Performance Metrics & Benchmarking in ESG Investing 2017 | CFA Institute | 10 November 2017 | New York Stock Exchange, 11 Wall Street New York, NY

his event explores the real-word issue facing institutional investors worldwide – how to evaluate the total performance of sustainable investment strategies. Taking place at the New York Stock Exchange in collaboration with the CFA Institute and the Principles for Responsible Investment supported by the United Nations, the event will discuss the most recent developments in performance evaluation of ESG investment strategies from the perspectives of asset owners, asset managers, investment consultants and benchmark providers.

Areas of discussion will include: what are suitable metrics for ESG performance, how can ESG criteria be incorporated into factor investing and credit analysis, and ESG benchmark construction and selection.

Who Should Attend
ortfolio managers, investment analysts, performance analysts, allocators, asset owners, business development profession who are interested in ESG investment strategies.

2017 Speakers:

Antonella Puca, CFA, CIPM, CPA
Director on the Board of the CFA Society New York and a Director, Investment Performance Standards in the Standards and Advocacy team at CFA Institute in New York.

Kate Starr, CFA
Founder of Starria and former Vice President, Capital Deployment, Heron Foundation

Drianne Benner, CFA

Tom Mitchell
Founding member of the firm’s MRI Practice, and works with clients to develop and implement an array of investment strategies that integrate and align environmental and social objectives.

Travis Antoniono
Investment Officer within the Corporate Governance Division of the California State Teachers’ Retirement System (CalSTRS), the nation’s largest teacher retirement fund.

Bradford Stephan, CFA
Senior Consultant at The Concord Advisory Group, Ltd.

Stephan Bonte, CFA
Head of Sustainable Investing at Standish, a BNY Mellon Company

Carmen Nuzzo

Nili Gilbert
Co-Founder and Portfolio Manager of Matarin Capital

Chris Taylor
Vice President of Listings and Services at the New York Stock Exchange.

Thomas Kuh, PhD
Executive Director, ESG Indexes, at MSCI from 2010 to 2017

Guido Fürer
Group Chief Investment Officer

Antonios Lazanas
Head of Portfolio and Index Research at Bloomberg

Adam Wolfensohn
Co-Managing Partner of Encourage Capital.

Frances Barney
Responsible for performance and risk analytics services for BNY Mellon’s Asset Servicing clients in the Americas.

Peter Kernan
Managing Director and Criteria Officer for Corporate ratings in Europe, the Middle East and Africa and a member of S&P Global Ratings Corporate & Governments, Corporate Criteria and Emerging Markets Criteria Committees that develop methodologies to rate Corporates, Banks, Insurers and Sovereigns globally.

Bill Davis
Founder and Portfolio Manager of Stance Capital, LLC,