ESG Investment Selection and Why the Methodology Matters

Broadridge

Get an inside look at the new ESG screening and monitoring functionality within the Fiduciary Focus ToolkitTM featuring rating data from independent ESG research company OWL Analytics. You’ll learn why the methodology behind ESG data sourcing and analysis matters, and the proven, unbiased approach OWL Analytics takes. Plus, a product expert will demo the functionality so you can see first-hand how ESG factors can easily be incorporated as part of a comprehensive investment selection and oversight process.

During this session, you will: 

• Get to know the proven methodology behind OWL Analytics’ ESG ratings
• Understand the importance of knowing where ESG data is sourced
• Learn how the ESG data is maintained in the Fiduciary Focus Toolkit to keep you ahead of other ESG rating systems
• See the Fiduciary Focus Toolkit in action demonstrating how you can screen investments using ESG factors while still upholding fiduciary standards

Speakers

Benjamin Webster, President & CEO -- OWL Analytics & Investment Research

Ben Webster is the CEO at OWL Analytics, a provider of environmental, social, and governance (ESG) data.He helps clients integrate ESG data into their investment strategies for increased sustainability and performance. Mr. Webster heads sales, operations, and product development for the company.

He has 20+ years of experience in the financial services industry across various areas including asset management, advisory, capital markets, hedge funds, private equity, and more, with significant expertise in exchange traded funds (ETFs), indexing, and ESG investing. He is a frequent panelist and presenter at industry conferences regarding the use of ESG data and metrics in the investment process, being a proud proponent of ESG investing’s application for making the world a better place for our children and future generations.

Philip Taylor, President & Chief Analytics Officer -- FinMason

Phil is a Senior Investment Executive who combines broad finance and technology skills. He recently led the Capital Markets Desk at Lazard after two decades as an arbitrage portfolio manager for banks and hedge funds. He also recently served as Chair of the Board for CFA Society New York and holds an MA and BA in Mathematics and Management from the University of Cambridge.

Travis Reeder, Product Manager -- Broadridge Fi360 Solutions

Travis Reeder has supported Broadridge Fi360 Solutions for over 9 years. As a product manager he plays a key role in the evolution of the software suite, including the Fiduciary Focus Toolkit.His role enables marketing, sales, support, development and launches of software.Travis holds a Bachelor of Science in Business Administration and Finance from the University of Pittsburgh..

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