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Perspectives on how ESG factors are being integrated into funds

 Perspectives on how ESG factors are being integrated into funds

March 07, 2016 @ 5:30 PM

BASIC, Morningstar, and Sustainalytics present...

Perspectives on how ESG factors are being integrated into funds

Assessing various approaches to ESG integration is becoming more complex as the range of ESG strategies increases. Join Jon Hale, Director of Manager Research at Morningstar, and Diederik Timmer, Executive Vice President at Sustainalytics as they share their observations on developments related to manager and fund evaluations by asset owners, advisors, and consultants, and provide insight about their firms’ recent partnership to offer sustainability ratings on mutual funds and ETFs.

Monday, March 7, 2016

District Hall
75 Northern Ave
Boston, MA 02210

Please RSVP on Eventbrite
Refreshments will be served.

Jon Hale, Ph.D., CFA, is director of manager research, North America, for Morningstar. He leads approximately 60 manager research analysts based in North America and oversees the team’s operations, thought leadership, and manager research coverage across equity, fixed-income, multi-asset, and alternative asset classes. In addition, Jon heads up Morningstar’s ESG research initiative. Before assuming this role in 2014, Jon led the consulting team for the Investment Advisory unit of Morningstar Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., and he managed the ESG Managers portfolios for Pax World as part of Morningstar’s Investment Management group.

Diederik Timmer is the executive vice president of institutional relations at Sustainalytics. Over the past seven years Diederik has helped build Sustainalytics into the largest independent provider of ESG research and analysis for the global investment community. He acts as an advisor to senior executives, portfolio managers, and risk professionals on developing and implementing responsible investment strategies. Diederik directly manages the Institutional Relations team that scored 1st, 2nd and 3rd position in the 2012 and 2013 Thomson Reuters Extel and SRI-connect IRRI Survey for best client services person in ESG research. In 2013, Diederik transferred from Amsterdam to New York City. The move is in a response to the growing momentum of responsible investment/ESG in North America and reflects Sustainalytics' increased focus on client service and sales in this market.

Thank you to our Event Sponsors, District Hall and Sustainalytics