Impact Investing in Public Equities
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OCT
18
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An ESG Investing Member Community sponsored event
Academic studies suggest that companies addressing social and environmental challenges tend to outperform in the long run, yet the majority of impact investors focus on smaller scale companies through private equity and debt.
The GIIN’s 2017 Impact Investor Report noted only 16% of impact investors currently invest via public securities. In addition, it’s estimated that addressing the UN Sustainable Development Goals will require $5 – 7 trillion of investments per year. Public equities could contribute towards the required investments.
Increased recognition of the financial benefits of incorporating ESG factors in to public equities analysis, coupled with an increased investor demand, has led to an influx of asset managers offering sustainability and impact based investment strategies. Lee Qian, Investment Manager on Baillie Gifford’s Positive Change strategy, will discuss the core foundations vital for impact investing in public equity markets. He will also discuss the comprehensive approach his investment team has developed, and continues to develop, in reporting the impact of their clients’ portfolios.
Lee Qian | Lee Qian grew up in China during a period of incredible economic and social progress, when hundreds of millions of people were lifted out of poverty and the standard of living improved for the majority of the population. Witnessing that has influenced Lee deeply about the role of businesses in society. Lee graduated BA (Hons) in Economics and Management from Oxford University in 2012. Lee joined Baillie Gifford in 2012 and is an Investment Manager for the Positive Change strategy.
Academic studies suggest that companies addressing social and environmental challenges tend to outperform in the long run, yet the majority of impact investors focus on smaller scale companies through private equity and debt.
The GIIN’s 2017 Impact Investor Report noted only 16% of impact investors currently invest via public securities. In addition, it’s estimated that addressing the UN Sustainable Development Goals will require $5 – 7 trillion of investments per year. Public equities could contribute towards the required investments.
Increased recognition of the financial benefits of incorporating ESG factors in to public equities analysis, coupled with an increased investor demand, has led to an influx of asset managers offering sustainability and impact based investment strategies. Lee Qian, Investment Manager on Baillie Gifford’s Positive Change strategy, will discuss the core foundations vital for impact investing in public equity markets. He will also discuss the comprehensive approach his investment team has developed, and continues to develop, in reporting the impact of their clients’ portfolios.
Lee Qian | Lee Qian grew up in China during a period of incredible economic and social progress, when hundreds of millions of people were lifted out of poverty and the standard of living improved for the majority of the population. Witnessing that has influenced Lee deeply about the role of businesses in society. Lee graduated BA (Hons) in Economics and Management from Oxford University in 2012. Lee joined Baillie Gifford in 2012 and is an Investment Manager for the Positive Change strategy.
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Registration Fees |
Parking Information
Parking will be validated at 1888 Century Park East. The entrance to the parking structure is on the south side of the building.
Parking will be validated at 1888 Century Park East. The entrance to the parking structure is on the south side of the building.
Payment Information
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
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.
Chair:
Jeff Kuhlman, CFA
