Check out our agenda for the 2025 edition.
Registration is open and explore all that our Exhibit Hall has to offer.
Ollie Smith, Senior Editor at Morningstar, will set the stage for a remarkable event. As your host, he will introduce the key themes and goals of the summit.
Don't miss the opening keynote by Morningstar CEO, Kunal Kapoor.
Participants will benefit from the expertise of a distinguished speaker: Sir Simon Gass who is a former UK Ambassador to Iran and former chair of the Joint Intelligence Committee from 2019 to 2023. In this interview style session, the speakers will explore the geopolitical dimensions shaping the future of sustainable investing, delivering valuable knowledge and practical perspectives for immediate application in leadership roles.
Explore all the Exhibit Hall has to offer including product demos.
In 2025, the sustainability landscape is more complex than ever. Corporate sustainability leaders are navigating a rapidly evolving regulatory environment and heightened scrutiny around ESG communications while aiming to build resilient, long-term strategies. At the same time, ESG-linked financing is under pressure, with companies treading cautiously amid market volatility and reputational risks. Banks find themselves at the intersection of these competing forces grappling with declining structuring flow, shifting client expectations, and increasing pressure on sustainable finance business lines. Despite these headwinds, the investor appetite for credible, high-impact ESG investments remains strong.
This roundtable session brings together corporate sustainability executives and sustainable finance leaders to unpack the most urgent challenges they face today. Together, they’ll explore how organizations are adapting their strategies, innovating under pressure, and finding new ways to drive meaningful progress in an uncertain marketplace.
Asset owners are increasingly aware of the limitations of portfolio decarbonization to truly address their long-term exposure to the systemic risks of climate change. More deliberate strategies to drive real world emissions reduction have started to take hold, including increased engagement with companies and public policy makers, investments in solutions through private markets, and allocation to sustainable fixed income strategies across developed and emerging markets. This roundtable discussion will highlight areas of success, challenges, and emerging opportunities for investors to take a holistic and long-term approach to managing climate risks. More details coming soon.
Showcase how Morningstar Direct helps cut through ESG complexity by finding and contextualizing the right data. Direct helps institutional investors uncover opportunities, stay ahead of regulation, and clearly communicate portfolio impact. Highlight advancements in Direct’s tools that provide clarity in ESG data, integrate regulatory changes, and support customized reporting to demonstrate real-world impact.
To navigate the growing ESG backlash, it’s essential to build a narrative rooted in data and focused on delivering measurable investor outcomes. By examining the issue through multiple research lenses—such as materiality, human capital, and more—we can provide a clearer, evidence-based perspective to address concerns and highlight the value of ESG research.
As the finance community looks beyond carbon mitigation, nature and climate adaptation are emerging as critical — yet distinct — themes in sustainable investing. But are these strategies ready for scale in mainstream portfolios? In this panel, leading investors will share their perspectives on the evolving investment case across multiple asset classes — from listed equities and infrastructure to private markets. The discussion will explore where investment opportunities are materializing, how nature and adaptation intersect (or diverge), and what’s needed to translate ambition into actionable, resilient capital deployment.
Private capital AUM has surpassed $14.5 trillion, with the private markets projected to reach nearly $20 trillion by 2028. With private investment vehicles subject to very different dynamics compared to public ones, approaches to ESG and Impact investing vary greatly. Amid a rapidly changing geopolitical environment and shifting investor priorities, asset managers and allocators must work to find common ground on the question of how sustainability is best incorporated into private fund strategies.
Join Vitaline Yeterian from Morningstar DBRS as she presents her latest research.
Invitees should meet at the Registration Desk at 11:20.
12:30 - 12:50 Sponsored Session 1 - Fidelity13:00 - 13:20 Sponsored Session 2 - Comgest
As 2025 sees the release of the first TNFD-aligned reports, corporates and financial institutions are beginning to systematically assess their impacts and dependencies on nature, and in turn, their nature-related risks and opportunities. Growing disclosure is complemented with the emergence of innovative nature data solutions, allowing investors to better understand and integrate nature into our investment and stewardship activities.
This session will delve deeper into how the nature data landscape is evolving, looking at innovative solutions such as eco-acoustics, which can help monitor biodiversity over time and inform sustainable practices. It will also examine why addressing the climate-nature nexus together is essential to respond to the dual environmental crises - a theme set to take centre stage at COP30 in Belem, Brazil.
Comgest: Too often, ESG integration is reduced to a box-ticking exercise, superficial scorecards, or the aggregation of data points that miss what truly matters for long-term value creation. This session will explore how high-conviction research can distinguish surface-level ESG compliance from meaningful, performance-driving insights, offering a candid look at what happens when ESG expertise cuts deeper, shifting the focus from chasing aggregate scores to understanding the intangible drivers of long-term investment returns.
This year's season of shareholder meetings felt very different compared with prior years, amid plenty of market and regulatory volatility. Lindsey Stewart examines what institutional shareholders' voting patterns this year tell us about what's changed, and what hasn't, when it comes to investor views on sustainability and governance.
The idea of investors as agents of change has sparked significant debate. But who is truly best equipped to drive systemic transformation—governments or investors?
14:50 - 15:10 Sponsored Session 3 - State Street Investment Management
State Street Investment Management: Asset owners increasingly seek tools that go beyond backward-looking carbon emissions when assessing companies’ climate alignment. This session, led by Carlo Funk, explores how forward-looking climate metrics can be integrated into equity and fixed income investment strategies. He’ll also examine the latest insights into the readiness of Scope 3 data for investment decision-making and how investors can better understand carbon intensity drivers in their portfolios. Join us to explore how State Street Investment Management partners with clients on climate investment solutions that span third-party indices, custom benchmarks, and proprietary solutions.
The private market landscape has been characterized by profound uncertainty amid shifting investor preferences, unpredictable political forces, and precarious economic recovery. Questions arise around what the future holds for three of the core themes in the private sustainable investment space: climate, ESG, and DEI. Private fundraising, performance, diversity, and survey data provide key insights, connecting the dots between present and future.
Closing day 1 with the extraordinary story of the only person to swim every ocean on planet Earth — a powerful call to courage, climate action, and an unstoppable human spirit. Stay tuned for speaker announcement.Lewis Pugh, UN Patron of the Oceans, has pioneered swims in the world’s most fragile ecosystems, from the North Pole to the Red Sea, to highlight the urgent need for ocean protection. In this keynote, he shares stories from these remote places, the global campaigns they sparked, and the quiet diplomacy - from Downing Street to the Kremlin - that helped turn them into lasting change. He also reflects on what these experiences reveal about courage, resilience, and purpose in a rapidly changing world.
Ollie Smith will reflect on the day's learnings and prepare for what's ahead.
Join us in the Exhibit Hall to close the day off with a networking reception open to all attendees.
Fuel your day ahead and take the opportunity to network with fellow attendees. Share insights and prepare for the exciting breakout sessions that follow.
This showcase is a must for industry professionals that are looking to stay up to date on cutting-edge ESG technologies transforming Digital Finance, Wealth and Asset Management.
With finance increasingly pivoting toward sustainable and responsible investments, this showcase offers a crucial glimpse of the latest innovations propelling this shift.
Companies participating:
With countries gearing up to update their climate pledges (NDCs) and with COP 30 being framed as the “COP of transition plans,” sovereign issuers are uniquely positioned to set the tone for the future of climate financing and adaptation strategies.
This breakout dives into how the sustainable investment strategy of an asset owner can steer capital and drive change.
This panel explores the implications of the omnibus package on ESG investing, examining whether it presents new opportunities or imposes regulatory and strategic challenges. Experts will debate its potential to accelerate or hinder sustainable investment goals.
Regulatory uncertainties, the powerhouse Chinese electric vehicle industry and its EV first-mover advantage, and a mature European vehicle market are some of the uncontrollable realities facing European auto OEMs, whilst navigating a historic technological evolution. We examine whether their drive to be more sustainable will succeed.
Sustainability is core to the purpose of many European asset owners. But our research shows that their high ambitions on environmental, social and governance issues is being matched less and less often by many of the largest asset managers. On top of that, regulatory regimes that once designed to accommodate financially material ESG issues are starting to deprioritise – and in extreme cases, oppose – their inclusion. In this rapidly changing context, what can be done to bolster collaboration and ensure goal-alignment among institutional investors? Join us for an open discussion with this panel of experts.
Fund naming and labelling rules in Europe have transformed how sustainable investment products are structured and marketed. This session will discuss the evolving ESG fund landscape and how key regulations such as SDR and the ESMA fund naming guidelines are driving transparency, reducing greenwashing, and aligning products with investor preferences and sustainability outcomes. We will also discuss what to expect going forward.
James, in his roles as Chief Executive of UKSIF and Chair of the Global Sustainable Investment Alliance, offers a unique perspective that connects UK-focused priorities with the broader international landscape. He will explore the sentiment both towards and within green finance, the issue of misaligned incentives and what investors need at a global level to accelerate green growth, particularly in the run-up to COP30.
10:50 - 11:10 Sponsored Session 4 (StepStone)
Drawing on loan-level data from StepStone’s Private Debt platform, the presentation will showcase insights gathered from Separately Managed Accounts established with more than 30 leading General Partners across both Europe and the United States.
The focus will be on the evolving landscape of Responsible Investment (RI), exploring the latest trends and priorities that shape RI approaches in the EU and US markets.
European defense companies have outperformed in equity markets throughout 2024 and 2025. However, many ESG mandates continue to exclude them from consideration. How do institutional asset owners and portfolio managers navigate their Defense sector allocation and issuer selection in the context of ESG requirements and considerations?
Forests hold immense value—not just as ecosystems but as critical assets in the fight against climate change. Despite this, deforestation continues at an alarming pace, revealing deep flaws in how we currently finance forest conservation.
In this session, Ivo Mulder will share how UNEP is partnering with countries to implement innovative financial solutions, driving action to combat deforestation and secure the future of our planet's forests. Join us to learn how we can turn these challenges into opportunities for lasting impact.
Your host, Ollie Smith, will provide a thoughtful recap of the key insights and highlights from the summit, ensuring you leave with a comprehensive understanding of the discussed sustainable investing strategies.
Enjoy the final networking lunch to build valuable connections with peers and discuss sustainable investing trends.
In an age when transparency and objectivity is more important than ever before, the news media play an important role in educating the industry, policy makers and our clients. Join us in the Roundtable Discussion Room for a special panel with leading reporters covering our industry, to learn more about the issues they care about and what they need from the industry to create impactful coverage.
You are welcome to bring your lunch into the room.
