Active ownership has become a widely accepted tool for investors to manage risk and drive change across portfolios, with many choosing this route to express sustainable views over divestment. However, engagement is not a one-size fits all approach.
Members of J.P. Morgan Asset Management’s Sustainable Investing team, Amara Lalemi-Jacobs and Lisa Kladitis, discussed the spectrum of engagement and how they use it to manage transition risks and drive outcomes across sustainable thematic portfolios. They covered the importance of a disciplined framework and how to set expectations with companies upfront, providing examples of their own engagement with topics from climate solutions to social housing.
As part of the Global Impact Forum, this one-hour interactive roundtable was followed by a Q&A hosted by Charlotte O’Leary of Pensions for Purpose.
Who is this event for?
This event was open to asset owners such as pension fund trustees, in-house executives and independent advisers, professional trustees and investment consultants with a specialist focus on defined contribution pension schemes.
Sponsor
Speakers' biographies
Amara Lalemi-Jacobs, Sustainable Investing Strategist, J.P. Morgan Asset Management
Amara Lalemi-Jacobs is a Strategist on the Sustainable Investment Team and responsible for implementing the firm's sustainable investment strategy, solutions and product innovation in Europe, the Middle East and Africa. In partnership with the distribution and product teams, she leverages their extensive data and research capabilities, proprietary technology and ESG expertise to deliver sustainable solutions for their clients. An employee since 2017, she was previously part of the J.P. Morgan Corporate Analyst Development Programme, completing four different rotations across the organisation. This included working within corporate and investment banking, technology and asset management. Amara obtained a MSc in Natural Science from the University of Nottingham.
Lisa Kladitis, Associate & Investment Stewardship Specialist – J.P. Morgan Asset Management
Lisa Kladitis is part of the Investment Stewardship Team in London, where she is responsible for engaging with corporate directors and management on investment issues associated with stewardship, management incentives, and social and environmental sustainability in Europe, the Middle East and Africa. She also advises analysts and portfolio managers on the environmental, social and governance profiles of the companies they invest in and co-ordinates proxy voting activity.
Before joining J.P. Morgan Asset Management in 2022, Lisa spent over two years at AXA Investment Managers as an Impact Investment Analyst, researching the stock level impact of companies in relation to the UN sustainable development goals and engaging with companies on a broad range of investment topics. Lisa was a member of the Global Impact Investing Network (GIIN) Advisory Committee for impact investing in listed equities, contributing to an industry guidance document. Prior to that, Lisa was a summer intern on the Responsible Investment team at BMO Global Asset Management. Lisa holds a degree in History from the University of Oxford.
Host
Charlotte O'Leary, Lead, Global Impact Forum, Pensions for Purpose
As CEO and an executive director of Pensions for Purpose, Charlotte oversees the running of the business, develops the growth and innovation strategy and looks for opportunities to build partnerships to achieve Pensions for Purpose's mission.
She is also a member of the Impact Investing Institute's Pensions Expert Panel, an ambassador for the Transparency Taskforce and a founder of 10 Billion World, an end-to-end sustainability project management business aimed at businesses and organisations setting net-zero and carbon reduction targets.
With over 15 years of experience in asset management, she started in fund analysis and progressed through to institutional business development. Charlotte has worked for some well-known institutions, including Jupiter, Pictet and Cambridge Associates.
Through her roles, Charlotte has built a knowledge and passion for sustainable investing. She has demonstrated this in co-authoring a paper with the Society for Pension Professionals on social impact investing and speaking on topics such as fee and service transparency at PLSA and Transparency Taskforce events. Charlotte played a critical role in developing the Impact Investing Institute's Impact Investing Principles for Pensions and led the launch of Pensions for Purpose's Global Impact Forum (formally the Impact Investing Adopters Forum).
Global Impact Forum
The Global Impact Forum is an industry-wide member forum hosted by Pensions for Purpose to facilitate meaningful industry discussions on how to embed social and environmental impacts at a strategic level, including in governance discussions, to encourage the flow of capital towards investments that have a positive impact. For more information, please email the Forum Lead.
Pensions for Purpose
Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks. For more information, please email the Membership Manager.
To the extent that anything on this website constitutes a financial promotion it is exempt from the general prohibition in S21 of FSMA on the basis that the site is only intended for investment professionals as such term is defined in S19 of the Financial Promotions Order. Please note that Pensions for Purpose does not provide consultancy services, advice or personal recommendations on any of the investment opportunities mentioned on the platform. We curate content written by Influencer members and do not endorse any underlying funds.
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