3:00–3:45 p.m.

Sustainable Investing: What Works, Red Flags, and Points of Interest

Julie Gorte
Senior Vice President for Sustainable Investing
Impax Asset Management LLC and Pax World Funds

Matt Orsagh, CFA, CIPM, Moderator
Senior Director, Capital Markets Policy
CFA Institute

  • Sustainable investing, once seen as a niche, is now seen as a set of principles and techniques that investment managers of all stripes can use.
  • Increasingly, asset managers see sustainability issues as material to financial performance and as possible sources of tail risk that need to be understood better.
  • Key issues that many investors now see as something all asset managers need to understand include climate risk, gender diversity, and the transition to a sustainable economy.
  • There is much talk about “confusion” in ESG ratings and standards inhibiting progress; learn why that’s not something you need to pay attention to.

Specialty Focus Area: Sustainable Investing