Sustainable Investing Group Meeting

Friday, September 9 | 12:00 PM - 1:00 PM

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Group Description

The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis. 

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Guest Speakers

Jake Barnett
Director, Sustainable Investment Stewardship, Wespath

Jake joined Wespath in January 2020. As the director of Sustainable Investment Stewardship (SIS) for Wespath and its subsidiaries’ investment programs, Jake leads Wespath’s shareholder advocacy and engagement efforts. Specifically, the SIS team focuses on engagement efforts that align with the values of The United Methodist Church and support the transition to a sustainable global economy. Previously Jake was an institutional consultant at Morgan Stanley’s Graystone Consulting where he focused on engagement with faith-based and impact-oriented institutional investors.  Read More


Patrick Peura
ESG Engagement Manager, Allianz Investment Management

Patrick manages the ESG engagement program for Allianz SE’s proprietary portfolio. This includes engaging on Allianz’s climate ambitions. Allianz has committed their 800 billion euro proprietary portfolio to achieve net-zero GHG emissions by 2050 in line with a 1.5° maximum temperature rise. Beyond engaging directly with investee companies, he also directs Allianz’s asset manager engagement program to help align asset managers’ diverse ESG approaches with Allianz’s climate and ESG long-term interests. Additionally, he is co-leading the United Nations-convened Net-Zero Asset Owner Alliance engagement activities. Read More