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ESG is not about “checking the box” but can drive real value. Do you really understand all the components of ESG? In this on-line introductory class for conference attendees, you’ll explore what companies and investors goals are when it comes to ESG initiatives, recognize the metrics used to evaluate accomplishments and get an understanding of what your ESG goals should be and what you willing to give up to get there.
- What are Institutional Investors really looking for?
- Understanding the ratings and standards used by investors to evaluate your success
- Creating a roadmap to ensure you are meeting your goals
- Increasing your engagement with institutional investors as an effective tool for achieving goals and objectives
- NOI vs. ROI vs. ESG
- Navigating the different needs that investors may have based on the strategies, products and sectors they face
- Is it just about public relations or do they really want to make the world a better place?
- Are your investors confident that you will meet your goals?
- The need to satisfy investor demand
- Tracking and reporting ESG metrics and measuring ESG impact and success
- The importance of measuring, reporting and transparency
- Overcoming gaps in ESG data
- Disclosure requirements
- Using transparency as a tool to promote resilience and adaptability
- How to tell your ESG story to investors
- What are institutional investors reporting expectations?
- Improving your ESG performance with baselining and benchmarking
- Capturing data on how your green units perform
- It’s not only about appealing to institutional investors: What about the tenants?
- How ESG manifests at the property level, not the company level
- Why does leasing in ESG friendly buildings matter to companies?
- What type of ESG factors are important to tenants?
- Understanding your tenant’s priorities
- How do ESG programs impact the value of your assets in your portfolio?
- Using ESG Factors for equity valuation
- The link between portfolio sustainability indicators and REIT stock market performance
- How does tenant retention, reduction in lost rents and lower vacancy at turnover impact valuations?
- How can you circumvent the subjectivity of ESG?
- Including cash flow adjustments related to ESG risks
- How cash flow drivers could be determined by incorporating an ESG perspective
- How are regulators combating greenwashing by pressuring companies, asset owners and asset managers to back up their ESG claims?
- Public opinion and perception
- Is ESG just a “PR stunt” to many companies?
- Is the concept around ESG getting harder to defend when some of the largest companies and investors are exaggerating their ESG claims?
- Are boards being given enough room to prioritize ESG into their corporate strategy?
- Is market skepticism starting to impact the merits of ESG investing?
- Regulation: Accelerating efforts to prevent greenwashing
- Risk management and improving long-term financial performance
- Using ESG to reduce financial and operational exposure to climate-related risks, changes in energy sources and shifts in energy costs
- How does risk tolerance and investment horizon come into play?
- Using technology to manage ESG related risk
- The importance of using supplier diversity programs
- Developing an ESG risk management framework
- How sustainability initiatives drive better financial performance through more innovation
- Green infrastructure funding opportunities
- Funding resources: What federal, non-profit, and local resources are available on the community level?
- Taking advantage of tax credit programs and grants
- Linking executive compensation to ESG goals
- Public-Private partnerships
- Federal community development, redevelopment and restoration grant programs
- DOE Energy Efficiency savings
- C-PACE, Freddie-Mac and solar incentives
- What ESG reporting software are available to simplify your process, ensure investment-grade data, and drive business value?
- Using technology to design a framework that will support ESG ambitions and reporting
- What is the right set of technology to collect the data and report against it?
- Deploying ESG digital solutions to comply with regulations
- Using technology to drive innovative thinking
- Balancing ESG concerns while managing the expectations of all stakeholders and managing profits?
- Leveraging non-financial measures to create sustainable long-term value
- Managing rising labor and materials costs, increased property insurance premiums and higher utility costs
- How tenants are driving your ESG strategy
- Short term vs. long term goals
- Can you be profitable while also doing the right thing?
- The importance of supplier diversity programs
- Communicating your priorities to stakeholders
- Best practices for operating in a sustainable and profitable manner
- Energy-saving and net-zero are now the new normal
- Cost effective strategies to reduce energy consumption
- Pressure from investors, clients and employees to do more
- Are lenders providing more favorable interest rates to ESG compliant projects?
- Strategies and hurdles
- Net-zero energy vs. net-zero carbon
- Incentives: Risk management and improving long-term financial performance
- Renewables, retrofitting and responsible ownership
- New requirements to meet energy efficiency and greenhouse gas emissions limits by 2024
This in-dept interview session will give the audience an opportunity to hear why environmental issues matter to institutional investors and why they are placing an emphasis on investments that prioritize the transition to a low-carbon economy, net-zero, energy efficiency, managing waste, decarbonization and reducing physical climate risk.
This in-dept interview session explores why institutional investors have embraced investments that focus on social factors, diversity and inclusion, healthy working conditions, social responsibility and community impacts.
This in-depth interview session will examine the governance factors that investors continue to prioritize including executive compensation, tax strategies, corporate governance, codes of conduct, risk management and supply chain management.
- Understand embodied carbon and why the topic is important to real estate ESG programs
- New building materials and construction strategies
- Collecting and tracking embodied carbon data, including requesting EPDs
- Setting reduction goals
- Engaging stakeholders during the design and construction process
- New low carbon building materials
- Understanding the four main categories in the alphabet soup: standards, frameworks, ratings and indices
- Global Reporting Initiative (GRI) and Sustainability Accounting Standards Board (SASB)
- Carbon Disclosure Standards Board (CDSB), International Integrated Reporting Council (IIRC), Carbon Disclosure Project (CDP) and Task Force on Climate-related Financial Disclosures (TCFD)
- What steps are being made to bring clarity to the sustainability reporting ecosystem?
- Understanding the similarities between frameworks and how they can be connected
- GHG Protocol, UNSDG, DJSI, SECR, WEF IBC, PACTA, NGFS, NFRD, UN PRI
- What is the Value Reporting Foundation (VRF)?
- How is the International Sustainability Standards Board (ISSB) expected to develop a global standard of sustainability disclosures for financial markets?
- How Commercial Property Assessed Clean Energy (C-PACE) financing is being fueled by ESG investments
- The use of audits to determine the scope of C-PACE-eligible upgrades
- How are commercial owners and developers using C-PACE financing as a long-term financing option to lower energy costs, reduce carbon footprints, increase property values and meet ESG goals.
- How are C-PACE assessments funded?
- Why is the size of C-PACE transactions increasing?
- What States can C-PACE be used for new construction, retrofits and three-year look-backs?
- Advancing ESG objectives through metric-based programs and strategic partnerships
- Why should REITs publicly disclose their ESG goals?
- Analyzing the performance of REITs with strong ESG initiatives vs. those that don’t
- Tenant and staff engagement programs, community relief programs and net-zero pledges
- Green bond offerings
- Best practices for investors and corporates
- Does the real estate industry need to completely restructure to adapt an even stronger ESG agenda?
- Building alliances with inclusivity-based organizations
- Are millennials the driving force behind the ESG revolution?
- How and why do millennials have the ability to influence real social change?
- Developing initiatives that focus on attracting, retaining, and developing top-tier and diverse talent
- Accountability and leadership…it’s not just about “checking the box”, it’s smart management
- The importance of supplier diversity programs
- Best practices for creating real, actionable change
- Impact investing opportunities in affordable housing
- Cultural upgrades, community investment initiatives and social impact programs to build a sense of community
- ESG effects on low-income and workforce housing
- Sustainability reference guides and green living guidelines
- Education, engagement and providing the right amenities
- Single Family Rental and Build-to-Rent: Tenants are demanding environmentally friendly buildings
- Green living: How the apartment industry is engaging with ESG
- Exploring the unique challenges around implementing ESG initiatives in residential buildings
- Tenants want to occupy sustainable buildings
- Institutional investors are looking for developer clients who are aware of their impact on the built environment and beyond
- Workforce housing, low-income and affordable housing
- The gap between green rental premium and brown rental discount is widening
- Green leases
- How health and wellness is impacting building design and development
- ESG from the tenant perspective
- Demographic impact of millennials
- Should you be committed to pursuing USGBC LEED or IWBI WELL Building certifications?
- Commercial real estate’s role in addressing carbon emissions
- How a strong ESG strategy can reduce disruption to building operations
- Using ESG to reduce exposure to climate-related transition risks, changes in energy sources, shifts in energy costs, and enhanced energy and emissions reduction and reporting laws
- Exploring building safety and materials, contamination potential, health codes, emergency response plans, and occupant and community needs
- Green building certifications
- Data and technology is the foundation of a good ESG strategy
- Why is listening to your tenants ESG concerns important?
- How CRE can use ESG to drive long-term portfolio value?
- It’s time to get serious about net-zero goals
- The importance of real estate developments that benefit the community
- Using technology to build and enhance your ESG strategy
- Tracking and reporting carbon waste and energy usage with technology
- The importance of continued digital innovation in real estate
- Using PropTech to future proof buildings against risk and drive sustainability
- Expanding the concept of green buildings with cost-efficient technology
- Using machine learning and big data to unlock valuable insights
- Better decision making, removing guesswork and improving efficiency with smart technology
- How is the real estate market talking the climate crisis?
- What do investors, customers, directors and employees want?
- What are tenants asking demanding of owners and operators?
- How is climate change impacting real estate values?
- The importance of participation in global initiatives (World Green Building Council; Net Zero Carbon Buildings Commitment; Renewable Energy 100 and Science Based Targets)
- Aligning with the UN Sustainable Development Goals (SDGs) and Global Reporting Initiative (GRI)
- How to Improve resource efficiency, reduce waste generation and improve recycling, limit food waste and prevent marine pollution
- Targets for net-zero carbon output, energy efficiency and adoption of renewables
- How ESG and climate-related regulations are impacting real estate investment
- Are companies who don’t live up to their ESG promises in danger of being sued?
- Staying ahead of ESG regulatory changes
- Gearing up for CO26
- New requirements to meet energy efficiency and greenhouse gas emissions limits by 2024
- Staying compliant with state and local laws and regulations
- Regulations around sustainability disclosures
- Understanding ESG metrics and disclosures for use in annual reports
- Core metrics focused on reporting both taxes paid by companies as well as their economic contributions
- Looking at tax reporting through an ESG lens
- Tax incentives
- Using tax reporting to build trust and demonstrate commitment to sustainability and social responsibility
- Having a tax strategy, and a narrative surrounding that strategy, that are aligned with your overall ESG plan
Impact investors deploy capital with the intention to generate positive, measurable social and environmental impact along with a financial return. Impact investors often focus their investments on companies or funds with strong environmental and social impact, and shy away from those that don’t have robust ESG initiatives. When institutional investors are building an impact investing strategy, what is the right pace of adoption you should consider? How do risk tolerance and investment horizon come into play? What asset classes should you be looking at? What are your reporting expectations? What resources do you need to be successful? Should your return expectations be different than your other investments? This closed-door session exclusively for institutional investors will give a detailed overview of the impact investing strategy.
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
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This Privacy Notice was updated on 23 May 2018
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- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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