CFA Workshop: ESG Integration in Investment Processes and Practices


Part I – Workshop:

CFA Institute and the PRI have initiated a series of workshops across the globe to share best practice on Environmental, Social and Governance (ESG) integration. The workshop will be facilitated by Justin Sloggett, CFA from PRI and the format will include numerous small group discussions on the ESG integration in investment processes, investment decisions and financial markets.

The discussions will be centred around a survey, which we would like you to fill out before the workshop. It will take roughly 8 minutes to complete and your answers will remain anonymous. We encourage you to complete the survey even if you will not be attending the workshop. The survey will culminate in regional reports on the current state of ESG integration.

Please follow this link to access the online survey.

Part II – Panel Session:

Subsequent to the workshop, the ESG experts Christoph M. Klein and Prof. Dr. Matthias Meitner will each give a short presentation on their respective focus: Equity and Fixed Income investments. Then they will discuss with Justin Sloggett their views on how ESG is changing investment decision-making and improving markets.