ESG strategies: Perspectives from expert fund managers

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About the session

Is generating alpha possible with ESG funds? How can investors ensure that they are able to balance the environmental, social and governance factors while aiming for competitive returns in the fixed income and equity universe?

As Endowus continues to align our values toward supporting ESG initiatives, and as a UNPRI signatory, we have invited a panel of expert fund managers to opine on the opportunities for the road ahead.

Join us in our ESG webinar with the fund managers as they provide you a snapshot into how they are thinking about ESG investing, how their strategies differ from one another and how why they should matter. Moderated by Min Axthelm, Head of Research, she will speak with experts from KBI, Nordea and Stewart Investors on:

• What are the merits of each approach and how do they integrate and implement ESG investing?
• The big compromise: Can returns and ESG investing co-exist?
• Sustainable equity and bond: How to weigh different asset classes

Speakers will field questions live towards the end of the session. You may submit your questions ahead of time here.

About the Speakers

Colm O'Connor
Head of Portfolio Management - Natural Resources Strategies, KBI Global Investors

Colm is the Head of Portfolio Management, Natural Resource equity team, where he is responsible for the development of the investment strategy as well as the day-to-day management of the Global Sustainable Infrastructure strategy and the Energy Transition strategy.

Colm joined the Natural Resource team in 2006 as an analyst on the Energy Transition Strategy and was promoted to Portfolio Manager in 2008. In 2023, Colm was promoted to Head of Portfolio Management for our Natural Resources team. Prior to that, he worked at the firm as an analyst in the Alternative Investments unit and as a Performance analyst in the Performance Measurement & Risk Analysis Unit.

Serena Tan
Senior Analyst, Responsible Investments, Nordea Asset Management

Prior to joining Nordea, Serena was an Equity Portfolio Manager and ESG specialist, focusing on Asian and Shariah equities.  She has worked at the Singapore offices of RHB Asset Management and Nomura Asset Management, and also worked at a specialist ESG consultancy firm.

Serena is a  CFA charterholder and holds a Masters of Science in Global Finance from New York University and Hong Kong University of Science and Technology, and a Bachelors of Engineering from the National University of Singapore.

Oliver Campbell
Portfolio Manager, Stewart Investors

Ollie joined Stewart Investors in 2014. Currently based in Singapore, Ollie is a Portfolio Manager and a Senior Investment Analyst on the team and works closely with Nick Edgerton co-managing the Worldwide Sustainability strategy. He is also a Trustee and Co-Chair of Maitri Trust, whose aim is to dismantle systemic barriers to quality primary education in India and South Africa.

Prior to Stewart Investors, Ollie worked as an equity analyst in Taiwan, Hong Kong and Singapore at CLSA and prior to that he worked as an emerging market trade journalist in countries including Pakistan, Turkey, South Africa, Poland, Thailand and Taiwan across a range of publications including Steel Times International, Pipeline World, Chemical Week, Food News and LDB Textiles, among others.

‍Min Axthelm
Head of Research, Endowus

In her current role, Min drives the Endowus Group Investment Office’s efforts on research and content creation on the macro market and asset allocation, portfolio construction and optimisation, as well as investment manager due diligence. She also works closely with the Product Team at Endowus on product research and development.

Min has more than a decade of experience in the wealth industry, including fund manager due diligence and asset management. She joined Endowus from Morgan Stanley in New York, where she was Lead Analyst with its Wealth Management Global Investment Office. There, she oversaw the due diligence process from inception to completion for US Equity strategies and mutual funds.