Santa Barbara Luncheon Series - Do Good and Feel Better - Environmental, Social and Corporate Governance Investing
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MAY
23
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A Santa Barbara Group Sponsored Event
An assortment of sandwiches, salads, and drinks will be provided.
Until now, much of the growth in environmental, social and governance (“ESG”) investing has been concentrated among large institutional investors. But the number of private individuals and financial advisors considering ESG investment products is starting to grow – whether because of idealistic convictions, updated investment guidelines or risk-reduction objectives.
Today, quite a few public companies disclose some ESG-related key performance indicators (“KPIs”), which are quantitative and qualitative metrics that demonstrate how effectively a company is achieving its business objectives, often include ESG considerations. However, the scope and transparency varies from firm to firm as KPI metrics are more widely disclosed by large capitalization companies than by mid-cap and small-cap firms. Therefore it is fair to say that the development curve for identifying and using KPIs in ESG applications is in its early days.
Michael will walk us through the world of ESG investing and demonstrate how combining the availability of disclosed ESG data with improved portfolio analysis and risk tools makes it is possible to successfully integrate material, ESG-related KPIs into a diversified, tilted core equity investment portfolio.
Michael Fardy | Michael Fardy is National Sales Manager for the FlexShares Exchange Traded Funds Group. He is a seasoned executive with over 20 years of experience distributing investment solutions through financial intermediaries. Mike’s responsibilities in addition to collaborating with targeted clients, include sales management, distribution strategy and brand and product management. Mike has worked in the ETF industry for over 10 years, in business development, national accounts, and most recently in ETF Strategy. Mike graduated from the University of Michigan with a BA in Economics, and also holds the CIMA and CPM designations. Mike and his family live in the Boston area. Back To Top ^^
An assortment of sandwiches, salads, and drinks will be provided.
Until now, much of the growth in environmental, social and governance (“ESG”) investing has been concentrated among large institutional investors. But the number of private individuals and financial advisors considering ESG investment products is starting to grow – whether because of idealistic convictions, updated investment guidelines or risk-reduction objectives.
Today, quite a few public companies disclose some ESG-related key performance indicators (“KPIs”), which are quantitative and qualitative metrics that demonstrate how effectively a company is achieving its business objectives, often include ESG considerations. However, the scope and transparency varies from firm to firm as KPI metrics are more widely disclosed by large capitalization companies than by mid-cap and small-cap firms. Therefore it is fair to say that the development curve for identifying and using KPIs in ESG applications is in its early days.
Michael will walk us through the world of ESG investing and demonstrate how combining the availability of disclosed ESG data with improved portfolio analysis and risk tools makes it is possible to successfully integrate material, ESG-related KPIs into a diversified, tilted core equity investment portfolio.
Michael Fardy | Michael Fardy is National Sales Manager for the FlexShares Exchange Traded Funds Group. He is a seasoned executive with over 20 years of experience distributing investment solutions through financial intermediaries. Mike’s responsibilities in addition to collaborating with targeted clients, include sales management, distribution strategy and brand and product management. Mike has worked in the ETF industry for over 10 years, in business development, national accounts, and most recently in ETF Strategy. Mike graduated from the University of Michigan with a BA in Economics, and also holds the CIMA and CPM designations. Mike and his family live in the Boston area. Back To Top ^^| Registration Fees $5 (Members) | $20 (Non-Members) |
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
