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Xchange lite - March 2021

Sustainable Investing, ESG and the Insurance Industry: the Tide is Coming In (FAST)

Mar 23, 2021 1:10pm ‐ Mar 23, 2021 2:00pm

Credits: None available.

Standard: $50.00
Members: $30.00


One of the most significant and at times controversial trends in the investment management industry today relates to sustainable investing and the application of ESG factor analysis (Environmental, Social, Governance). At center stage is the US insurance industry, from both investment and regulatory standpoints. On both fronts, levels of even partial integration are well behind our international peers, whether it be reinsurers in Europe, the globally minded International Association of Insurance Supervisors (IAIS) or those simply embracing the United Nation's more aspirational Principles for Sustainable Insurance (PSI). With trends so irreversible and the US so lagging, it begs the question of how did we get here, where and how fast are we going, and what benefits insurance companies would realize with even partial adoption of the basic principles?
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Learning Objectives:
  • Recognize the evolution and basic principles of sustainable investing, ESG factor analysis, and the principles for sustainable insurance.
  • Identify the risk-enhancing capabilities for investment portfolios, the coming rating and regulatory reporting requirements, and the contribution to more robust ERM practices.
  • Recognize the competitive advantages of bolstered reputation and branding coupled with the simple projection as a better corporate citizen.


  • Mr. Robert Smith, Founder, President and Chief Investment Officer, SAGE Advisory Services is a $14.5 billion asset management firm based in Austin, Texas, specializing in liability-driven assignments with particular enthusiasm for ESG and insurance company mandates.


  • 1.00 - Finance

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