Demystifying Sustainable Investing – Allianz Global Investors – 11.14.19

Summary:

Now On Demand.

Research shows that investors increasingly want to align their investments with their values. But for many advisors there is still concern about performance and lack of understand how sustainable investing can help mitigate portfolio risks. Adding to the confusion is an alphabet soup of acronyms and greenwashing.

Join us as we discuss why a sustainable framework matters to the investment process. We will explore:

• The sustainable investment evolution
• Debunking the performance myth
• Best practices for screening sustainability-branded strategies
• Sustainable investing strategies that can help diversify clients’ portfolios

Speakers:

Mr. McCormick, CFA, is a senior product specialist and ESG strategist with Allianz Global Investors, which he joined in 2015. He is a senior product specialist for the firm’s Best Styles quant platform. Mr. McCormick also has product-specialist responsibilities for several non-US based equity strategies and serves as the ESG strategist in the US, working with retail and institutional investors on ESG investing education and introducing AlliganzGI’s ESG platform. He has 21 years of investment industry experience. Mr. McCormick has a B.A. from Principia College in Illinois.

Jeremy Kent is a portfolio manager with Allianz Global Investors, which he joined in 2008. Jeremy is a member of the AllianzGI Global Equity team and has been the deputy portfolio manager of the Global Sustainability Strategy since 2013. Prior to this, he worked as an analyst with the AllianzGI Global ESG Research team. Before joining Allianz Global Investors, he founded and operated a small business. Jeremy has an MBA from Imperial College Business School, London and B.A. in entrepreneurial management from California State University. He is a CFA charterholder and holds the IMC designation.

Samy Lounis is a fixed income product specialist with Allianz Global Investors which he joined in 2010. He is notably in charge of credit strategies with a focus on Sustainable and Responsible Investments (SRI) and impact investing. He will represent Allianz Global Investors in the 2019/2020 Advisory Council to the Executive Committee of the Green Bond Principles and Social Bond Principles. He holds a Master degree in finance from Neoma Business School and a postgraduate degree in portfolio management from the University of Paris XII.