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4B
Renewables: stable and exponentially growing
long term cash flows (not for bleeding hearts!)
Arena 1B, Ground Floor
This session isn’t about environmental, social and governance (ESG) issues, corporate citizenship or
compromised returns.
It’s about how, in a post-Paris climate agreement world, Australia’s superannuation industry can
maximise returns from a global asset class poised to scale up to $667 billion in annual investments up
to 2020 and then $1.2 trillion annually until 2030.
Join us as we delve into the current state of investing in this fast growing area, learning from the
Danish national pension fund PensionDanmark which has 8% of its $40 billion portfolio invested in
domestic and international renewable infrastructure. In the 1970s, Denmark was close to 100% reliant
on imported energy, whereas today more than 40% of Denmark’s energy is produced by wind power.
By 2050, the bi-partisan Danish plan is for Denmark to be 100% free of fossil fuel.
Learn how the opportunity to invest in renewables allows an alignment of investor attitudes, attractive
income traits and a chance to positively impact the world into which our members retire. We’ll
examine this via defined contribution (DC) approaches both in Australia, and in a successful Danish DC
plan. We’ll also explore how the Danish government works with PensionDanmark to de-risk renewable
investments domestically and in developing markets.
Jens-Christian Stougaard
Senior Vice President, PensionsDanmark
(Denmark)
@jcstougaard
Richard Brandweiner
Executive Investment Consultant, First State
Super (Australia)
Chair:
Mara Bun
Non-Executive Director and Resilience
Strategist, Australian Ethical
Superannuation (Australia)
Committee coordinator:
Craig Matthew
, Director, Capital Group
Investment strategy
1 CPD point
30
Parallel session four
4.00pm – 5.00pm (60 minutes)