Sustainability summit 2020

Sustainability summit 2020

Closing the gaps | 2020 sustainability summit

Institute members' logos

For our 2020 sustainability summit we chose to step back and try to take in the bigger picture. The Institute believes there are four clear gaps that must be closed if we are to be successful in investing sustainably: skills, data, collaboration and purpose. During two deep-dive sessions we explored these, inviting ideas from attendees as to which actions we can take.

See a summary of the event.

The summit was split into two parts:

  • Day 1 – A live virtual session to discuss the skills and the data gaps. This session featured insights from working group members and other leading investment professionals, and considered closing the skills and data gaps in pursuing sustainability
    Watch event recording
  • Day 2 – A live virtual session to discuss closing the collaboration and the purpose gaps. This session also featured insights from leading investment experts and ended by encouraging all involved to agree and prioritise the actions investment organisations need to take.
    Watch event recording

Watch the interviews below or take a look at the deep-dive background reading for more context on the topic, or see more of our work on sustainability.

The skills gap

The data gap

The purpose gap



Margaret Franklin
President and CEO
CFA Institute
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Ashby Monk
Executive Director
Stanford University
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Roger Urwin
Thinking Ahead Institute
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Anne Richards
Chief Executive Officer
Fidelity International
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Tim Hodgson
Thinking Ahead Institute
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Marisa Hall
Thinking Ahead Institute
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Luba Nikulina
Global Head of Research
Willis Towers Watson
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Herschel Pant
Consultant Relations Manager
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Russell Picot
HSBC Pension Scheme
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Lucy Thomas
Head of Investment Stewardship
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Deirdre Cooper
Co-Head, Thematic
Ninety One
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Mike Hugman
Director, Climate Finance
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1st December

Live session 8am - 10am

The skills gap with Roger Urwin

The data gap with Marisa Hall

Industry roadmap | part 1, with Tim Hodgson

2nd December

Live session 8 am - 10am

The collaboration gap with Marisa Hall

The purpose gap with Roger Urwin

Industry roadmap | part 2, with an industry expert