PRI Digital Forum: Americas - Breakout 1C: Effectively incorporating ESG

Presented by

Sarah Bernstein, Alison Loat, Gabriela Luna, Dave Zellner, Toby Belsom

About this talk

For asset owners who have introduced a policy on responsible investment, selecting, appointing and monitoring an investment manager is a key strategic decision. The process requires thorough due diligence, screening, and agreement on contractual documentation – and responsible investment needs to be part of that process. In this session, we will explore the techniques employed by asset owners across the Americas, and the latest guidance from the PRI. Speakers: Sarah Bernstein, Principal, Consultant, Meketa Investment Group, Inc. Alison Loat, Managing Director, Sustainable Investing & Innovation, OPTrust Gabriela Luna, Deputy Director of ESG Analysis Administration, Afore XXI Banorte Dave Zellner, Chief Investment Officer, Wespath Moderator: Toby Belsom, Director of Investment Practices, PRI

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Welcome to the channel for the UN-supported Principles for Responsible Investment (PRI). Here you will find webcasts about mainstreaming responsible investment from the PRI initiative. The PRI is an investor-led initative backed by the United Nations in partnership with UNEP Finance Initiative and the UN Global Compact. For more info visit: