Newton Net-Zero Seminar | Tuesday, February 7, 2023

We will help you understand why the need to decarbonize is so urgent and how you can be a part of creating real-world change.

If we are to collectively hit the globally pledged net-zero targets, there will need to be an extraordinary and global effort, and asset managers will have a crucial role to play in the transition. At our seminar, we will dive into the multiple facets of net zero. We will explore our views on how to define the right approach to achieving net-zero targets, how to engage for real-world decarbonization, what this may mean for your organization’s investments, and the investment transition story.

Our institutional team looks forward to welcoming you to the event.

Agenda

2:30pm

Registration and Networking

3:00pm

Welcome & Real-World Decarbonization
Learn why we believe defining the right approach to net zero is key to achieving real-world change.

Tim Wilcox, President, BNY Mellon Asset Management Canada Ltd
Therese Niklasson
, Head of Sustainable Investment

3:30pm

Engagement over Exclusion
Understand how to conduct meaningful engagement and reflect key issues in our portfolios.

Rebecca White, Responsible Investment Analyst
Jim Lydotes, Deputy Chief Investment Officer, Equities
Julianne McHugh, Head of Sustainable Equities

4:00pm

Q&A

4:10pm

Break

4:15pm

Why Net Zero Matters for Asset Owners
Discover what other asset owners are asking about net zero and understand the unique characteristics of the journey to net zero in fixed income.

Therese Niklasson
, Head of Sustainable Investment
Scott Freedman
, Credit Analyst & Portfolio Manager, fixed income team

4:45pm

Q&A and Closing Remarks

5:00pm

Drinks Reception

6:00pm

Event Close

Speakers

Therese Niklasson
Head of Sustainable Investment

Therese Niklasson
Therese is responsible for the strategic vision and delivery of sustainability across the wider investment platform at Newton. This includes working with the investment teams to ensure that ESG matters are fully integrated into the fundamental investment philosophy as well as continuous innovation around sustainability solutions. Therese is responsible for the wider Responsible Investment (RI) team which supports the investment platform through work across areas including ESG research, stewardship and ESG data and technology. In her role, Therese is the Chair of the NIM NIMNA Sustainability Committee.

Therese started her career as an ESG Analyst to then joining Threadneedle Asset Management as Head of Governance and Responsible Investment in 2007.

In 2011, Therese joined Ninety One (formerly Investec Asset Management) where she spent over a decade developing their sustainability investment platform.

Therese holds degrees from London School of Economics and Oxford University in the field of Environmental Management and Policy.

As a native Swede, Therese enjoys the outdoors and spends as much free time as possible along the Scandinavian coastlines.

Joined Newton: 2022
Joined industry: 2004

Rebecca White
Responsible Investment Analyst

Rebecca White
Rebecca is responsible for ESG research and engagement for the consumer sectors. Alongside this, she leads on thematic research for human capital management, having studied human rights and employment law, and the sustainability of the food system. Prior to joining the responsible investment team, Rebecca completed the BNY Mellon Emerging Leaders Programme which included placements with Newton’s risk, investment and commercial functions, alongside successfully completing the Investment Management Certificate. Prior to joining Newton, Rebecca graduated from the University of Exeter with a degree in Law. Outside of work, Rebecca enjoys reading about history and practising yoga.

Joined Newton: 2017
Joined industry: 2017

Jim Lydotes
Deputy Chief Investment Officer, Equities

James A. Lydotes
Jim is Newton’s head of equity income and deputy chief investment officer of equities. Subject to regulatory approval, Jim will be named lead portfolio manager of the Global Equity Income strategy. Jim has also been the lead manager for the Global Infrastructure Dividend Focus Equity and Global Healthcare REIT strategies since their inceptions in 2011 and 2015, respectively. He has engineered both outcome-oriented income strategies to provide exposure to distinct themes in a risk-aware framework.

Jim joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Jim had 22 years of experience across multiple roles at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).

Prior to joining BNY Mellon, Jim served as a fixed-income business analyst at Wellington Management Company.
Jim earned a BA in Economics from Syracuse University. He received his CFA1 designation in 2011 and is a member of the CFA Institute, the CFA Society Boston and the Boston Committee on Foreign Relations.

Joined Newton: 2021
Joined BNY Mellon group of companies: 1998
Joined industry: 1998

Julianne McHugh
Head of Sustainable Equities

Julianne McHugh
Julianne is a senior portfolio manager and Newton’s head of sustainable equities. As an experienced investor, she has been integral in identifying resources to support and enhance the integration of sustainability considerations into the firm’s investment practices. Julianne manages a selection of global and regional equity mandates. She is the lead portfolio manager for the BNY Mellon Large Cap Securities Fund, leveraging the global research team to deliver capital growth by investing in high quality US companies with strong positions in their industries. Julianne has led the Emerging Markets Research Fund since its inception in February 2014. She also serves as a portfolio manager for Newton’s Global Research Equity and Global First Decade Innovators strategies.

Julianne joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Julianne was a senior portfolio manager and senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies).

Prior to joining BNY Mellon, Julianne was an equity analyst at State Street Research & Management. Julianne has a BS in Finance from Lehigh University and an MBA with a Financial Management track from MIT Sloan School of Management.

Joined Newton: 2021
Joined BNY Mellon group of companies: 2004
Joined industry: 1992

Scott Freedman
Credit Analyst & Portfolio Manager, fixed income team


Scott is a member of the fixed income team. His role combines both portfolio management and credit analyst responsibilities, specialising in global investment grade and high-yield bonds across several sectors including energy, industrials and healthcare. Scott is co-lead manager of the Newton Sustainable Sterling Bond strategy and forms part of the portfolio management team dedicated to all sustainable fixed-income strategies. Scott joined Newton in 2009 and is a chartered accountant.

Joined Newton: 2009
Joined industry: 2002

Additional information

This will be an in-person event. We will be unable to provide a full recording after the event.

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