In this workshop, the participants will create a plan for incorporating environmental, social, and governance (ESG) considerations into the investment process of a pension fund and compare it with the real-life approach the company took. The participants will learn
- which steps to consider before and during the integration of ESG factors into an existing investment process,
- pitfalls to avoid, and
- hurdles to overcome in an organization.
Speaker: Joachim Klement, CFA, Head of Investment Research, Fidante Partners