The Boston Security Analysts Society is pleased to bring an outstanding group of practitioners and thought leaders together in Boston on November 19th for a full-day seminar on sustainable investing.
The subtitle “Moving from the Margins to the Mainstream” reflects the breadth of interest and enthusiasm we found as we developed this session. What we initially thought would be a half-day soon became a full day. Even then we had to set aside topics, perhaps for future events.
Sustainable investing is clearly entering the mainstream:
- Over 1,000 asset owners and managers, responsible for $34 trillion in assets worldwide, have signed the United Nations Principles of Responsible Investment, making the commitment to incorporate sustainability criteria into their investment decisions.
- Over $13 trillion in assets worldwide are now managed with sustainability criteria and strategies.
- A 2012 survey of over 1,000 investment advisors found 38% with a strong interest in offering sustainable investments and 47% who have clients currently engaged in sustainable investing.
What does this mean for investment professionals and their clients, and why is it important now?
Sustainable investing incorporates environmental, social and governance considerations into investment decisions to achieve competitive long-term financial returns and positive societal impact. It informs and integrates with existing investment practice.
Our first set of speakers on November 19th, Rob Lake and Erika Karp, will present a thorough survey of the sustainable investment landscape and the compelling reasons for investors and managers to be participating now.
They will be followed by a series of practitioners providing a more in-depth discussion of practical implementation and issues:
- How sustainable investing strategies are being incorporated into investment portfolios (Panel discussion)
- Investing across multiple asset classes (Eric Wetlaufer)
- Responding to externalities – the fossil fuel investment/divestment controversy (Panel discussion)
- Measuring and reporting returns and the role of standards (Steve Lydenberg)
We will also offer hands-on workshops providing experience with some of the tools available to investment professionals engaged in sustainable investing.
- Agenda only (PDF)
- Overview only (PDF)
- Event page on BSAS web site
- Direct link to registration on BSAS web site
If you have any questions, please contact me via e-mail or at 781 559-4623.