Larry Lawrence, Head of ESG Products for the Wealth & Private Assets Segment, MSCI met with Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can navigate the rapidly evolving ESG landscape, select products and properly measure ESG performance.
Lawrence also highlights the launch of the ESG Practice Playbook, a complimentary online training course for advisors. ESG Practice Playbook kicks off its first of four sessions on March 3rd, 2021 at 2pm ET – ENROLL NOW.
MSCI is a leading provider of global ESG research, content, analytics, indexes and screening tools for the global investment community and has more than four decades of experience measuring and modeling ESG performance. Today, advisors leverage MSCI’s wide range of capabilities to help show the ESG characteristics of their products and portfolios, conduct manager due diligence, assist with portfolio construction, and create customized ESG screens for clients. MSCI also puts a big emphasis on ESG education, and works closely with advisors to help them build expertise around ESG investing and ESG integration. Lawrence explains that investors don’t have to choose between strong performance and ESG investing.
According to Lawrence, “A growing body of research suggests that ESG factors have, in fact, contributed to long-term financial performance.” According to a study by MSCI, companies with higher ESG ratings were associated with higher profitability and less exposure to risk.
To learn more on this topic, enroll and watch the ESG Practice Playbook.
The ESG Practice Playbook is designed to train advisors on integrating ESG strategies with their existing practice. Why is ESG investing so important? Climate Change, Portfolio Risk, Social Justice, Corporate Accountability and Transparency. We’ll explore how ESG and sustainable investing is meeting and often exceeding the performance of major indexes in all asset classes. Over the course of the next few weeks, the ESG Practice Playbook will hold four, 90-minute online sessions.
Course Agenda: Session 1: Identifying ESG Products and Performance Date: Wednesday, March 3, 2021 Time: 2:00PM ET
- Identify the key indexes, companies and people you need to start integrating ESG.
- Learn how to incorporate ESG strategies into your existing allocation models, with case studies from asset managers, rating agencies and standards setters.
- Review ESG integrated funds and strategies with rankings and ratings systems, style box performance, holdings, and portfolio allocation process.