CDP, GRI, SASB, ESG, what does it all mean when you are looking at evaluating a company? CDP gathers environmental data. GRI produces a reporting framework. SASB’s standards inform on materiality. Speakers will discuss these tools and how to use them to rate, rank and view your portfolios.
Jennifer Eastes
Environmental Resources Management (ERM)
ESG ratings, factors and analysis are increasingly being integrated into corporate management decision-making, and portfolio manager investment strategies. However, there remains much debate on the materiality of ESG data. This panel will discuss these issues from three different but intertwined ESG perspectives – corporate sustainability, ESG ratings, and integration of ESG factors into portfolio management.
Do ESG factors add alpha? Are portfolios taking on unmanaged risks? How does modern portfolio theory handle ESG integration? This panel will look at quantitative methods of integrating ESG data into portfolio construction and risk optimization.
Leading practitioners offer practical, strategic approaches to ESG integration. Learn an alternative to modern portfolio theory supporting an evolutionary approach to asset allocation, and a portfolio construction framework leveraging new ESG data and screening tools to efficiently build portfolios. A longtime advisor shares about building portfolios with heart and soul.
Hal Brill
Natural Investments
Kathy Leonard
UBS Financial Services
Anton Loukine
Pavilion Corporation
Stuart Valentine
Centerpoint Investment Strategies
Join Us in the Exhibit Hall
High visibility. Access to investors and asset managers with influence over investment portfolios worth more than $1 trillion. One of the most cost effective sponsorship opportunities available from any financial conference!
A Project of First Affirmative Financial Network, LLC, Independent Registered Investment Advisor (SEC File #801-56587)
5475 Mark Dabling Boulevard, Suite 108, Colorado Springs, Colorado 80918 | 800-422-7284 | www.firstaffirmative.com
