Spotlight Session: ESG Across Public and Private Markets
Date & Time
Wednesday, September 20, 2023, 9:30 AM - 10:00 AM
Trevor David Paul Schutzman Anikka Villegas

How can investors cut through the noise and current politicization of ESG? We’ll examine the established approaches to sustainable investing across public and private markets, whether investors are looking to evaluate material ESG risks, achieve specific environmental and social impacts, or invest along sustainable themes. We’ll address common misconceptions, best practices for when evaluating sustainable investing strategies at the fund level, and useful metrics to assess business risks and management quality in both private and public companies. Our discussion will sort through the analytical frameworks, existing data, and useful case studies available to institutional investors.

Paul Schutzman, Head of Institutional Solutions, Morningstar
Trevor David, Director, Client Relations, Morningstar Sustainalytics
Anikka Villegas, Analyst, Fund Strategies and Sustainable Investing, PitchBook

Supported by:  Morningstar Sustainalytics