Last updated: 18:38 / Tuesday, 25 May 2021
With Schroders, Pictet Asset Management and We Family Offices

Funds Society Launches its First ESG Virtual Investment Summit

From 26-Aug-2020
| Convening completed

Funds Society invites you to participate in a Virtual Investment Summit in which we will discuss ESG and its importance as a positive source of alpha and returns for investment portfolios. Three experts from Pictet Asset Management, Schroders and WE Family Offices will debate how sustainable environmental, social and governance practices help contribute to enhance the performance of companies in the Equity markets. The event will take place on August 26, at 10 AM ET.

Speakers include Luciano Diana, Senior Investment Manager, Thematic Equities, Pictet Asset Management, Sarah Bratton Hughes and Head of Sustainability, North America, Schroders. Richard Zimmerman, Senior Advisor at WE Family Offices, will moderate.

Luciano Diana has been Senior Investment Manager for the Pictet Global Environmental Opportunities strategy, the firm’s flagship environmental solutions portfolio, which pioneered the application of the planetary boundaries / life cycle assessment framework. From 2009 to 2014, he was Senior Investment Manager for the Pictet Clean Energy strategy, which focuses on the Energy Transition to a low carbon economy.

Before joining Pictet, Luciano spent four years at Morgan Stanley, where he headed the London based clean energy sell-side research team. He began his career in 1998 as an IT strategy consultant at Accenture.

Luciano holds a Laurea in Telecommunications Engineering from the University of Padua, Italy, and he was a Visiting Scholar at the University of California at Berkeley. He holds an MBA from INSEAD.

You can review Pictet Asset Management´s ESG web here.  You can also download the GEO 2020 Advisor Toolkit here.

Sarah Bratton Hughes Hughes is the Head of Sustainability, North America. Her responsibilities include leading the sustainability strategy and ESG integration in North America. She joined Schroders in 2011 and is based in New York.

Previously, Sarah was an Investment Director at Schroders which involved supporting and representing the Schroders Sustainability Team as well as the Schroders US Small Cap and Schroders US Small & Mid Cap investment capabilities to clients and prospective clients. She was also responsible for ESG integration in North America.

Sarah was an Associate Product Manager at Schroders from 2014 to 2017, which involved supporting the US Equities teams and representing the Schroders US Small & Mid Cap and Schroders US Large Cap investment capabilities to clients and prospective clients. She was a product executive on the same team from 2011-2014.

Prior to joining Schroders, Sarah was a Senior Analyst Investment Performance at JP Morgan Asset Management from 2010 to 2011, which involved supporting investor and client inquiries relating to investment performance reviews. She was also a Client Service Associate at JP Morgan Chase from 2007 to 2010, which involved monitoring and implementing new account openings as well as maintenance of existing accounts. Qualifications: BA in Economics from St. Francis College; BSc in Business Management from St. Francis College.

You can review Schroders´s ESG web here.

Richard Zimmerman is a Senior Advisor at WE Family Offices, based in New York, where he leads the firm’s Values-Aligned Investing Advisory Service. WE Family Offices is a Family Office Company that provides strategic wealth advice on approximately $10B of assets for about 70 U.S. and international families. WE has been highly recognized in the industry, including being named among Barron’s Top RIA Firms of 2019.

Richard is a recognized speaker in the Impact Investing arena and works with some of the world’s wealthiest families helping them align their values to their investments. He has spoken at over 25 conferences, including the UN Sustainable Investing Conference, Barron’s ESG and Impact Summit, Opal Total Impact, and Responsible Investing. He has a pragmatic and upbeat speaking approach and uses real world examples to illustrate how sophisticated investors can invest with impact.

Richard has a Master of Science in Sustainability Management from Columbia University and a B.A. from the University of Virginia. He holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations. He has held senior positions at global banks and multi-family offices as well as board positions at philanthropic organizations. He is a Board Director at the Capital Institute and recently served on the Ceres President’s Council.

For registration, follow this link.