Luncheon; Climate change analysis in the investment process

Join us for a light lunch at the Northern Club, Auckland, then hear from CFA Institute and NZ Super Fund.

Climate change presents a significant challenge to global markets and economies, posing additional costs and risks to all parts of society. Against this backdrop, the financial industry plays a pivotal role in allocating capital towards more sustainable activities.

In a recent report “Climate Change Analysis in the Investment Process” published by CFA Institute, we examined how climate risks can be incorporated into financial analysis and portfolio management. The investment profession needs to incorporate these new realities into its analysis in order to help efficiently allocate capital in a world where the effects of climate change are increasing. Issuers need to provide timely, relevant, consistent data on climate change in order to provide investors with decision useful information.

In this session, Mary Leung , CFA will present:

• The findings of our research report, including what investors can do to prepare themselves
• An overview of selected global reporting frameworks
• Global regulatory outlook

Lucas Kengmana will talk about New Zealand Superfund’s belief that the impacts of climate change are not efficiently priced into investments and how the Fund looks to take advantage of this through their Climate Change Investment Strategy and Climate Change Analysis Change Valuation Framework.

Thanks to the sponsors of this event: The New Zealand Super Fund and CFA Institute Asia Pacific Research Exchange (ARX)

SPEAKERS

Mary Leung, CFA, Head of Advocacy Asia Pacific - CFA Institute

Mary is responsible for the development, maintenance, and promotion of capital markets policy perspectives in the APAC region. She has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. Previously, she was with Coutts & Co, where she was a director of Business Development and Management for North Asia. Prior to that she was an executive director at UBS AG, where she led the Corporate Advisory Group in Hong Kong.

With experience in both buy and sell-sides, Ms Leung has a strong understanding of the drivers and dynamics of different investor groups, including institutional investors, corporates, family offices, asset owners, and high-net-worth individuals. Ms Leung graduated from Peterhouse, Cambridge with a degree in Engineering and is a CFA charterholder.

Lucas Kengmana, Senior Investment Strategist - Guardians of New Zealand Superannuation

Lucas works in the Responsible Investment Team where he works on climate change and broader ESG issues. He authored the Fund’s first TCFD report and leads the Fund’s carbon footprint work. Previously, he has worked at the Climate Change Commission, looking at emissions from land use and at Fonterra, where he worked on its climate change strategy. He is also a founding member of Greenpreneurs, an online accelerator for young entrepreneurs working on green start-ups in developing countries.

Lucas has an MBA from INSEAD and a Bachelor of Arts and Commerce (with Honours) from Victoria University.

Event Venue & Nearby Stays

The Northern Club, 19 Princes St, Auckland, New Zealand