Join us on Friday, March 16th for the next SMPIG roundtable discussion.

Where

Lockton Company
500 W. Monroe St.
Chicago, Illinois

Event Details

Asset managers and owners actively managing investment for decades have been receiving nudges to incorporate social impact when measuring evaluation performance. In 2015, The UN established 17 sustainable development goals (SDGs) that put additional pressure on institutions and companies to deliver results by 2030.

The "social" investment funds made the first move to bundle investments based on a set of criteria, and recognize that social change is a long term commitment. The Rockefeller Foundation's experiences with Impact pulled other asset owners along and began to signal their shared desire for more social outcome inspired investment efforts. The limited number of investments measuring social returns have recently prompted Asset managers to expand their product offerings which hope to integrate UN SDGs with financial performance.

Even activist investors are turning their attention on longer term outcomes that include social impact. Janus stepping up to influence boards' corporate social responsibility commitments and seek social outcomes. Before thinking social impact is winning, important to realize just how challenged firms are when forced to show social impact and deliver sound financial performance.

So without a consensus on the method of measurement, what strategies enable firms to both live up to CSR expectations, show social impact, and deliver TSR? Please review in advance the articles listed below to help focus the conversation.

Please review in advance of the discussion the following articles.

*Seating is limited to 20, so please if your schedule changes, do let Rachel the organizer know so she can release your spot.

NOTE: We've posted a discussion recap of Brands in Politics, February's topic on our blog. Feel free to add your thoughts or share with others.

ARTICLES

Blackrock CEO on Corporate Social Responsibility

https://www.blackrock.com/corporate/en-us/investor-relations/larry-fink-ceo-letter

Corporate social Responsibility, and competitive advantage, maybe.

https://www.fastcompany.com/1235106/corporate-social-responsibility-competitive-advantage-maybe

Not your Parent's ESG

http://www.pionline.com/article/20170515/CUSTOM_MEDIA/170509877/not-your-parents-esg/R

HSBC CEO talks about clients willing to pay for CSR

https://www.bloomberg.com/news/videos/2018-02-26/hsbc-usa-ceo-says-clients-willing-to-pay-for-corporate-responsibility-video

How Sustainability works at DOW chemical

https://insights.som.yale.edu/insights/how-does-sustainability-work-at-dow-chemical

Optional Academic articles

Incentivizing Impact Investing∗

Bhagwan Chowdhry† Shaun William Davies‡ Brian Waters§ Chicago Booth Faculty

May 19, 2016

https://www.chicagobooth.edu/~/media/C04C3508B27749A48C574010E71AE2A8.pdf

 

Cost

No Charge

Questions

Rachel Kaberon