Institutional Insight: The Growing Importance of ESG and its Impact on Q3 Asset Gainers

The market turmoil of this year has left investors scrambling to account for all risks in their portfolio – and many are incorporating ESG analysis into their consideration. Find out what this means for the overall equity valuation process.

Access the on demand webinar to examine:

• Q3 2020 net asset gains and flows
• The rise of ESG investing
• How firms are incorporating ESG risk analysis into their process

Our partner, Richard Jackson, CIMA©, President of APX Stream, will also join us to share how APX Stream helps asset managers publish their data in the Investment Metrics Global Database so they can participate in future studies.

Speakers:

Bios:

Brendan Cooper
Brendan is a senior consultant at Investment Metrics, responsible for overseeing the research team. Brendan consults with the money management community on the investing of institutional assets. Living abroad for many years greatly influenced his interest in world affairs and was part of the reason that he studied history and economics. Brendan holds a BA from Boston College and has over 20 years of investment experience.

Scott Treacy, CFA
Scott Treacy joined Investment Metrics in 2014 as a consultant, producing and presenting research to clients on U.S. institutional investments. Previously, Mr. Treacy spent four years with Brandes Investment Partners, based in their Geneva, Switzerland office, as an institutional portfolio specialist for their European, Middle Eastern, and African based clients. Mr. Treacy is a CFA charter holder and received his Bachelor of Arts degree from Tufts University in 2003, majoring in Economics.

Richard Jackson
Richard W. Jackson, CIMA© founded APX Stream in 2011 and has utilized his 30+ years’ experience in sales and marketing to help asset managers to effectively market and sell their investment products, with a focus on data, analytics, and marketing. APX Stream’s mission is to provide asset managers with the most comprehensive, thoughtful, and results-driven data marketing tools.