Electrifying a portfolio with energy transition opportunities

Webinar Highlights

The relevance of energy

Edward Lees, Co-Lead Portfolio Manager, BNP Paribas Asset Management and Aman Dhingra, Head of Advisory, Singapore, Union Bancaire Privée review why transition of energy matters to investor portfolios and why it is increasingly relevant.

Just how good of an investment is energy?

Edward and Aman address valuation concerns and the question of whether energy or overall thematic investments have gone too far.

Fueling opportunities in energy transition

Edward and Aman explore future opportunities in energy transition, the appetite of investors for energy transition investment, and how much policy risk plays into investors concerns.

Integrating ESG into the Investment Process

Edward explains the integration of ESG factors into the investment process, and how to hedge against climate/carbon risk in portfolios, with Aman revealing what PBs are looking forward in terms of ESG and thematic strategies in their product suite.

Portfolio diversification in energy markets

Edward and Aman explore the role of energy transition strategy in a diversified portfolio from a portfolio construction perspective, and the product selection process within a private bank.

Long-short strategies in ESG investing

Edward and Aman explain how to use long-short strategies in ESG investing, especially amidst an environment of rising volatility, and shifting landscape of demand from both clients and front line bankers for ESG related energy transition products.


To view the full-length video, please watch below:

Rising populations, rising incomes, urbanization. These are a few key factors driving estimates to indicate a 40% increase in the consumption of raw materials over the next two decades, particularly for energy.

As the world shifts away from fossil-based energy, and trillions of US dollars are expected to be redirected to renewable energy – producing it, making it more efficient, improving the technology and transportation, and, most importantly, making it accessible – energy transition has become a focal point in the movement toward greater sustainability.

Decarbonising, decentralising and digitalising the global energy system presents a raft of thematic opportunities that can enhance investors’ portfolios, as well as generate sustainable, and attractive returns. To understand what those opportunities are, and how to capture them, join global leaders in sustainable investing for a lively discussion on why the transition of the global energy system is one of the hottest themes for 2021 and beyond.

About the speakers

Aman Dhingra
Head of Advisory, Singapore, Union Bancaire Privée

Aman Dhingra is Head of Advisory, Singapore for Union Bancaire Privée. Based in Singapore, he leads the team of multi-asset advisors providing clients with guidance on their investment portfolios through bespoke advisory mandates.

He has 15 years of experience in Asian markets leading investment advisory, innovation and new product development, crafting and operating product platforms and implementing wealth management frameworks across several jurisdictions including Asia, the Middle East and UK.

Prior to UBP, Aman worked at Coutts as the head of fund solutions in Singapore and at Citibank in multiple roles spanning wealth management, consumer banking, credit cards and treasury services.

Edward Lees
Co-Lead Portfolio Manager, BNP Paribas Asset Management

Edward is Co-Lead Portfolio Manager for the Energy Transition Fund and the Environmental Absolute Return Thematic (EARTH) strategy (launching in Q1 2020), having joined BNP Paribas Asset Management in 2019.

Since 2012, Edward was the CEO and co-founder of North Shore Partners that merged with Duet Asset Management in 2015. Edward began his career in 1994 at Morgan Stanley in New York in investment banking and private equity. He joined Goldman Sachs in 2000 where he was a Managing Director and founded and ran a thematic investing and special situations group.

Edward set up thematic fund Clear River Capital LLP in 2009 and subsequently went to UBS as a Managing Director to start a principal investing business. Edward holds a MBA from Wharton and a BA from Amherst College.


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