Join us in Empire State I Ballroom at the Grand Hyatt New York on October 24 at 4:00pm for a conversation with investors and portfolio managers on the state of engagement on ESG risk as we head into the 2019 proxy season.

Fall 2018 CII Conference Member-Hosted Meeting

Co-sponsored by: The 50/50 Climate Project, KPMG Board Leadership Center, & The Office of the Illinois State Treasurer

Addressing Portfolio ESG Risk through Active Stewardship

Moderator: Stephen Brown (KPMG Board Leadership Center)

Panelists: Kimberley Gladman (50/50 Climate Project)

Rodrigo Garcia (Office of the Illinois State Treasurer)

Daniel Oh (Barrick Gold Corporation)

Institutional investors with broadly indexed investments are increasingly aware that environmental and social issues may have negative effects across the economy and their portfolios. For this reason, many investors would like to see the leadership of their portfolio companies take a proactive approach to the mitigation of these companies’ non-traditional financial risk factors.

We will discuss ways to take action on these issues in the 2018-2019 engagement season as well as how such actions may impact investment management decisions.

Topics will include:

Positive Impact by Asset Owners: What can institutional investors do to ensure that their portfolio managers, as well as third parties, are appropriately monitoring and managing portfolio E&S risks?
Board Transformation: How can investors work with nominating committees on board composition to ensure effective oversight of their companies’ resiliency to long-term ESG risks?
Political Influence: Investors are urging portfolio companies to direct their political spending to support policies fostering long-term environmental or social investments. Can this agenda be advanced in the years to come through greater company-stakeholder engagement?

The information in this email is confidential and may be legally privileged. It is intended solely for the addressee. Access to this email by anyone else is unauthorized. If you are not the intended recipient, any disclosure, copying, distribution or any action taken or omitted to be taken in reliance on it, is prohibited and may be unlawful. When addressed to our clients any opinions or advice contained in this email are subject to the terms and conditions expressed in the governing KPMG client engagement letter.
***********************************************************************