Webinar

Fund Analysis Series: ESG Profile of Funds at a Glance

On Demand
Duration: 37 Minutes
Original Date: November 16, 2023

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Join us for a session covering asset flows in the ESG market and learn more about the soon to be released ESG description tab on DES. Are you curious to know how your funds will rank on sustainability pillars? Do you invest in exclusionary funds and want an easy workflow to identify controversial or sustainable industries? Discover how the new functionality will make the comparison and screening of equity funds on sustainable criteria easier than ever by leveraging consistently calculated analytics, research driven classifications, and holdings based transparency.

Speakers

Etra Rancourt, CFA

Product Manager for Holdings

Bloomberg

Etra has worked in Bloomberg since 2020 creating fund level derived analytics leveraging holdings and ownership data. She is now the product manager of the holder ownership functions at Bloomberg. Prior to joining Bloomberg, Etra was the Director of Financial, Planning & Analysis at Virtus Investment Partners.

Adeline Diab

Global Director of Research, Chief ESG Strategist

Bloomberg Intelligence

Adeline is a trailblazer of sustainable finance and ESG investing with over 20 years of experience establishing investment strategies with a focus on sustainability and disruptive trends, translating them into successful business propositions. Today, Adeline is a Global Director of Research and Chief ESG Strategist for Bloomberg Intelligence leading a team of over 10 investment professionals. Prior to Bloomberg, Adeline has been a portfolio manager of Environmental, Activist and Thematic funds before leading ESG integration and stewardship across asset classes for institutions with over $500bn AUM. She led such efforts for leading financial institutions including the World Bank, HSBC, London-based hedge fund GLG Partners / Man Group, and Dutch pension fund APG. Adeline is an active voice in the market regularly speaking on TV, the radio. And global events such as the UN General Assembly, COP or the World Economic Forum. In her career, she has also been an active member of various market-led initiatives including the Principles for Responsible Investment (PRI) and the Glasgow Financial Alliance for Net Zero (GFANZ).

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