ZFSI2021 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.

The event will take place on

06 september 2021 at the Park Hyatt, in Zurich


See now the program of the event

ZFSI 2021 PROGRAM



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 ZFSI2021 is geared towards

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

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

conferences

SOLAR is leading the decarbonisation - Active Solar

Carbon Strategy– Avoidance or Resolution ? - Asteria Investment Managers

Investing with impact in mind – Using the SDGs as an investment framework - BMO GAM 

Restoring Ecosystems through Public Markets - BNP Paribas AM

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

Warum ESG Kriterien im Fixed Income Bereich immer wichtiger werden - Credit Suisse Asset Management

From low carbon industries to green tech, how to accompany also sectors in transition? - DNCA

Active ESG integration for companies: measuring & engaging on what matters - Degroof Petercam Asset Management

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

Vom Gerechten zum Positiven Wandel – Active Ownership-Strategien für einen effektiven Unternehmensdialog - ODDO BHF AM

Road to ESG Integration - Embedding ESG into Target Prices - Société Générale

Der Einfluss des Kapitalmarkte beim Klimaschutz - Swisscanto

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

Katia Coudray

CEO – Asteria Investment Managers

×

Katia Coudray

CEO – Asteria Investment Managers

Katia has more than 20 years of experience in investment functions and senior executive roles. Before starting Asteria, she was CEO ofSYZ Asset Management and member of the group’s Executive Committee. Prior to that, she spent 11 years atUnion Bancaire Privée were she served as member of the Executive Committee of the asset management division and led the product development function.

Anne Marion-Bouchacourt

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

×

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

×

David Czupryna

Head of ESG Development – Candriam

David Czupryna has been at Candriam since 2018. There, as Head of ESG Development, he is responsible for business development and for communicating the company’s ESG expertise. He is the principal intermediary between our ESG management/analysis team and our clients. As such, David is our spokesman on the company’s ESG expertise:

  • Fund presentations,
  • Explanation of the various environmental, social & governance issues and challenges.

Before that, David led the growth of ESG 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

Fund Manager International & Sustainable Equity – Degroof Petercam Asset Management

×

Dries Dury

Fund Manager International & Sustainable Equity – Degroof Petercam Asset Management

Dries Dury, CFA is a fund manager at Degroof Petercam Asset Management 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 atDegroof Petercam Asset Management, and, in 2016, he switched to managing international equity and dividend strategies.

Stefan Flückiger

Deputy – State Secretariat for International Finance

×

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.

Anne-Laurence Roucher

Deputy-CEO of Mirova, Head of Development & Operations

×

Anne-Laurence Roucher

Deputy-CEO of Mirova, Head of Development & Operations

Anne-Laurence Roucher has been in charge of SRI development and operations at Mirova since its creation as a business unit of Natixis Asset Management in 2012. In her previous role as Head of Strategic Planning with Natixis AM, she was instrumental in Mirova’s creation. Prior to joining Natixis, Ms. Roucher worked as a senior associate with the management consultant firm A.T. Kearney. In 2005, she joined Groupe BPCE as a project manager with the Natixis Strategy Department.
Ms. Roucher is a graduate of the French business school ESCP (École Supérieure de Commerce de Paris).

Jamie Jenkins

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

×

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.

Pascal Rochat

CEO of Active Niche Funds SA and manager of Active Solar

×

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

×

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.

Vincenzo Trani

President and Founder – Mikro Kapital

×

Vincenzo Trani

President and Founder – Mikro Kapital

Mr. Vincenzo Trani moved to Russia in the late 1990s, working with the European Bank for Reconstruction and Development (EBRD). Since then, Mr. Trani has worked continuously within the microfinance sector. He has directed development initiatives on behalf of leading international banks such as Banca Intesa.

Furthermore, Mr. Trani has gained official recognition in Russia as the initiator of some key projects for small and medium-sized businesses.

Mr. Trani founded General Invest and Mikro Kapital in 2008. Mikro Kapital is a microfinance company financing small businesses that has established itself as one of the most successful initiatives of its kind in Europe.

 

Léa Dunand-Chatellet

Head of the Responsible Investment department at DNCA

×

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.

Giancarlo Camerana

CEO at Qore

×

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

×

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.

Adrian Wittwer

FH Economist (specialised in Banking and Finance), member of the Occupation Pension Supervisory Commission’s (OPSC) direct surveillance team

×

Adrian Wittwer

FH Economist (specialised in Banking and Finance), member of the Occupation Pension Supervisory Commission’s (OPSC) direct surveillance team

Adrian Wittwer works as an economist with the direct surveillance team of the Occupation Pension Supervisory Commission, which notably supervises investment foundations. Its main areas of expertise are the Ordinance on Investment Foundations and the OPP2’s investment guidelines. Before joining OPSC, Adrian Wittwer gained extensive experience in a large bank, a regional bank and a private bank, where he worked as client advisor, head of the securities back office and co-head of portfolio management.

Tamara Hardegger

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

×

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

×

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.

Dr. Tillmann Lang

Co-founder and CEO of Yova Impact Investing

×

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

×

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.

Christian Odermatt

Head of Portfolio Management – Forma Futura Invest AG

×

Christian Odermatt

Head of Portfolio Management – Forma Futura Invest AG

Christian Odermatt (Executive MBA) has been with Forma Futura Invest AG since 2010, and Head of Portfolio management since 2016. Forma Futura is an independent asset management company focusing on solid financial investments which favour a sustainable quality of life. In 2013, he was elected as employee representative at Forma Futura’s Pension Funds Commission. Christian Odermatt has over 20 years’ experience in the financial and banking sector.

Beat Zaugg

Senior Analyst Migros Bank

×

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.

Sabine Döbeli

CEO Swiss Sustainable Finance

×

Sabine Döbeli

CEO Swiss Sustainable Finance

Sabine Döbeli has worked in the field of sustainable finance for over 25 years in different roles. After building up Swiss Sustainable Finance (SSF), she took over the role as CEO of SSF in 2014. She is a member of the Advisory Committee on International Cooperation of the Swiss Federal Council, of the research advisory council of the Swiss Federal Office for the Environment (FOEN) and of the advisory councils of the Sustainable Digital Finance Alliance (SDFA) as well as of Stiftung Drittes Millenium.

Silvia Ruprecht

Sektion Klimapolitik, Bundesamt für Umwelt BAFU

×

Silvia Ruprecht

Sektion Klimapolitik, Bundesamt für Umwelt BAFU

Silvia Ruprecht leitet die Arbeiten zu Klima und Finanzmarkt im Bundesamt für Umwelt BAFU. Die Sektion Klimapolitik entwickelt klimapolitische Strategien und Massnahmen für Emissionsreduktionen zuhanden des Bundesrats und Parlaments. Silvia Ruprecht leitet die regelmässige Fortschrittsmessung zur Ausrichtung des Schweizer Finanzmarkts an den Klimazielen sowie Forschungs- und politische Arbeiten, um einen aktiven Beitrag der Marktakteure zu den Klimazielen zu unterstützen. Zusätzlich betreut sie den Technologiefonds, der Bürgschaften für innovative, klimafreundliche Technologien vergibt und vertritt die Schweiz als Vorsitzende in der Arbeitsgruppe zu Klima, Investitionen und Entwicklung der OECD. Silvia Ruprecht ist Ökonomin mit Abschlüssen in Ökologie und Betriebswirtschaft.

Ulrik Fugmann

Co-Responsable du groupe des stratégies environnementales, Fundamental Active Equities – BNP Paribas Asset Management

×

Ulrik Fugmann

Co-Responsable du groupe des stratégies environnementales, Fundamental Active Equities – BNP Paribas Asset Management

Ulrik Fugmann est co-responsable du groupe des stratégies environnementales au sein de Fundamental Active Equities et champion ESG chez BNP Paribas Asset Management. Il est responsable de toutes les activités liées à la gestion et à la performance des stratégies et des portefeuilles environnementaux de l’organisation, y compris d’une équipe spécialisée composée de six professionnels de l’investissement et de la recherche. En sa qualité de gestionnaire de portefeuille senior, Ulrik Fugmann est co-gestionnaire de portefeuille pour le Energy Transition Fund, le Environmental Absolue Return Thematic Fund (EARTH) et le Ecosystems Restoration Fund. Il a rejoint BNPP AM en 2019.

Il a entamé sa carrière en 2001 chez Goldman Sachs, à Londres, investissant de manière thématique dans des entreprises du secteur de l’énergie, des matières premières et de l’agriculture à l’échelle mondiale au sein du Goldman Sachs Principal Strategies Group (2005-2007) et a co-dirigé le Goldman Sachs Thematic Investment Group (2007-2012). Depuis 2012, Ulrik Fugmann a été CIO et cofondateur de North Shore Partners, qui a été intégré à Duet Asset Management en 2015. Il a ensuite cofondé Sustainable Solutions (2017-2019), dont l’objectif est de développer des stratégies court- et long-terme de solutions environnementales. Il bénéficie de plus de 22 ans d’expérience en gestion d’investissements thématiques, structure de capital et marchés privés. Il est titulaire d’un MSc en économie et sciences politiques de l’Université de Copenhague et est basé à Londres.

René Nicolodi

Head Equities & Themes, Deputy Head of Asset Management – Swisscanto

×

René Nicolodi

Head Equities & Themes, Deputy Head of Asset Management – Swisscanto

Florian Heeb

Researcher at the CSP

×

Florian Heeb

Researcher at the CSP

Florian Heeb is a PhD researcher at the CSP, exploring aspects such as the impact of sustainable investing approaches in the real world, and investors’ sensitivity to impact. Prior to joining CSP, Florian served in the executive board at South Pole, a market leader in carbon trading and sustainability consulting. With his team, he focused on climate finance, climate risks of investments. In previous positions at myclimate, ProNatura and the Swiss Federal Institute of Aquatic Science and Technology, Florian developed a broad understanding of corporate sustainability and climate policy. He holds a MSc in Environmental Science from the ETH Zurich.

Jeffrey Vögeli

Ressortleiter Unternehmen bei Finanz und Wirtschaft

×

Jeffrey Vögeli

Ressortleiter Unternehmen bei Finanz und Wirtschaft

Jeffrey Vögeli ist Redaktor bei “Finanz und Wirtschaft”, wo er die Co-Leitung des Ressorts Unternehmen inne hat. Der Finanzjournalist schreibt hauptsächlich über Banken und Versicherungen. Vor seinem Wechsel zu FuW arbeitete er für das Finanznachrichtenportal finews.ch, wo er neben der Berichterstattung über Banken einen Inhaltskanal für Themen rund um die Arbeitswelt und Work-Life-Balance aufbaute. In der Vergangenheit schrieb er als Zürcher Bankenkorrespondent für die Nachrichtenagentur Bloomberg und als freier Journalist in den USA für verschiedene Schweizer Publikationen. Vögeli studierte Recht und Wirtschaft an der Universität St. Gallen. 

Martina Macpherson

Head of ESG Strategy for Asset Management and Private Equity – ODDO

×

Martina Macpherson

Head of ESG Strategy for Asset Management and Private Equity – ODDO

Martin Macpherson has held several leadership roles in the world of sustainable finance in Germany, Switzerland and the UK over the past 20 years. Most recently, she was Senior Vice President ESG & Engagement Strategy at Moody’s. Previously she was in charge of ESG at various financial institutions including Foreign & Colonial and Insight IM in London. Martina has an MA in Law and Human Sciences from the Goethe University in Frankfurt in Germany.

Martina is a visiting fellow at Henley Business School and a guest lecturer at University of Zurich. She is an advisory board member at ROSIF, the Sustainable Investment Forum for Eastern Europe and at the European Law Institute (ELI). Previously, she was an analyst advisory board member at UKSIF, the UK’s sustainable investment and finance association. She also was a mentor at the Global Thinkers Forum, and at the ICRS.

lead sponsors

sponsors

partners

meDIA Partners

ZFSI supports

contacts

events@voxia.ch
Tel. +41 22 591 22 66

media contact

mischa.vajda@voxia.ch

Tel +41 43 344 98 50

Your interlocutors

SOLAR is leading the decarbonisation - Active Solar

The International Energy Agency is now coining solar photovoltaics as “the new king of electricity supply”, as it already accounts to more than half of all new power capacities installed every year worldwide.
Solar has quickly become the cheapest source of electricity in 80% of the countries, without subsidies.
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

Carbon Strategy– Avoidance or Resolution ? - Asteria Investment Managers

Lancée en 2019 avec le soutien du groupe Reyl, Asteria est un gestionnaire d’actifs entièrement dédié à l’investissement d’impact. En collaboration avec ses investisseurs, Asteria utilise le capital en tant qu’agent du changement afin de soutenir la transition vers une économie plus durable et équitable.

En décembre 2020, Asteria a annoncé le partenariat stratégique avec Obviam, un investisseur d’impact suisse ayant plus de 20 ans d'expérience dans ce domaine et gérant les portefeuilles de plusieurs clients, notamment SIFEM, la société financière de développement de la Confédération suisse.

 

Katia Coudray , CEO

Investing with impact in mind – Using the SDGs as an investment framework - BMO GAM 

Learn how the SDGs form an effective framework to measure in detail the impact that investments can create. Since the inception of the BMO SDG Engagement Global Equity strategy almost 2 1/2 years ago, we have built up a treasure trove of experience. Portfolio manager Jamie Jenkins shares his insight around impact reporting, measuring positive and negative results, and how an engagement-driven approach seeks to both support sustainable development and deliver performance for investors.

 

Jamie Jenkins, Managing Director, co-Head of Global Equities

Restoring Ecosystems through Public Markets - BNP Paribas AM

The workshop on Ecosystem Restoration will focus on three key areas to achieve a protection of our natural capital across oceans, land and urban communities. We will be focussing on the thematic opportunities across ecosystem restoration; what type of companies are providing solutions facilitating the ecosystem restoration through their products, services or processes and where the opportunities and risks lie ahead.

Ulrik Fugmann will touch on the process the team have used together for the past 20 years, including management, investment process, investment philosophy and implementation - in particular with the most recent, volatile markets backdrop.

Ulrik Fugmann

Co-Head, Environmental Strategies Group, Fundamental Active -  BNP Paribas AM

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

Warum ESG Kriterien im Fixed Income Bereich immer wichtiger werden

Der Markt für nachhaltiges Investieren wächst enorm, nicht nur für Aktien-Investments, sondern verstärkt auch für Fixed Income Investoren. Für Credit Suisse Asset Management hat das Thema Nachhaltigkeit über alle Anlagebereiche hinweg einen gleich hohen Stellenwert. Doch was gibt es im Vergleich zu Aktien beim Thema Fixed Income und Nachhaltigkeit zu beachten? Wo liegt der Fokus der Investoren und sieht es auf der Index-Seite aus?

Dominik Scheck, Leiter ESG, Credit Suisse Asset Management

From low carbon industries to green tech, how to accompany also sectors in transition?

The question of the diversity of portfolios in asset management is key, both financially and in responding to the climate challenge. Our approach makes it possible to limit sectoral biases by offering a differentiated analysis of companies according to the climate risks and challenges they face. We thus distinguish 4 investment pockets in our climate portfolio: disruptive technologies, efficiency solutions, low carbon impact sector and energy producers. The implementation of this strategy is compatible with carbon neutrality and the philosophy of active management

Léa Dunand-Chatellet, Head of the Responsible Investment department - DNCA

Active ESG integration for companies: measuring & engaging on what matters - Degroof Petercam Asset Management

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 Degroof Petercam Asset Management

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.

Vincenzo Trani, President and Founder – 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.

                                                                                                        Anne-Laurence Roucher, Deputy-CEO of Mirova, Head of Development & Operations

Vom Gerechten zum Positiven Wandel – Active Ownership-Strategien für einen effektiven Unternehmensdialog - ODDO BHF AM

Martina Macpherson, Head of ESG Strategy

Road to ESG Integration - Embedding ESG into Target Prices - Société Générale

 

Anne Marion-Bouchacourt , Country Head for Societe Generale in Switzerland and Chairman of the Board of Societe Generale Private Banking Switzerland

Der Einfluss des Kapitalmarkte beim Klimaschutz - Swisscanto

Dr. René Nicolodi, Head Equities & Themes, Deputy Head of Asset Management