11 CFA Society Partners; 30 Asset Owner / Industry Association Partners; +130 speakers
Representatives from non-bank institutional investors (fiduciary asset owners and institutional asset managers) that collectively have in excess of 45 trillion USD in assets were represented at the Summit
Representatives from fiduciary asset owning organizations (SWFs, pension funds, insurance companies, endowments, etc) that collectively have in excess of $10 trillion in fiduciary assets spoke
Representatives from investment management organizations that collectively have in excess of $30 trillion in managed assets were represented at the Summit
Representatives from fiduciary asset owning organizations that collectively have in excess of $5 trillion in fiduciary assets attended, but did not speak
The systematic integration of environmental, social and governance (ESG) factors into investment strategies, and investment decision making across asset classes, has exploded. Asset owners around the world were early adopters of sustainable investment commitments, taking leadership roles—in their capacity as fiduciaries—to advocate for the achievement of long term, sustainable, risk-adjusted returns, consistent with their fiduciary duty.
The CFA Society New York 2nd Annual Climate and ESG Asset Owner Summit, hosted in partnership with Principles for Responsible Investment (PRI), is scheduled to take place during Climate Week and Global Goals Week in NYC. The Summit will feature two days focused on the rise and status of sustainable investing among asset owners by featuring addresses and panel discussions led and informed by asset owner representatives covering all six populated continents. These will focus on ESG trends and developments across Australia, North America, Latin America, Europe, Asia, and Africa, and offer regional perspectives, unique challenges and opportunities, and their outlooks.
As of September 25th, 2019, Asset Owner Series (AOS) will have hosted fiduciary asset owner (sovereign wealth fund, pension fund, insurance company general account, etc) and institutional investment consultant speakers from organizations that cumulatively oversee in excess of $72 trillion of assets under ownership or advisory. There is roughly $90 trillion in total institutionally owned assets and approximately $40 trillion in consultant-advised institutional assets globally. AOS was founded by Tom Brigandi, CFA, at CFA Society New York in 2015. In addition to hosting frequent AOS events at CFANY HQ, there have been nine AOS events hosted outside of New York in partnership with CFA Institute Societies across APAC, EMEA and the Americas.
For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.
Please be advised of the following information related to Society sponsorship and support:
Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and Key Alliance Program participant of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.
CFA Society New York thanks all of its sponsors, event-related affiliates and Key Alliance Program participants for helping us continue to shape the conversation of the investment community.
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References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.
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