Agenda - Day 2

Many endowments will be re-orientating their mandates, actions and operations towards carbon neutral goals. This long-term process requires incremental changes, new practices and new decision making. Develop a blueprint to:

• Achieve carbon neutral operations
• Invest in climate transition
• Create collaborative engagements
• Improve data access and develop appropriate methodologies

Transition your portfolio to address climate change and achieve a social return on investment.

Growing your business during and after the pandemic has been challenging and critical. Organisations are adapting with innovative models and managing unexpected outcomes. This session guides your through these disruptive time with key takeaways

• Developing objectives which deliver growth, manage change and align with mandates
• Managing the growing incomes, providing new opportunities
• Practical advice – for sharing expertise and benchmarking

Steering a course through uncertain times

More organizations are assessing the four Green Bond (GBP) principles, and these promote the role that markets can play in financing progress towards environmental and social sustainability. As an investor, youkan plays your part with decisions that achieve environmental sustainability. Source your plan of action to:

• Establish the four core components for alignment with the GBP
• Follow the Green Bond process for project evaluation and selection
• Align GBP with your own mandate to drive your journey to net zero

Adopt new principles to encourage environmentally sustainable growth and increase your long-term returns.

The rise of ESG implies more than investments. It also includes your investor relations, finance, human resources, operations, supply chain, communications and organizational development. Move from pledge to action, creating an organizational structure that effectively responds to ESG-related opportunities, challenges and risks. Take back to your office strategies to:

• Create senior-level accountability in your organization’s structure
• Incentivize ESG into roles and strategies
• Develop ESG driven operating models to achieve organization-wide benefits

Build a clear governance structure to foster visibility, accountability, and collaboration across your departments.

Some organizations are developing new strategies representing a toolkit that foundations can use to make a greater impact on local and global communities. Transform your organization’s mobilization of new market capital with newly issued bonds booked as liabilities. Walk away with an action plan to:

• Identify spending strategies
• Evaluate asset strategies
• Assess liability strategies

Optimize your foundation’s financial toolkit to advance impact investing.

Given the growing interest in these offerings, there are economic incentives for exaggerating the positive attributes of investments. How should governments encourage organizations to change without raising undue challenges? Create a roadmap to:

• Recognize the inconsistent metrics
• Compare the social or environmental returns on “business as usual” investments
• Overcome the lack of capacity and lack of intermediaries

Enhance how you assess your company’s financial success to improve transparency while adapting to social and economic incentives.

Achieve stable returns for your organization with a private REIT. Public market volatility can increase risk exposure from public REITs. Protect your capital with income stability.  Source practical tips to:

• Advance your diversification strategy
• Reduce the impact that market volatility has on your portfolio
• Improve the transparency of your private REIT investments
• Reduce capital volatility fluctuations to meet your target returns

Reduce capital volatility fluctuations to ensure stability and meet your target returns.

Green energy is a popular investment as more and more people realize the impact of increased carbon on the climate. But with so many renewable energy investments for you to choose from as an investor, this sector can quickly become overwhelming. Master the success factors to:

• Leverage how to invest in renewable energy
• Use alternative energy mutual funds

Transform your renewable energy-related investment strategy to drive financial and environmentally sustainable results.

Organizations turning to social impact bonds can offer better social outcomes in certain areas and pass on part of the savings achieved to investors. Examine a three-year programme delivered in Manitoba that offered a social service organization $2.25 million once program outcomes were met. In a case study, discover social impact bonds’ use and development and assess their value for your organization. Take away specific solutions to:

• Address the bond’s impact and returns for your organization
• Integrate the decision-making process: aligning objectives with your mandates
• Implement the project and evaluate financial success

Adopt socially responsible investment strategies to complement your mission with steady returns.

Concerns are growing about the durability of the traditional 60/40 investment split. Now is the time for your organization to building long term resilience and review performance criteria before it’s too late.

• Adopt best practices to re-evaluate traditional asset allocation
• Increase exposure to hedge fund opportunities
• Support risk-return profiles that exploit fixed income securities

Diversify your portfolio through developing your hedge fund strategy to make the best of a volatile market.