Day 1 sessions – Wednesday, May 28, 2025
Investment from a systems perspective, and how Indigenous thinking can save the world
09:00 – 09:40
The Imperative for Impact Management: https://altiorem.org/research/the-imperative-for-impact-management-clarifying-the-relationship-between-impacts-system-wide-risk-and-materiality/
Recalibrating Feedback Loops: https://altiorem.org/research/recalibrating-feedback-loops-guidance-for-asset-owners-and-institutional-investors-assessing-the-influence-of-system-level-investing/
Sand Talk: https://www.textpublishing.com.au/books/sand-talk
Right Wrong Story – Adventures in Indigenous Thinking: https://www.textpublishing.com.au/books/right-story-wrong-story-adventures-in-indigenous-thinking
Weaving to Make Meaning: A System in Flux: https://www.linkedin.com/pulse/weaving-make-meaning-system-flux-sonja-miokovic-lgvue/?trackingId=%2BRVOv8SEQ42wvUq6ilO83Q%3D%3D
Impact measurement in systemic investing: a guide to existing work: https://medium.com/transformation-capital/impact-measurement-in-systemic-investing-a-guide-to-existing-work-6568826f9c0a
Want more resources? Find them here.
The dis-united states of ESG: Where to now for responsible investing?
09:55-10:35
ESG: Hyperboles and reality: https://altiorem.org/research/esg-hyperboles-and-reality/
Future of sustainability in investment management: From ideas to reality: https://altiorem.org/research/future-of-sustainability-in-investment-management-from-ideas-to-reality/
Global responsible investment trends: Inside PRI reporting data 2025: https://altiorem.org/research/global-responsible-investment-trends-inside-pri-reporting-data-2025/
What happened to DEI?
11:10-12:00
Australia’s employer gender pay gaps series: https://altiorem.org/research/australias-employer-gender-pay-gaps-series/
CEW’s senior executive census series: https://altiorem.org/research/cews-senior-executive-census-series/
2024 board diversity index: https://altiorem.org/research/2024-board-diversity-index/
The disability inclusion imperative: https://altiorem.org/research/the-disability-inclusion-imperative/
Beyond diversity: Equity and inclusion as an overlooked opportunity for investors: https://altiorem.org/research/beyond-diversity-equity-and-inclusion-as-an-overlooked-opportunity-for-investors/
Want more resources? Find them here.
The road ahead: Preparing clients for tomorrow’s investment landscape
11:10-12:00
The imperative for impact management: Clarifying the relationship between impacts, system-wide risk and materiality: https://altiorem.org/research/the-imperative-for-impact-management-clarifying-the-relationship-between-impacts-system-wide-risk-and-materiality/
Leveraging food security and environmental sustainability in achieving Sustainable Development Goals: Evidence from a global perspective: https://altiorem.org/research/leveraging-food-security-and-environmental-sustainability-in-achieving-sustainable-development-goals-evidence-from-a-global-perspective/
Towards a new economic paradigm 2.0: Innovating to integrate decision-making across nature, people, society and the economy: https://altiorem.org/research/towards-a-new-economic-paradigm-2-0-innovating-to-integrate-decision-making-across-nature-people-society-and-the-economy/
A new economy: Exploring the root causes of the polycrisis and the principles to unlock a sustainable future: https://altiorem.org/research/a-new-economy/
Want more resources? Find them here.
Fostering ESG transparency in private markets
12:05-12:45
Global responsible investment trends: Inside PRI reporting data 2025: https://altiorem.org/research/global-responsible-investment-trends-inside-pri-reporting-data-2025/
Human rights due diligence for private markets investors: A technical guide: https://altiorem.org/research/human-rights-due-diligence-for-private-markets-investors-a-technical-guide/
Nature investor toolkit: Understanding nature-related risks and opportunities and supporting investors to assess, engage and take action: https://altiorem.org/research/nature-investor-toolkit/
International IR framework: https://altiorem.org/research/international-ir-framework/
Sustainable investing: Fast-forwarding its evolution: https://altiorem.org/research/sustainable-investing-fast-forwarding-its-evolution/
Federation’s Responsible Investing: https://federationam.com/about-us/responsible-investings/
Federation’s Insights and perspectives on Federation funds and portfolio investments: https://federationam.com/insights/news-media/
Assessing board performance
12:05-12:45
Corporate governance principles and recommendations: 4th edition: https://altiorem.org/research/corporate-governance-principles-and-recommendations-4th-edition/
Elevating stakeholder voices to the board: A guide to effective governance: https://altiorem.org/research/elevating-stakeholder-voices-to-the-board-a-guide-to-effective-governance/
Framing the future of corporate governance: Deloitte governance framework: https://altiorem.org/research/framing-the-future-of-corporate-governance-deloitte-governance-framework/
Global Governance Principles: https://altiorem.org/research/global-governance-principles/
The role of government in corporate governance: Perspectives from the UK: https://altiorem.org/research/the-role-of-government-in-corporate-governance-perspectives-from-the-uk/
From investment risk to investor responsibility: Moving beyond transparency in value chains
13:45-14:25
Artificial intelligence and human rights investor toolkit: https://altiorem.org/research/artificial-intelligence-and-human-rights-investor-toolkit/
How to identify human rights risks: A practical guide in due diligence: https://altiorem.org/research/how-to-identify-human-rights-risks-a-practical-guide-in-due-diligence/
Investor toolkit: Human rights with focus on supply chains: https://altiorem.org/research/investor-toolkit-human-rights-with-focus-on-supply-chains/
Climate transition investing: If not now then when? If not you then who?
13:55-14:30
Navigating the Australian climate-related financial disclosure landscape: https://altiorem.org/research/navigating-the-australian-climate-related-financial-disclosure-landscape/
Financing Africa’s low carbon green economy transition: Africa’s climate finance needs: https://altiorem.org/research/financing-africas-low-carbon-green-economy-transition-africas-climate-finance-needs/
AIGCC’s the state of investor climate transition in Asia: https://altiorem.org/research/aigccs-the-state-of-investor-climate-transition-in-asia/
IGCC’s state of net zero investment series: https://altiorem.org/research/the-state-of-net-zero-investment-series/
https://www.haskoning.com/en/global-priorities/climate-change
https://www.haskoning.com/en/global-priorities/climate-change
https://www.haskoning.com/en/global-priorities/climate-change
Climate transition planning (pdf): https://assets-eur.mkt.dynamics.com/5c0fc152-3ba0-42e6-b910-a8432a6da741/digitalassets/docs/6f5202b6-903a-f011-b4cc-000d3ab5c574?ts=638839021730000000
Climate-related financial disclosures: https://www.haskoning.com/en/services/climate-related-financial-disclosures
Climate Resilience Expert Stella Whittaker joins Royal HaskoningDHV in Australia: https://www.haskoning.com/en/newsroom/news/2024/royal-haskoningdhv-appoints-stella-whittaker-as-climate-resilience-lead-australia
Whitepaper: Performance or compliance? Your approach to climate risk matters.: https://www.haskoning.com/en/newsroom/blogs/2024/whitepaper-performance-or-compliance-your-approach-to-climate-risk-matters
Want more resources? Find them here.
Climate transition opportunities for financial advisers
14:35-15:20
Carbon accounting FAQs – August 2023: https://altiorem.org/research/carbon-accounting-faqs-august-2023/
Navigating the Australian climate-related financial disclosure landscape: https://altiorem.org/research/navigating-the-australian-climate-related-financial-disclosure-landscape/
Energy transition risks and opportunities initiative’s series: https://altiorem.org/research/energy-transition-risks-and-opportunities-initiatives-series/
Want more resources? Find them here.
Finding nature’s formula: What investors need to know about metrics and measurement
14:40-15:20
Critical mineral series: Sustainability considerations for investors in copper mining: https://altiorem.org/research/critical-mineral-series-sustainability-considerations-for-investors-in-copper-mining/
The root cause of nature loss: Forests, why they matter, and how to assess deforestation risk in investment portfolios through nature-related data: https://altiorem.org/research/the-root-cause-of-nature-loss-forests-why-they-matter-and-how-to-assess-deforestation-risk-in-investment-portfolios-through-nature-related-data/
Putting TNFD to work: Insights from early adopters: https://altiorem.org/research/putting-tnfd-to-work-insights-from-early-adopters/
Want more resources? Find them here.
From polls to portfolios: Election 2025 and the future of sustainable finance
15:55-16:40
Building transition: Financing market transition: https://altiorem.org/research/building-transition-financing-market-transition/
Unlocking the value: A practical guide for sustainable finance in the Australian real estate sector: https://altiorem.org/research/unlocking-the-value-a-practical-guide-for-sustainable-finance-in-the-australian-real-estate-sector/
Australian Sustainable Finance Capability Framework: Pilot version: https://altiorem.org/research/australian-sustainable-finance-capability-framework-pilot-version/
Want more resources? Find them here.
Making climate claims in financial product labels: An interactive deep dive
15:55-16:45
How to build a better ESG fund classification system: https://altiorem.org/research/how-to-build-a-better-esg-fund-classification-system/
Truth in impact: A Tideline guide to using the impact investment label: https://altiorem.org/research/truth-in-impact-a-tideline-guide-to-using-the-impact-investment-label/
A time for change in the sustainable fund market: Reflections and recommendations in a new regulatory environment: https://altiorem.org/research/a-time-for-change-in-the-sustainable-fund-market-reflections-and-recommendations-in-a-new-regulatory-environment/
Day 1 Workshops – Wednesday, May 28, 2025
Getting started in responsible investment for finance advisers
09:05 – 10:35
Sustainable investing: Evidence from the field: https://altiorem.org/research/sustainable-investing-evidence-from-the-field/
An introduction to key ecological concepts, financial opportunities, and risks underpinning aspirations for nature positive: https://altiorem.org/research/an-introduction-to-key-ecological-concepts-financial-opportunities-and-risks-underpinning-aspirations-for-nature-positive/
An introduction to responsible investment: Human rights for asset owners: https://altiorem.org/research/an-introduction-to-responsible-investment-human-rights-for-asset-owners/
Financial Adviser Guide to Responsible Investment: https://www.responsibleinvestment.org/research-and-resources/resource/financial-adviser-guide-to-responsible-investment
Leading the way: What investors need to know about human rights due diligence
11:10 – 12:45
How to identify human rights risks: A practical guide in due diligence: https://altiorem.org/research/how-to-identify-human-rights-risks-a-practical-guide-in-due-diligence/
Human rights due diligence: how should investors identify and prioritise risks? (video): https://www.unpri.org/social-issues/human-rights-due-diligence-how-should-investors-identify-and-prioritise-risks/11915.article
PRI’s human rights due diligence tool for real estate investors: https://altiorem.org/research/pris-human-rights-due-diligence-tool-for-real-estate-investors/
UNEP FI’s human rights screening and risk assessment: investment and lending operations: https://altiorem.org/research/unep-fis-human-rights-screening-and-risk-assessment-investment-and-lending-operations/
PRI’s human rights due diligence tool for infrastructure investors: https://altiorem.org/research/pris-human-rights-due-diligence-tool-for-infrastructure-investors/
Human rights due diligence for private markets investors: A technical guide: https://altiorem.org/research/human-rights-due-diligence-for-private-markets-investors-a-technical-guide/
The saliency-materiality nexus: Addressing systemic risks to people and portfolios in a turbulent world: https://altiorem.org/research/the-saliency-materiality-nexus-addressing-systemic-risks-to-people-and-portfolios-in-a-turbulent-world/
Navigating portfolio exposure to conflict-affected and high-risk areas: Practical guidance for investor engagement with companies: https://altiorem.org/research/navigating-portfolio-exposure-to-conflict-affected-and-high-risk-areas-practical-guidance-for-investor-engagement-with-companies/
Investor toolkit: An investor focus on Indigenous Peoples’ rights and cultural heritage protection: https://altiorem.org/research/investor-toolkit-an-investor-focus-on-indigenous-peoples-rights-and-cultural-heritage-protection/
Investor toolkit on human rights and armed conflict: Managing human rights impacts and international humanitarian law implications before, during and after armed conflicts arise: https://altiorem.org/research/investor-toolkit-on-human-rights-and-armed-conflict/
Artificial intelligence and human rights investor toolkit: https://altiorem.org/research/artificial-intelligence-and-human-rights-investor-toolkit/
Dhawura Ngilan – Business and investor initiative: A guide for businesses and investors: https://altiorem.org/research/dhawura-ngilan-business-and-investor-initiative-a-guide-for-businesses-and-investors/
UNEP FI Human Rights Toolkit for Financial Institutions: https://altiorem.org/research/unep-fi-human-rights-guidance-tool/
Housing: Partnering with NFPs to solve for impact
13:45 – 14:25
CIM’s impact report 2024: https://altiorem.org/research/cims-impact-report-2024/
Blended finance: When to use which instrument?: https://altiorem.org/research/blended-finance-when-to-use-which-instrument/
Exploring philanthropy’s role in addressing the affordable housing crisis: A synthesis of the evidence: https://altiorem.org/research/exploring-philanthropys-role-in-addressing-the-affordable-housing-crisis-a-synthesis-of-the-evidence/
Impact in place: Emerging sources of community investment capital and strategies to direct it at scale: https://altiorem.org/research/impact-in-place-emerging-sources-of-community-investment-capital-and-strategies-to-direct-it-at-scale/
Financial adviser roundtables: Hot topics with the experts
15:55 – 17:10
Drova’s ESG stakeholder materiality assessment: https://altiorem.org/research/drovas-esg-stakeholder-materiality-assessment/
Diversity in action: How to sustain the financial planning profession: https://altiorem.org/research/diversity-in-action-how-to-sustain-the-financial-planning-profession/
Day 2 sessions – Thursday, May 29, 2025
Ted Kennedy Junior: Investing in inclusion: Unlocking value through disability
9:05-9:40
How embracing disability inclusion can lead to returns for Australian investors: https://www.responsibleinvestment.org/events-news/item/how-embracing-disability-inclusion-can-lead-to-returns-for-australian-investors
2024 disability equality index: https://altiorem.org/research/2024-disability-equality-index/
An intersectional approach to inclusion at work: https://altiorem.org/research/an-intersectional-approach-to-inclusion-at-work/
The disability inclusion imperative: https://altiorem.org/research/the-disability-inclusion-imperative/
Greenwashing: Lessons from the courtroom
9:10-9:45
Nature-related financial disclosures: Frequently asked questions: https://altiorem.org/research/nature-related-financial-disclosures-frequently-asked-questions/
Catalysing capital for First Nations investments
9:50-10:30
First Nations investment screening approach: https://altiorem.org/research/first-nations-investment-screening-approach/
ASIC’s Indigenous Financial Services Framework: Driving change to support First Nations peoples to achieve and experience positive financial outcomes: https://altiorem.org/research/asics-indigenous-financial-services-framework/
Indigenous rights and financial institutions: Free, prior and informed consent, just transition and emerging practice: https://altiorem.org/research/indigenous-rights-and-financial-institutions-free-prior-and-informed-consent-just-transition-and-emerging-practice/
Dhawura Ngilan – Business and investor initiative: A guide for businesses and investors: https://altiorem.org/research/dhawura-ngilan-business-and-investor-initiative-a-guide-for-businesses-and-investors/
The geopolitics of renewables and the role of investors
9:50-10:35
A critical minerals value-adding superpower: https://altiorem.org/research/a-critical-minerals-value-adding-superpower/
Critical mineral series: Sustainability considerations for investors in copper mining: https://altiorem.org/research/critical-mineral-series-sustainability-considerations-for-investors-in-copper-mining/
Geopolitics of the energy transition: Critical materials: https://altiorem.org/research/geopolitics-of-the-energy-transition-critical-materials/
Navigating portfolio exposure to conflict-affected and high-risk areas: Practical guidance for investor engagement with companies: https://altiorem.org/research/navigating-portfolio-exposure-to-conflict-affected-and-high-risk-areas-practical-guidance-for-investor-engagement-with-companies/
Mind the talent gap: Finding growing and keeping the best people in responsible investment
11:05-11:45
Australian Sustainable Finance Capability Framework: Pilot version: https://altiorem.org/research/australian-sustainable-finance-capability-framework-pilot-version/
LinkedIn’s Global green skills report 2024: https://economicgraph.linkedin.com/content/dam/me/economicgraph/en-us/PDF/Global-Green-Skills-Report-2024.pdf
Navigating the Australian climate-related financial disclosure landscape: https://altiorem.org/research/navigating-the-australian-climate-related-financial-disclosure-landscape/
Carbon accounting FAQs – August 2023: https://altiorem.org/research/carbon-accounting-faqs-august-2023/
Nature-related financial disclosures: Frequently asked questions: https://altiorem.org/research/nature-related-financial-disclosures-frequently-asked-questions/
The Just Transition juggle: Managing ambition, assumptions and implementation
11:05-11:55
Human rights and climate change: A guide for institutional investors: https://altiorem.org/research/human-rights-and-climate-change-a-guide-for-institutional-investors/
How just transition can help deliver the Paris Agreement: https://altiorem.org/research/how-just-transition-can-help-deliver-the-paris-agreement/
Global standards comparability: Are we chasing a pipe dream?
11:55-12:05
The new disclosure landscape – Comparing sustainability standards and regulations: ESRS, IFRS S1/S2, SEC Climate Rule, and CA SB 253/261: https://altiorem.org/research/the-new-disclosure-landscape-comparing-sustainability-standards-and-regulations-esrs-ifrs-s1-s2-sec-climate-rule-and-ca-sb-253-261/
Sustainable finance in Asia: A comparative study of national taxonomies: https://altiorem.org/research/sustainable-finance-in-asia-a-comparative-study-of-national-taxonomies/
Regulatory guide (RG) 280: Sustainability reporting: https://altiorem.org/research/regulatory-guide-rg-280-sustainability-reporting/
Putting TNFD to work: Insights from early adopters: https://altiorem.org/research/putting-tnfd-to-work-insights-from-early-adopters/
Impact Investing: Navigating the big FUM
12:00-12:45
RESPONSIBLE INVESTMENT STANDARD ASSESSMENT NOTE For RIAA certified products trading with ‘impact’ in the product label: https://altiorem.org/research/riaas-responsible-investment-standard-assessment-note-for-riaa-certified-products-trading-with-impact-in-the-product-label/
Bonds, credit, private equity, public equity: Pursuing impact across asset classes + Navigating the Big Fum
13:45-14:25
Pursuing impact within a portfolio: Insights from institutional asset owners: https://altiorem.org/research/pursuing-impact-within-a-portfolio-insights-from-institutional-asset-owners/
First Nations considerations: Exploring RI analyst approaches
13:45-14:25
The imperative for impact management: Clarifying the relationship between impacts, system-wide risk and materiality: https://altiorem.org/research/the-imperative-for-impact-management-clarifying-the-relationship-between-impacts-system-wide-risk-and-materiality/
First Nations investment screening approach: https://altiorem.org/research/first-nations-investment-screening-approach/
Guidelines for engagement with Māori: https://altiorem.org/research/guidelines-for-engagement-with-maori/
The Tkarihwaié: RI code of ethical conduct to endure respect for the cultural and intellectual heritage of indigenous and local communities: https://altiorem.org/research/the-tkarihwaie-ri-code-of-ethical-conduct-to-endure-respect-for-the-cultural-and-intellectual-heritage-of-indigenous-and-local-communities/
Responsible investing in passive strategies: The new frontier
15:30-16:10
V-Square Quantitative Management: https://altiorem.org/organisation/v-square-quantitative-management/
Day 2 Workshops – Thursday, May 29, 2025
Driving stewardship outcomes: Observe orient decide act
09:05 – 10:35
Applying the OODA loop for leadership and company engagement: https://altiorem.org/2024/08/29/strategic-leadership-and-company-engagement-applying-the-ooda-loop-for-sustainable-finance-impact/
Putting nature metrics to action
11:05 – 12:45
Nature-related financial disclosures: Frequently asked questions: https://altiorem.org/research/nature-related-financial-disclosures-frequently-asked-questions/