Climate investing conference

On 1st of December 2021, Lyxor ETF, in partnership with Les Echos, gatherered a panel of experts in order to take an in-depth look at climate investing. How do climate risks impact investors’ portfolios? Are earnings at risk? How do we get portfolios on a path to Net Zero 2050 and what are the solutions available to reduce portfolios’ carbon footprint and reduce financial risks?

Find out more with our best of compilation and the conference’s wrap-up. Watch the replay to hear from our experts.

Agenda

Net Zero 2050
François Millet, Head of ETF Strategy, ESG & Innovation, Lyxor ETF

Threats to Portfolio Returns: An impact examination of Physical and Transition Climate Risks
Jean-Florent Helfre, Head of Business Development Europe, S&P Global Sustainable1

Earnings at risk: What climate change means for equity returns
Vincent Denoiseux, Head of ETF Research Lyxor

Panel, Issuer-Investor on a path to Net Zero. Moderator: Les Echos
Renaud Lions, Senior Vice-President Investor Relations, TotalEnergies
Laurent Clavel, Head of Quant Lab, AXA Investment Managers

Our speakers

Jean-Florent Helfre

Head of Business Development Europe, S&P Global Sustainable1

Jean-Florent is Head of Business Development, Central & Southern Europe, at Sustainable1, part of S&P Global. Jean-Florent has over 15 years of experience in the ESG Research field. Prior to working at Sustainable1, Jean-Florent launched the Trucost office in Paris in 2015 and then contributed to the development of several datasets and research products at Trucost including the Trucost physical risk solutions. Prior to Trucost, Jean-Florent worked for 6 years at Sustainalytics as ESG analyst and SRI Manager. He was also credit analyst at BNP Paribas and holds a Master of Science and a Master of Business Administration.

François Millet

Head of ETF Strategy, ESG & Innovation, Lyxor ETF

Overseeing Lyxor’s SRI ETF strategies, Francois was deeply involved in the introduction of the first Green bond ETF worldwide, first Global Gender equality ETF, ETFs capturing issuers ESG momentum, and the first range of ETFs tracking EU labelled Climate benchmarks. Prior to this he was Product Line Manager-ETF & Indexing overseeing passive and smart beta strategies. François joined Lyxor in 2009 and holds Post-Masters degrees in Economics from La Sorbonne.

Vincent Denoiseux

Head of ETF Research & Solutions, Lyxor ETF

Vincent Denoiseux has 20-years’ experience in quantitative research, derivatives, structuring and portfolio construction. He was Head of Portfolio Solutions at DWS, where he spearheaded the research initiatives of the Passive business. He developed fund linked investment solutions at Exane Derivatives, was Head of Quantitative Research at BNP Paribas Investment Partners and Lehman Brothers Asset Management.

Marie-Christine Sonkin

Rédactrice en chef Patrimoine aux Echos

Rédactrice en chef Patrimoine aux Echos depuis 2019 après être entrée au journal en 2012 en tant que chef de service responsable du Patrimoine.
Ancienne rédactrice en chef d’Investir magazine et d’Investir, elle a été directrice adjointe de la rédaction du Journal des Finances jusqu’en 2011 où elle a créé le Grand Prix des Sicav Le Journal des Finances-Le Figaro et les Palmes de l’Assurance-vie du Journal des Finances.

Renaud Lions

Senior Vice-President Investor Relations, TotalEnergies

Renaud Lions has been appointed Senior Vice President, Investor Relations of TotalEnergies in November 2021. He began his career in 1997 as a wellsite geologist in Exploration & Production. He then alternated between operational duties in France, Libya and Nigeria and business-oriented positions, notably as a negotiator for new ventures. He joined the Corporate Acquisitions/Disposals Department in 2015, where he notably participated in the Maersk Oil acquisition, and became Vice President Exploration North & South America, based in Houston, in 2018. Renaud Lions is a graduate of Ecole Nationale Supérieure du Pétrole et des Moteurs (ENSPM) and holds a Master of Science in geology from the University of Grenoble.

Laurent Clavel

Head of Quant Lab, AXA Investment Managers

Laurent has been appointed in October 2019 Head of Quant Lab, a team gathering investment analysts, portfolio engineers, data scientists, quants (derivative pricing, financial simulation models) and financial engineers, as well as quantitative ESG/RI metrics and portfolio integration. He was previously Senior International Economist in the Research Investment Strategy team, then Head of Macroeconomic Research from October 2016.

How to put your portfolio on a path to Net Zero