This session looks at various asset owner case studies and how they are tackling diversity and inclusion, through their own organisational processes and practices, through manager due diligence and by aligning their investments with the SDGs.

Speakers

Ulrika Danielson has been head of communications and corporate governance at Andra AP-fonden (AP2) since 2009. AP2 is one of five buffer funds within the Swedish pension system, tasked with maximising long-term return – and at low risk to pension disbursements. With about SEK 390 billion ($40 billion) under management in virtually every asset class and all parts of the world, AP2 is one of northern Europe’s largest pension funds.

Danielson has several times been the chair of the AP-funds Council on Ethics. She also represents the fund on several nomination committees in Swedish listed companies.

Prior to joining AP2 she was director of corporate communications at the Swedish fashion chain, Lindex, one of Europe’s largest. She was also the coordinator of the companies work with CSR. Danielson was born in 1965 and holds a degree of Bachelor of Science in Social at the University of Gothenburg.

Kevin Uebelein is the chief executive of the Alberta Investment Management Corporation (AIMCo). AIMCo is responsible for managing approximately $120 billion of public sector pension, endowment, and government fund assets.
Prior to joining AIMCo, Uebelein was president and chief executive of Pyramis Global Advisors, the institutionally-focused asset management unit of Fidelity Investments, holding assets in excess of $200 billion, and was also the global head of investment solutions at Fidelity Investments. Previously, Uebelein held a variety of positions with Prudential Financial Inc., including head of alternative investments, and culminating as chief investment officer for international operations.
He holds a Bachelor of Accounting degree from Harding University, and an MBA from Rice University. He is a Chartered Financial Analyst (CFA) charterholder, and holds the ICD director designation. Uebelein is on the board of the Canadian Coalition for Good Governance (“CCGG”) and is the chair of The AIMCo Foundation, which supports financial education.

Moderator

Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and
electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia.
The company stages more than 20 conferences and events each year –
in cities which have included London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes three media brands,
including the global website and strategy newsletter for global
institutional investors www.top1000funds.com. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s
events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable
retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the
welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.

Poll results

What percentage of your investment team are women

  • 0-10%
  • 10-20%
  • 20-30%
  • 30-40%
  • 40-50%
  • 50% +

Do you hold fund managers to account on diversity equity inclusion (DEI) issues?

  • Yes
  • No
  • No, but plan to in the next 12 months
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