Satisfying Clients’ Demands for Sustainable and ESG Investing – Clarity AI – 1.28.22

Overview:
Title: Satisfying Clients’ Demands for Sustainable and ESG Investing
Date: Friday, January 28, 2022
Time: 1:00 PM Eastern Standard Time / 10:00 AM Pacific Standard Time
Duration: 1 hour

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Summary:

Now On Demand

80% of Registered Investment Advisors (RIAs) say client demand is the primary reason for incorporating sustainable investing strategies into practices and client portfolios. However, 40% don’t feel comfortable making recommendations due to lack of coherent information (SEI, 2021). Bridging this gap with technology ensures alignment between a client’s values and his/her portfolio and gives RIAs valuable information to improve client retention, client growth, and new client acquisition – in addition to providing differentiation in the market from uninformed investment advisors. This session will explore how technology provides reliable, high-quality insights to demonstrate strong sustainability subject matter expertise and capabilities to clients. Learn how data science and leveraging evidence-based research will help RIAs:

  • Communicate sustainability investment themes and strategies specific to any individual client’s needs, understanding his/her goals and values and tying those to his/her family’s investments.
  • Engage with clients on sustainability risks and the impact of their investments through concrete, reliable data and clear, simple reports.
  • Construct portfolios that align with the key themes that matter most to clients.
  • Comply with regulatory requirements from disclosures to authority reporting.

Speakers:
SpeakerName Diego Candida, CFA Global Head of Client Services Clarity AI

As Global Head of Client Services, Diego engages with clients to understand their Impact, Climate, and ESG needs and to support the integration of tools and data into their investment and reporting workflows and infrastructure. As a central point of coordination, the Client Services team synthesizes feedback and ideas from clients and the broader marketplace to support the development of Clarity AI’s solutions to address current and future needs. Prior to joining Clarity AI, Diego was part of Wellington Management LLP’s research leadership team where he led efforts on research and collaboration tools, the evaluation and integration of sustainability data, and business management and operations of the department.
SpeakerName Kimberly Venable Senior Business Developer Clarity AI

Kimberly works at Clarity AI to bring societal impacts to the markets. Her finance career focuses on family offices, wealth managers, private banks, private equity, venture capital, impact investing, corporate social responsibility, and business development strategy. Prior to her role with Clarity AI, she worked with organizations leading their industries including Square 1 Bank, Goldman Sachs, Sorenson Impact, and Addepar. Kimberly’s passion is to help companies partner with communities to strengthen our society. She volunteers her time serving on the Investment and Finance Committee for the Girl Scouts of Utah Board, the Executive Committee for Womenpreneurs Utah, as a Senior Practitioner Advisor for 100 Women in Finance Salt Lake City, and on the Impact Advisory Board for Aaron Wealth Advisors.