ESG Investment on the Buy Side – How is it Integrated?
Wednesday, June 7, 2023 | 2:00PM
- 2:50PM | Room: Chicago 6
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Education Session
| Michelle M. Buckley, CFA, CAIA | Jennifer Sadiq | Robin Johnson | Makela Taphorn |
Many of today’s leading asset managers have integrated ESG and Investment Stewardship teams within their investment process. While these institutions share the desire to expand their efforts in responsible investing, the process within each firm is very different. We will hear from some of the leading buy side ESG and Stewardship teams on how they integrate responsible investing within the framework of their investment process and how the differences can impact IR’s engagement with these firms. Some firms have centralized this effort, some are decentralized. Some have dedicated teams of ESG analysts, while other firms mandate that each investment professional integrate ESG into their own process. Some ESG teams share meetings with corporates with PMs and analysts, while some do not. This session will cover how differences in the ESG structure may change how you engage with different asset managers. In addition, we will hear from these experts on how IROs can improve engagements both in the quality of dialogue as well as the type of information that is most helpful to share.