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Sustainable Investing and ESG Metrics: Revealing the Truth Behind the Numbers

January 20 @ 16:00 - 18:00

Hundreds of millions of dollars are now invested in funds that are labeled “socially responsible investments.” But who determines what is “socially responsible”? How are standards and metrics defined for this large – and growing exponentially larger – sector of the capital markets?
By June 2020, a quarter of a trillion dollars was invested in ESG funds. And the growth trend is increasing exponentially; the amount of capital that flowed into sustainable funds last year was roughly four times as great as the amount in the prior year, and six times as great as the amount in 2013.

Many wealth managers follow automated “robo-advisor” guidance by investing in ESG funds that track sustainability indices and other publicly available metrics. Thus, personal financial planners and investment managers who compete against such advisory services may find it helpful to learn about the “truth behind the numbers.”

In this session, we will review growth trends in the ESG fund industry. We will then engage in a detailed analysis of the investment methodology of the world’s leading set of sustainability indices. Finally, we will review the definitions and constructs of the world’s leading promulgators of ESG metrics and standards.

Major Discussion Topics

– Development of global ESG capital markets
– The Dow Jones Sustainability Indices (DJSI)
– Roles Played by Robeco SAM and Rep Risk in the DJSI
– Case Study: Exxon Mobil
– The Global Reporting Initiative (GRI) Standards
– The United Nations Sustainable Development Goals (SDGs)
– IPIECA International Petroleum Industry Metrics

Anyone interested in taking part in this event should email Michael Kraten at: michael.kraten@savethebluefrog.com 
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