Implementing ESG strategies in financial services
✨Are you a finance professional seeking to enhance your understanding of ESG in financial services?
✨Are you excited to learn about recent trends and examine practices through interactive case studies?
Join Matthew Sekol, Microsoft's ESG and sustainability advisor, and explore the latest trends in ESG in this interactive 75-minute workshop brought to you by Work on Climate.
The event starts with a high-level dive into the world of ESG and financial services across banking, insurance, and capital markets. The session will then dive deep into the recent trends in capital markets specifically, including the anti-ESG pushback and its results and risks, as well as the EU approach to ESG and double materiality.
In the second half of the event, you will get the opportunity to review investment case studies in breakout groups across Vanguard, State Street, BlackRock and UBS. This hands-on learning session will enable you to gain useful skills and a deeper understanding of the topic, followed by a debrief to share the groups' findings.
What you will come away with:
🧰 Practical skills through case studies to navigate the ESG landscape, evaluate investment strategies, and align investments with sustainability goals
🔍 Expert advice and insights from Matthew Sekol
🌐 Networking opportunities with like-minded professionals from the industry
Don't miss the opportunity to expand your ESG skillset. RSVP now to secure your spot!
Here are some useful links that you can check out before the event:
BlackRock:
Investment Stewardship: Proxy voting guidelines for U.S. securities (blackrock.com)
Public Site: ESG Investing & Funds | BlackRock
Annual Report (2023): 0000950170-24-019271 (d18rn0p25nwr6d.cloudfront.net)
State Street:
Proxy Voting Guidelines: proxy-voting-and-engagement-guidelines-us-canada.pdf (ssga.com)
Public Site: Total ESG | State Street
Annual Report (2023): STT-2022.12.31 10-K (statestreet.com)
UBS:
Proxy Voting Guidelines: link
Public Site: Sustainable investing: ESG and beyond | UBS Global
Annual Report (2022) GEB performance assessments - Annual Report 2022 (ubs.com)
Vanguard:
Proxy Voting Guidelines: Global proxy voting policy (vanguard.com)
Public Site: ESG funds that reflect what matters most to you | Vanguard
Insights (ESG Metrics in Comp Plans): ESG metrics in compensation plans (vanguard.com)
Jack in the Box:
link
🗣 Your speaker
Matt is a Sustainability Global Black Belt at Microsoft, serving as an ESG Advisor to companies. He brings over 20 years of experience improving technology and operations by translating market needs into leading-edge products across industries. He also serves on the LP Advisory Committee of Morgan Stanley’s Next Level Fund, which invests in diverse led and founded startups.
Bringing a range of skills to translate disparate, complex ideas for senior stakeholders, Matt pioneers disruptive strategies to manage risk and meet cross-industry market opportunities. He is a public speaker, writer, and was named to Onalytica's 'Who's Who in ESG.'
Lastly, Matt has contributed to whitepapers on ESG topics like biodiversity and ESG data quality and has presented on the intersection of ESG and technology in higher education. He has an upcoming book called “ESG Mindset,” due out in April 2024, which focuses on corporates and publishes a weekly newsletter called The ESG Advocate.