Many pension schemes are thinking beyond just achieving good financial outcomes and are implementing net-zero targets. This in-person masterclass will provide case studies from across different asset classes on how to implement investment strategies with this dual objective.
This event aims to:
Date: Wednesday 26 February 2025
Time: 08:45-13:00 GMT (Registration at 08:45 for an 09:15 start)
Location: AXA Investment Managers, 22 Bishopsgate, London, EC2N 4BQ
Space is limited – we encourage you to book early to avoid disappointment.
Agenda:
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08:45-09:15 |
Registration and breakfast |
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09:15-09:40 |
Intro and topic overview (Jane Wadia) |
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09:40-10:05 |
Impact equity (Anna Väänänen) |
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10:05-10:30 |
Natural capital (Jonathan Dean) |
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10:30-10:55 |
Fixed income (Bruno Bamberger) |
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10:55-11:15 |
Networking break |
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11:15-11:45 |
Implementing climate net-zero frameworks (Fiona Smith) |
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11:45-11:55 |
Closing comments (David Brown) |
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12:00-13:00 |
Networking lunch |
Who should attend?
This event is open to asset owners such as pension fund trustees, in-house executives and their advisers.
Sponsor
AXA Investment Managers (AXA IM) is an active, long-term, global, multi-asset investor. We work with our clients today to provide the solutions they need to help secure a better tomorrow for their investments, while creating a positive change for the world in which we all live.
Register hereSpeakers
Anna Väänänen, Head of Listed Impact Equity, AXA IM
Anna Vӓӓnӓnen co-manages the AXAACT People & Planet Equity, AXA WF ACT Clean Economy, AXA WF ACT Biodiversity strategies and AXA ACT WF Social Progress strategies together with Tom Atkinson, Ashley Keet and Anne Tolmunen.
Anna joined AXA IM in 2023 from Mirova, a leading impact boutique and affiliate of Natixis Investment Managers, where she was the head of Mirova’s Global Environmental team for four years. Before that, Anna spent nine years at Credit Suisse Asset Management in Zurich managing thematic equity strategies, and six years as a fund manager at FIM Asset Management and Tapiola Asset Management. She started her career in investment banking working as a sell-side analyst at Salomon Brothers and Carnegie Investment Bank. Anna holds a master's in social science from the University of Helsinki, majoring in Economics.
Bruno Bamberger, Co-Head Investment Specialists Fixed Income, AXA IM
Bruno designs tailored, fixed-income mandates for institutional clients such as defined benefit (DB) and defined contribution (DC) pension schemes. He leads the strategic implementation of responsible investment (RI), predominantly climate integration and net-zero alignment, in buy-and-maintain and wider fixed income mandates.
Bruno started his career at Aon Hewitt as an investment consultant in 2011, before moving across to the fiduciary management team as a portfolio manager in 2013. There, he worked for five years creating and managing fund-of-funds for DB pension schemes including an innovative pooled solution for small pension schemes and a low-risk bond fund. Bruno then worked at Wells Fargo Asset Management as an investment specialist, before joining AXA IMin 2020.
Bruno holds a BSc in Industrial Economics from the University of Warwick and is a CFA charterholder.
Jane Wadia, Head of Sustainability, Core Products & Clients, AXA IM
Jane is responsible for engaging with AXA IM’s clients on sustainability topics and working with teams across the business to ensure their investment capabilities reflect the needs of their responsible investment (RI). Jane manages the development and defining of the RI product and client vision and is a stakeholder in shaping the overall RI priorities for AXA IM’s core business.
From 2020-2023, Jane was Head of Investment Specialists & Request for Proposals with a focus on RI. The Investment Specialist team represents their fixed income, equity, multi asset strategies and solutions externally and provides investment content, working in close partnership with investment and client group teams.
Before this, Jane spent 17 years working in AXA IM’s quantitative equity investment (EQI) team, where she joined as a portfolio manager in 2003 and became Global Head of Client Portfolio Management in 2010. In 2017, her role expanded to include driving the overall product strategy and investment offering, notably in terms of RI. Before moving to EQI, Jane was a portfolio manager in the Paris-based multi-asset team.
Jonathan Dean, Head of Impact Private Equity Fund Management, AXA IM
Jonathan leads the impact investing and purpose-driven private equity platform. which covers multiple impact themes including: global health, financial inclusion, climate innovation and nature-based solutions. Jonathan has deep experience across the full private market asset spectrum, particularly private equity, private debt and real assets. He is a voting investment committee member and has overseen each of the 60+ transactions executed since the inception of the platform in 2012.
Jonathan launched, and has since been instrumental in developing, the AXA IM Alts’ impact and private equity strategy,and is actively involved in the Board and governance of several portfolio companies globally.
Jonathan holds both a BSc Hons in Management and Geography, and a Diploma in Professional Studies from Loughborough University, where he specialised in Sustainable Development. He is qualified in Six Sigma having attained the Level 2 Green Belt certification, holds the Investment Management Certificate and was previously recognised by Private Equity International in their Future 40 Dealmaker list.
Fiona Smith, Head of Responsible Investment, Smart Pension
Fiona develops Smart Pension's investment strategy and responsible investing approach. Fiona aims to help individuals gain financial security while promoting sustainability outcomes. She participates in industry working groups and collaborative engagements to drive progress and received the CFA Certificate in ESG Investing in 2021.
Host
David Brown, Senior Director & Training Lead
David has worked in the pension and financial services industry for over 35 years and has both UK and international experience. As well as being Senior Director & Training Lead at Pensions for Purpose, David is an accredited professional pension trustee.
David has broad investment, risk management and operational experience across both defined benefit and defined contribution schemes with a particular interest in environment, social and governance (ESG), and climate change. He holds the CFA Certificate in ESG Investing as well as being a Fellow of the Pensions Management Institute.
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.
Our Community allows members to learn from leaders in the impact investment industry. We provide a trusted environment to interact, collaborate and share knowledge. Members engage in a programme of activity to shape their strategy in ESG, sustainable and impact investments.
For more information, please email the Membership Manager.
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