Session 4: Bloomberg ESG, Climate and Clean Energy Indices
- Bloomberg standard ESG indices and customization to fit with investors’ goals and ideal ESG tilt and exclusions
- Climate and low-carbon indices: motivation and key concepts, Bloomberg Paris-aligned equity and fixed income indices, and Bloomberg government carbon-scored indices
- Clean energy thematics: leveraging on Bloomberg Intelligence expertise to create indices that track companies progressing the transition to clean energy
Speakers
James Shao
Index Product Manager, APAC
Bloomberg L.P.
James Shao is an Index Product Manager at Bloomberg. In this role he is responsible for formulating and executing the firm's APAC index business strategy across index solutions in all asset classes. He also works with clients to implement custom index requests and co-develop custom index solutions, with the goal of developing a sustainable pipeline from clients for innovative solutions. Previously, he worked in various roles at Lehman Brothers, Citigroup and FTSE Russell. He has more than 10 years of experience in assisting Asian institutional clients with fixed income portfolio risk and performance analysis, as well as creating custom indices for client benchmarking purpose or for launching fixed income ETFs and funds.
James holds a M.S. in finance and B.S. in finance from the University of Illinois at Urbana-Champaign. He is a CFA Charterholder.