Following the strong response to our earlier online panel discussion featuring investors and sustainable finance leaders from North America, continental Europe, and the UK, we are pleased to host a follow-up session focused on perspectives from the Asia-Pacific region.
As net-zero targets for 2050 appear increasingly out of reach, institutional investors and asset managers are reassessing the broader implications of climate change for investment policy and capital market assumptions.
Join us for an online panel exploring climate change’s impact on capital market assumptions (CMAs), including short and longer-term market pricing dynamics specifically aimed at pension funds, insurance companies and asset managers, where experts from Australia, New Zealand and Hong Kong will explore the following themes:
- Whether investment portfolios and policies, in addition to investment strategies, are sufficiently resilient to escalating physical climate risks
- With net-zero by 2050 no longer realistic, should CMAs be adjusted to reflect a higher minimum impact from physical risks?
- How do short- and long-term impacts of physical risks differ, and what could drive market pricing across the investment horizon?
- Will transition risks still materialize under current low-ambition policies - potentially by escalating physical risks? Could portfolio impacts differ between gradual or sudden policy implementation?
- How could transition risks be repriced - gradually, via shocks, sentiment, or a mix?
Panelists
- Allison van Lint, Head of Research, - CBUS Super
- Roelof Coertze, Group Director for Environment - Prudential Plc
- Lucas Kengmana, Senior Investment Strategies, NZ Super Fund
- Gabriel Wilson-Otto, Head of Sustainable Investing Strategy, Fidelity International
Moderator
- Bronwyn Claire, Head of Research and APAC Lead, Climate Scenarios & Sustainability - Ortec Finance
Session details
Wednesday 29 July
7:15am - 8:00am CET
(Session time will be displayed in your local timezone on the registration page)
Please note:
- This is a virtual panel discussion hosted via a webinar platform, held under the Chatham House Rule to encourage open and candid discussion
- The session has been scheduled intentionally for the Asia-Pacific investment community, which means the timing may not be suitable for audiences based in North America and Europe. A written summary of the session will be made available afterwards.
Learn more about the panel
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Allison van Lint, Head of Research - CBUS Super
Allison joined the CBUS Responsible Investment team as the Head of Research in 2021. Her team is responsible for strategic direction and policy advocacy on key ESG areas such as climate change and nature and biodiversity loss.
Allison began her career as an Immunologist, with a PhD from The University of Melbourne and post-doctoral studies at Harvard Medical School.
Before joining the RI team at Cbus, Allison was a member of the Cbus Internal Global Equities team, and also spent time in the world of public health research, in the areas of Intensive Care Medicine and Paediatric Clinical Trials.
Roelof Coertze, Group Director for Environment - Prudential Plc
Roelof Coertze is Director for Environment at Prudential Plc and an experienced life insurance actuary specialising in climate, sustainability and responsible investment.
Since joining Prudential in 2019, he has helped develop climate scenario testing, embed climate into risk management, support climate-related targets and contribute to sustainability reporting.
He co-authored Prudential’s updated climate transition plan and contributes to actuarial climate initiatives, including the Actuarial Society of South Africa’s Climate Change Committee.
Lucas Kengmana, Senior Investment Strategist - New Zealand Super Fund
Lucas Kengmana is a Senior Investment Strategist in the Sustainable Investment team at the New Zealand Super Fund.
He has expertise in integrating sustainability considerations in a Total Portfolio Approach, having transitioned >US$25b of listed equity and fixed income strategies on to climate aligned indices. He has also spent time in the Asset Allocation team, actively researched the integration of climate change into capital market assumptions.
Lucas has led significant systemic initiatives, including authoring the Fund’s first TCFD-compliant Climate Change Report and originating a carbon credits thesis that supported $150 million of investment. Prior to his current role, he served as a Principal Analyst at the Climate Change Commission. Lucas holds an MBA from INSEAD.
Gabriel Wilson-Otto, Head of Sustainable Investing Strategy - Fidelity International
Gabriel Wilson-Otto is the Head of Sustainable Investing Strategy at Fidelity International and based in Hong Kong.
Gabriel leads the global development of sustainable investment frameworks, proprietary tools, client solutions, and enterprise reporting. He works closely with a wide range of internal and external stakeholders to support Fidelity’s sustainable investing ambition and to develop solutions for clients.
Gabriel joined Fidelity in 2021 from BNP Paribas Asset Management where he was Global Head of Sustainability Research and had previously held the position of Head of Stewardship, Asia Pacific. Prior to BNPP AM, he was an Executive Director in Goldman Sachs’ Global Investment Research division and Head of GS SUSTAIN for Asia.
Gabriel holds a Bachelor of Commerce (Finance and Economics) and a Bachelor of Information Systems from the University of Melbourne. He is a CFA charter holder.
Bronwyn Claire, Head of Research and APAC Lead, Climate Scenarios & Sustainability - Ortec Finance
As Head of Research and APAC Lead within the Climate Scenarios & Sustainability team, Bronwyn is responsible for ensuring the latest climate knowledge and research is effectively integrated into its investment decision-making technology and solutions. She leads a team of professionals to undertake ongoing advanced research followed by its translation into its forward-looking climate scenario modeling framework with the ClimateMAPS – climate scenario analysis solution.
Currently, she is involved in a Public-Private Partnership project led by Wageningen Economic Research and the Foundation for Sustainable Development. In this role, she leverages her expertise in translating scientific research into economic and financial impacts within the biodiversity context, drawing on her experience in quantifying the impacts of climate change through Ortec Finance’s proprietary climate scenario modeling framework.
Interested in the perspectives from investors and sustainable finance leads based in the North America, UK and Europe?
To obtain a global perspective on this important topic, we hosted an earlier session this year featuring USS Investment Management, KLP, D.A. Carlin & Company, and Nuveen (a TIAA company). The panelists shared valuable insights, and a written summary of the discussion is available below.
Kontakt
Bronwyn Claire
Head of Research and APAC Lead, Climate Scenarios & Sustainability
Stefano SJ Lee
Managing Director - Asia Pacific