Beyond ESG with Impact of Gender Diversity on Equity Fund Performance
Date:
Wednesday, July 20, 2022
Location:
On-Demand
Duration:
1 Hour
A more diverse workforce allows for broadened perspectives and better decision-making across the financial industry, with gender diversity recently highlighted as a driver of portfolio performance. As companies advance their DEI journey, investors are increasingly looking to data surrounding diversity to inform their portfolios.
Join S&P Global Sustainable1 for the next episode in our Beyond ESG webinar series and hear from market specialists as they examine the impact gender diversity of an investment team has on equity fund performance, including:
The relationship between gender diversity and equity fund performance
How investors are using data on gender diversity to analyze their portfolios
The obstacles women face in the fund management profession
S&P Global Sustainable1's 'Beyond ESG' webinar series focuses on providing corporate and investors with the tools and insights they need when building and refining their ESG playbooks. Featuring interviews and discussions with experts, decision-makers, and visionaries in the ESG community, these webinars will go beyond ratings and scores to help see the possibilities in building a sustainable future while meeting the expectations of an evolving market.
Register today to join the discussion or receive the on-demand replay.
Katrina DudleySenior Vice President, Investment Strategist and Portfolio Manager, Franklin Templeton
Katrina Dudley, CFA, CAIA is a Senior Vice President, Portfolio Manager, and Investment Strategist at Franklin Templeton Investments, one of the Full Bio
Katrina Dudley, CFA, CAIA is a Senior Vice President, Portfolio Manager, and Investment Strategist at Franklin Templeton Investments, one of the world’s largest asset managers, where she co-manages the Franklin Mutual Global Discovery and Franklin Mutual European Funds. She joined the Mutual Series investment team in November 2002.
Ms. Dudley has a passion for advocating for women in finance and business. She has mentored many up-and-coming female investment professionals, speaking at industry events encouraging more women to enter the investment management industry, and helping female executives increase their familiarity with Wall Street. She is the author of the introduction to the Vault Career Guide to Mutual Funds and is co-author with Columbia Business School Adjunct Professor Carr, “Undiversified: The Big Gender Short in Investment Management”. Ms. Dudley is a frequent market commentator on Bloomberg and CNBC.
Ms. Dudley earned an M.B.A. from New York University's Stern School of Business, a Law degree (with first class honors) and a Commerce degree from Bond University (Australia), and an Associate of Science degree (Computer Science) from the University of the People. She is a Chartered Financial Analyst (CFA) Charter holder and a Chartered Alternative Investment Analyst (CAIA). Within her community, she is a board member of the CFA Society of New York, Vice-Chair of the Board of The Children’s Village, a member of the AEI Leadership Network, an Adjunct Professor at Rutgers University, a Guest Lecturer at the NYU Stern School of Business, a member of the Management Advisory Committee of the NYU Michael Price Student Investment Fund, a member of the Digital Faculty of Portfolios with Purpose and a member of the Global Advisory Board of the Women in Finance & Investment Network.
Stephen LawrenceSenior Investment Strategist, Investment Strategy Group, The Vanguard Group
Stephen Lawrence, Ph.D., is a Senior Investment Strategist in the Vanguard Investment Strategy Group. His research into the performance of Full Bio
Stephen Lawrence, Ph.D., is a Senior Investment Strategist in the Vanguard Investment Strategy Group. His research into the performance of active and passive investments incorporates insights from financial economics, data science and machine learning. Previously at Vanguard, he was Head of Investment Management Fintech Data Science where he oversaw data science applications of new structured and unstructured data sources into the investment process. Prior to joining Vanguard, Dr. Lawrence was Head of Quantextual Research at State Street Bank where he led a machine learning product team. Prior to that he led FX and Macro flow research for State Street Global Markets. Stephen holds a B.A. in Mathematics from the University of Cambridge and a Ph.D. in Finance from Boston College. He is also a TED speaker with a 2015 talk titled “The future of reading: it’s fast”. Minimize
S&P Global Contributor
Mona NaqviGlobal Head of ESG Capital Markets Strategy for S&P Global Sustainable1 , S&P Global Sustainable1
Mona is Global Head of ESG Capital Markets Strategy for S&P Global Sustainable1. Full Bio
Mona is Global Head of ESG Capital Markets Strategy for S&P Global Sustainable1. Previously, Mona was Senior Director, Head of Environmental, Social, and Governance (ESG) Product Strategy, North America at S&P Dow Jones Indices (S&P DJI). In this role, Mona lead the strategy for developing ESG indices for the North American market, from best-in-class approaches like the world-renowned Dow Jones Sustainability Index, to broad-market ESG alternatives and core solutions like the S&P 500 ESG Index. She also served as the global spokesperson for S&P DJI's ESG Indices, educating the market on the values of ESG investing and our industry-leading ESG lineup.
Prior to joining S&P DJI, Mona was Director at Trucost (part of S&P Global) and advised some of North America's biggest institutional investors on low-carbon and fossil fuel free strategies, energy transition alignment, and meeting the recommendations of the TCFD for investors. Mona served as an advisor to the Obama Administration on climate and energy policy and worked for several years as an economist at the UK's Bank of England. Mona also ran for public office in UK local government elections of 2010 and 2014 and devised the local Liberal Democrat party's communication strategy around education and the environment.
Mona graduated Summa Cum Laude with a Bachelor of Science degree (with honors) in Government and Economics (double major) from the London School of Economics and Political Science (LSE). She is an experienced public speaker and regular market commentator on sustainable finance issues, with published works on topics as diverse as disruptive technologies to the problem of "short-termism" in mainstream finance. She is a recipient of the FiNext Excellence in Finance Leadership Award 2019 and was a shortlisted nominee for the Women in Asset Management Awards in the Index Category of Minimize
S&P Global Contributor
Stephanie PotterESG Specialist, S&P Global Sustainable1
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