Integrating ESG Improvers with Multi Factor Indices
- Why focus on ESG Improvers instead of ESG leaders or laggards
- ESG Improvers as an investment framework and a source of alpha
- Building a Multi Factor Index that incorporates ESG Improvers
Co-hosted with:
Speakers
Casey C. Clark, CFA
Global Head of ESG Investments
Rockefeller Asset Management
Casey C. Clark, CFA is a Managing Director, Global Head of Environmental, Social and Governance (ESG) Investments, Portfolio Manager, and member of Rockefeller Capital Management’s Management Committee. Mr. Clark leads ESG research & engagement efforts across investment strategies within Rockefeller Asset Management and serves as a Portfolio Manager on thematic equity offerings, including Rockefeller’s Climate Solutions Strategy. In this role, he is responsible for helping to generate alpha and positive outcomes while overseeing a team that specializes across three core ESG-integrated functions: (1) Fundamental research, (2) Quantitative research and (3) Shareholder engagement. Prior to joining Rockefeller in 2019, Mr. Clark worked as Managing Director and Director of Sustainable and Impact Investing at Glenmede, where he helped launch and build Glenmede’s sustainable and impact investing business. He joined Glenmede in 2008 in fixed income portfolio management and transitioned to a macroeconomic research analyst position on the investment strategy team before assuming the Director role in February 2017.
Mr. Clark has authored numerous investment and sustainability-related publications and has been featured in several print and broadcast media segments. He is a graduate of Pennsylvania State University, earned his MBA from the Stern School of Business at New York University and retains the Charter Financial Analyst® charterholder designation.
Sakis Kotsantonis
Managing Partner
KKS Advisors
SUJEET BANERJEE
Product Manager, Multi-Asset Indices
BLOOMBERG/ 731 LEX
Sujeet Banerjee, Product Manager at Bloomberg L.P. In this role, Sujeet holds business development and analytical responsibilities for multi-asset index products. His prior experience includes roles as portfolio manager at Bank of America, head of product development at IndexIQ, a senior research associate at MSCI and as a quantitative analyst at McKinley Capital Management. He earned a M.S. from the University of Alaska, Fairbanks, with a concentration in Financial Information Systems, and a B.S. in Computer Science and Informatics from Moscow State University (Russia). Sujeet enjoys participating in BOB (Best of Bloomberg) volunteering projects, and support Sponsors for Educational Opportunity (SEO) - an inspiring organization that provides educational and career programs to young people from underserved communities.
Sebastian Mercado
Index Sales Executive
Bloomberg LP