ESG Master Class

For professionals involved in marketing, sales, and consultant relations, as well as their colleagues in portfolio management and product development

December 10, 2019

The class is now full, but we will add names to the waiting list.

Focused on what investment managers want to know most about ESG

You are invited to attend the ESG Master Class hosted by our Institutional Consulting Group (ICG) in Callan's Chicago office.

Class Description:

Institutional investor demand for education about environmental, social and governance (ESG) investing—including socially responsible investing and impact investing—has evolved to become more mainstream. Legislative and investor initiatives have created frequent press mentions and much discussion in the industry.

In all of our interactions with investment managers, they express the need for clarity, better understanding of ESG factors, definitions, scoring methodology, applications to investment analysis, and the expected benefits of ESG implementation. This class will provide information about:

  • The ESG marketplace
  • Perceived and actual demand
  • Performance expectations
  • Product measurement tools
  • Client experience
  • Ongoing education demand to better define what ESG means to each institutional investor

Please note: This is not a Callan Institute Workshop.  The ESG Master Class is a fee-based day of education.

Register Here

Meet Your Instructors

Important details

Agenda: To view a detailed agenda for the session, click here.

Audience: This master class is open to all professionals involved in marketing, sales and consultant relations as well as their colleagues who are responsible for portfolio management and product development.

Cost: The fee for this master class is $2,750 for non-clients (per individual) and $2,250 for ICG clients or members of the Callan Institute. The registration deadline is November 26, 2019. Payment must be received by December 1, 2019.

Capacity: Seating is limited to 36 participants. Refunds are not available, however, substitutions are allowed within the same firm if the original registrant is unable to attend.

Our ESG Research

Explore some of our ESG research and insights. To learn more about our approach to ESG investing, visit our dedicated page.

Questions? Contact Nona Phillips at or 312.346.3536.