What

In a world with myriad ESG data sourcing options, it can be tricky to integrate various datasets into one cohesive ESG profile of a company.

In this interactive workshop, we will demonstrate how to combine various ESG datasets into one comprehensive framework, as well as showcase strategies and best practices for applying ESG data into the fundamental research and valuation processes. Topics will include materiality, cost of capital, terminal growth, externalities, the role of perception in markets, and much more.

This hands-on workshop is ideal for ESG Analysts, Heads of ESG, Heads of Stewardship, Heads of Responsible Investment, Research Analysts, and Portfolio Managers looking for new perspectives on integrating ESG data in the modern era of ESG integration. You’ll leave the workshop with actionable insights and concepts that your team can readily implement within your firm.

Agenda

9:30 am Presentation: Combining Multiple ESG Datasets for a Complete ESG View
9:45 am Interactive Session: Case Study
10:30 am 10-minute Break
10:40 am Presentation: Applying ESG Data to Fundamental Analysis
11:00 am Interactive Session: Case Study
11:50 am Wrap Up with Summary and Takeaways

Where

One Moorgate Place
Chartered Accountants Hall
1 Moorgate Place
London EC2R 6EA
United Kingdom
 

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Presenters

Andre Shepley

Andre Shepley is a Product Manager and Director of Fundamental Research and ESG Integration at Truvalue Labs, an AI technology start-up that provides real-time ESG data alongside bespoke solutions. Prior to Truvalue, Andre spent over 7 years in equity research and trading across consumer, energy, and industrial sectors at UBS Investment Bank.

Andre is a Masters of Science in Sustainability Management candidate at Columbia University and holds a B.A. in Economics from Pomona College where he was a member of the Hall of Fame Hampshire Honors Society.

Eli Reisman

Eli Reisman is the Director of  Product Management, responsible for TruValue Labs’ core product offerings.  Before joining TruValue Labs, Eli worked as the Director of Partnerships at SASB where he managed the licensing and integration of SASB’s framework within SABS partner’s products.  Additionally, Eli also managed the development of SASB’s internal products, including the SASB Navigator, the company’s first web based research library. Prior to SASB, Eli spent six years at the U.S. Green Building Council (USGBC).

Eli holds a Bachelor’s degree in Urban and Environmental Policy from Occidental College and earned his MBA from George Washington University.