Webinar Series on ESG - Part I (16 Sept 2022)

Event details:

Part I

Topic:              From 0 to 1, ESG integration from a trustee perspective (Part I)

Speakers:         Ms. Loretta Ng and Ms. Enci Wang

Date:                Friday 16 September 2022

Time:               5pm – 6pm 

CPD point:       One point for HKTA Certified Trust Practitioner ^TM

 Fee:                  Please refer to the information on the Enrolment form

This session will cover:

1.       An overview of the ESG regulatory developments from the MPFA

2.       Common ESG topics assessed by investors

3.       Common approaches to ESG integration across various asset classes and investment strategies

4.       ESG investing approaches – options and the associated cost & benefit

5.       Developing ESG-related expectations with fund managers

6.       Assessing the investment manager’s ESG integration progress (with a brief introduction to tools such as ESG embedded questionnaires and RFPs)

7.       Case study deep dive

a.       International best practice from an ESG-integrated pension and implications to a trustee

8.       Relevant challenges and opportunities for trustees

Speakers’ biographies:

Loretta Ng, Partner, Climate & Sustainability, PwC

Ms. Ng is a climate and sustainability partner at PwC Hong Kong. As a thought leader and senior expert in sustainability, she leads Responsible Investments, M&A and ESG practices in financial services in the Asia Pacific region.

As the main person in charge of climate and sustainable development in the Asset & Wealth Management Sector, Ms. Ng and her team comprehensively cover various asset classes, across mainland, Hong Kong and international asset management institutions. She has provided a full range of Securities and Futures Commission (SFC) climate risk disclosure services for a number of Hong Kong and cross-border Type 9 licensed asset management companies, including climate governance structure design, full investment process integration and disclosure of climate risk, and climate risk disclosure. In addition, she has spearheaded multiple ESG due diligence practices for international private equity firms, provided ESG policy consulting and framework design for large investment institutions.

Enci Wang, Manager, Climate & Sustainability, PwC

Ms. Wang is a climate and sustainability manager at PwC Hong Kong, with investment advisory experience across Europe, North America, and Asia. She has worked extensively with governors, board members, and C-suites to advance the ESG agenda in the financial industry. Prior to joining PwC, Enci worked in-house at leading pension trusts and asset management firms. With her dual background in investment and sustainability, she has also advised global financial regulators on ESG policies and contributed to the shaping of international sustainability standards such as Transition Taxonomy and IFRS Sustainability Reporting. She is currently a Certified ESG Analyst, CLU-designated investment professional, and holds the CFA ESG Investing certificate.

Part II

Topic:              Communication with fund managers and MPF members on ESG (Part II)

Speaker:           Ms. Loretta Ng and Ms. Enci Wang

Date:                Friday 14 October 2022

Time:               5pm – 6pm

CPD point:       One point for HKTA Certified Trust Practitioner ^TM

Fee:                  Please refer to the information on the Enrolment form

This session will cover:

1. Setting the stage for ESG stewardship
2. Reputational risk management (sharing of recent events)
3. Engagement Framework (e.g., the Principles of Responsible Ownership issued by the SFC that was recommended in the implementation checklist)

            a. Common engagement approaches

            b. ESG alliances and initiatives for asset owners and asset managers

        4. Reporting framework (an introduction to TCFD, ISSB, UN PRI)

           a. Use case #1 – assessing investment managers using the TCFD framework

           b. Use case #2 – communicating to MPF members in a TCFD-aligned structure

Speakers’ biographies:

 Loretta Ng, Partner, Climate & Sustainability, PwC

Ms. Ng is a climate and sustainability partner at PwC Hong Kong. As a thought leader and senior expert in sustainability, she leads Responsible Investments, M&A and ESG practices in financial services in the Asia Pacific region.

As the main person in charge of climate and sustainable development in the Asset & Wealth Management Sector, Ms. Ng and her team comprehensively cover various asset classes, across mainland, Hong Kong and international asset management institutions. She has provided a full range of Securities and Futures Commission (SFC) climate risk disclosure services for a number of Hong Kong and cross-border Type 9 licensed asset management companies, including climate governance structure design, full investment process integration and disclosure of climate risk, and climate risk disclosure. In addition, she has spearheaded multiple ESG due diligence practices for international private equity firms, provided ESG policy consulting and framework design for large investment institutions.

Enci Wang, Manager, Climate & Sustainability, PwC

Ms. Wang is a climate and sustainability manager at PwC Hong Kong, with investment advisory experience across Europe, North America, and Asia. She has worked extensively with governors, board members, and C-suites to advance the ESG agenda in the financial industry. Prior to joining PwC, Enci worked in-house at leading pension trusts and asset management firms. With her dual background in investment and sustainability, she has also advised global financial regulators on ESG policies and contributed to the shaping of international sustainability standards such as Transition Taxonomy and IFRS Sustainability Reporting. She is currently a Certified ESG Analyst, CLU-designated investment professional, and holds the CFA ESG Investing certificate.

For the enrolment form & registration, please click HERE.

Important note: Webinar facility will be provided by PwC. In order to create access to the PwC Zoom platform, participants’ names and email addresses will be passed to PwC upon registration with HKTA. A link will be provided to each participant 2 days prior to each webinar.