Responsible Investing & Active Ownership

Overview & objectives

Participants will learn the key shareholder engagement strategies employed by different types of investors and how to increase the effectiveness of these strategies. The focus will be on equity markets, but also engagement in fixed-income markets and alternative investments will be discussed.

Key benefits

By attending this programme, you will:

• Deepen your understanding of the business case for active ownership
• Learn the key engagement strategies used by the various types of investors. Examples of these strategies are: (proxy) voting of shareholder and management proposals, private engagement, class action lawsuits, media campaigns
• Deepen your understanding on how the effectiveness of engagement strategies is dependent on the type of engagement, the engagement topic, the ownership of the firm, etc
• Learn what drives companies to respond to engagement efforts (and what does not)
• Learn about the engagement of investments in corporate bonds
• Deepen your knowledge about engagement in alternative asset classes, such as private equity, infrastructure, and hedge funds.

Who should attend?

Finance, investment and business professionals who want to deepen their understanding of active ownership. Typical roles in the financial industry include: responsible investment managers, risk managers, equity portfolio managers, strategists, corporate governance specialists. Typical roles in the corporate sector include: corporate strategists, CSR managers, investor relation managers.

Faculty

Rob Bauer is a Professor of Finance at Maastricht University and co-founder of the European Centre for Corporate Engagement (ECCE). He is a leading academic in the area of responsible investing and shareholder engagement.

For further information and/or to register please contact Lia de Heer +31 (0)20 525 85 31 or lia.de.heer@dsf.nl