Moving to sustainable finance models? - Taking stock
Date: 11 & 12 April 2011
Venue: IMD, Lausanne, Switzerland
Venue: IMD, Lausanne, Switzerland
Background: The finance and banking industry and the greater investment community are currently under intense scrutiny owing to the virtual collapse of corporate responsibility that led to the recent and ongoing crisis. IMD’s research and learning Center for Corporate Sustainability Management (IMD-CSM) proposes “taking stock” of whether business systems in the industry are moving towards more sustainable models.
Please join us on April 11-12 for this IMD-CSM Roundtable facilitated by Dr. Aileen Ionescu-Somers and featuring IMD Finance Professor Arturo Bris as well as a number of high level industry experts. In collaboration with The Sustainability Forum Zürich, IMD-CSM will facilitate several interactive discussions and learning opportunities to take stock of the status of the following key ingredients to establishing more sustainable financial models:
1. Industry leadership: Professor Bris will present a “reality check” on the current framework within which the financial investment community is operating. This will be followed by discussions focused on new leadership dimensions and potentially replicable sustainable business models that are emerging in the finance industry. Dr. Aileen Ionescu-Somers will bring participants through a learning experience around IMD-CSM’s award-winning Allianz case study. In partnership with WWF, Allianz took steps to move the entire insurance industry toward more concerted action around climate change risk.
2. Risk management: The reputation of the financial services industry took a massive hit during the recent crisis. As companies move to rebuild trust in the industry, what role can corporate sustainability play in supporting their efforts? In addition to rebuilding trust primarily related to its fiduciary duty, what other steps can the industry take to manage its substantial - direct and indirect - negative social externalities and risks in a more responsible and effective way?
3. Responsible investment: While experiencing impressive growth, responsible investing is far from a globally consistent concept. What are the enabling factors when it comes to making responsible investment decisions? And what are the recent developments in terms of measuring long-term valuation, the materiality of risk and transforming "soft" issues into "hard" numbers?
Please join us on April 11-12 for this IMD-CSM Roundtable facilitated by Dr. Aileen Ionescu-Somers and featuring IMD Finance Professor Arturo Bris as well as a number of high level industry experts. In collaboration with The Sustainability Forum Zürich, IMD-CSM will facilitate several interactive discussions and learning opportunities to take stock of the status of the following key ingredients to establishing more sustainable financial models:
1. Industry leadership: Professor Bris will present a “reality check” on the current framework within which the financial investment community is operating. This will be followed by discussions focused on new leadership dimensions and potentially replicable sustainable business models that are emerging in the finance industry. Dr. Aileen Ionescu-Somers will bring participants through a learning experience around IMD-CSM’s award-winning Allianz case study. In partnership with WWF, Allianz took steps to move the entire insurance industry toward more concerted action around climate change risk.
2. Risk management: The reputation of the financial services industry took a massive hit during the recent crisis. As companies move to rebuild trust in the industry, what role can corporate sustainability play in supporting their efforts? In addition to rebuilding trust primarily related to its fiduciary duty, what other steps can the industry take to manage its substantial - direct and indirect - negative social externalities and risks in a more responsible and effective way?
3. Responsible investment: While experiencing impressive growth, responsible investing is far from a globally consistent concept. What are the enabling factors when it comes to making responsible investment decisions? And what are the recent developments in terms of measuring long-term valuation, the materiality of risk and transforming "soft" issues into "hard" numbers?
Agenda  |
A summary was distributed to all participants.