AI firms, cybersecurity companies, communications providers and other dual-use technologies are increasingly linked to national security and defence capabilities. Join leading North American investors and governance experts to explore the fiduciary, stewardship and portfolio implications.
Photo credit: Global Advisory Alliance
How are US and Canadian institutional investors approaching defence investment?
Over the past year, defence investment has become one of the most talked-about topics in responsible investing - and for good reason. Institutional investors across the board have been rethinking their approach, but one challenge keeps coming up: the information out there is genuinely hard to make sense of. It's difficult to compare, difficult to interpret, and even harder to turn into practical investment decisions.
Things like product exposure, dual-use technologies, export governance and controversial weapons screening - these aren't straightforward to assess, and there's no consistent way to do it across the sector.
We'll be exploring the big question a lot of investors are wrestling with right now: do you exclude, or do you engage? And we'll be looking at all of this through a geopolitical lens too - because what's happening in the world is very much shaping how we think about defence as an investment.
Speakers:
+ Maggie Childe - Director, Responsible Investing, UBC Investment Management
+ Lauren Compere, Head of Stewardship and Engagement and a Partner at Boston Common Asset Management
+ Maria Lettini, CEO, US Sustainable Investment Forum
+ Sam Jones, President of Heartland Initiative, member of the GRID Steering Group
+ Anna-Stina Wiklund - Defence and Stewardship expert, Global Advisory Alliance member. Former senior sustainability leader within Nordic pension funds.
Moderator + Dominic Webb, Senior Reporter at Responsible Investor.Registration Link: https://us06web.zoom.us/webinar/register/WN_QlihpmveTLKyl-ZOhNTqSQ
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GAA - GLOBAL ADVISORY ALLIANCE
GAA - GLOBAL ADVISORY ALLIANCE
