ESG in Fixed Income, featuring Green Bonds Americas

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Sponsors

Bank of America is one of the world's largest financial institutions, serving large corporations, small- and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk management products and services. Bank of America Merrill Lynch is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital raising solutions, lending, risk management, treasury, liquidity, and payments management. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange. For additional information regarding Bank of America Merrill Lynch, please see www.bankofamerica.com/disclaimer.
www.bofaml.com

BNP Paribas Global Markets, part of BNP Paribas' Corporate and Institutional Bank, provides cross-asset investment, hedging, financing, research and market intelligence to corporate and institutional clients, and private and retail banking networks. Global Markets' sustainable, long term business model seamlessly connects clients to capital markets throughout 38 markets in EMEA, Asia Pacific and the Americas, with innovative solutions and digital platforms.

Global Markets offers a range of green financing and investment solutions designed to facilitate the energy transition and greenhouse gas reduction through the capital markets. In particular BNP Paribas Global Markets plays an active role in the green bond markets and sustainable equity solutions.

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. To help fulfill this mission, Citi seeks to advance environmental and social progress and conduct business in a way that creates value for our company and for future generations.

HSBC Global Banking and Markets is an emerging markets-led and financing-focused business that provides tailored financial solutions to major government, corporate and institutional clients worldwide.

Global Banking and Markets has offices in more than 60 countries and territories. Managed as a global business, we offer clients geographic reach and deep local knowledge.

Our clients are served by teams that bring together relationship managers and product specialists to develop financial solutions that meet individual client needs. Our Client-focused business lines deliver a full range of banking capabilities:

  • Investment banking and financing solutions, including corporate banking, investment banking, and leveraged acquisition finance
  • One of the largest markets businesses of its kind, with 24-hour coverage and knowledge of local markets and providing services in credit and rates, foreign exchange and money markets
  • Global asset management solutions for institutions, financial intermediaries and private investors worldwide
  • A broad range of research services including macro, sector and company coverage complemented by trading ideas and strategies
  • Global transaction banking services, including trade services, global liquidity and cash management, and securities services

For more information please visit http://www.hsbc.com/about-hsbc/structure-and-network/global-banking-and-markets

Natixis is a French multinational financial services firm specialized in asset & wealth management, corporate & investment banking, insurance and payments. A subsidiary of Groupe BPCE, the second-largest banking group in France through its two retail banking networks, Banque Populaire and Caisse d'Epargne, Natixis counts nearly 16,000 employees across 38 countries. Its clients include corporations, financial institutions, sovereign and supranational organizations, and the customers of Groupe BPCE's networks.

TD Securities is a leading provider of a wide range of integrated capital markets products and services to corporations, governments and institutions. TD Securities provides advice and seamless support to clients around the world in the following areas: corporate and government banking, capital markets, investments, interest rate, currency and derivative products. TD became the first carbon neutral North American-based bank in 2010 and is committed to continuously improving its operational footprint. TD is playing an integral role in the development of the Green Bond market through underwriting, investing and issuing. Since 2014, TD has issued C$1.7bn in Green Bonds to finance projects that contribute to the low-carbon economy.

Co-sponsors

Assured Guaranty, the leading provider of municipal bond insurance, has helped reduce the cost of municipal finance and protected municipal investors for more than three decades. It offers guarantees of timely payment of U.S. municipal bonds' principal and interest. Our bond insurance makes municipal borrowing more cost-efficient and creates greater security and market liquidity for investors, who value the unconditional and irrevocable promise of payment. We have extensive experience with credit underwriting, negotiated terms, surveillance and, if necessary, remediation of bonds it insures. Assured Guaranty Ltd. is listed on the New York Stock Exchange (AGO). Learn more at https://assuredguaranty.com/

Crédit Agricole CIB is the Corporate and Investment Banking arm of the Crédit Agricole Group, the world's n°13 bank measured by Tier One Capital (The Banker, July 2018). The Bank offers its clients a comprehensive range of products and services in capital markets, investment banking, structured finance and corporate banking, structured around six major divisions: Client Coverage & International Network, International Trade & Transaction Banking, Global Investment Banking, Structured Finance, Global Markets, Debt Optimisation & Distribution. The Bank provides support to clients in large international markets through its network with a presence in major countries in Europe, America, Asia Pacific and Middle East and North Africa.

For many years Crédit Agricole CIB has been committed to sustainable development. The Bank was the first French bank to sign the Equator Principles in 2003. It has also been a pioneer in Green Bond markets with the arrangement of public transactions from 2012 for a wide array of issuers (supranational banks, corporates, local authorities, banks) and was one of the co-drafter of Green Bond Principles and of the Social Bond Guidance. Relying on the expertise of a dedicated sustainable banking team and on the strong support of all bankers, Crédit Agricole CIB is one of the most active banks in the Green bonds market.

Established in 2001, the Carbon Trust is an independent, expert partner of leading organisations around the world, helping them contribute to and benefit from a more sustainable future through carbon reduction, resource efficiency strategies and commercialising low carbon technologies.

  • We work with corporates and governments, helping them to align their strategies with climate science and meet the goals of the Paris Agreement
  • We provide expert advice and assurance, giving investors and financial institutions the confidence that green finance will have genuinely green outcomes
  • We provide independent insight and support the development of low carbon technologies and solutions, building the foundations for the energy system of the future

EIB is financially autonomous and raises money by issuing bonds on international capital markets. It is also the pioneer of the green bond market. Our bankers invented the "green bond" market and 29% of our lending goes to climate action projects. EIB has raised around EUR 24bn equivalent in green bonds. Additionally, EIB issued its first sustainability bond in September 2018 amounting to EUR 500mn in order to support the implementation of the EU Action Plan for Sustainable Finance, and contribute to the implementation of the 2030 Agenda and the SDGs. EIB is part of the EC Technical Expert Group on sustainable finance and has contributed technical advice to the EU taxonomy and the EU green bond standard.'

FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit ftserussell.com.

J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $25 trillion of assets under custody and $458 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.

Moody's Investors Service is a leading provider of credit ratings, research, and risk analysis. Moody's commitment and expertise contributes to transparent and integrated financial markets, and the firm's ratings and analysis track debt covering approximately 120 sovereign nations, 11,000 corporate issuers, 21,000 public finance issuers, and 72,000 structured finance obligations.

We are an independent provider of research-driven insights and tools for institutional investors. We have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with our clients.

Our broad product line supports clients' needs across all major asset classes and provides them with a consistent way of looking at risk and performance from front to middle office. We have a highly flexible business model that enables clients to select the individual products and services they need and integrate them into their own investment processes and methodologies.

  • Asset owners use our research, data, benchmarks and multi-asset class risk management tools to determine whether the managers they hire are delivering appropriate risk-adjusted returns
  • Chief investment officers use our extensive, high-quality data to develop and test investment strategies. They also use our models and performance attribution tools to understand the drivers of return in their portfolios
  • Active managers rely on our factor models, data and portfolio construction and optimization tools to build portfolios and keep them aligned with their investment objectives
  • Passive managers use our index data, equity factor models and optimizer to construct their index funds and ETFs
  • Chief risk officers choose our risk management systems to understand, monitor and control risk in the portfolios they are safeguarding

Visit: www.msci.com

RBC Capital Markets as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia Pacific region, which collectively encompasses 80% of the global investment banking fee pool.

RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the largest banks in the world and in North America, as measured by market capitalization. RBC is among a small group of highly rated global banks.

S&P Global Ratings is the world's leading provider of independent credit ratings. Our ratings are essential to driving growth, providing transparency and helping educate market participants so they can make decisions with confidence. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. We offer an independent view of the market built on a unique combination of broad perspective and local insight. We provide our opinions and research about relative credit risk; market participants gain independent information to help support the growth of transparent, liquid debt markets worldwide. S&P Global Ratings is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/ratings.

About Sustainalytics

Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For over 25 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world's leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. With 17 offices globally, Sustainalytics has more than 500 staff members, including over 200 analysts with varied multidisciplinary expertise across more than 40 industry groups. Over the last three consecutive years, investors named Sustainalytics among the top three firms for both ESG and corporate governance research in the Independent Research in Responsible Investment Survey. For more information, visit www.sustainalytics.com.

Marketing Partner

AIMA, the Alternative Investment Management Association, is the global representative of the alternative investment industry, with more than 1,900 corporate members in over 60 countries. AIMA's fund manager members collectively manage more than $2 trillion in assets. AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programmes and sound practice guides. AIMA works to raise media and public awareness of the value of the industry. AIMA set up the Alternative Credit Council (ACC) to help firms focused in the private credit and direct lending space. The ACC currently represents over 80 members that manage $500 billion of private credit assets globally. AIMA is committed to developing skills and education standards and is a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) – the first and only specialised educational standard for alternative investment specialists. AIMA is governed by its Council (Board of Directors). For further information, please visit AIMA's website, www.aima.org.

The Italian Sustainable Investment Forum (Forum per la Finanza Sostenibile or FFS) is a non-profit organisation founded in 2001. It is a multi-stakeholder organisation: its members are financial actors and other entities interested in the environmental and social effects of financial activity. FFS's mission is to promote the integration of environmental, social and governance (ESG) criteria into the policies and processes adopted by the investors.

Since 2012, FFS has been promoting the Italian Sustainable and Responsible Investment Week (or "Settimana SRI" www.settimanasri.it).

FFS is a Board member of Eurosif, an association committed to promoting sustainable finance across European markets.

http://www.finanzasostenibile.it

NordSIP is the leading news platform focused on impact and sustainable investing in the Nordics for professional investors. 

Korea Sustainability Investing Forum (KoSIF) is a non-profit organization, established on 3rd April 2007 with a view to contributing to the construction of sustainable society by promoting Sustainable Investment in Korea. Our missions are 1) to encourage ESG consideration in decision-making, 2) to assist active ownership by institutional investors, 3) to support a long term perspective in finance, 4) to introduce the international trends on sustainable finance to Korea market, and 5) to contribute for the integration and development of the global society through SRI movement. Currently 40 individual members and 10 corporate members are supporting KoSIF activities such as Annual Forum on Sustainable Finance, Engagement in law-makers and policy makers on CSR/SRI policy, Climate Change related Disclosure and so on. It is partnering with the international organizations including CDP. Konrad Adenauer Foundation, IIRC etc. Also it is closely cooperating with many national organizations including CSR Forum of Korea National Assembly, CSR Forum of Korea National Assembly, Renewable Energy Forum of Korea National Assembly, Korean Academy of Business Ethics, UNEP/FI Korea Representative, UNGC Korea Network, National Anti-corruption Forum etc.

SRI-CONNECT is the online research and communications network for sustainable institutional investors and responsible listed companies.