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




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 8am - 10am
The collaboration gap with Marisa Hall
The purpose gap with Roger Urwin 
Industry roadmap | part 2, with an industry expert 



Margaret Franklin head shot
Ashby Monk headshot
Margaret Franklin
President and CEO, CFA Institute 
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Ashby Monk
Executive Director, Stanford University
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Roger Urwin head shot square
Anne Richards head shot square
Roger Urwin
Thinking Ahead Institute
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Anne Richards
Chief Executive Officer
Fidelity International
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Tim Hodgson head shot
Marisa Hall head shot square
Tim Hodgson 
Thinking Ahead Institute
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Marisa Hall
Thinking Ahead Institute
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Luba head shot
herschel_pant head shot square
Luba Nikulina 
Global Head of Research
Willis Towers Watson
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Herschel Pant
Consultant Relations Manager
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Russel Picot head shot
Lucy Thomas head shot square
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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