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SASB's FSA Credential: Integrating Sustainability into Investment Analysis

SASB's FSA Credential: Integrating Sustainability into Investment Analysis

April 12, 2017 @ 5:30 PM

Location: Hemenway & Barnes (75 State St)

Looking for a professional credential that would improve your understanding of the intersection between finance and sustainability? Have you heard about the Fundamentals of Sustainability Accounting (FSA) Credential from the Sustainable Accounting Standards Board (SASB)? The FSA is the only credential to help professionals identify, manage, and analyze the sustainability issues that impact the bottom line.

Join BASIC and SASB on April 12th to learn more about the FSA: what it takes to achieve the credential, who has it, and what are the benefits. The session also seeks to provide a high level overview and update on SASB’s work. Chaired by Michael Bloomberg, SASB sets industry-specific standards for corporate sustainability disclosure, ensuring that disclosure is material, comparable, and decision-useful for investors.


Presenters:

Will Krause has 13 years of investment experience, serving most recently as Vice President and Portfolio Manager at Moody, Lynn & Lieberson, and head of their Sustainable Investing Practice. He has been responsible for management of their Climate Change Ecosystem strategy and integration of sustainability processes into MLL’s investment practice. Prior, he was an equity analyst covering the healthcare and energy sectors and managing ESG-related procedures at AH Lisanti Capital Growth in New York.

Will has been a Subject Matter Expert (SME) for the SASB FSA Level II exam, consulted for investment firms on their ESG strategy, advised CFA Institute on their ESG curriculum and study materials, is a member of BASIC, and volunteers with the CFA Boston ESG committee. He also serves on the Investment Committee and as Secretary of the Board for the International Institute of New England, an organization that focuses on immigrant and refugee integration. He Co-Chair of the CFA Boston Financial Literacy Initiative, the local CFA Society effort to help close the financial literacy gap. Will is a graduate of Harvard University with a concentration in Government, and is a CFA charterholder.


Eric Kane is SASB’s Sector Analyst for Health Care. Prior to his current position at SASB, Eric served as a Senior Consultant at Context. In that role, he advised numerous Fortune 500 companies on sustainability strategy and reporting. Eric was also a Senior Analyst at Innovest Strategic Value Advisors, where he managed a global team of analysts that rated utility companies on the basis of environmental, social, and governance performance. While at Innovest, Eric served as the Lead Author of the Carbon Disclosure Project Report 2007: Global FT500. The Report, which was written on behalf of 315 institutional investors with combined assets of $41 trillion, analyzed how the world’s 500 largest companies were responding to the risks and opportunities associated with climate change.

Eric holds a Master of Public Administration from NYU Wagner Graduate School of Public Service and a degree in political science from Bates College. He is also a PSIA certified ski instructor.



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