December 9 | 11:30am to 1:00pm EST | Counting Impact: Metrics & Reporting for ESG Investing
ESG metrics and reporting frameworks continue to evolve, and investors are emphasizing the need to move towards universally accepted standards. In this session, we’ll explore different approaches to monitoring and reporting performance attributed to ESG factors, including the data being used in the selection and evaluation process.
December 10 | 11:30am to 12:30pm EST | Coming Up Next in 2021...
Putting 2020 behind us, our final day of virtual sessions will look to the future, where our Advisory Board members will discuss what’s on their minds in terms of priorities and non-priorities as the world (hopefully) begins to return to normal. Attendees will get a chance to make their own thoughts and opinions known in our breakout groups and engage with their peers, before coming back to pose the panel questions.
For gatekeepers and buyers of sub-advisory services: Please find below the link to complete our 2020 Allocator Intel Survey. This survey is intended to gauge the priorities and interests of the sub-advisory community in these trying times, with results to be shared with you and your peers and intended to assist you in running your businesses. Its usefulness is amplified by your participation, and we truly appreciate your taking a couple of minutes to contribute!
Andrew Prewitt, Managing Director, Harbor Capital Advisors
Anna Supera-Kuc, Lead Portfolio Manager, International Equities, Edward Jones
Brian Murdock, Chief Executive Officer, Strategic Investment Group
Casey Wamsley, Principal and Senior Investment Consultant, Mercer
Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments
Erin Garrett, Portfolio Manager, SEI
Gino Reina, Principal, SECOR Asset Management
Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute
Halvard Kvaale, Head of Manager Research and Selection, Voya Investment Management
Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management
Jonathan Kreider, Vice President, Investment Products, Great West Life
Jordan Wruble, Head of Manager Research, Brown Advisory
Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation
Paul Mazzacano, Managing Director, Head of Manager Research, PineBridge Investments
Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management
Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar
Rick Babich, Head of Manager Research, PGIM
Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments
Salimah Shamji, Vice President, AIG SunAmerica
Sandra Ackermann-Schaufler, Principal, Portfolio Strategist, Meketa Investment Group
Stephanie Kueppers, Director, Sub-Adviser Oversight, Jackson National Asset Management
Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC
Tom Rhee, Director, New York Life Insurance Company
York Lo, Head of Institutional and Product Development, John Hancock Investments
Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.
The Sub-Advisory Institute is a private membership organization for buyers of sub-advisory services and manager research, selection & oversight executives representing mutual fund companies, OCIOs, insurance firms, retirement platforms, and other asset managers which out-source. Through expert-led panel discussions, presentations, guest speakers and live market research, each of our two annual events will bring together leading participants in the sub-advisory landscape to assess how the investment objectives of institutions are changing and how firms that offer sub-advised strategies can respond to these needs.
For more information, please contact:
Cynthia Huynh
Deputy Director, Investor Relations
+1 212 224 3688
cynthia.huynh@institutionalinvestor.com
December 7-8, 2020
Sub-Advisory Institute - Winter Virtual Conference I
Virtual Conference