ESG: An Australian perspective
Megan Scott, COO, Martin Currie Australia (11 minutes)
- How has ESG research evolved at MCA to be more than just about governance?
- How does MCA look at important ESG topics such as SDGs, modern slavery and climate change?
- What is Martin Currie’s role with the PRI?
- What will be the next trends in terms of Stewardship & ESG in Australia?
3. Sustainability, and the net benefits to society
Will Baylis, Portfolio Manager for Sustainable Equity and Ethical Income, Martin Currie Australia (14 minutes)
- How has MCA’s Sustainability research framework evolved?
- How does MCA think about evaluating carbon emissions?
- What Sustainability trends are we seeing from company engagements?
- How can the investment management community can influence positive change?
4. What makes a Sustainable company?
Part 1: Mirvac Group: “This Changes Everything”
Sarah Clarke, Group General Manager for Sustainability, Mirvac Group (14 minutes)
Will Baylis and Sarah Clarke, Group General Manager for Sustainability, Mirvac Group discuss
- What Mirvac has achieved with their “This Changes Everything” strategy, their in-house Sustainability network and product innovation so far; and
- How they are looking to identify and respond to modern slavery through collaboration with peers
5. What makes a Sustainable company?
Part 2: Coca-Cola Amatil: Making steps towards recycling, and sugar & carbon reduction
Alison Watkins, CEO Coca-Cola Amati (15 minutes)
Will Baylis and Allison Watkins, CEO of Coca-Cola Amatil discuss
- Why Sustainability so important to the achieving their business strategy; and
- The progress they are making towards the Sustainability stretch goals that they have set themselves.
6. Stewardship and ESG: An integral part of Emerging Markets investing
Alastair Reynolds, Portfolio Manager for Global Emerging Markets, Martin Currie (13 minutes)
- Why is ESG so important in Global Emerging Markets?
- What are the unique challenges it presents and how it has evolved over time?
7. Q&A session on the key topics and challenges we are hearing from our clients.
Panel of our Stewardship & ESG experts (18 minutes)
- Do companies really understand their Sustainability obligations?
- How has the role of proxy voting change?
- How are we tackling climate change and the transition to a lower carbon future from an investment perspective?
- How do you engage with companies on SGDs and modern slavery?
- What is the next big trend in Sustainability, now and in 10 years’ time?
Regulatory information and risk warnings
Past performance is not a guide to future returns
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.
The opinions contained in this recording are those of the named manager. They may not necessarily represent the views of other Martin Currie managers, strategies or funds. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.
The analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The strategy does not necessarily target particular sustainability outcomes.
The information contained has been complied with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this recording for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.
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