ESG Essentials for Asset Managers and Advisors
The number of institutions and individuals considering ESG factors when making investment decisions is on the rise. Join NICSA for a discussion around the sustainable, responsible and impact-investing landscape and the tools asset managers and advisors are using to approach this rapidly evolving investment theme. This interactive program is designed to help participants understand the nuanced practices of ESG investing. With substantial variances in definitions and implementation, sharing best practices on ESG strategies is key to establishing sound fiduciary processes for decision-making and business planning.
Gain diverse, timely insights on the following topics:
- Understanding what ESG is and what it isn't
- Talking to clients about ESG investments
- Managing diverse data sources and labeling criteria
- Assessing performance and benchmarking
Registration is complimentary, with thanks to our sponsors: SIX and J.P. Morgan
SHARE STRATEGIES AND CONCEPTS WITH PEERS | BRING AN INDUSTRY COLLEAGUE
- Members and non-members must register in advance.
|1:30pm - 2:00pm|
Registration & Welcome
Upon arrival, all attendees must check-in with lobby security by
showing a photo ID. There is a large desk with an area designated
"visitors." After you check in, please make your way to the 13th floor where the event is taking place.
|2:00pm - 4:00pm|
Discussion: ESG Essentials for Asset Managers and Advisors
Meet Our Panel:
Hannah Glover, Managing Editor, Ignites - Moderator
John Farley, Vice President - Responsible Investment Strategy, Calvert Research & Management
Mark McDivitt, Managing Director, Head of ESG Solutions, State Street
Todd Scorzafava, Partner in Charge of Wealth Management, Eagle Rock
|4:00pm - 5:00pm|