Webinar - Advanced Socially Responsible Investing (SRI)
Monday, December 14, 2015
2:00 - 3:00 p.m. (ET)
This webinar will address advanced issues concerning socially responsible investing (SRI) by investment advisers. The presenters will cover these questions and more:
- How are SRI guidelines set?
- Which SRI approaches are favored by clients?
- How do clients identify advisers for SRI mandates?
- What is the role of consultants in this area?
- How do SRI concepts apply in fixed income investing?
- Lisa Hayles, Consultant, Boston Common Asset Management
- Paul A. Hilton, Partner, Trillium Asset Management (Moderator)
- Sonia Kowal, President, Zevin Investment Management
- Cheryl Smith, Managing Partner, Trillium Asset Management
Registration for the live event has closed, but the recording can be ordered by clicking the "Register" button on this page.
|Members and Associate Members
*Per computer login
regarding this webinar, call (202) 293-4222 or email IAAevents@investmentadviser.org.
About the Presenters
|Sonia Kowal is Zevin Asset Management's President with responsibility for corporate matters, business practices, strategic planning, and marketing. She is also a member of the firm's investment committee where she incorporates sustainability issues into investment decision-making and oversees Zevin’s shareholder advocacy work, as well as the integration of environmental and social issues into the investment process. Previously, Sonia headed Ethical Investment Research Services' (EIRIS) US office and was a Portfolio Manager and Investment Research Analyst at Baillie Gifford in Scotland. Sonia holds a B.S. in Zoology from the University of Edinburgh and an M.S. in Investment Analysis from the University of Stirling, Scotland.
Lisa Hayles is a Consultant at Boston Common Asset Management. Previously, she was head of Client Services (North America) for EIRIS, a non-profit ESG research firm headquartered in London. At EIRIS, Lisa assisted institutional fund managers and pension funds to implement a variety of Responsible Investment strategies. Lisa's prior work experience includes Assistant Director of the Social Investment Organization in Toronto, Canada, as well as research and consulting assignments at the UNDP in Jamaica and the Ontario Women's Directorate. Lisa holds degrees from the University of Toronto (BA honors), University of Guelph (International Development), and the Sorbonne (French Language certificate).
||Paul Hilton, CFA, is Partner at Trillium Asset Management. Prior to joining the firm, he was Vice President, Sustainable Investment Business Strategy at Calvert Investments. He has also served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation and as Research Analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management. Paul started his career in the field of SRI as an analyst with the Council on Economic Priorities, a non-profit known for an influential consumer guidebook called “Shopping for a Better World.” Paul serves as Chair of the Board of US SIF, which is a U.S. membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. He holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan.
||Cheryl I. Smith, Ph.D., CFA, is Managing Partner at Trillium Asset Management. She leads the fixed income management process, and is co-manager of the Green Century Balanced Fund, for which Trillium is the sub-advisor. She began her investment management career at Trillium in 1987. Cheryl is currently a Board member of Oikocredit USA and Cornerstone Capital, Inc. Cheryl is a past chair of US SIF and recent member of its Policy Committee. Cheryl is a Chartered Financial Analyst charterholder and a member of the CFA Institute. Cheryl holds a degree from Georgetown University School of Foreign Service, and earned M.A., M. Phil., and Ph.D. degrees in Economics from Yale University.
Paid Registration Cancellation or Substitution
For paid registrations, cancellations and substitutions must be received in writing no later than 5:00 p.m. (ET) Wednesday, December 9, 2015. There are no refunds for cancellations received after this date. Email your requests