Oxford/24 Congress Final Report
Driving change: exploring opportunities and challenges in accelerating sustainable finance
Discover the key insights on accelerating sustainable finance.
This comprehensive report explores actionable strategies for financial institutions and regulators to meet net-zero targets and foster a resilient global economy. Dive into the findings and help shape a sustainable future.
Introduction
The 2024 Oxford Congress report highlights critical discussions on the future of sustainable finance, focusing on challenges such as climate risk, ESG integration, and decarbonization.
The report presents valuable recommendations for financial institutions and regulators, emphasizing the importance of collaboration, innovation, and robust frameworks to accelerate the transition to a low-carbon economy.
Contents
- Risk Control Metrics and Best Practices in Sustainable Investments
- Decarbonizing business models
- Resilience to climate change
- Strategies for Decarbonizing Portfolios and Accelerating the Transition
- Unlocking the global Sustainable Transformation with reliable data insights
- The power and challenges of an efficient engagement
- Impact investing or the ultimate frontier in sustainable investing
- Driving change: how regulation and public sector propel sustainability worldwide
- Convergence or divergence? Sustainable Regulation Latam- Europe
- AI revolution: expanding the reach and impact of sustainable investment
- Breaking Barriers: how Blended Finance accelerates sustainability across emerging economies
- Corporate Sustainability throughout value chains
GET-2 ESG Think-Tank participants
This document has been prepared by professionals who are part of the Fide’s 2024 Annual Oxford Congress: Driving change: exploring opportunities and challenges in accelerating sustainable finance. In this section, we wish to highlight them all, acknowledging their vast contributions to the project.
Below, we share the complete list of professionals who have participated in this document, either by being part of one of the panels, presentations or keynotes, or by having attended the 2024 Oxford Congress and shared their views with the rest of the congress’ attendees.
We wish to thank them all for their invaluable insights, with a special acknowledgement to the members of the Scientific Committee:
Directors
- Juan Ramón Caridad, Member of Fide´s Board.
- Cristina Jimenez Savurido, President and Founder of Fide Foundation
Scientific Committee
- Ana Rivero, Operating Partner ESG, Alantra.
- Marisa Aguilar, Managing Director | Country Head Iberia, Allianz Global Investors.
- Ángel Pérez, Founder and Managing Partner, Transcendent.
- Marta Olavarría, Financial Markets Regulation & Sustainable Finance, Consultant, Lecturer. Independent Advisor, Mediolanum Bank Gestión Independent Board Member.
- María Folqué, Head of Sustainability, FundsPeople
- Gonzalo Yebes, Senior Financial Risk Expert, Banco de España.
Participants
- Lara Altable, Head of Stewardship & SRI Policies, Santander Asset Management
- Pablo Alonso, Senior Manager in the Legal and Regulatory Services to the Financial Sector (FS Legal) team, KPMG Abogados
- Christopher Andrews, Head of Engagement for Sustain & Impact Strategies, M&G
- Claudia Antuña, Head of Sustainability, Afi.
- Sergio Aratangy Rosenberg, Head of the Financial Division, the Superintendency of Pensions in Chile
- Dennis Baas, Lead of Sustainability Strategists, Allianz Global Investors
- Silvina Bacigalupo, Full Professor of Criminal Law, Universidad Autónoma de Madrid. Chair Transparency International-Spain. Member of Fide ‘s Academic Council.
- Caroline Berthod, Director of ESG Development, GOVERNART
- Catherine Bohill, ESG Development & Impact Director, Telefónica
- Eric Borremans, Head of Environmental, Social & Governance, Pictet Asset Management
- Bernardo Cabo, Financial regulation lawyer, Caixabank
- Augusto Caro, Global Head of SRI, Santander AM
- Isabel Castellanos, Creative Director, Tailored Web
- Camila Cella, Public Policy Manager, Transparency International
- Ben Constable Maxwell, Head of Impact Strategy, M&G Investments
- Laura de Mergelina, Strategy Manager within Corporate Development, SIX Group
- David de Miguel Rato, Deputy Director of Policy and Sustainable Finance, CNMV
- Juan Carlos Delrieu, ESG and sustainable finance consultant
- Jean-Philippe Desmartin, Head of Responsible Investment team / Equity Portfolio Manager, Edmond de Rothschild AM, co-chair of CESG EFFAS
- Duncan Downes, Senior Client Portfolio Manager and Engagement Officer, Pictet Asset Management
- Sandra Fernandez, Marketing & Client Servicing Manager, Pictet Asset Management
- Miriam Fernandez, Portfolio manager, Ibercaja
- Leticia Ferreras, Senior portfolio manager in the Allianz Global Investors
- Pilar Galán, Head of Financial Services Legal, KPMG España
- Carlos Garay, Head of ESG Investments, Sabadell Urquijo Gestión
- Eduardo García Hidalgo, Global Chief Investment Officer, BBVA Asset Management
- Rubén García Paez, Head of Iberian & Latam Distribution, Columbia Threadneedle Investments
- Catiana García-Kilroy, Lead Financial Sector Specialist, World Bank
- Alberto Gómez-Reino, Head of Sustainable Investments, BBVA Asset Management
- Luis González, Head of Sustainability, BBVA Quality Funds
- Clara González, Senior Economist, Banco de España
- Eva M. Gutierrez, Lead Financial Economist in the Latin American and Caribbean Region of the World Bank
- Rita Hamden, Consultora Responsable de Novaster en México
- Juan Hernando, Director of Investment Advisory, MoraWealth
- Andreas Hoepner, Professor of Operational Risk, Banking & Finance, UCD | Co-Inventor EU Paris-Aligned Benchmarks & EU Taxonomy-Aligning Benchmarks
- Francois Humbert, Engagement Lead Manager, Generali Investments
- Joe Hutchins, Senior Manager – Responsible Investment, GAM
- Rocío Jaureguizar, Sales Manager, Pictet Asset Management
- David Kemp, Global Head of Legal & Compliance, GAM Investments
- Philippe Le Gall, Senior ESG Engagement Specialist, Pictet Asset Management
- Martha Angélica León, Financial Vice President, the National Commission of the Retirement Savings System, Mexico
- Álvaro Lobato, CoFounder of Tailored
- Patricia López Molina, Head of Iberia, GAM Investments
- Natalia Luna, Senior Thematic Investment Analyst, Global Research
- Mark Manning, Visiting Senior Fellow and consultant, LSE Grantham Research Institute
- Jaime Martínez, Global head of asset allocation, BBVA Asset Management and Global Wealth
- Ana Martínez Pina, Financial Regulatory Partner, Gómez-Acebo & Pombo
- David Martínez García, Executive Director of Transparency International Spain
- Jaime Martínez Gómez, Global Head of Asset Allocation, BBVA Asset Management
- Diane Mak, Responsible for impact strategy and management activities, AllianzGI
- Gonzalo Meseguer, General Manager, Santalucía AM
- Marc Miralles, Head of sustainability, Suma Capital
- Carlos Moreno, Sales Director, Columbia Threadneedle Investments
- Christopher Muttukutumaru
- Aleksandra Palinska, Executive Director, Eurosif
- Teresa Parejo, Head of Sustainability, IBERIA
- Gonzalo Rengifo, Head of Distribution – Iberia, Latam, Pictet Asset Management
- Cristina Rivero, Director of Industry, Energy, Environment and Climate, CEOE
- Katherine Roach, Global Head of Sustainability, GAM Investments
- Ignacio Rodríguez Añino, Chief Distribution Officer Americas, M&G.
- Sheila Rodríguez Sanguino, Senior Sales & Relationship Manager, SIX
- Bárbara Romeu Fernández de Tejada, Product Manager, BME
- Ailén Rubio Arrieta, Communications and International Relations Coordinator, TI Spain
- Katherine Roach, Global Head of Sustainability & Investments Business Management, GAM
- Lorenzo Saa, Chief Sustainability Officer, Clarity AI
- Juan Salazar, Senior Engagement Specialist, Pictet Asset Management
- Blanca Sánchez Padilla, Senior Project Manager for ESG initiatives, BME-SIX Group
- Gloria Sánchez Soriano, Senior Advisor of the Digital Finance Department, the IIF
- Agustín Sheppard Gelsi, Chief Risk Officer, Union Capital AFAP
- Manuel Tabilo, Head of research, FIAP
- Romualdo Trancho, Director – Business Development, Allianz Global Investors
- Mark Wade, Head of Sustainability Research and Stewardship, Allianz Global Investors
Furthermore, this document is signed in a personal capacity and does not represent the official position of the institutions or entities to which the members of the group belong.
The document reflects not only the work done but also the analysis carried out, providing conclusions and justifications, considering the personal experience of the members of the group.
Members of Fide’s team that have participated in this initiative:
- Alvaro Arribas, Marketing and Digital Development at the Fide Foundation
- Cristina Arribas, Academic Coordinator at the Fide Foundation
- Victoria Dal Lago, Academic Director at the Fide Foundation
- Carmen Hermida, Managing Director at the Fide Foundation
- Lucía Hernández, Academic Coordinator at the Fide Foundation
- José Luis Bonet, Marketing Assistant at the Fide Foundation
GET-2 ESG Think-Tank collaborating entities
This initiative has had the support of key financial industry players committed to propelling the financial industry into a sustainable future.
Columbia Threadneedle Investments
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional, and corporate clients around the world. Our focus is on meeting our client’s expectations through a team-based, risk-aware, and profit-oriented approach.
With a workforce of more than 2,000 employees, including more than 450 investment professionals based in North America, South America, Europe, and Asia, we manage assets in equities, fixed income, asset allocation solutions, and products—alternatives from emerging and developed markets.
Columbia Threadneedle Investments is the global asset manager of Ameriprise Financial, Inc. (NYSE: AMP), a leading U.S.-based financial services company. Being part of Ameriprise, we are supported by a large financial services company widely diversified and capitalized.
For more information:
Pictet Asset Management
Pictet Asset Management is an independent asset manager, overseeing investments across a range of equity, fixed income, alternative, and multi-asset products on behalf of our clients, whose purpose is to build responsible partnerships with our clients, colleagues, communities, and the companies in which we invest.
They are part of the Pictet Group, an investment-led services group founded in Geneva in 1805 whose unique partnership structure has provided the stable foundation for long-term thinking.
For more information:
Allianz Global Investors
Allianz Global Investors offers a diversified range of active investment strategies across four main pillars – Equities, Fixed Income, Multi Asset and Private Markets – in Europe, Asia Pacific and the Americas. We began our sustainable investing journey 25 years ago and during this period, sustainability has become an integral part of the AllianzGI investment philosophy. We have more than 600 investment professionals and 500 relationship managers working across 20+ locations worldwide. We manage EUR 533 billion of assets for institutions and individuals across the globe.
For more information:
GAM Investments
GAM Investments is an independent, pure play asset management group created in 1983 with the purpose of protecting and enhancing our clients’ financial future. GAM’s core investment strategies focus on fixed income, equity, multi asset & solutions and systematic, and include environmental, social and governance (ESG) factors. By attracting and empowering the brightest minds to think beyond the obvious, GAM strives to provide investment leadership, innovation and a positive impact on society and the environment. By living our purpose every day, we believe that we can realise our vision of building the most respected specialist active investment manager and trusted solutions and services platform in the world.
For more information:
M&G Investments
M&G Investments is a global asset manager, serving customers and clients for more than 90 years since launching Europe’s first-ever mutual fund back in 1931. We’re part of M&G plc, a family of brands, all aligned behind the same ambition: to manage our customers’ investments so that they can live the life they want while aiming to make the world a little better along the way. Through long-term active investment management, we build solutions around what matters most to our customers and clients, looking for the best opportunities to invest in, across a wide range of asset classes.
For more information:
FIAP
The International Federation of Pension Fund Administrators (FIAP) brings together the associations and entities that manage pension funds from 10 countries (Bolivia, Costa Rica, Chile, El Salvador, Spain, Kazakhstan, Mexico, Peru, the Dominican Republic, and Uruguay). Its objective is to collaborate in the improvement and consolidation of pension systems based on individual savings, to offer the best possible pension to workers, within a financially sustainable system and contributing to the economic growth and development of the countries.
For more information:
Instituto BME
Instituto BME is BME’s training center and a close collaborator of the National Financial Education Plan in Spain. It focuses on training services relating to finance and financial markets. The training programs promoted by Instituto BME are aimed at professionals in the financial sector and its regulatory bodies, individual investors, students, and anyone interested in entering or deepening their knowledge of the world of finance. Instituto BME further expanded its course platform Braindex, which offers an online educational environment. Braindex offers 85 courses with different levels. Around 25% of the courses on Braindex are accessible free of charge. All the courses both in Instituto BME and Braindex have the following thematic axes: markets and products, technology applied to financial markets, and financial regulation. In this way, BME facilitates the development of society’s financial skills, promoting a better understanding of financial products, concepts, and risks through training, instruction, and advice.
For more information:
Transparency International-España (TI-Spain)
Transparency International-Spain (TI-Spain) is the Spanish chapter of Transparency International, the leading global non-governmental organization dedicated to preventing and combating corruption. Since its legal constitution in 2006, TI-Spain was born with the purpose of informing and training citizens, public officials and professionals from companies to promote the prevention and reduction of corruption, and thus build a culture of integrity, transparency, sustainability and compliance in all sectors of the society.
The Transparency International Spain Business Integrity Forum is an initiative that was born in 2019 and brings together Spanish large companies committed to promoting and developing a business culture of compliance and integrity, positioning themselves as national and international references in transparency, compliance, sustainability, integrity good governance through the adoption of best practices in all these areas.
For more information:
