An Alternative Approach to Responsible Investing

CAIA – On Thursday evening, May 18, 2017, CAIA’s Boston Chapter held a panel discussion at the InterContinental Boston on “An Alternative Approach to Responsible Investing” moderated by Bill Kelly, CEO CAIA Association. Panelists included leading ESG investing experts Tim Brennan, Treasurer & CFO, Unitarian Universalist Association, Jeff Finkelman, CFA, Research Associate, Impact Investments Athena Capital, Lee Gardella, Managing Director, Head of Risk Management, Adveq Management.

Responsible Investing, including the incorporation of environmental, social and governance (ESG) factors and ethical principles, is growing in importance in the alternative investment management industry. In a recent survey by CAIA and global institutional private equity investor Adveq, more than three quarters of respondents agreed that Responsible Investing will become even more relevant in the years ahead, driven by ethical principles, constituent demands, and new business opportunities.
This survey provided the backdrop to the discussion.