Presenting at Introduction to ESG, Sustainable & Impact Investment One–Day Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th
Introduction: For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan. This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations. Find out more at https://intro2esg.eventbrite.com
ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)
The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.
MEET ONE OF YOUR COURSE LEADERS
Co-Founder & Portfolio Manager, FACTS Asset Management
TOPIC: Integrating ESG Factors into Portfolio Construction
A conversation with Jordan:
Q: How is your day-to-day work related to the Intro to ESG, Sustainable & Impact Investment Certificate Program to be presented at Baruch?
[JK] I am a registered investment advisor currently running three strategies for SMAs. They are all based on our FACTS® Framework, which we think of as “ESG 2.0”. The FACTS® screen reduces the Russell 1000 to create a universe of Top 400 having the highest “integrity rank.” We have identified five (5) financial and non-financial quantitative “indicators” of integrity that go beyond the traditional ESG.
Q: What can attendees expect to learn from your session?
[JK] There are different ways to use ESG criteria when building investment portfolios. Not all ESG information and data are created equal. I’ll explain a bit about the history of our model and how we built it. And I’ll show how using FACTS enhances returns by attempting to lower volatility and risk.
Q: What advice do you have or opportunity that you see for attendees who complete the Certificate Program?
[JK] My top lines: Customer interest in ESG investing is rapidly growing. Be part of the discussion. Add it to your existing expertise or partner with those who can provide it.
Be concerned with what you invest in going forward. Investment dollars following into more sustainably-run companies will create a virtuous cycle. You’ll want to understand that.
Be part of a movement to encourage stakeholder management and integrity based investing.
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CAREER BACKGROUND: JORDAN KIMMEL
Jordan Kimmel is the co-founder and portfolio manager at FACTS® Asset Management.
Leveraging more than 30 years in the financial services industry – as both a retail broker and a fund/portfolio manager – he is the creator/co-creator of the FACTS® model, a holistic, unbiased quantitative measurement of the “integrity” of over 2,000 public companies.
FACTS® identifies companies with strong leadership, core values and ethical cultures. The strategy blends financial stability with conservative accounting, corporate governance, transparency, and sustainability metrics for the largest and most liquid companies. FACTS® incorporates Jordan’s previous Magnet® model, which has been licensed to leading financial services institutions including John Nuveen & Co.
Jordan’s market insights have been sought by numerous networks — such as CNBC, Fox News and ABC News; he has been quoted extensively by various print and digital outlets such as Forbes and U.S. News & World Report. Also, he is the author of two books, the most recent being “The Magnet Method of Investing” (Wiley 2009).
Jordan earned his M.S. in Urban Policy Sciences and a B.A. in Economics from SUNY at Stony Brook.
For more information about the course and how to register, visit: https://intro2esg.eventbrite.com