This investor roundtable will take stock of how asset owners implement their engagement strategies as part of their ESG approach, in fulfiling their fiduciary responsibilities to member and stakeholders.

The Australian pension industry is still in its early stages of developing retirement solutions and we hope the current crisis is only a temporary setback. This investor roundtable will discuss and evaluate the investment approaches underpinning a robust retirement strategy.

With combined backgrounds in Environmental Biology, Environmental Technology and Finance, Aviva Investors’ Rick Stathers and Jaime Ramos Martin share their perspectives on how investors can go beyond low carbon investing to build resilience into portfolios.

The volatility in the equity markets in recent years, coupled with the expected low yields of bonds in the long term, have seen increasing allocations to real assets in general, with infrastructure a key beneficiary of the inflows. However with markets severely disrupted by COVID-19, it is perhaps timely to evaluate the defensiveness of infrastructure.

It currently appears that we have a bubble in technology stocks, as in 2001. But this time round, it is combined with a deep global recession and a heightened focus on sustainability.

The sharp drop in equity markets followed by its swift recovery in Q1 of 2020 reminded investors of the importance of diversification. A nuanced approach to global equities portfolio construction will be required.

As part of [i3] Pivot, we’re pleased to convene an investor roundtable to discuss the role of sustainable development goals (SDGs) and how they can be implemented as part of investors’ ESG strategies.