| | Environmental, social and corporate governance (ESG), is it really good for everyone? Please join us for lunch on Thursday May 21, 2015 at the Fairmont Palliser Hotel, 133 – 9 Ave. SW Calgary. | Environmental, social and governance (ESG) refers to the three main areas of concern that have developed as central factors in measuring the sustainability and impact of an investment in a company or business. In 2014, the Ontario Investment Regulations were amended requiring Ontario registered plans to disclose in their Statement of Investment Policies and Procedures whether, and if so, how, environmental, social and governance factors are incorporated in their investment selection. While relatively new to Canada, Ontario follows the UK, Germany, France, South Africa, Australia and others that have mandated ESG be looked at. Ontario will not be the last.
Please join us for this session as we explore what ESG is, what it isn’t, how ESG investments can be selected and what you need to know as a plan sponsor on this important and emerging topic.
|  | Andrew Sweeney, Institutional Portfolio Manager, Phillips, Hagar & NorthAndrew is an institutional portfolio manager with PH&N IM who specializes in broad-based mandates and equities. He also has responsibilities for Canadian income oriented equity portfolios and is the Canadian institutional liaison for U.S., Global and Emerging Markets equities. Within equity investing globally, there is a rising awareness of the implications of environmental, social and governance factors in assessing the performance of companies. As a result, Andrew is also well versed on the implications of this trend for Canadian institutional portfolios. His clients include universities, corporations and not-for-profit organizations. Andrew joined PH&N IM in 2007 as a discretionary portfolio manager, having previously been a portfolio manager with a well-respected Canadian investment management firm. Andrew became a CFA charterholder in 1996. |
 | Keith Tomchuk, Senior Investment Consultant, Towers WatsonKeith Tomchuk is a senior consultant in Towers Watson’s Investment LOB in Towers Watson’s Calgary office. He has also served as an actuarial specialist in the Retirement LOB. Keith has more than 23 years of investment industry experience and four years of actuarial experience. Keith assists clients with issues related to the effective management of pension and endowment fund assets, including investment and spending policy, manager structure, performance monitoring, investment manager selection, asset allocation studies and governance. Keith holds B.Sc. in geophysics and a B.Sc. in actuarial science from the University of Calgary. He is a CFA charter holder and a member of the CFA Institute. |
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