Targeted exposure through thematic ETFs – 6.27.22 – V-Square Quantitative Management

Overview:
Title: Targeted exposure through thematic ETFs
Date: Monday, June 27, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand Now

Environmental, Social and Governance (ESG) investing has made a lot of headlines recently, yet it is important to separate the news from the noise. Join V-Square’s Co-Founder and President Mamadou-Abou Sarr and Habib Moudachirou, Co-Founder and Chief Investment Officer as they discuss:

  • The latest developments in ESG investing: namely the SEC disclosure proposal, materiality and nomenclature
  • Key trends and blind spots in ESG investing
  • How to achieve targeted exposure through thematic ETFs
  • V-Shares’ Thematic ETFs updates: Human Capital, Sustainability & Climate change

Speakers:
Mamadou-Abou Sarr, CIFD Mamadou-Abou Sarr, CIFD Co-Founder and President V-Square Quantitative Management

Mamadou is the Co-Founder, President and Chief Executive Officer of V-Square Quantitative Management, a subsidiary of Valor Management L.P. Mamadou founded V-Square Quantitative Management in 2020 after an accomplished career in asset management whilst working for global financial services company across the U.S., Europe, Middle East, and Africa.

His investment firm specializes in financial engineering, development and management of quantitative portfolios and processing of sustainability big data.

Industry leader in the field of sustainable investing and financial innovation, Mamadou’s previous role was global head of product development and sustainable investing at Northern Trust Asset Management in Chicago, where he was responsible for driving innovation and product development across asset classes. Mamadou spearheaded, developed, and led one of the largest sustainable investing platforms in the industry.

He has over eighteen years of experience in asset management. Previously, Mamadou worked for HSBC Global Asset Management, Morgan Stanley Investment Management, Amundi Alternative Investments and Citi in trading, product specialist and business development roles in London, Paris, Abu Dhabi and Dakar.

Mamadou is a Certified Investment Fund Director (CIFD) by the CIFD Institute. Mamadou received his bachelor’s in economics from the Universite Paris-Saclay and holds a master’s in International project management from the European School of Management (ESCP), Paris. He has published many articles and papers in professional and academic journals including Pensions & Investments, European Pensions, Environmental Finance, and the Journal of Portfolio Management.

Mamadou has also spoken at more than 150 conferences in North America, Europe, Asia, Middle East and Australia and is a guest lecturer on sustainability at University of Chicago, Harvard, Wharton and ESCP Business School.
Habib Moudachirou, FRM, CIFD Habib Moudachirou, FRM, CIFD Co-Founder and Chief Investment Officer V-Square Quantitative Management

Habib is a co-founder and the Chief Investment Officer of V-Square Quantitative Management where he oversees research and portfolio management. V-Square Quantitative Management was founded in 2020 and is a Valor Management L.P.’s subsidiary. Habib joined as a quantitative investment management twenty-year veteran having worked for global financial services companies in Europe and the U.S.

A champion of innovation, Habib combines a science academic background with an extensive experience in investment management. He specializes in quantitative strategies, in both active management and strategic beta indexation. Having gained major recognition as an expert in portfolio management of developed and emerging markets, he also possesses a wealth of knowledge of the capital markets, their regulatory and operational frameworks. He received a 4-star and 5-star overall Morningstar rating in 2014 and 2015 for EGShares Emerging Markets Consumer ETF (ECON, renamed Columbia Emerging Markets Consumer ETF). Habib successfully led numerous strategic initiatives resulting in investment solutions and products for investors across the globe. Many of those focused on environmental, social, and good governance matters.
BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER THE FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. THIS AND OTHER INFORMATION IS IN THE PROSPECTUS, A COPY OF WHICH MAY BE OBTAINED FROM WWW.V-SHARES.COM OR BY CALLING 1 844 VSHRETF (1 844 874 7383). PLEASE READ THE PROSPECTUS CAREFULLY BEFORE YOU INVEST.

There are risks associated with investing, including possible loss of principal. Other risks include Carbon Transition Risk, Passive Investment Risk and Methodology Risk. Shares of any ETF are bought and sold at market price (not NAV) and may trade at a discount or premium to NAV. Shares are not individually redeemable from the Fund and may be only be acquired or redeemed from the fund in creation units. Brokerage commissions will reduce returns.. Please see prospectus for discussion of risks.

ESG investing is defined as utilizing environmental, social, and governance (ESG) criteria as a set of standards for a company’s operations that socially conscious investors use to screen potential investments.

V-Shares US Diversity ETF and V-Shares MSCI World ESG Materiality and Carbon Transition ETF are distributed by Quasar Distributors LLC. V-Square Quantitative Management, LLC acts as the investment advisor to the Funds. Quasar and V-Square are unaffiliated entities.