Sustainable Investing Approaches: A 3-Part Series

This first webinar of our series delves into the "Why” and “How” of analyzing ESG risk for due diligence. It asks, “Should assessing ESG risk be part of basic due diligence? Why? What’s the best way to do that, and how can data and ratings simplify this process?”

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Sustainable Investing Approaches: A 3-Part Series

Sustainable investment analysis and reporting can be complex and mean different things to different people. Morningstar’s committed to making it easier for everyone, and this series of webinars focuses on key approaches to sustainable investing, how you can use ESG ratings and data to meet different objectives, and how to find gaps and opportunities in the market.

Choose to attend sessions based on your interests—perhaps that’s one or all three! Details on sessions 2 and 3 to come.

- Limiting ESG Risk—June 7 at 9:30 am CT / 15.30 GMT / 16.30 CEST
- Assessing Impact—July 13
- Applying Exclusions—Sep 7

This second webinar in our series focuses on “Demystifying Impact.” Differing perspectives on this emerging topic and definitions make the landscape of impact data varied and complex. There is a myriad of ways that impact data is used in research, investment decision-making and reporting. This session aims to help you get started by providing an overview of the landscape, trends and best practices for impact-focused investors.

Join us to discuss:
• Impact versus ESG risk, and how it fits in sustainable investing.
• How to identify impact-focused funds.
• How to assess the impact of funds and portfolio holdings.

Speakers:
Priyank Patwa, Director Product Management, Morningstar, Direct & Reporting Solutions
Maggie Stafford, Senior Product Manager for ESG Retail and Wealth

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Sustainable Investing Approaches: A 3-Part Series

Sustainable investment analysis and reporting can be complex and mean different things to different people. Morningstar’s committed to making it easier for everyone, and this series of webinars focuses on key approaches to sustainable investing, how you can use ESG ratings and data to meet different objectives, and how to find gaps and opportunities in the market.

Choose to attend sessions based on your interests—perhaps that’s one or all three! Details on session 3 to come.

1. Limiting ESG Risk—June 7 Watch Now at https://www.brighttalk.com/webcast/18471/545265
2. Assessing Impact—July 13 9:30 am CT / 15.30 GMT / 16.30 CEST
3. Applying Exclusions—Sep 7

SESSION 3: Sustainable Investing Approaches – Applying Exclusions (September7)

The world of sustainable investing is advancing and its simplest form—applying exclusions—continues to play an important role. Exclusionary strategies are among the most popular ESG approaches because they support both managing risk and catering to investor values.

But, how much effort is needed to find relevant investments? How important is investment monitoring for performing proper due diligence when it comes to applying exclusions or any of the other sustainable investing approaches?

Join us to find out!

We’ll discuss:
• How exclusion has evolved as sustainable investing gained prominence
• How asset managers use exclusions today
• Data available to meet exclusionary objectives
• How to assess intentionality vs reality and the capabilities that seek true exclusions
• The nuances that exist within these strategies

Speakers:
• Lindsey Stewart, Director of Investment Stewardship Research
• Julie Petitjean-Freytet, Direct ESG Product Manager

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Sustainable investment analysis and reporting can be complex to understand. This series of webinars focuses on key approaches to sustainable investing, helping you incorporate them into your practice.

Are you enjoying the series? Watch the previous part or keep up to date with the upcoming sessions.

Limiting ESG Risk—June 7 (watch now at https://www.brighttalk.com/webcast/18471/545265)
Assessing Impact—July 13 (watch now at https://www.brighttalk.com/webcast/18471/548963)
Applying Exclusions—Sep 7 at 9:30 a.m. CT / 15.30 GMT / 16.30 CEST