The COVID-19 pandemic represents an opportunity to reposition the Canadian economy and accelerate the transition to a low-carbon economy. Institutional investors have a key role to play as capital providers in driving this transition. While many may assume that investor leadership must come from the largest institutional investors, the role that smaller investors like foundations can play as innovators is critical.
This virtual session will look at opportunities for foundations to invest and steward their endowments to support the transition to a low-carbon economy across asset classes. We will introduce a total portfolio approach with specific emphasis on decarbonization of portfolios and consider strategies in public markets, private markets and fixed income. The session will also explore how foundations can evaluate managers and products effectively.
AGENDA (Note all times in EST)
1:00 pm - Welcome and Introductions
1:10 pm- Overview of a Total Portfolio Approach to Decarbonization
1:20 pm - Value Investing in the Energy Transition
1:35 pm - Investing in Positive Climate Impacts through Fixed Income
1:50 pm - Tools for Evaluating Asset Manager Performance
2:00 pm - Questions
2:15 pm - Close
- Shannon Rohan, Chief Strategy Officer, SHARE
- John Cook, President and CEO, Greenchip Financial
- Brian Minns, Vice-President, Sustainable Investing, Addenda Capital
- Tracy Haynes, Manager of Investor Partnerships, The Atmospheric Fund