ESoGraphy 101: building your effective investment governance framework in the context of the new Code of Practice
ESoGraphy 101: building your effective investment governance framework in the context of the new Code of Practice
Are you prepared for the new code and demonstrating your pension scheme has an effective system of governance for your investments? With extensive sections of the new Code covering requirements on investment governance, decision-making, climate change and stewardship among other areas, our team show you how you can approach these areas. When setting investment strategy, we think it is essential for investors to understand Aims, Beliefs and Constraints. Or, as we call it, ‘knowing your ABCs. We help investors to understand their ABCs for both their wider investment strategy as well as focussing on sustainable investing, resulting in a clear effective governance framework against which investment decisions can be tested and monitored while improving efficiency of decision making. Join Amanda and Jordan for an insightful session on how you can build and demonstrate your effectiveness in investment governance.
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Fees
free for members and non-members -
2
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- New Code of Practice
- Governance
- Investments
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Speakers
Hear from the experts
Jordan is a Sustainable Investment Consultant at Barnett Waddingham and works within the Sustainable Investment Team. He joined Barnett Waddingham in 2021, after spending seven years working at an investment consultancy. Prior to this, Jordan has worked as a financial trader and within the National Accounts team at the Office for National Statistics. He is heavily involved in both providing a sustainable research capability and helping clients formulate, develop and implement their sustainable investment aims. Sustainability means different things to different clients. As such, Jordan focuses on developing pragmatic solutions which consider both risk and opportunity, to allow clients to best incorporate sustainability into their investment frameworks. Jordan holds the CFA designation and has also gained the Diploma in Investment Management (Environmental, Social and Governance (ESG)).
Amanda is responsible for the development and delivery of Barnett Waddingham’s overall policy, strategy and specific business area policies on strategic issues. She is a member of BW's Sustainability Steering Group, D&I Steering Group and part of the Sustainable Investment Team. Amanda was previously at The Pensions Regulator (TPR) in a number of policy and stakeholder roles – covering topics including sustainable finance and investment, trustee standards, DB consolidation and collective DC schemes. She is a (non-actuary) member of the Institute and Faculty of Actuaries (IFoA) Sustainability Board, a member of the Net Zero Investment Consultants Initiative (NZICI), the Diversity Project, the CFA Institute ESG Technical Committee and also Co-chairs the Investment Consultants Sustainability Working Group (ICSWG). Amanda is also a Vice Chair of trustees and non-exec director at Age UK in West Sussex, Brighton & Hove.
