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• Webinar: How Have ESG Funds Weathered Recent Market Volatility?

  • When
    09 Jul 2020
  •  
    1:00 PM - 2:00 PM (EDT)
  • Location
    Webinar - instructions will be emailed to registrants

  Register

  Most stock funds saw significant declines due to coronavirus and energy-related selling in Q1 2020. ESG funds - filtering their investments based on environmental, social, and governance criteria - on average outperformed their stated benchmarks. 

  Join our online discussion on July 9th, 1-2:00 pm EDT and learn from our panel of experts, representing diverse asset classes, why certain ESG portfolios experienced less volatility during these uncertain times, and how best to position your investments in the current market environment.  The discussion will cover:
  

  • What is it about ESG funds that drove more moderate declines? Is this about risk management or are strong ESG scorers uncorrelated with the broad market performance during bearish times?

  • Which sectors within equity and fixed income offer the best risk/return profile considering ESG/impact dynamics?
  • What comparison benchmarks are most suitable for validating the relative performance of ESG-driven companies?
    

  • What balance of equity and fixed income in ESG portfolios is appropriate in different circumstances?
    

  • How has the recent volatility influenced decisions about allocating to active vs. passive ESG managers?
    

  • Should ESG integration be part of your risk management strategy? 

  Speakers include: 

  • Moderator - Jennifer Leonard, Executive Director, Asset Manager Due Diligence, Cornerstone Capital Group. Cornerstone Capital serves clients who want their investments to contribute to a more sustainable and inclusive world. They develop and manage custom investment strategies designed to achieve targeted environmental and social impact without sacrificing financial performance. Their approach is distinguished by the depth and rigor of manager due diligence, and by the integration of thematic research work into that process. Cornerstone also offers a global equity mutual fund called the Access Impact Fund (CCIIX), which provides a liquid solution accessible to all investors.

  • Eric Glass,  Portfolio Manager and a member of the Municipal Investment Policy Group, as well as the lead on the Municipal Impact Investment Policy Group at Alliance Bernstein. He is also a member of AB’s firm wide Responsible Investment Steering Committee and Corporate Social Responsibility Working Group. After joining the firm in 2000, Glass served as a research analyst and trader on the Municipal team. Before that, he was on the municipal research team at Moody’s Investors Service. 

  • Garvin Jabusch, Co-Founder & CIO, Green Alpha Advisors. Green Alpha endeavors to grow clients’ capital by building portfolios that tap into the innovation-driven economy and limit exposure to major systemic risks. They believe in democratizing access to high-quality investment options at a reasonable price and offer solutions to investors of all shapes and sizes.
  • Ariel Yusim, Co-Founder and CIO, Recap Investing. Recap is an asset management firm providing sustainable investment solutions to both retail and institutional clients.  Their approach applies systematic quantitative methods to offer investors bespoke portfolios tailored to preferences, return goals, and customized impact alignment. Prior to Recap, Ariel spent 17 years in a variety of quantitative finance roles on both the buy-side and sell-side.
    

  ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more. Login instructions for this Zoom videoconference will be emailed after your registration is completed.

  
  

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• Webinar: Managing Water Related Risks for Investors and Companies

  • When
    15 Jul 2020
  •  
    12:00 PM - 1:00 PM (EDT)
  • Location
    Webinar - instructions will be emailed to registrants

  Register

  Join our online conversation on July 15th, 12-1:00 pm EDT that brings together leading organizations, investors, and thought leaders to explore how companies are managing water-related risks such as rising waters, flood risks and ecological contaminants. What can investors do to drive change, and which new methods and tools are available for risk management? Specific questions to be addressed include:
  

  • How can we promote sustainability through net zero strategies?
  • How are companies achieving net positive water impact?
  • How is water integrated into ESG Investing?
  • How are investors, asset managers, and asset owners effectively using risk management and asset allocations tools?

  Robin Miller from Ceres will introduce the Investor Water Toolkit, the first comprehensive resource to evaluate and act on water risks in investment portfolios.

  Speakers include:

  • Moderator: Carolyn Allwin, Chief Sustainability Officer, Recap Investing. Carolyn is also an Adjunct Professor at Bard's MBA in Sustainability Program. Prior to Recap, Carolyn worked at GoldenTree Asset Management and at Ernst & Young. 
  • Vedika Bhandarkar, Managing Director, India at Water.org. Vedika champions Water.org’s strategy, growth and water and sanitation program expansion in India. She has more than 25 years of experience building teams and businesses with Indian and international financial institutions. Prior to joining Water.org in January 2016, she served as Vice Chairman and Managing Director at Credit Suisse Securities (India) Private Limited from 2010-2015. Previously, she served as the Managing Director & Head of Investment Banking at J.P. Morgan.
  • Robin Miller, Manager, Investor Engagement, Water, at Ceres. Ceres is a sustainability nonprofit organization working with influential investors and companies to drive solutions throughout the economy. Through powerful networks and advocacy, Ceres tackles the world’s biggest sustainability challenges, including climate change, water scarcity and pollution, and inequitable workplaces.
  • Matthew Sheldon, Senior Portfolio Manager on the Natural Resources equity team at KBI Global Investors. Matt is responsible for the development of investment strategy as well as the day-to-day management of the Water strategy. He has extensive specialist knowledge and experience in investing in the water sector, including both global public listed equities and private equity. Prior to joining the firm, Matt worked at Water Asset Management where he was an Investment Analyst and at Wedge Capital Management where he was an Equity Analyst.

  ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more. Login instructions for this Zoom videoconference will be emailed after your registration is completed.
  

  
  

  Join our online conversation that brings together leading organizations, investors, and thought leaders to explore how companies are managing water-related risks.

  Show details