Roundtable On ESG (Environment, Social, Governance) Topics – Montreal, Canada

30 May 2018  Canada, Montreal



    We are seeing increasing interest from our clients on ESG (environment, social, governance) topics. Environmental risks dominate in the 2018 Global Risk Report, and the financial sector is paying closer attention to climate change related risks and opportunities.  Social and governance issues like gun violence, data privacy, diversity and inclusion draw attention to the importance of the stewardship role of investors.

    For that reason, we would like to invite you to a roundtable breakfast on May 30th at our office in Montreal to explore the subject.

    Mercer’s Global Responsible Investment Business, Janet Ambachtsheer, will be hosting the session. She is responsible for overseeing the group’s strategy, developing intellectual capital across a range of responsible investment topics, and advising investors in Europe and North America. Jane will be assisted by Karent Lockridge, Principal in Responsible investment at Mercer.

    Particularly, Jane and Karen will address the following items:

    • Recent market developments in Canada and abroad
    • The investment case for ESG
    • Climate change related investment risks and the Taskforce on Climate-related Financial Disclosure (TCFD)
    • The "how to" of ESG integration

    Chair of Mercer’s Global Responsible Investment Business, Mercer Canada
    Jane Ambachtsheer is a Partner and Chair of Mercer’s Global Responsible Investment Business. She is responsible for overseeing the group’s strategy, developing intellectual capital across a range of responsible investment topics, and advising investors in Europe and North America.

    Jane was consultant to the United Nations through the development of the Principles for Responsible Investment (PRI), which are now supported by nearly 1700 signatories. Jane is a member of the FSB Task Force on Climate-related Financial Disclosures (TCFD), a Trustee of CDP, and a member of the PRI Academic Working Group.

    Jane continues to produce new research and has been the author or co-author on a number of important papers and reports, including Mercer’s Investing in a Time of Climate Change (2015). In 2011, Jane received a Lifetime Achievement Award from the Canadian Social Investment Organisation. In 2014, she was named one of Canada’s ‘Clean 50’ leaders in the field of sustainable capitalism.

    Jane is an Honorary Research Associate at Oxford University’s Smith School of Enterprise and the Environment and an Adjunct Professor at the University of Toronto. She holds a Bachelor of Economics and English literature with honours from York University and a Master of Social Science from the University of Amsterdam. Jane lives in Paris with her husband and two daughters.


    Responsible Investment Team, Mercer Canada
    Karen Lockridge is a Principal in Mercer's Responsible Investment team, based in Toronto. The team assists investors to integrate environmental, social and governance (ESG) factors within their beliefs, policies, processes and portfolios. Karen was a member of the core team that developed Mercer’s Investing in a Time of Climate Change (2015) research report, and co-authored Building a Bridge to Sustainable Infrastructure (2016) and Crossing the Bridge to Sustainable Infrastructure Investing (2017).

    During her 20 year career at Mercer, Karen has held a variety of leadership roles in defined benefit risk management, strategy execution, knowledge management, and operations. In addition to her time at Mercer, Karen spent 18 months in 2010/11 as Director, Pension and Benefits at BMO Financial Group.

    Karen graduated from the University of Alberta with an Honours Bachelor of Science in Applied Mathematics in 1990. She is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries. Karen is a member of the Government of Canada’s Expert Panel on Climate Change Adaptation and Resilience Results.


    Register for Mercer's Roundtable on ESG Topics – Montreal
    Date:  May 30th, 2018
    Location:  Montreal, Quebec
    Time:  7:30 AM – 9:30 AM (ET)




Title:  Roundtable on ESG Topics – Montreal
Date:   May 30th, 2018
Breakfast & Registration:
7:30 AM – 8:00 AM (ET)
Round Table:
8:00 AM – 9:30 AM (ET)



Mercer Montreal
President Kennedy Room 1981 McGill College Avenue
Bureau 800, 8th Floor
Montréal, QC H3A 3T5