12 September 2024 – Integrating biodiversity and net zero into investment portfolios

Online roundtable with AXA Investment Managers (AXA IM).

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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In this session, Jane Wadia, Head of Sustainability for Core Products & Clients, and Bruno Bamberger, Co-Head Investment Specialists Fixed Income, at AXA IM, looked at how pension schemes can achieve their biodiversity and net-zero targets.

In particular, they explored:

  • Concrete ways to integrate net-zero targets in fixed income and equity portfolios.
  • The challenges pension schemes will face in reaching these targets.
  • Why biodiversity should be considered as part of net-zero investing.

Who should attend?

This event was open to asset owners, pension schemes, professional trustees, advisers and consultants. 

Sponsor

AXA logo


Speakers' biographies

Bruno Bamberger, Co-Head Investment Specialists Fixed Income

Bruno designs tailored, fixed-income mandates for institutional clients such as defined benefit (DB) and defined contribution (DC) pension schemes. He leads the strategic implementation of RI, predominantly climate integration and net-zero alignment, in buy-and-maintain and wider fixed income mandates.

Bruno started his career at Aon Hewitt as an investment consultant in 2011, before moving across to the fiduciary management team as a portfolio manager in 2013. There, he worked for five years creating and managing fund-of-funds for DB pension schemes including an innovative pooled solution for small pension schemes and a low-risk bond fund. Bruno then worked at Wells Fargo Asset Management as an investment specialist, before joining AXA IM in 2020.

Bruno holds a BSc in Industrial Economics from the University of Warwick and is a CFA charterholder.

Jane Wadia, Head of Sustainability, Core Products & Clients – AXA IM

Jane is responsible for engaging with AXA IM’s clients on sustainability topics and working with teams across the business to ensure their investment capabilities reflect the needs of their responsible investing (RI). Jane manages the development and defining of the RI product and client vision and is a stakeholder in shaping the overall RI priorities for the AXA IM core business.

From 2020-2023, Jane was Head of Investment Specialists & Request for Proposals with a focus on RI. The Investment Specialist team represents their fixed income, equity, multi asset strategies and solutions externally and provides investment content, working in close partnership with investment and client group teams.

Before this, Jane spent 17 years working in AXA IM’s quantitative equity investment (EQI) team, where she joined as a portfolio manager in 2003 and became Global Head of Client Portfolio Management in 2010. In 2017, her role expanded to include driving the overall product strategy and investment offering, notably in terms of RI. Before moving to EQI, Jane was a portfolio manager in the Paris-based multi-asset team.

Host

Richard Giles, Senior Director and Community Lead, Pensions for Purpose

Richard is a Senior Director at Pensions for Purpose and responsible for working with our Community Partners, setting our strategic themes and putting on events for all members of our network. 

Richard has over 30 years working in the pension industry as an adviser, senior executive, board member and trustee. He has a portfolio of Board Roles covering finance, education and looking after the planet. 

Pensions for Purpose

Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks.

Our Community allows members to learn from leaders in the impact investment industry. We provide a trusted environment to interact, collaborate and share knowledge. Members engage in a programme of activity to shape their strategy in ESG, sustainable and impact investments.

For more information, please email the Membership Manager.