ZFSI2020 Zurich Forum for Sustainable Investment

Capitalizing on the successful Geneva Forum for Sustainable Investment, the second edition of the Zurich Forum for Sustainable Investment aims at showcasing thought leaders of the sustainable finance industry and present the most innovative solutions addressing the major challenges of our transitioning economies.

See the programm

19 October 2020

Dear ZFSI2020 participants,

We thank you for your interest in our event. Further to the recent Federal Council announcements, we wish to reassure you that we are watching very closely all developments and that all safety recommendations on a federal and cantonal level will be taken into account.

We look forward to welcoming you at the Zurich Forum for Sustainable Investment.


To become a sponsor of the ZFSI2020, please contact us at the following address: events@voxia.ch.

Do not hesitate to regularly visit this page in order to get all the most recent updates on themes and speakers. 

About the Zurich Forum for Sustainable Investment

The Zurich Forum for Sustainable Investment (ZFSI) is a leading sustainable finance event where investors can learn about best practices and meet key asset managers and main players in the sustainable finance industry. The objectives of this event are:

  • Remind the financial community of current international corporate social responsibility, governance and environmental stakes;
  • Promote Switzerland as an innovative hub for sustainable finance in an increasingly competitive environment;
  • Showcase SRI products and services to an audience of wealth management experts;
  • Rally sustainable investment leaders around a platform showcasing their management abilities.

Throughout their cumulative 12 editions, the ZFSI and GFSI have constantly evolved and strengthened their image among the various actors in sustainable finance. Not only have they succeeded in attracting an audience of specialists, but they also have broadened their circle of participants to include the larger community of investment professionals. The GFSI/ZFSI have become a key events in the development of sustainable finance and sustainable investment in Switzerland. 

the ZFSI2020 is geared towards

  • Independent asset managers and advisors
  • Family offices
  • Portfolio managers
  • Fund selectors
  • Financial analysts
  • CIOs
  • Pension fund managers and institutional consultants

All other profiles will be charged an entry fee of CHF 300.00 payable by invoice.

conferences

SOLAR is revolutionizing the energy sector - Active Solar

How to combine impact and performance? - Asteria Investment Managers

Candriam Climate Action: Wie kann man als Anleger den Klimawandel bekämpfen? - Candriam

Active ESG integration for companies: measuring & engaging on what matters - DPAM

How microfinance investments can boost the growth in developing countries: the Silk road experience - Mikro Kapital

Is impact investing the future of sustainable investment? - Mirova

Dialogue & engagement: value creation in the small and midcap universe - ODDO BHF AM

A road to ESG integration: Walking the Talk - Société Générale

ORGANIzer

Leader in organizing financial events in Switzerland for over 15 years, Voxia has designed and managed nearly 250 forums, seminars and roadshows in the main financial hubs in Switzerland. Our events are exclusively directed to private and institutional asset managers. Voxia’s added value lies both in its in-depth knowledge of financial products & services and its expertise in financial communication. Voxia provides asset managers the opportunity to open a direct dialog with investors by showcasing their products, services and experts.

speakers

Guido Bolliger

Chief Investment Officer - Asteria Investment Managers

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Guido Bolliger

Chief Investment Officer - Asteria Investment Managers

Guido has more than 25 years of experience in managing and developing systematic investment strategies. He joined fromSYZ AM, where he held multiple roles as Chief Investment Architect and Head of Quantitative Strategies. Prior to that, Guido served as CIO of the Olympia Capital Alternative Investment Fund. He is currently visiting professor at University of Neuchatel.

Anne Marion-Bouchacourt

Country Head Societe Generale Switzerland et CEO SG Zurich Branch - Société Générale

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Anne Marion-Bouchacourt

Country Head Societe Generale Switzerland et CEO SG Zurich Branch - Société Générale

Anne Marion-Bouchacourt has been appointed Group Country Head for Switzerland and CEO of SG Zurich on 1 October 2018. Anne Marion-Bouchacourt is a member of the Group Management Committee.

Anne Marion-Bouchacourt was Group Chief Country Officer for China since July 2012. She was previously Head of Group Human Resources, a position she held since 2006. Anne Marion-Bouchacourt joined Societe Generale in 2004 as Head of Human Resources for Societe Generale Corporate & Investment Banking. Anne Marion-Bouchacourt started her career as an auditor and then a consultant with PricewaterhouseCoopers (PWC). In 1990 she was appointed Director in PWC’s Financial Services sector. In 1999 she joined Gemini Consulting Financial Institutions Practice as Vice-President and in 2002 she became Vice-President and Head of the Banking practice with Solving International. She also holds several Non Executive Director and Director positions.

Anne Marion-Bouchacourt graduated from Ecole Supérieure de Commerce de Paris, is a Chartered accountant and holds a Master’s degree in Financial Management on Capital Markets from Paris-Dauphine University.

David Czupryna

Head of ESG Development – Candriam

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David Czupryna

Head of ESG Development – Candriam

David Czupryna currently holds the position of Head of ESG Development at Candriam. Prior to that, he has been the SRI Client Portfolio Manager. As a member of the team of SRI analysts and portfolio managers, David’s role is to deliver Candriam’s unique blend of sustainability credentials and market wisdom to European investors. Before that, David led the growth of SRI strategies in German speaking countries at Sycomore Asset Management and in Northern Europe at Erste Asset Management. David started his career with BNP Paribas in London on the equity derivative structuring desk.

David holds an MBA from the University of Cambridge as well as Masters degrees in political science from the Free University of Brussels and the Catholic University of Louvain.

Dries Dury

CFA, Fund Manager - DPAM

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Dries Dury

CFA, Fund Manager - DPAM

Dries Dury, CFA is a fund manager at DPAM with over 14 years of experience. He graduated from Ghent University with a Master in Economics in 2011, after which he started his career as a research analyst at the National Bank of Belgium. He then joined Degroof Petercam (former Bank Degroof) in 2011 as a sell-side real estate equity analyst. In 2013, Dries Dury started managing the EMU high dividend yield equity strategies at DPAM, and, in 2016, he switched to managing international equity and dividend strategies.

Stefan Flückiger

Deputy - State Secretariat for International Finance

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Stefan Flückiger

Deputy - State Secretariat for International Finance

Stefan Flückiger wird neuer Leiter Abteilung Planung und Strategie im SIF und damit stellvertretender Staatssekretär. Aus dem ordentlichen Bewerbungsverfahren für die Anfang September ausgeschriebene Stelle ging Stefan Flückiger als geeignetster Kandidat hervor. Aufgrund seines bisherigen Werdegangs und seiner langjährigen und ausgewiesenen Erfahrung im Bereich Wirtschaft und Finanzen während seiner Tätigkeit für das EDA und das WBF, ist er bestens für die Aufgaben, die er im SIF im nationalen und internationalen Kontext wahrnehmen wird, qualifiziert.

Botschafter Stefan Flückiger (1958), lic. phil. I. Zürich, M.A. Yale, ist seit 1. Juli 2018 Leiter des Leistungsbereichs Aussenwirtschaftliche Fachdienste in der Direktion für Aussenwirtschaft und Delegierter des Bundesrats für Handelsverträge im SECO. Davor führte er, ebenfalls im Range eines Botschafters, die Abteilung Sektorielle Aussenpolitiken im Eidgenössischen Departement für auswärtige Angelegenheiten EDA. Von 2006 bis 2014 war er bei der Schweizerischen Delegation bei der OECD tätig, zunächst als Stellvertreter, ab 2010 als Botschafter und Missionschef. Bei Avenir Suisse war Stefan Flückiger von 2002 bis 2006 zuständig für Strategie und Planung. Von 1997 bis 2002 leitete er die Wirtschaftsabteilung der Schweizerischen Botschaft in Bonn und Berlin und war zuvor von 1994 bis 1997 Country Officer für Haiti an der Weltbank in Washington und Port-au-Prince. 1989 ins EDA eingetreten, war er zuerst in Zimbabwe tätig und arbeitete dann von 1991-1994 als Mitarbeiter im Entwicklungsdienst des damaligen BAWI.

Der Stellenantritt von Stefan Flückiger im SIF erfolgt zum nächstmöglichen Zeitpunkt und wird dann entsprechend kommuniziert.

Jean-Daniel Gerber

President - Swiss Sustainable Finance

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Jean-Daniel Gerber

President - Swiss Sustainable Finance

Jean-Daniel Gerber is the president of Swiss Sustainable Finance. The SSF Board consists of an additional 13 members representing the different member types of SSF. Angela de Wolff currently serves as SSF vice president. The Board defines the objectives of the organisation, prioritises activities and sets mid-term goals at its meetings taking place four times per year. Board members are elected at the Members’ Assembly for a two-year period

Hervé Guez

CIO of Equities and Fixed Income - Mirova, Natixis IM

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Hervé Guez

CIO of Equities and Fixed Income - Mirova, Natixis IM

Hervé Guez is Global Head of Research and CIO of Equities and Fixed Income for Mirova.

Prior to joining Mirova in 2008, he served for 12 years as a financial analyst for CCF-HSBC and HSCB-CACIB. As head of Mirova’s Responsible Investment research team, he developed the philosophy and methodology now used by the firm’s SRI analysts. Mr. Guez’s work informs the integration of ESG criteria across the whole of Natixis Asset Management and serves as the basis for the investment strategies pursued by Mirova’s actively managed, sustainability-themed funds in the realms of equities, fixed income, and infrastructure. In partnership with the University of Cambridge, Mirova’s research team regularlypublish studies that address issues of sustainability and their investment implications.

Mr. Guez serves on the board of the French SIF (Social Investment Forum), and represents Mirova within the UNEP Finance Initiative, the PRI (Principles for Responsible Investment), Eurosif (European Sustainable Investment Forum) and the SRI commission of the AFG. He holds a master’s degree in banking and finance (DESS Banque-Finance), holds the SFAF diploma and is a Certified International Investment Analyst® (CIIA®).

Jamie Jenkins

Managing Director, co-Head of Global Equities - BMO GAM

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Jamie Jenkins

Managing Director, co-Head of Global Equities - BMO GAM

Jamie Jenkins is Co-Head of the Global Equities team, Lead Portfolio Manager of the BMO Responsible Global Equity Fund and Lead Portfolio Manager of BMO SDG Global Equity Fund. Jamie joined the firm in 2000. Prior to joining the firm, Jamie worked at Hill Samuel Asset Management as a Japanese Equities Fund Manager. He holds an MA in History from the University of Edinburgh, has IMC and IIMR qualifications and is a member of the CFA Society of the UK.

Thomas Moser

Alternate Member of the Governing Board - Swiss National Bank

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Thomas Moser

Alternate Member of the Governing Board - Swiss National Bank

Thomas Moser concluded his university studies in 1997 with a Doctorate in Economics from the University of Zurich. From 1994 to 1996, he was employed as a teaching and research assistant at the University of Zurich’s Institute for Empirical Research in Economics, and from 1996 to 1999, as an economist at the KOF Swiss Economic Institute (formerly Swiss Institute for Business Cycle Research) at ETH Zurich.

In 1999, he joined the SNB as a senior economist in the International Monetary Relations unit. He was in Washington from 2001 to 2004, working first as Advisor to the Swiss Executive Director at the International Monetary Fund (IMF) and then, from 2002, as Senior Advisor. After returning to Switzerland in 2004, he took up a position as Assistant Director and Deputy Head of the International Research and Technical Assistance unit at the SNB in Zurich. From early May 2006 to the end of 2009, he was Executive Director of the IMF constituency in Washington headed by Switzerland.

The Federal Council appointed Thomas Moser Alternate Member of the Governing Board in Department I with effect from the beginning of 2010. As of 1 September 2018, he moved to take up the same position in Department III, where he is responsible for the operational management of the Money Market and Foreign Exchange, Asset Management, Banking Operations, and Information Technology divisions, as well as for the Financial Market Analysis unit and the Singapore branch office.

Thomas Moser is a member of the Managing Committee of the Swiss Institute of Banking and Finance at the University of St Gallen and a member of the Advisory Board of the Swiss International Finance Forum SIFF.

Pascal Rochat

CEO of Active Niche Funds SA and manager of Active Solar

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Pascal Rochat

CEO of Active Niche Funds SA and manager of Active Solar

Pascal Rochat founded Active Niche Funds in 2007.

In 2008, Pascal launched Active Solar: the first long-only mutual fund focused on the worldwide solar energy sector.

Formerly, Pascal Rochat was Chief Risk Officer at Energie Ouest Suisse (EOS, now Alpiq) in Lausanne. Pascal first worked at Arthur Andersen (then Ernst & Young) in Geneva as auditor and financial and economic consultant.

Pascal Rochat holds a Ph.D. in Law of the University of Lausanne and a Postgraduate Management Certificate of HEC Lausanne.

Dominik Scheck

Leiter ESG, Credit Suisse Asset Management

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Dominik Scheck

Leiter ESG, Credit Suisse Asset Management

Dominik Scheck, Director, has more than 17 years of professional experience in the fields of fixed-income portfolio management, quantitative research, and ESG investing. Dominik was appointed Head of ESG Switzerland & EMEA at Credit Suisse Asset Management in November 2018.

Prior to his appointment as Head of ESG, Dominik worked as a senior portfolio manager for global fixed-income products at Credit Suisse Asset Management in Zurich. He rejoined the Group in February 2017, after having worked in the same fixed-income team from 2007 to 2014 as a portfolio manager for fixed-income products.

Between 2014 and 2017, Dominik worked as a client portfolio manager at RobecoSAM, an asset management firm, specializing in sustainable investing. In addition, he has previous experience as a portfolio manager at Clariden Leu and UBS.

Dominik holds an MA in Economics from the University of Konstanz and an MA in Environmental Sciences from the FernUniversität in Hagen, which he completed in 2012.

Vittorio Volpi

Chairman of the Supervisory Board - Mikro Kapital

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Vittorio Volpi

Chairman of the Supervisory Board - Mikro Kapital

He began his professional career with the First National City Bank in Milan, working both in the United States and Europe. In 1971 he opened the offices of the first Italian bank in Japan (Comit) which he managed up to 1981 with responsibility for the whole Far East. In that same year he set up a company offering strategic and financial consultancy, Parallels KK, Tokyo.

This was followed by his appointment to the Chairmanship of UBS Japan (1991), a position he retained until 2001. On his return to Europe he took over the position of General Manager of UBS in Zurich with involvement in project Italy, helping to bring the Swiss presence in Italy up to standards of excellence especially in Private Banking. He left his position in UBS in 2008, concentrating on reviving the Parallels consultancy but this time in Switzerland to develop strategic consultancy projects.

Léa Dunand-Chatellet

Head of the Responsible Investment department at DNCA

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Léa Dunand-Chatellet

Head of the Responsible Investment department at DNCA

Léa Dunand-Chatellet, is a graduate of the École Normale Supérieure (ENS), with an aggregation in economy and management (university highest-level competitive examination for teachers’ recruitment), and is also a member of various committees on the Paris financial market. She teaches courses on responsible investment in some of France’s major business schools on a yearly basis and co-authored a key publication in 2014 “SRI and Responsible Investment” (published by Ellipse, available in French only).

Léa started her career in 2005 at Oddo Securities’ extra-financial research department, then became portfolio manager and Head of ESG research at Sycomore Asset Management in 2010. She spent five years at the company, setting up and managing a range of SRI funds with AUM of €700m, achieving a top AAA ranking from Citywire. Working within the investment management industry, she developed a pioneering extra-financial model that includes sustainable development issues in the fund management approach. In 2015, she joined Mirova as Equity CIO, managing a team of ten equity portfolio managers, with AUM of €3.5bn.

Léa Dunand-Chatellet was appointed Head of the Responsible Investment department at DNCA Finance in June 2018

Nicolas Jacob

Head of ESG Research at ODDO BHF Asset Management

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Nicolas Jacob

Head of ESG Research at ODDO BHF Asset Management

Nicolas Jacob is Head of ESG Research at ODDO BHF Asset Management. He joined ODDO BHF Asset Management in 2017 after working as Co-Head of ESG Research at ODDO Securities from 2012 to 2016. He first joined ODDO Securities as Head of Insurance sector in 2005. Previously, he worked as Portfolio Manager/ Analyst in European Equities at Ixis Asset Management. He first started his career as Cash Manager at CDC GmbH in Germany. Nicolas Jacob is a member of the SFAF and holds the CIIA. He also holds a Master degree in Finance from the ESCEM and a Postgraduate degree from IPAG Paris.

Giancarlo Camerana

CEO at Qore

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Giancarlo Camerana

CEO at Qore

Giancarlo Camerana is a Swiss based entrepreneur with a focus on precious metals and investment management. With almost forty years’ experience on three continents, he has a global vision of investment opportunities and holds a unique network of investors and business professionals.

Thomas Vellacott

CEO - WWF Switzerland

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Thomas Vellacott

CEO - WWF Switzerland

Thomas Vellacott is CEO of WWF Switzerland and a member of WWF‘s global Network Executive Team. WWF‘s mission is to stop the degradation of the planet’s natural environment and to build a future in which humans live in harmony with nature. WWF challenges unsustainable practices and builds solutions-based alliances for transformation. WWF Switzerland has 280,000 supporters and over 4,000 volunteers. Worldwide, more than 5 million people support WWF in over 100 countries.

Thomas has been passionate about nature for as long as he can remember. He joined WWF as a member and volunteer when he was eight years old. Prior to taking on the role of CEO in 2012, Thomas was responsible for developing WWF’s partnerships with the private sector and subsequently spent nine years heading up WWF Switzerland‘s national and international nature conservation projects. Before joining WWF, he worked in private banking for Citibank and as a consultant and engagement manager for McKinsey & Co.

Thomas holds degrees in Arabic and Islamic studies from Durham, in International Relations from Cambridge and in Business Administration from IMD. He serves on the boards of several nonprofits and startups in the sustainability space. Thomas and his family live in Zürich, from where he enjoys exploring nature on land and under water.

Dr. Dorothea Baur

Founder and owner of Baur Consulting AG

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Dr. Dorothea Baur

Founder and owner of Baur Consulting AG

Dorothea Baur is an independent ethics consultant with a focus on the financial and technology sectors. Baur studied business administration and political science in Zurich and St. Gallen and obtained her doctorate at the HSG in the field of business ethics. As a freelance ethics consultant, she advises banks and pension funds, among others, on the development of a credible and effective sustainability strategy. Dorothea Baur is an internationally recognized expert in ethics and artificial intelligence in the technological sector. She regularly holds lectures on this topic at universities and technical colleges.

Tamara Hardegger

Managing Director of the Swiss Association for Responsible Investments (SVVK)

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Tamara Hardegger

Managing Director of the Swiss Association for Responsible Investments (SVVK)

Active in the field of sustainable investments for 10 years, she has a broad experience of the various ESG topics. Between 2010-13 she was responsible for the provision of ESG data for institutional investors worldwide at Thomson Reuters. Subsequently, she worked for Sustainalytics, where she accompanied investors in Switzerland and Germany in the implementation of responsible investment strategies. In July 2019, she took over the management of the Swiss Association for Responsible Investments. Tamara Hardegger completed her Master’s degree at the Graduate Institute of International Studies (HEID) in Geneva, followed by a CAS in Corporate Social Responsibility from the University of Geneva and the Investment Management Certificate (IMC) from the CFA Society UK.

Kaspar Hohler

Editor-in-chief vps.epas

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Kaspar Hohler

Editor-in-chief vps.epas

Kaspar Hohler has headed the editorial department at vps.epas since 2015. Hohler studied history at the University of Zurich. He then worked as a programmer for Winterthur Insurance for three years before joining the vps.epas editorial team in 2004. Within the editorial team, he is responsible for the topics of investments, real estate and group insurance. He is a member of the management conference at vps.epas and is responsible for the topics of publications and conferences as well as for the structure and content of the Pension Symposium in Zurich and the Symposium de Prévoyance in French-speaking Switzerland.

Antoinette Hunziker-Ebneter

CEO and founding partner of Forma Futura Invest AG. Chairman of the Board of Directors

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Antoinette Hunziker-Ebneter

CEO and founding partner of Forma Futura Invest AG. Chairman of the Board of Directors

Since 2006, Antoinette Hunziker-Ebneter (lic.oec. HSG) has been CEO and founding partner of Forma Futura Invest AG, an independent asset management company that focuses on financially sound investments and promotes a sustainable quality of life. Since May 2015, she has been Chairman of the Board of Directors of Berner Kantonalbank. Antoinette Hunziker-Ebneter has 30 years of experience in financial and risk management. In addition to her professional activities, she is co-founder of the Waterkiosk Foundation, whose projects provide access to drinking water in emerging markets.

Dr. Vera Kupper Staub

President of the Supervisory Commission for Occupational Pension Plans (OAK BV)

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Dr. Vera Kupper Staub

President of the Supervisory Commission for Occupational Pension Plans (OAK BV)

Vera Kupper Staub has been president of OAK BV since 2020, and was previously its vice president since its establishment in 2012. She holds a doctorate in economics and studied at the University of Zurich. From 2013 to 2019 she was a member of the Board of Trustees of the “Fondazione Cariplo” in Milan and chaired its investment committee. From 2000-2010 she was responsible for the investments of the City of Zurich’s Pension Fund. From 2006 to 2011 she was a board member of the Swiss Pension Fund Association ASIP. She also held positions at UBS in institutional asset management and ECOFIN Investment Consulting.

Dr. Tillmann Lang

Co-founder and CEO of Yova Impact Investing

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Dr. Tillmann Lang

Co-founder and CEO of Yova Impact Investing

Dr. Tillmann Lang is an expert in technology-driven innovation in the areas of sustainability and finance. He is CEO and co-founder of Yova Impact Investing, the leading digital platform for sustainable investments. Prior to founding Yova, Tillmann was Engagement Manager at McKinsey & Company, where he worked with global companies on sustainability innovation and energy transition strategies. In addition, Tillmann was CFO of Benefit Impact Investing and founding director of the Sustainability-in-Business Lab at ETH Zurich. He is a TEDx speaker and keynote speaker on sustainability, entrepreneurship, innovation and technology. As a computer scientist and mathematician, Tillmann holds a PhD from the ETH Zurich and studied in Heidelberg and Santiago de Chile. Tillmann lives with his family in Zurich and spends as much time as possible hiking and in ski boots.

Dr. Sabine Rindisbacher

Head of Legal Affairs and Co-Head of Sustainability of the City of Zurich Pension Fund

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Dr. Sabine Rindisbacher

Head of Legal Affairs and Co-Head of Sustainability of the City of Zurich Pension Fund

Sabine Rindisbacher studied law at the University of Zurich. After the required court internships and the subsequent bar exam, Ms. Rindisbacher worked in various functions at the collective foundations of Credit Suisse and Winterthur Life. Since 2003, Ms. Rindisbacher has been working for the City of Zurich’s Pension Fund in the area of asset management. She is responsible for legal matters and sustainability.

Prof. Dr. Manfred Stüttgen

Professor of Banking & Finance, Institute for Financial Services Zug IFZ of the Lucerne University of Applied Sciences and Arts

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Prof. Dr. Manfred Stüttgen

Professor of Banking & Finance, Institute for Financial Services Zug IFZ of the Lucerne University of Applied Sciences and Arts

He advises banks and asset managers and teaches and leads research on sustainable investments as well as on sales and marketing strategies. Since his banking apprenticeship he has been working in the financial industry and has held management positions for many years at McKinsey & Company, UBS and as Managing Director of Credit Suisse. He is the author of the annual IFZ Sustainable Investments Study.

Jeff Vögeli

Head of department for companies at Finanz und Wirtschaft

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Jeff Vögeli

Head of department for companies at Finanz und Wirtschaft

Jeffrey Vögeli is an editor at “Finanz und Wirtschaft”, where he is co-head of the corporate department. The financial journalist writes mainly about banks and insurance companies. Before joining FuW, he worked for the financial news portal finews.ch, where he developed a content channel for topics related to the world of work and work-life balance in addition to reporting on banks. In the past, he wrote as Zurich banking correspondent for the Bloomberg news agency and as a freelance journalist in the USA for various Swiss publications. Vögeli studied law and economics at the University of St. Gallen.

Beat Zaugg

Senior Analyst Migros Bank

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Beat Zaugg

Senior Analyst Migros Bank

Beat Zaugg is Senior Analyst and Sustainable Research and sustainability expert at Migros Bank. Zaugg holds a degree in economics from the University of Bern and is a CFA® Charterholder. At Migros Bank, he is responsible for the integration of sustainability topics into investment processes and investment solutions. He was previously Managing Partner of a sustainability rating agency. For 15 years he was responsible for institutional investors such as pension funds in the areas of investment strategy, governance, manager selection and ESG integration.

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Practical information

SOLAR is revolutionizing the energy sector - Active Solar

Do you know that ?:

Attend the conference and you will understand how solar became so successful and why it will dominate the power sector in the 21st century.

 

Pascal Rochat, CEO of Active Niche Funds SA and manager of Active Solar

How to combine impact and performance? - Asteria Investment Managers

Asteria has developed a proprietary research platform, enabling it to conduct a thorough analysis of each company to measure the environmental and social impact generated by its activity, the ESG scoring and financial outlook.

We make use of innovative technologies such as Big Data to deal with the explosion in the amount of data required to conduct a fully integrated research.

We apply a rigorous and systematic process to maximize the impact generation and minimize the risk of deviation from main benchmarks.

This approach makes hence and efficient use of capital without scarifying returns or generate additional risks.

 

Guido Bolliger , Chief Investment Officer

Candriam Climate Action: Wie kann man als Anleger den Klimawandel bekämpfen?

Das Pariser Abkommen führte zu einem globalen Konsens, in dem das Ziel und die Modalitäten zur Vermeidung einer Erwärmung über 2 Grad hinaus festgelegt wurden. Die Europäische Union hat sich ihrerseits verpflichtet, bis 2050 die Klimaneutralität zu erreichen. Der Candriam SRI Equities Climate Action Fund konzentriert sich darauf, Unternehmen bei der Entwicklung von Lösungen für den Klimawandel zu unterstützen. Diese Unternehmen zeichnen sich dadurch aus, dass sie ihre Geschäftsmodelle auf ein 2-Grad-Ziel hin umstellen oder Lösungen anbieten, die es anderen Unternehmen ermöglichen, dieses Ziel zu erreichen.

David Czupryna, Head of ESG Development – Candriam

Active ESG integration for companies: measuring & engaging on what matters - DPAM

In order to successfully embed sustainability into the investment process, active ESG integration and engagement with companies require a dynamic and pro-active approach. Dries Dury, Fund manager International & Sustainable Equity at DPAM, will guide us through this active, sustainable and research-driven approach that enables to enhance the methodology in our analysis and understand trends beyond mere ESG scores.

 

Dries Dury, CFA is a fund manager at DPAM

How microfinance investments can boost the growth in developing countries: the Silk road experience

Microfinance has always been decorrelated from the volatility of the world of finance and macroeconomic risks.  In developing regions, like the countries along the Silk Road, micro and SMEs are catching new opportunities offered by new post-crisis scenarios thanks to their flexibility, resilience and capability to adapt. These countries’ economy is based on sectors which never completely stopped during the lockdowns and they are facing a digital transformation which will further help their restart.

Vittorio Volpi, Chairman of the Supervisory Board – Mikro Kapital

Is impact investing the future of sustainable investment?

 

At the high rate of PRI signatories, soon there will be no non-responsible investors left! The remaining scepticals are now eager to join the movement after seeing the impressive inflows on ESG funds, and like Mr. Jourdain, everyone claims they had a responsible investment approach before knowing what it was. Obviously, this is very far from the truth because there is no shared definition of SRI: within it, practices as diverse as exclusion, shareholder engagement or thematic investment coexist. Among them, a trend is emerging: that of impact investing. In our view, this trend is not just one among others, but the only SRI approach.

                                                                                                                                                                                                                                                                                                                            Hervé Guez, CIO of Equities and Fixed Income for Mirova

Dialogue & engagement: value creation in the small and midcap universe

The universe of European small and mid-caps is very broad and diversified, with a significant number of family-owned companies. The availability and quality of non-financial data does unfortunately not permit a holistic analysis of the risks and opportunities presented by these companies. In order to identify the champions of tomorrow, dialogue and direct engagement with companies and their management is essential to understand their business models and generate long-term value for all stakeholders.

Nicolas Jacob, Head of ESG Research at ODDO BHF Asset Management

A road to ESG integration: Walking the Talk

ESG approach with rating agencies have had clear positives, with a very systematic approach easy to implement on a large cohorts of stocks

But, the reality shows that this approach by exclusion has been narrowing the universe of investible names, there is a real data dispersion between providers on recommendations with data overload, that after years of good performance it is often now missing dynamic changes and additional performance is not there, that the relevance of KPI is heterogeneous. For this reason we believe there is a need to move towards ESG integration with a bottom up perspective and a financial impact analysis.

Anne Marion-Bouchacourt, Country Head Societe Generale Switzerland et CEO SG Zurich Branch

SOLAR is revolutionizing the energy sector - Active Solar

Do you know that ?:

Attend the conference and you will understand how solar became so successful and why it will dominate the power sector in the 21st century.

 

Pascal Rochat, CEO of Active Niche Funds SA and manager of Active Solar

How to combine impact and performance? - Asteria Investment Managers

Asteria has developed a proprietary research platform, enabling it to conduct a thorough analysis of each company to measure the environmental and social impact generated by its activity, the ESG scoring and financial outlook.

We make use of innovative technologies such as Big Data to deal with the explosion in the amount of data required to conduct a fully integrated research.

We apply a rigorous and systematic process to maximize the impact generation and minimize the risk of deviation from main benchmarks.

This approach makes hence and efficient use of capital without scarifying returns or generate additional risks.

 

Guido Bolliger , Chief Investment Officer

Candriam Climate Action: Wie kann man als Anleger den Klimawandel bekämpfen?

Das Pariser Abkommen führte zu einem globalen Konsens, in dem das Ziel und die Modalitäten zur Vermeidung einer Erwärmung über 2 Grad hinaus festgelegt wurden. Die Europäische Union hat sich ihrerseits verpflichtet, bis 2050 die Klimaneutralität zu erreichen. Der Candriam SRI Equities Climate Action Fund konzentriert sich darauf, Unternehmen bei der Entwicklung von Lösungen für den Klimawandel zu unterstützen. Diese Unternehmen zeichnen sich dadurch aus, dass sie ihre Geschäftsmodelle auf ein 2-Grad-Ziel hin umstellen oder Lösungen anbieten, die es anderen Unternehmen ermöglichen, dieses Ziel zu erreichen.

David Czupryna, Head of ESG Development – Candriam

Active ESG integration for companies: measuring & engaging on what matters - DPAM

In order to successfully embed sustainability into the investment process, active ESG integration and engagement with companies require a dynamic and pro-active approach. Dries Dury, Fund manager International & Sustainable Equity at DPAM, will guide us through this active, sustainable and research-driven approach that enables to enhance the methodology in our analysis and understand trends beyond mere ESG scores.

 

Dries Dury, CFA is a fund manager at DPAM

How microfinance investments can boost the growth in developing countries: the Silk road experience

Microfinance has always been decorrelated from the volatility of the world of finance and macroeconomic risks.  In developing regions, like the countries along the Silk Road, micro and SMEs are catching new opportunities offered by new post-crisis scenarios thanks to their flexibility, resilience and capability to adapt. These countries’ economy is based on sectors which never completely stopped during the lockdowns and they are facing a digital transformation which will further help their restart.

Vittorio Volpi, Chairman of the Supervisory Board – Mikro Kapital

Is impact investing the future of sustainable investment?

 

At the high rate of PRI signatories, soon there will be no non-responsible investors left! The remaining scepticals are now eager to join the movement after seeing the impressive inflows on ESG funds, and like Mr. Jourdain, everyone claims they had a responsible investment approach before knowing what it was. Obviously, this is very far from the truth because there is no shared definition of SRI: within it, practices as diverse as exclusion, shareholder engagement or thematic investment coexist. Among them, a trend is emerging: that of impact investing. In our view, this trend is not just one among others, but the only SRI approach.

                                                                                                                                                                                                                                                                                                                            Hervé Guez, CIO of Equities and Fixed Income for Mirova

Dialogue & engagement: value creation in the small and midcap universe

The universe of European small and mid-caps is very broad and diversified, with a significant number of family-owned companies. The availability and quality of non-financial data does unfortunately not permit a holistic analysis of the risks and opportunities presented by these companies. In order to identify the champions of tomorrow, dialogue and direct engagement with companies and their management is essential to understand their business models and generate long-term value for all stakeholders.

Nicolas Jacob, Head of ESG Research at ODDO BHF Asset Management

A road to ESG integration: Walking the Talk

ESG approach with rating agencies have had clear positives, with a very systematic approach easy to implement on a large cohorts of stocks

But, the reality shows that this approach by exclusion has been narrowing the universe of investible names, there is a real data dispersion between providers on recommendations with data overload, that after years of good performance it is often now missing dynamic changes and additional performance is not there, that the relevance of KPI is heterogeneous. For this reason we believe there is a need to move towards ESG integration with a bottom up perspective and a financial impact analysis.

Anne Marion-Bouchacourt, Country Head Societe Generale Switzerland et CEO SG Zurich Branch