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Webinar: Do Social Responsibility Screens Matter When Assessing Mutual Fund Performance?

Event Description

​CFAW is pleased to partner with the CFA Institute to bring you the free webinar, Do Social Responsibility Screens Matter When Assessing Mutual Fund Performance?​

Socially responsible (SR) screening contributes to the variability of SR mutual fund performance, together with asset allocation decisions and active management. This contribution is, on average, between 4% and 10%, roughly two times lower than the contribution made by active portfolio choices.

In the article, "Do Social Responsibility Screens Matter When Assessing Mutual Fund Performance?", Marie Brière proposes a new decomposition of the variability of SR mutual fund returns that isolates the contribution of SR screening, allowing it to be compared with other, traditional sources of performance. 

Continuing Education for CFA Institute Members

Provide your CFA Institute ID number upon registration to facilitate the automatic entry of CE credit into your record at the close of this live webinar. You’ll receive an automatic notification to your email address on file once these credits have been entered into your record. Please allow 10 business days to receive your notification.

Marie Brière
Head of Investor Research Center

Marie Brière is Head of Investor Research Center at AMUNDI (Asset Management of Crédit Agricole and Société Générale) in Paris. She is also an affiliate professor with Paris Dauphine University and an associate researcher at the Centre Emile Bernheim at Solvay Business School, Université Libre de Bruxelles. She started her career in 1998 as a quantitative researcher at the proprietary trading desk at BNP Paribas. She joined Credit Lyonnais Asset Management in 2002 as a fixed income strategist, then a head of fixed income, Forex and Volatility Strategy, at Credit Agricole Asset Management. Since 2010, she has been leading and conducting research on long-term asset allocation and risk management with the goal of advising investors on strategic decisions. She has written numerous articles published in academic journals and is managing editor of the academic journal Bankers Markets and Investors. She holds a PhD in Economics from the University Paris X and graduated from ENSAE.

Event Type

Career; Social

Education Topic


Start Time

10/17/2017 8:00 AM

End Time

10/17/2017 9:00 AM





Event Country

United States

Event Region


Location Info




CE Credits

1 CE

SER Credit




Member Price


Non-Member Price


Candidate Price



​Click here to register.

All Day Event











10/17/2017 8:00 AM


Content Type: MyCFA Calendar
Created at 9/15/2017 9:41 AM by[CASMSTS:username]
Last modified at 9/20/2017 8:45 AM by[CASMSTS:username]