Sustainability skills pathway: Mastering materiality and the essential screening for constructing robust portfolios (2 of 3)
Tuesday 11 March 2025 | 17:00 - 18:00 | Webinar
This webinar is part of CFA UK’s Sustainability skills pathway
Are you looking to fine-tune your approach to sustainable investing? This webinar is designed for investors who want to master the art of identifying material ESG factors and implementing effective screening techniques to build more resilient portfolios.
What You’ll Learn:
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Screening and filtering essentials: Learn how to apply the right screens—from scores to exclusion criteria—to effectively identify and filter assets that meet your investment goals.
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Understanding materiality: Gain clarity on how to pinpoint the ESG factors that truly impact company performance and drive long-term value.
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Aligning material ESG factors with screening: Discover techniques to integrate relevant ESG factors into your screening criteria for more targeted and impactful portfolio construction.
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Case study and practical tools: Explore real-world examples and leverage practical tools for implementing materiality-driven filters and screens.
This session is ideal for portfolio managers and investors focused on refining their strategies to ensure a balance of robustness, sustainability, and precision in their investments.
Speaker
Jodie Tapscott, SVP, Director of RI Portfolio Solutions & Strategy, Alliance Bernstein
Seasoned sustainable investment professional with a proven track record in delivering sustainable investment solutions and responsible investment strategy, Jodie is passionate about the allocation of capital to companies and investment opportunities solving the world's sustainability challenges. With an authentic leadership style, Jodie demonstrated experience in team leadership, portfolio management, net zero target-setting, ESG integration, research and engagement, product development and relationship management. One of Financial News' Rising Stars in Investment Management in 2022, she was also an Investment Week Women in Investment Award finalist in 2023.
Currently Jodie is leading the development of impact and sustainability-focused investment solutions across AB CarVal's alternative debt, opportunisitic credit, and clean energy capabilities, and AB's private credit, middle market lending and real estate debt strategies. Partnering with our Multi-Asset CIOs to enhance ESG research, integration and stewardship approaches across AB's Target Date Fund and DC capabilities. Pioneering innovative ESG approaches across AB's hedge fund business to consider sustainability risks and opportunities for Systematic, Merger Arbitrage, Event Driven and FoHF funds.
Timings
Registration:16:55
Event: 17:00 - 18:00
Other events in the CFA UK Next-level communication skills pathway:
| 4th March - How to construct portfolios with Sustainability and Robustness in Mind |
| 1st April - Assessing your portfolio for nature risks and what to do next |
| 15th May - CFA UK sharpen your portfolio construction skills pathway networking evening |
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