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ICI Webinar banner

New Common Terminology for ESG Fund Investing Strategies

August 11, 2020 • 1:00–2:00 p.m. (ET) • Virtual

New Common Terminology for ESG Fund Investing Strategies

Participants had the opportunity to hear about the terminology that ICI’s Environmental, Social, Governance (ESG) Working Group developed. The recent ICI publication Funds’ Use of Integration and Sustainable Investing Strategies: An Introduction explained the terminology, which has been endorsed by ICI’s Board of Governors.

Specific topics included:

  • ESG integration
  • ESG exclusionary investing
  • ESG inclusionary investing
  • Impact investing
  • Disclosure practices
  • US regulatory activity on ESG investing strategies

Speakers

Jane Carten
JANE CARTEN
President and Director
Saturna Capital
Karla Rabusch
KARLA RABUSCH
Independent Director
Lord Abbett Funds
Jennifer Wu
JENNIFER WU
Global Head of Sustainable Investing
J.P. Morgan Asset Management
DOROTHY DONOHUE
DOROTHY DONOHUE, Moderator
Deputy General Counsel Securities Regulation
Investment Company Institute

Introduction by

Paul Schott Stevens
PAUL SCHOTT STEVENS
President and CEO
Investment Company Institute

Materials

  • Archive recording
  • Slides (pdf)

This webinar was open only to ICI member firms and their outside counsel. It was closed to the media and to regulators.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

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