Friday, 15 November, 9:30 am - 10:30 am EST

Integrating ESG into Investment Decision Making

Mary Jane McQuillen
Managing Director, Portfolio Manager, Head of ESG Investment
ClearBridge Investments    

• Overview of ESG integration as a specific approach (the most widely preferred approach by clients) and illustrative case studies
• Discuss the process for ESG integration into equity research and integrating ESG factors into client investment and societal goals in public equities
• Describe the onboarding process—time frame, resources, engagement, and research options

 

Speaker Biographies

Jason DeSena Trennert is the chairman and chief executive officer of Strategas Research Partners and its affiliated companies. He is known as one of Wall Street’s thought leaders on the subject of markets and economic policy. Mr. Trennert’s research pieces are read by leading institutional investors and corporate executives across the globe. He co-founded Strategas, which began with just 5 employees and today has over 50 research analysts, institutional salesmen, and sales traders. Widely quoted in the domestic and foreign press, Mr. Trennert is a regular guest host on CNBC’s Squawk Box and Bloomberg Surveillance with Tom Keene. He has penned numerous op-ed pieces in the Wall Street Journal, the Financial Times, and Investor’s Business Daily and is the author of three books on investing and the investment business, including My Side of the Street. Mr. Trennert is a member of the investment committee of the Rockefeller Brothers Fund and is on the advisory board of Hollow Brook Wealth Management. He has a BS in international economics from Georgetown University and an MBA from the Wharton School at the University of Pennsylvania.

Mary Jane McQuillen is a managing director, a portfolio manager, and the head of the environmental, social, and governance (ESG) investment program at ClearBridge Investments. She co-manages the ClearBridge Sustainability Leaders Strategy, as well as a number of other active equity ESG strategies. Ms. McQuillen has 23 years of investment industry experience and is a member of the ClearBridge Investments Proxy Committee. She serves on the board of directors of the Sustainable Investments Institute. Previously, Ms. McQuillen served on the boards of CFA Society New York, the IRRC Institute, and the Forum for Sustainable and Responsible Investment. She is an active member of the UN Principles for Responsible Investment Listed Equities Steering Committee and the ESG Integration Sub-Committee. Ms. McQuillen was included on the Women Worth Watching list for financial services and was named a Rising Star of Corporate Governance by the Millstein Center for Corporate Governance and Performance at the Yale School of Management. She is a member of Bpeace, a volunteer organization that works to introduce sustainable business skills to women in Rwanda, Afghanistan, El Salvador, and Guatemala. Ms. McQuillen earned a BS in finance from Fordham University and an MBA in finance from Columbia Business School.