AGENDA*

MORNING

8 : 30 am  Registration and Breakfast

9:00 OPENING REMARKS

Jean-Maurice Lochard, Partner, Axylia Conseil

9:05 – 9:20 OPENING SESSION

Live voting by attendees will reveal expectations about SRI and give opportunity for comments

9:20-9:50 RESEARCH WORKSHOP

▣  Vincent Auriac, Partner, Axylia Conseil

SRI style stories

9:50 – 10:00 Coffee Break and Managers/Investors Networking

10:00-10:30 Keynote speech

A view on the evolution of SRI by one prominent expert of the asset management community

SRI : from to ready-to-wear to tailor-made solutions, consequences and challenges

with Xavier de BAYSER, Président, IDEAM (Crédit Agricole Group)

10:30-11:15 SRI STYLE THE BEST IN CLASS STUDENTS®

▣ ESG integration in mainstream management by one of the most famous french stock-pickers

Extra-financial anaysis, an essential investment tool

with : Marie-Ange Verdickt, director of Research and SRI at la Financière de l’Echiquier

11:15-11:30 Coffee Break and Managers/Investors Networking

11:30-12:15 SRI STYLE THE ADVOCATES FOR ENGAGEMENT®

▣ Several managers will explain how they overlay their financial process with ESG engagement, truly creating financial and extra-financial values added

with : Ethos, de Pury Pictet Turretini, Phitrust, CCR AM

12:30 – 14:00 Lunch on site

AFTERNOON

14:00 – 14:45 EXECUTIVE PANEL   

Could mission-based investing transform SRI ?

Their financial assets are only a marginal part of the whole SRI market but must not  be forgotten.

The entities defending and creating values (religious communities, charities, foundations) are at the origins of the SRI movement et will fulfill its perpetual renewal.

These non profit entities could then inspire a portfolio management called mission based investing.

An executive panel will discuss this topic and identify the powerful ideas coming from these creating and defending entities.

with : CCFD, Caritas France foundation, WWF International, Ethos

and the participation of Thierry DISSAUX

Special adviser for financial affairs to Mme Christine Lagarde, Minister for the Economy, Industry and Employment

Pilot of the development of islamic finance in France on behalf of the Ministery

14:45 – 15:00 Coffee Break and Managers/Investors Networking

15:15 – 16:45 SRI STYLE THE PIONEERS IN THE IDEAL WORLD®

▣  Testimony about construction and course of Ethique et Partage-CCFD, the first SRI fund with a strict SRI charter written by its founder CCFD  : Ethique et Partage-CCFD

with Geneviève GUENARD, CFO at CCFD

17:00 pm Concluding remarks

17:15 pm Cocktail reception

each workshop is signalled with a ▣