Investment Commentary, Research and Thought Leadership

Leading Practices for Small and Emerging Managers, Episode 4: The Fundamentals of ESG and Sustainable Investing

Leading Practices for Small and Emerging Managers, Episode 4: The Fundamentals of ESG and Sustainable Investing

View the recording of the live webinar HERE and see supporting materials HERE.

This session unpacks the why, what, and how of sustainable investing as it relates to ESG for money managers and asset owners.

Building on the new report Fundamentals of Sustainable Investing: A guide for financial advisors from The Investment Integration Project (TIIP) and Money Management Institute (MMI), this session will:

(1) confront pervasive industry myths about sustainable investment and explain the realities;

(2) disentangle the complicated web of vocabulary used to describe sustainable investment; and

(3) provide investment professionals with practical recommendations for how to integrate sustainable investment into the advisory process.

Keynote Speakers:

William Burckart is the Co-founder and President of The Investment Integration Project (TIIP), an applied research and consulting services firm that helps investors navigate sustainable and system-level investing. Mr. Burckart has worked with investment management firms, private foundations, and major industry bodies, helping them to integrate impact and investment goals. He has also contributed to the field through groundbreaking research, including the development of practical guidance for institutional investors and financial advisors in collaboration with the Money Management Institute; co-editing the New Frontiers of Philanthropy: A Guide to the New Tools and Actors that Are Reshaping Global Philanthropy and Social Investing (Oxford University Press: 2014), and was involved in the writing of the “Status of the Social impact investing Market: A Primer” (UK Cabinet Office: 2013) that was distributed at the inaugural G8-level forum on impact investing. Mr. Burckart is a visiting scholar of the US Federal Reserve and a fellow of the High Meadows Institute.

Robert W. Dannhauser CFA, FRM, CAIA is Head of Global Private Wealth Management at CFA Institute, based in their New York office. He is responsible for strategy and content development for private wealth management practitioners. Previously, Bob headed CFA Institute’s Capital Markets policy group, including policy advocacy efforts in Washington and Brussels. Bob has over 25 years of experience as a practitioner in both the institutional investment and private wealth management arenas, serving in a variety of client portfolio management, sales, and marketing roles. He started his investment management career with the predecessor to Calvert Group, one of the first socially responsible investing firms in the US. Bob earned his MBA from the Johnson Graduate School of Management at Cornell University, as well as a MPH in Health Policy from Rutgers University and a BA in Political Science from the George Washington University.