Meeting the Evolving ESG Demands of Institutional Investors

Endowments, foundations, and other institutional investors are increasingly focused on best-in-class sustainable investment strategies from asset managers; however, recent industry research reveals investors and managers aren't always on the same page when it comes to wants and needs. This disconnect creates opportunity for savvy managers to acquire new institutional clients and grow assets under management by differentiating sustainable investment portfolios.

Tune in for a live webcast Wednesday, January 25 at 12:00 PM EST where you'll hear from an endowment portfolio manager, a foundation investment advisor, a wealth group director, and ACA’s head of ESG Data & Analytics as they discuss practical insights, strategies, and examples of how investment managers and asset owners are using ESG data to grow and enhance their services for environmentally and socially conscious investors. 

Who should attend

• Investment managers who offer or plan to offer sustainable investment solutions.
• Consultants and advisors who work or seek to work with institutional investors, including endowments, foundations, and ultra-high-net-worth families.
• Asset owners who want to hear from peers and industry experts on the topic of ESG data, analytics and sustainable investing strategies.

Speakers

• Pooja Eppanapally, Investment Manager, Women of the World Endowment

• Aaron Brachman, CFP®, AAMS®, AIF®, Managing Director, Washington Wealth Group of Steward Partners

• Luke Wilcox, Partner, Head of Ethos ESG, ACA Group

• Nancie Lynch, Executive Director, Richard and Nancy Marriott Family Foundations