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Cvent Transition Guide

Portfolio Construction for Asset Owners Considering Sustainable Data, Risks and Returns

Monday, May 10

Overview

A virtual Asset Owner Series™ event

Tune in to the next installment in CFA Society New York’s virtual Asset Owner Series™ to learn directly from Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations of Amundi, in conversation with Professor Francesco Briganti, Secretary General, Cross Border Benefits Alliance-Europe. The discussion will center the considerations of asset owners in regard to years of portfolio construction, investment selection and asset allocation. Attendees will hear Jaulin’s perspective on the significance of achieving particular returns in an ESG-slanted environment, as well as gain context to better inform the manager search and selection process.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

10:00 AM | WELCOMING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


10:05 AM | INTERVIEW, DISCUSSION

Interviewer

Francesco Briganti, Secretary General, Cross Border Benefits Alliance-Europe

Interviewee

Timothée Jaulin, Head of ESG Development & Advocacy, Special Operations, Amundi


11:00 AM |  CLOSING REMARKS & ADJOURNMENT

Daniel Fridson, Senior Advisor, McCarvill Capital Partners

Additional Details

Areas of Focus

  • ESG-oriented Asset Allocation
  • ESG-oriented portfolio construction