ESG Across the Asset Classes

Event Details

Free


Date and Time

Thu, 16 June 2022

13:00 - 14:00


Location

Online via Zoom- link will only be available through IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event Details

Free


Date and Time

Thu, 16 June 2022

13:00 - 14:00


Location

Online via Zoom- link will only be available through IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event details
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The Green Team Network is a forum for connecting and empowering change towards a sustainable environment within the Irish Funds and indeed broader Financial Services industry. The Green Team Network facilitates the connection of firms and staff to enable knowledge sharing across the industry and support the implementation of collective campaigns.

 

As the network grows and the collective communication and conversation evolves, we hope that together we can use our influence for even more impactful change … one voice instead of multiple. The provision of resources to help our members, be they individuals or corporates, to upskill in the area of sustainability and ESG, is core to what we do.

 

For this reason, we are delighted to partner with the IOB in providing this educational webinar.

 

During this online event we will look at:

 

• Responsible Investment & ESG: the foundations

• What are the main ESG investment approaches and what is meant by ESG integration?

• ESG in terms of Equity Investment

• ESG in terms of Fixed Interest Investment

• ESG in terms of Other Asset Types Many understand at least to some degree how ESG applies in relation to equity investment, but how the factors apply across the other asset classes is less widely understood.

 

We have organised a strong panel of speakers from the asset management community who will explain these well and clearly, with useful examples.

There is 1 CPD hour available for the following designations

  • QFA (Savings and Investments))

  • APA (Savings and Investments)

  • Professional Banker

  • Chartered Banker

  • Certified Bank Director

  • Accredited Funds Professionals

  • Certified Investment Fund Director

  • Retirement Planning Professional

  • Wealth Management Professional

  • Asset Management Professional

  • LCI

Judith Kelly

FK International and The Green Team Network

Judith has over seventeen years’ experience working in the financial recruitment sector for FK International. She now leads business development and operations. Judith has been instrumental in driving the growth and strategic direction of the business. She manages key relationships with some of FK’s longest-standing clients. In December 2020, Judith identified an opportunity to establish Ireland’s first dedicated Sustainable Finance & ESG Recruitment Desk. She works closely with clients advising on talent acquisition during this critical ESG planning and implementation phase. In November 2021, Judith was shortlisted amongst 6 other nominees for "Advocate of the Year" at The Women in Finance Awards Summit, Ireland. Judith sits on the steering committee of The Green Team Network.

Judith Kelly

Ann Shiels

FinLexSus and The Green Team Network

Ann has worked in the Irish funds and regulated financial services industry industry for over 20 years, mainly as a lawyer, and now runs her own sustainable finance regulatory consultancy, FinLexSus. Ann is a Green Team Network SteerCo member and lectures in Responsible and Sustainable Finance with IOB.

Ann Shiels

Aedín O’Leary

Independent Non – Executive Director, Investment & ESG Consultant and The Green Team Network

Aedín O’Leary is an Independent Non-Executive Director, Investment & ESG Consultant with over 25 years’ experience in the Asset Management & Financial Services industry. She consults on Manager Selection, formulation and application of Ethical Investment Policies and on Strategies in relation to Launch and Distribution of Funds. Aedín is a B.Comm graduate, former Tax Consultant and Qualified Financial Advisor. Aedín is Co-Founder of the Green Team Network, an initiative which devises collaborative solutions for the Irish Funds industry to play its part in tackling Climate Change. She advises, speaks and writes on a range of ESG and sustainability topics and has launched the ESG Digest through her TripleLine.ie website. Aedín is a member of the ESG Working Group at the Irish Fund Directors Association. She also serves as Non-Executive Director on the boards of the Irish Youth Foundation and Charities Institute Ireland.

Aedín O’Leary

Alan Duffy

Quantitative Portfolio Manager, Irish Life Investment Managers

As a member of the Multi Asset Strategies Group, Alan is responsible for development projects involving the teams investment strategies with focus on ESG integration across asset classes. Alan has over 16 years of investment experience at tier 1 institutions. Prior to joining ILIM, he worked in the proprietary trading group of Credit Suisse AG, where he was Portfolio Manager responsible for arbitrage strategies. Alan started his career at UBS AG where he completed the graduate training program and worked on the trading floor as an Equity Trader managing a client and proprietary trading book. Alan has an MSc in Finance from Warwick Business School, and a BSc in Economics & Finance from University College Dublin. Alan holds the Chartered Financial Analyst( CFA) designation.

Alan Duffy

Elizabeth Geoghegan

Fixed Income Portfolio Manager with Mediolanum International Funds Limited

Elizabeth is a Fixed Income Portfolio Manager with Mediolanum International Funds Limited. Prior to joining Mediolanum in 2019, Elizabeth worked with Goodbody Asset Management as a Fixed Income Fund Manager, where she won the Women in Finance, Fund Manager of the Year 2018.

Elizabeth, is a CFA Chartholder and holds a first class Masters in Quantitative Finance from the UCD Michael Smurfit Business School, along with a first class degree in BSc Economic and Finance from UCD. Elizabeth sits within the Mediolanum ESG team, driving process development within the Fixed Income Securities Team. Elizabeth is a strong advocate for education and recently started a part time lecturing post with the UCD Michael Smurfit Business School.

Elizabeth Geoghegan