ESG Integration Across Asset Classes

kartik ghia

Co-Head of Systematic Strategies Research

Bloomberg

Kartik Ghia is the Co-Head of Systematic Strategies Research at Bloomberg. He has written extensively on factor investing and developed risk premia strategies and portfolios across the asset class spectrum. His work on commodities benchmarks include the development of factor-tilted benchmarks and alternative risk premia overlays. Prior to Bloomberg, he worked at Barclays and JPMorgan as an index researcher. Kartik received his Ph.D. in Statistics from The Wharton School, University of Pennsylvania and his MPhil & MA from the University of Oxford.

Steve Hou

Index & ESG Research

Bloomberg LP

Steve Hou is a researcher on Bloomberg’s Index & Portfolio Research team. His research covers systematic equity and multi-asset investment strategies, which he applies in close collaboration with the Multi-Asset Index Product team to produce investable index products. Prior to joining Bloomberg, Steve was a quantitative researcher at AQR Capital Management LLC, where he worked on systematic stock selection and tax efficient investment strategies. Steve graduated with a PhD in Financial Economics from the University of Michigan in 2018. He previously completed graduate and undergraduate studies from ETH Zurich and the University of Virginia.

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.

ARTHUR LINDEMAN

Head of Index and ESG Quant Research

BLOOMBERG/ 731 LEX

AJ is the head of the Index and ESG Research team within Bloomberg's Index & Portfolio Research team. Prior to joining Bloomberg, he was at Benchmark Solutions and Morgan Stanley as a Fixed Income quant. He has a PhD in mathematics from Purdue University.

Bob Huber

ESG Product Specialist

BLOOMBERG/ 731 LEX

With over 20 years of experience at Bloomberg L.P., Bob is an equity markets product specialist that works closely with the investment management community. Specializing in equity valuations, portfolio and risk analysis, environmental social governance (ESG) data, and idea generation, Bob identifies clients' needs and incorporates Bloomberg solutions that help facilitate portfolio management decisions, research, and trade execution. Starting in 1991, Bob has held roles in sales and sales management for the Bloomberg core product offering. Prior to Bloomberg, Bob worked in the treasury department of Goldman Sachs & Co and holds a BBA from Villanova University.

Brian Colantropo

Sustainable Finance Solutions, 3rd Party ESG Partnerships

Bloomberg L.P.

Brian oversees 3rd Party ESG Partnerships at Bloomberg. He is responsible for understanding the client use case for non-publicly disclosed ESG data sets and ensuring Bloomberg clients have access to the data and applications needed to facilitate ESG integration.

Patricia Torres

Global Head of Sustainable Finance Solutions

Bloomberg L.P.

Patricia Torres is Global Head of Sustainable Finance Solutions at Bloomberg, where she leads the Sustainable Finance solutions team, a group that is focused on ESG data, scores, regulatory solutions, third party data, Gender equality index and analytics. Previously, Patricia held several positions at Bloomberg, namely as Global Head for Financial Products Knowledge Group - leading a global team of learning consultants whose job was to create impactful change management programs aligned with Bloomberg’s new Enterprise Operating Model, as Regional Sales Manager, and as Regional Manager in the Data Department. Patricia has also worked as a consultant for Roland Berger Strategy Consultants, spanning different sectors, from the clothing segment, the mobile telecoms sector, and the digital and imaging technology market.

Antonios Lazanas

Head of Portfolio and Index Research

Bloomberg L.P.

Antonios Lazanas is the head of Portfolio, Index and ESG Research at Bloomberg. His team is responsible for developing advanced multi-asset portfolio analysis and construction models, analyze risk premia across asset classes and embed them in customized index solutions, and synthesize ESG data into meaningful measures that are then deployed in portfolio and index construction in a disciplined fashion. Antonios has been involved in the quantitative portfolio and index research area for 20 years. His teams have introduced a number of innovative ideas such as using duration-times-spread in risk modeling and explaining the returns of alternative investments with a well-defined set of risk premia. Prior to joining Bloomberg, Anthony was the co-head of Barclays Risk Analytics and Index Solutions where he oversaw the successful transition of the Barclays Index and Portfolio business to Bloomberg in August 2016. He joined Barclays in 2008 after spending thirteen years at Lehman Brothers. Antonios holds a PhD and Masters in Computer Science from Stanford University. He began his career in 1993 at Salomon Brothers as an interest-rate modeler.