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Long-term Fund Performance: Factoring Engagement and SRI Policies into Mainstream Investments: Implementing Value Generating Strategies in a Performance Driven Market

8th & 9th September 2003: Central London

The current trend is requiring fund managers to boost their involvement in the management of the companies in which they invest.  This means that relatively "loose" SRI policies are being integrated into mainstream investments.

In order to satisfy responsibility and ensure that an issue such as corporate governance does not adversely affect share price, should fund managers capitalise on this emerging "loose" approach to SRI or will this strategy only create greater problems down the line? This conference will put these issues into perspective by defining if and how a fund manager can be socially responsible in a performance driven market. Detailed research reports will present the positive and negative impacts responsibility can have on financial performance. The event will objectively discuss the viability and incentives for fund managers to incorporate SRI and engagement strategies with the aim of attracting institutional mandates, satisfying fiduciary responsibility and producing results. It will do this via case studies, theoretical debate and a number of interactive panel discussions.

Benefit from the knowledge of our leading speaker panel that include among others:

Kaspar Müller, Partner, Ellipson Ltd, Vice President of the Foundation Board, Ethos
Wim Vermeir, Global Head, Equity Management, Dexia Asset Management Rob
Bauer, Head, Research, ABP Investments
Valerie Pike, Director, Institutional Investments, HSBC Asset Management
Pernilla Klein, Director, Communications & SRI, AP3 Pension Fund
Prof. Gordon Clark, School of Geography & the Environment, Saďd Business School, University of Oxford
Anna Nilsson, SRI Analysis, Robur Asset Management
Ylva Lindberg, Equity Analyst, Social Responsibility, KLP Asset Management
John Rogerson, Head, Investment Services, UK Charities Aid Foundation
Andreas Knörzer, Senior Vice President & Head, Sustainable Investment, Bank Sarasin & Co. Ltd
Mark Ashworth, Director, The Law Debenture Pension Trust Corporation Plc
Dr. Michael Schröder, Head, Department of International Finance, Centre for European Economic Research (ZEW)
Carole Arumainayagam, Director, SRI Research, Société Générale Asset Management
Matt Christensen, Executive Director, European Sustainable and Responsible Investment Forum (EUROSIF)
Ian Byrne, Director, Global Business Development, Governance Services, Standard & Poor's
Liz Murrall, Senior Advisor, Investment Management Association
Andy Banks, Corporate Governance & SRI, Legal & General Investments Colin
Melvin, Director, Corporate Governance, Hermes Investment Management Ltd
Marcela Sylvander, SRI Analysis, Robur Asset Management
Tony Little, Head, Corporate Governance, Gartmore Investment Management
Frank Curtiss, Special Projects Officer, Railpen Investments

Contact Details:

Jacquie Muhati
Banking, Finance & Insurance Division
marcus evans
Tel: +44 020 7647 2304  Fax: +44 020 7637 0843
jacquelynem@marcusevansuk.com  

www.marcusevans.com