CFA Institute Takes Aim at Greenwashing
The complexities of the ESG investing landscape are great. The CFA Institute is committed to identifying ways to mitigate greenwashing and preserve the integrity of the information being shared about ESG investment products to make them more understandable and comparable to the end-user.
Join us for a fireside chat with Jonathan Grabel, CIO LACERA, and Chris Fidler, CFA Institute Senior Director for Codes and Standards regarding the new Global ESG Disclosure Standards for Investment Products and how they benefit investors and asset managers.
Though there are many standards, CFA Institute’s new standards mark the first global voluntary standards aimed at providing greater transparency and consistency in the way investment products disclose ESG features. The objective is to enable investors, consultants, advisors, and distributors to compare and evaluate ESG investment products. The Standards apply to all types of investment vehicles, asset classes, and ESG approaches, and aim to support investors with information that is complete, reliable, consistent, clear, and accessible.
Jonathan Grabel | Jonathan Grabel is the Chief Investment Officer (CIO) for the Los Angeles County Employees Retirement Association (LACERA). Mr. Grabel manages the $73 billion defined benefit pension fund on behalf of LACERA's 165,000 members, including close to 62,000 benefit recipients. He also oversees the investments for the LACERA-administered $2 billion healthcare benefits program.
Prior to LACERA, Mr. Grabel was the CIO for New Mexico PERA where he oversaw the investments for the agency’s $15 billion defined benefit fund and the associated PERA SmartSave deferred compensation plan. Previously, he was a general partner at Baker Capital, a private equity firm focused on growth-stage investments in technology, networking industries and digital communications. Earlier in his career, Mr. Grabel was an investment banker and licensed CPA (inactive).
Mr. Grabel received his BS in economics from the Wharton School of the University of Pennsylvania and his MBA from the University of Chicago Booth School of Business.Back To Top ^^
Chris Fidler | Mr. Fidler is a Senior Director in the Global Industry Standards team at CFA Institute. Mr. Fidler leads the promotion of CFA Institute industry codes and standards globally and helps to identify areas where new standards are needed. Prior to joining CFA Institute, Mr. Fidler was a management consultant at Thought Logic Consulting, LLC, and served in a number of management roles at Capital One Financial Corporation. Mr. Fidler holds a Bachelor of Science degree in engineering from University of Illinois and a Master of Business Administration from the Darden School of Business at University of Virginia.Back To Top ^^
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Jeff Kuhlman, CFA and Mary Machado Schammel
|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 hour. If you are a CFA Institute member, SER credit for your participation in this program will be automatically recorded in your SER Diary.|