(Voertaal Engels)
Institutional investors are increasingly shifting from broadly diversified equity portfolios to more concentrated portfolios. This trend is driven by the growing importance of ESG integration and exclusion policies. Concentrated portfolios make ESG risk and reputational exposure more manageable. However, this approach may also lead to reduced diversification and higher portfolio risks.
In this seminar, we examine how investors can find the right balance between ESG integration and concentration risk. Are concentrated portfolios the only truly sustainable option, or can a broadly diversified portfolio with extensive ESG integration also meet the ESG ambitions of institutional investors? And how concentrated can a portfolio become before it starts to compromise risk and return?
Presentations from Mathijs van Dijk, Marcel Jeucken and Anne Kock. The event will conclude with a panel discussion with all three speakers.
📅 Date: Thursday, 3rd of July
🕒 Time: 15:30 – 17:30 + drinks
📍 Location: Rosarium, Amsterdam
Program:
15.30u-16.30u Presentation Mathijs van Dijk: “Concentration risk in ESG investing”
16.30u-16.45u Short presentation Marcel Jeucken
16.45u-17.00u Short presentation Anne Kock
17.00u-17.30u Panel discussion with all three speakers
17.30u Drinks
Moderator: Jeroen Roskam
Mathijs van Dijk
- Professor of Financial Markets, Rotterdam School of Management (RSM), Erasmus University Rotterdam
- Scientific Director Netspar
Marcel Jeucken
Directeur SustFin BV
Anne Kock
- Bestuurslid Pensioenfonds PGB
- Opleidingsdirecteur Certified Pensioenexecutive Vermogensbeheer, Erasmus Universiteit
Moderator
Jeroen Roskam, CFA (Account CIO Achmea IM)