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 12:30 PM - 1:30 PM PDT

Value-Based Investing vs. Values-Based Investing

The first half of 2020 saw over $20B flow into sustainable and impact funds, just shy of the record inflows the industry saw over the entirety of 2019. Is this massive increase due to evolving values of investors – awareness of racial injustice, concerns about the pandemic and climate change – or are these decisions value-based, driven by the outperformance of ESG and sustainable funds?  The panelists, representing a number of the largest financial institutions in the country, will discuss the motivations they are hearing from clients, drivers of performance during 2020, and lingering impediments to adoption, such as the recent Department of Labor proposals.

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https://app.hopin.to/events/socap-virtual/sessions/0921bd5e-63f9-4e9f-a9f0-a0da51b8730d

Speakers

Kent McClanahan

Vice President of Responsible Investing

RBC Wealth Management

Catherine Banat

Director, Responsible Investing, RBC Global Asset Management US

RBC

Kelly Green

Institutional Consultant

Graystone Consulting

Jed Lynch

Sustainable & Impact Banking

Barclays

Omid Rezania

Senior Portfolio Manager, Chief Investment Office

Merrill Lynch

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