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What is ESG? Where did it come from? Where is it going? and Why is it so popular? All questions that have no standard answer and of which the financial markets cannot quite settle on. This breakfast workshop will be lead by leading market practitioners who will demystify, explore and address the fundamentals of ESG investing for the fixed income and capital markets community.
Hosted by the Fixed Income Investor Network (FIIN)
- What are the biggest Macro-Economic and Geo-Political factors the industry needs to take in to consideration? – Trade, Tariffs, Interest Rates, Tax, Credit Cycle etc.
- As Nations and States work towards the UN Sustainability goals, how will this market respond? New products, more issuance, standardized regulations?
- Overview of Traditional Green asset issuance volume; PACE, Solar, Green Bonds – Which will take the biggest slice? How much of this is holistically attributable to the ESG market?
- How is the macro-economic and political environment affecting ESG and Green markets? Who are the global leaders in investing for impact, and who could stand to improve? Market comparisons from the US, Europe and Asia.
- Effect of natural disasters on collateral and performance. Will Catastrophe Bonds become the new norm in the face of global wildfires and other disasters?
- Deal Review, and what is in the pipeline? Trends and challenges, issuance volumes, deal structures, innovative features etc. How is Solar comparing to other Green Assets?
- What obstacles are issuers are facing coming to market? What size is necessary to scale transactions and remain effective? How do first time issuers break the barrier?
- Outlook for distributed solar: How are utilities responding? What impact will ITC step down have? And what are the key technological drivers?
- Opportunities for Commercial Solar - Why hasn't this been as meaningfully commoditized to the degree of Resi and Utility.
- Who are the next wave of players looking to securitize?
- How big of a role will securitization play in getting uneconomic assets off Utility books?
- How are these purpose built ESG products assessing their impact against each ESG metric?
- What is happening in NY PACE? What municipalities are on board, and how can Manhattan be brought in to the fold?
- NYSERDA Guidelines – Will this self-regulation aid PACE progress? Will other states follow suit in a similar fashion?
- How can we reduce the friction in closing deals so we can boost market volume?
- Impact measurement and verification – what analytics and data is required to report on this successfully?
- How can state and federal government assist with PACE progress in NY?
- What is the timeline for new construction eligibility? Is this where we will see the most action as opposed to retrofits? How does lender consent factor in to new builds vs retrofits?
- With the current ESG supply issue, where are new products going to come from? Should we be looking to build new assets and portfolios from scratch or look towards existing legacy assets?
- Is the supply of 'Green' products such as Solar, PACE and Green Bonds, which are by nature ESG and purpose built for alignement, enough to meet increasing investor demand? In order to meet this increasing demand how do we begin re-evaluating existing asset classes such as; ABS, RMBS, CLO, CMBS, etc.
- What are asset allocators looking for, for their portfolios? How can investors meet these requirements, and is the supply out there to match the increasing demand from allocators?
- With a large focus on green ESG assets, what will be the next sectors to evolve towards ESG and what is currently holding them back?
Presented by Helen Avery, Social and Environmental Editor of Euromoney Magazine, and in partnership with 100 Women in Finance, Liz Luckett will share her experiences on investing for higher impact. Topics will include;
- Financing Social Impact Companies – Were are they? And why aren’t they getting funded?
- The role of technology and data in helping low income communities
- How finance and technology can play a supportive role within the criminal justice system and for a range of wider social causes.
- Analysis of 2019 and landmark deals, & new and growing markets
- What is happening with environmental law? Is this helping or hindering C-PACE currently? And could an administration change alter this, or will most PACE states hold steady?
- New Construction vs. Retrofitting: what are the considerations in play?
- How is the current regulatory environment bolstering the PACE market?
- Gap financing and Tax Credit considerations. How can this affect cost, pricing, and returns?
- ESG considerations for C-Pace: How are we measuring the environmental benefits? And how do social and governance aspects apply here? i.e. Tax Credit incentives for investment in economically distressed and low income areas.
- What levels of data and reporting are needed to prove ESG alignment?
- For which party does the reporting onus reside?
- Quantifying the Impact profile of ESG assets – How do we analyze this? Do standardized KPI’s exist to help with this?
- How long will it be until we begin to see a dominant framework for the measurement of social and environmental impact?
- How positive are ESG returns? Are these investments outperforming the market and worth the risk? Is societal benefit still in 2nd place?
- Where does FinTech factor in to this discussion? Can AI and DLT aid the progression of ESG Investing?
- The S factor – what social benefits can R-PACE provide to endangered or lower income communities e.g. natural disaster protections
- What will be the impact of CFPB involvement? When is this expected to take effect?
- Does R-PACE need a rebirth, with a twist? How can consumer protections and mortgage acts help bolster this sector?
- Ability to pay, 144a and other regulatory headwinds for the residential space – are certain regulations too draconian?
- What would it take to change R-PACE from a ‘second look’ product? Are we loosing R-PACE deals in other mortgage and development instruments or as a secondary companion product? If so, how can we fully quantify impact?
- Is self-governance a slippery slope to green-washing? How can we standardize regulation and governance to help maintain parity across the board?
- Would lender consent play a major role in improving volume and deal quality? What would the overall impact of this be?
- What are the implementation challenges and risks when it comes to ESG within ABS, as opposed to other financial instruments?
- Is the role of the Rating Agency changing? Are they adapting with the market?
- Exclusionary and Positive Screening techniques, ESG Integration and Active Ownership: How to choose the best approach (or combination) to maximize ROI
- What are the key stakeholders requirements and how does this shift the approach taken in choosing the best strategy and methodology?
- Manager selection processes: How do these differ and what qualities appeal to investors most?
- Aggregating scores for the E, S, and G – How are these weighted to result in a total ESG score?
- Is there a way to make community solar feasible for all?
- Solar Storage capabilities – Are Utilities and Solar on the same page? Will this help eliminate blackout risks?
- What effect does government support have? Impact of tariffs, potential policy changes etc.
- What are other avenues for funding? Opportunities for local partnerships?
- Is community solar a real investor opportunity? What are the available models and potential risks?
- What are other ways to finance the broader world of green? Do we move outside of solar and look to wind?
- Rationale for “de-risking” Green Investments
- Unlocking Private Capital for Green Investments
- Mechanisms available under credit-enhancement schemes; First-Loss, PCG/PRG, Contingent Loans, and Viability Gap Funding
- Application of bi-lateral Credit-Enhancement for Green Structured Finance deals
- What are States doing to promote Green Investments
- Role of Philanthropic for contingent grant-based credit-enhancement
- How will mapping SDGs into green and Social Bond Principles help drive the market forward?
- Are governments and Regulators helping stimulate the social bond market as they have with green?
- How are investors and issuers assessing the value of social bonds in comparison to green bonds?
- Is the industry still struggling to quantify metrics and data on green bonds? How can we successfully move forward to applying metrics on social bonds including aspects like; Women’s empowerment, affordable housing, and healthcare?
- Another year on, how can we achieve harmonisation in agreed principles? How essential is this in order to advance the practice? What lessons can we learn from Europe? And can we replicate and adapt for the US market?
- What regulatory lessons can be learned from Europe and China? How can the ICMA principles be adopted in to a global set of standards? Would this help standardize Green Bonds and grow the US market?
- More than just securitization, how can we look at using multiple financial instruments such as; venture debt, micro finance, and public sector capital to continually advance ESG successes?
- Are blended finance transactions the key to enabling more funding to social causes and unlocking emerging market potential?
- What are investors' major focus areas, and in which areas of socially responsible and ESG investing do investors see continuing growing or fading?
- What makes SRI and ESG considerations top priority for Investors? Client demand, company mission, returns, risk, fiduciary duty, regulatory compliance etc.
- What are the implementation challenges and risks when it comes to ESG within ABS, as opposed to other financial instruments?
- How has the market reacted to various social and environmental initiatives? Paris Climate Accord, United Nations, etc., and global climate disasters.
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This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
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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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