Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors and wealth managers

While two different ESG data sets may seem comparable, a deeper look often reveals fundamental and impactful differences in the way ESG scores are calculated.

Join S&P DJI and industry thought leaders to explore:

The role that data plays in developing index-based ESG solutions, including broad-market and net zero strategies
How advisors can leverage ESG data through direct indexing to create customized approaches catering to investors' needs
Variables that can affect ESG data quality and depth, and the benefits of sourcing non-public disclosures directly from companies

Speakers include:

  • David Gordon, CFA, CPWA, Senior Vice President, Direct Indexing, Vestmark
  • Ben Leale-Green, Associate Director, Research & Design, S&P Dow Jones Indices
  • Mona Naqvi, Global Head of ESG Capital Markets Strategy, S&P Global Sustainable1

Featured Speakers

David Gordon, Vestmark

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Ben Leale-Green, S&P Dow Jones Indices

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Mona Naqvi, S&P Global Sustainable1

Global Head of ESG Capital Markets Strategy

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