Sarah Bernstein, Alison Loat, Gabriela Luna, Dave Zellner, Toby Belsom
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.
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
Toby Belsom, Director of Investment Practices, PRI