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Title

Sustainable  Investing: Philosophies and Evidence, Challenges, and Stakeholder Engagement

Event Description

​Please join us for an interactive panel discussion on the integration of Environmental, Social, and Governance (ESG) issues in the portfolio decision making process. The panel will address the broad-based philosophies of sustainable investing, the methods and challenges in the application of ESG factor analysis in portfolio management, the means of proactively engaging stakeholders to improve on ESG initiatives, the theory and evidence surrounding investment performance and sustainable investing, and the function of ESG analysis as part of a fiduciary duty in asset allocations.

Event Structure

11:45am - 12:00pmArrival, mingle
12:00pm - 12:20pmBuffet luncheon
12:20pm - 12:25pmCFA Society Winnipeg opening remarks
12:25pm - 12:45pmDan Hanson, Keynote
Personal introduction
ESG: What is it? difference between ESG & SRI
SASB
12:45pm - 1:00pmSpeaker introductions and ESG perspective
1:00pm - 2:00pmInteractive panel discussion with audience Q&A throughout

- Creating investment value through ESG factor analysis

- Methods of ESG integration including proactive stakeholder engagement

- Breaking down ESG myths with evidence linking investment performance

- ESG in the future and as part of an asset manager's/asset owner's fiduciary duty

2:00pm - 2:10pmDan Hanson: ESG wrap-up, value-add consideration, next steps
2:10pm - 2:15pmCFA Society Winnipeg closing remarks
2:15pm - 2:30pmDeparture, mingle


Event Type

Society; Career; Educational

Education Topic

Alternative Investments; Behavioral Finance; Corporate Finance; Leadership, Management, and Communication Skills; Performance Measurement and Evaluation; Risk Management

Start Time

4/26/2017 12:00 PM

End Time

4/26/2017 2:30 PM

City

Winnipeg

State/Province

Manitoba

Event Country

Canada

Event Region

Americas

Location Info

RBC Convention Centre
375 York Avenue
2nd Floor, Pan Am Room
Winnipeg, MB R3C3J3

Speaker

Dan Hanson and panel guests

CE Credits

1

SER Credit

0.00

Currency

Can

Member Price

50.00

Non-Member Price

60.00

Candidate Price

50.00

Registration

Registration Information

Event Pricing  
Members & Candidates $ 50.00
Non-Members                 $ 60.00
Table of 8 seats               $ 400.00

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 4/5/2017 1:40 PM by info@cfawinnipeg.ca
Last modified at 4/5/2017 1:40 PM by info@cfawinnipeg.ca