ESG Investing Across Multiple Asset Classes – John Hancock – 12.13.17


Now On Demand.

Environmental, social, and governance (ESG) investing has seen rapid growth in recent years, both in invested assets and the diversity of products on the market. To help you better understand the differences between the various strategies available—and to consider what’s driving the popularity of such strategies, particularly with younger clients, women, and high-net-worth investors—John Hancock Investments is pleased to invite you to our upcoming webcast featuring speakers from three of the industry’s leading ESG asset managers. As subadvisors to John Hancock Investments, Boston Common Asset Management (international equity), Breckinridge Capital Advisors (fixed income), and Trillium Asset Management (U.S. equity) offer decades of experience investing according to ESG criteria across the global capital markets.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only. Not for distribution or use with the public.


Khurram Gillani
Vice President and Portfolio Manager
Breckinridge Capital Advisors

As a portfolio manager at Breckinridge, Khurram is responsible for the day-to-day management and monitoring of client portfolios. He joined the firm as a credit analyst in 2012 and transitioned to portfolio management in 2016. Prior to joining the firm, Khurram was a municipal credit intern at C.W. Henderson & Associates and, prior to that, an options and derivatives research analyst at TDD Options.

Matt A. Zalosh, CFA
CIO International Strategies and Portfolio Manager
Boston Common Asset Management

Matt is chief investment officer of Boston Common’s international strategies, and he also conducts research in the financial services and healthcare sectors. Prior to joining Boston Common in 2003, he covered banks and real estate investment trusts at Dodge & Cox and helped the firm launch an international equity mutual fund. Matt began his career at State Street Research and Management, and holds the Chartered Financial Analyst designation.

Cheryl I. Smith, Ph.D., CFA
Managing Partner and Portfolio Manager
Trillium Asset Management

Cheryl is a portfolio manager and economist at Trillium Asset Management, where she began her investment management career in 1987. In 1992, she joined United States Trust Company, now known as Walden Asset Management, as a portfolio manager. She rejoined Trillium in 1997 and, in addition to working at the firm, is a board member of Oikocredit USA and Cornerstone Capital Inc. Cheryl holds the Chartered Financial Analyst designation.

Nino Balduzzi
Sr. Managing Director, Head of RIA Distribution Financial Institutions and Advisory Solutions
John Hancock Investments

Nino oversees the John Hancock Investments team that is responsible for distribution and relationship management into the Registered Investment Advisor (RIA) channel. Additionally, he is personally responsible for sales in the Northeast part of the country. Prior to joining John Hancock in 2010, he was at Pioneer Investments for eight years, including six years working exclusively with RIAs. Nino also worked at Smith Barney for two years and received his B.S. from Northeastern University in 2001.


Title: ESG Investing Across Multiple Asset Classes
Date: Wednesday, December 13, 2017
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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The opinions expressed are those of the presenters at the time of recording and are subject to change as market and other conditions warrant. The subadvisors’ affiliates, employees, and clients may hold or trade any securities mentioned in this commentary. The information is based on sources believed to be reliable, but does not necessarily reflect the views or opinions of John Hancock Investments. No forecasts are guaranteed. Past performance does not guarantee future results.

This material is for informational purposes only and is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise. John Hancock Investments and its representatives and affiliates may receive compensation derived from the sale of and/or from any investment made in its products and services.