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Morningstar Sustainable Investing Summit 2025
Overview
Agenda
  • The Experience
  • Sustainability
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    Overview
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Thank you to last year’s sponsors. 2025 sponsorship is now OPEN!

The Morningstar Sustainable Investing Summit is possible thanks to these sponsors.

Tier 1

At State Street Investment Management, we have been helping to deliver better outcomes to institutions,
financial intermediaries, and investors for nearly half a century. Starting with our early innovations in
indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a
relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in over 60
countries, and a global network of strategic partners, we use our scale to create a comprehensive and
cost-effective suite of investment solutions that help investors get wherever they want to go.

*This figure is presented as of June 30, 2025 and includes ETF AUM of $1,689.83 billion USD of which approximately $116.05 billion
USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts
solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited

Tier 2

Comgest is an independent equity-focused asset manager with a quality growth investment approach that has guided our portfolios consistently for over three decades. We invest for the long term and are unconstrained by benchmarks, geographies and sectors, which allows us to focus on bottom-up stock selection driven by fundamental research. 
We seek to invest in companies with durable competitive advantages and to construct portfolios that can deliver sustainable, double-digit aggregated earnings per share growth over a five-year investment horizon. Comgest serves global investors who share this long-term investment horizon. 
Comgest has always been 100% owned by employees and founders. As a partnership, our interests are aligned with those of our clients.
Fidelity International (Fidelity) offers investment solutions and services, and retirement expertise to more than 2.9 million customers globally. As a purpose-driven, privately held company with a heritage of over 50 years, we think generationally and invest for the long term. We offer our own investment solutions as well as access to those of others and deliver services relating to investing. For individual investors and their advisers, we provide guidance to help them invest in a simple and cost-effective way. For institutions, including pension funds, banks and insurance companies, we offer tailored investment solutions, consultancy, and full-service outsourcing of asset management to us. For employers, we provide workplace pension administration services on top of, or independently from, investment management. We are responsible for total client assets of  €850.70 billion.
Source: Fidelity International, as at 30 June 2025.
StepStone Group Inc. (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to its clients. As of March 31, 2025, StepStone was responsible for approximately $709 billion of total capital, including $189 billion of assets under management. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

Tier 3

DWS Group (DWS) with EUR 1,010bn of assets under management (as of 31 March 2025) aspires to be one of the world's leading asset managers. Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.

Conference Supporter

CFA Society Belgium logo
CFA Society France is an association of local investment professionals who promotes the highest ethical standards and professional excellence within the local investment community since 1998. 

Our mission is to provide our members with professional development, sense of community and networking opportunities primarily via regular conferences and events. We also seek to maintain constructive relations with local financial and regulatory institutions and promote the professional and ethical standards of CFA Institute. 
CFA Society France is one of 147 CFA societies around the world.

We promote:

* ethical and professional standards within the investment industry
* professional development through the CFA Program and continuing education
* the exchange of information and opinions among people within the local investment community and beyond
* we work to further the public's understanding of the CFA designation and the investment industry
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Dutch Fund and Asset Management Association logo
As a trusted partner to financial markets across real assets and climate-critical industries, GRESB delivers assessment-based solutions, actionable insights, and granular asset-level data to drive informed investment decisions and support the transition to a more sustainable, robust economy.  

Since 2009, GRESB has been the premier provider of sustainability data and benchmarks across real assets, serving more than 150 financial institutions and investors worldwide. Our comprehensive and complementary datasets cover more than 2,200 real estate portfolios, 167 infrastructure funds, and 720 infrastructure assets through the annual GRESB assessments, collectively valued at USD 9 trillion. And our Asset Impact database includes indicators of 65,000+ companies and 300,000+ physical assets—representing +75% of global greenhouse gas emissions across 11 of the most carbon-intensive sectors. 
  
Working with financial markets, we are helping drive the world towards a sustainable, resilient, and decarbonized future
UKSIF exists to bring together the UK’s sustainable finance and investment community and support our members to expand, enhance and promote this key sector. Our work drives growth and new opportunities for our members as global leaders in the sustainable finance industry.

UKSIF represents a diverse range of financial services firms committed to these aims, and our 300+ members, managing over £19trn in assets under management (AUM), include investment managers, pension funds, banks, financial advisers, research providers, NGOs, among others.

UKSIF and our members have been hugely active in, and supportive of, efforts to promote the sustainable finance agenda and worked closely with policymakers and others to find new ways to overcome the barriers to the growth of sustainability and deliver progress towards decarbonisation of the economy.

Join us at this crucial time to take your place at the heart of sustainable finance, push forward the UK’s leadership in this area and position your organisation as a key player in this rapidly growing landscape.
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