October 2020 Regional Workshop

October 27 - 9:00-10:30 am (PT) - Virtual

ESG: Past, Present, and Future

With increasing demand from institutional investors for consideration of ESG factors in investment decisions, it’s important to understand evolving approaches to ESG in the marketplace, Callan’s developing evaluation of ESG factors, and the use case for third-party ESG ratings data. In this workshop, Callan ESG specialists will share:

  • New data on ESG adoption from our 2020 survey
  • How we work with clients including an “integration” approach to ESG investing
  • An assessment of ratings providers and the value of that data in the manager search and evaluation process alongside new approaches from Callan

You’ll come away with a deeper understanding of the factors driving ESG adoption and how they impact investment decisions across all asset classes.

Presenters:

Moderator:

Similar to our live events, Premier clients are allotted two spots to the workshop. Standard members are allotted one spot to one of the workshop.

Following the virtual presentation, we are planning to create smaller break-out rooms in an effort to provide dialogue with Callan representatives and colleagues.

Agenda:
9:00-10:00 – Workshop Session

10:00-10:30 – Dialogue Rooms – Spend time in breakout rooms with Colleagues and Callan representatives

Register Now!

Workshop Presenters

Presentation - Available Closer to Date

Presentation Deck