Webinar

Fund-Level ESG Analysis and Screening

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Need reliable fund level ESG analytics to filter through the vast fund universe, analyze and compare funds efficiently based on specific ESG investing criteria? Looking to reduce the amount of manual intervention in preparing funds for analysis and address sparsity in reported data?

Bloomberg's new Holdings Based Fund Analytics provide objective and transparent fund level statistics on Duration, ESG, Liquidity, Credit, and more - to spend less time processing data and more time analyzing outputs.

In this session, we will discuss Bloomberg's Risk & Investment Analytics Solutions to learn how these solutions can enhance your risk management framework and investment processes with cutting-edge market insights.

Speakers

Etra Rancourt

Global Risk & Investment Analytics Product Manager

Bloomberg

Etra Rancourt is a Product Manager at the Risk and Investment Analytics Group at Bloomberg where she supports LQA, a liquidity assessment solution and is the founder of Fund Analytics, a derived fund level data solution designed to provide actionable insights based on fund characteristics and attributes. Prior to her role at Bloomberg, Etra was a Director of Financial Planning & Analysis at Virtus Investment Partners where she managed the earnings release process and projected financials for the firm’s affiliate managers. Her desire to build automated, daily, standardized fund analytics began in the Investment Advisory Group at Talcott Resolution Life Insurance Company where she performed fund manager due diligence, onboarded new fund families on to the investment platform and routinely explained quarterly performance of $92 billion of assets under management. Etra took on the investment analysis role after graduating from the Financial Leadership Development Program. Etra has a B.A. in statistics from Rutgers University and is a designated Chartered Financial Analyst.

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.

Diana Zweidinger

Bloomberg L.P.

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