The “S” in ESG: DEI’s Expanding Role

Recorded On: 06/16/2021

3:30pm - 4:15pm:Is the increased focus on the “S” a moment or a movement?  Join us for a discussion with industry ESG experts as we explore the increasing focus on social issues in investor decision making. From proxy voting guidelines and stewardship publications to the rise in DEI as key RFP criteria, ESG leaders will discuss the changing landscape and the impact it has on equity markets.



CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 CPE 

Field of Study: Specialized Knowledge

Program Level: Basic 

Delivery Method: Group-Internet Based 

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Emily Lawrence (Moderator)

Director, Sustainable Investing, Institutional Client Group, Northern Trust

Emily Lawrence is North American Director of Sustainable Investing Client Engagement at Northern Trust Asset Management where she is responsible for client engagement and partnership regarding Northern Trusts’ sustainable investing capabilities. Emily has 14 years’ experience collaborating with clients to support the development of actionable approaches to sustainable investing. In addition to representing the investment platform, Emily collaborates directly with clients to conduct trainings and facilitate discussions on concepts, themes and trends through individual meetings, webinars and thought leadership. She is also an active member of the Northern Trust Sustainable Investing Council, Proxy Voting Committee and Executive CSR Council. An advocate for diversity, equity and inclusion in the investment management industry, Emily has served as a mentor for young professionals through the Women in ETFs mentorship program starting in 2017 and has co-chaired the Events Committee for the Diversity Project North America since 2019.  She sits on the ESG sub-committees for a variety of industry bodies including DCIIA, ICI, and ABA. Previously, Emily was appointed to the Principles for Responsible Investment working group focused on Active Ownership and the Sustainable Development Goals and the Climate Action and Resiliency Plan Working Group for the government of Evanston, IL.

Prior to joining Northern Trust, Emily managed research production for MSCI ESG Research’s Screening Research and Bespoke Research teams.  Joining MSCI ESG Research via KLD in 2007, Emily was responsible for overseeing key data collection, analysis and quality initiatives including acting as a member of the Business Involvement Research Methodology Committee. Emily has also served on the steering committees for the 2013 Access to Nutrition Index and the 2012 Access to Medicine Index.

Emily received her M.Res. in International Conflict Resolution from the Institut Catholique de Paris and holds an MSc. In European Politics and Governance from the London School of Economics.  Additionally, Emily holds a B.A. in French Language and Literature from the University of New Hampshire.  She is fluent in French.

Jayme Colosimo

Head of Business Advisory Services and Head of ESG, Citi

Citi

Jayme Colosimo is the Head of ESG, North America, and is the Head of North America for Citi’s Business Advisory Services team, a thought leadership and global coverage strategic advisory group providing consulting, content, and insights to the C-Suite of Citi’s top 100 Global Markets clients on the innovation, regulatory, and technology trends impacting the investment management industry.

Prior to joining Citi in 2018, Jayme served as a Senior Economist and Strategic Advisor to White House and senior U.S. policy makers on global macroeconomic, geopolitical, and international banking issues. She managed intelligence analysts focused on national security issues, developing an expertise in alternative data and analytics, cybersecurity, and financial applications of emerging technologies. She was awarded a Presidential Daily Briefing Commendation and two Meritorious Unit Citations during her service. Earlier in her career, Jayme led a team of Relationship Officers in Zions Bank Private Services and separately served as the chief financial analyst to the CFO of Zions Bank.

Jayme holds a Professional Certificate in Data Science from the University of California, Berkeley and completed sponsored Executive Education at The John F. Kennedy School of Government at Harvard University. She holds a certification in Advanced Editing from the Poynter Institute School of Journalism and in 2020, graduated from a year-long certificate program in Data Visualization from Parsons School of Design. She holds an M.B.A. with an emphasis in Organizational Behavior and a Bachelor of Arts in International Business from Westminster College in Salt Lake City, Utah.

Jayme is an AA Certified Advanced Robotics Process Automation (RPA) Professional Developer, an American Marketing Association (AMA) Professional Certified Content Marketer, and holds Series 7 and Series 63 securities licenses.

Glen Yelton

Head of ESG Client Strategies, Invesco

Glen K. Yelton joined Invesco in 2019 as Head of ESG Client Strategies North America based in Atlanta. Previously, Glen served as the Director of ESG & Impact Investing on OppenheimerFunds’ SNW Investment Team (now known as the Invesco Managed Accounts team) with analytical responsibilities for the Impact strategies. SNW was acquired by OppenheimerFunds in 2017. Prior to joining the SNW team in 2015, Glen managed the ESG research program at IW Financial. Before that, he oversaw ESG data collection at American Values Investments. Additionally, he has provided competitive intelligence research for a variety of Fortune 100 clients across several industries and served as an interrogator for the U.S. Army. Glen holds a B.S. from East Tennessee State University.

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The “S” in ESG: DEI’s Expanding Role
06/16/2021 at 3:30 PM (EDT)  |  Recorded On: 06/16/2021
06/16/2021 at 3:30 PM (EDT)  |  Recorded On: 06/16/2021