By June 2020, a quarter of a trillion dollars were 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.”
Join Marc Rinaldi, partner with PKF O’Connor Davies and Dr. Michael Kraten, Professor, Houston Baptist University and Director of its Accounting, Finance and Economics business programs, as they review growth trends in the ESG fund industry. Engage in a detailed analysis of the investment methodology of the world’s leading set of sustainability indices. Finally, they’ll review the definition and constructs of the world’s leading promulgators of ESG metrics and standards.
Key Topics:
- Development of global ESG capital markets
- The DOW Jones Sustainability Indices (DSJI)
- 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 (SDG’s)
- IPIECA International Petroleum Industry Metrics
Registration:
Please email Dr. Michael Kraten at michael.kraten@savethebluefrog.com to register for this event!