ESG Portfolios Powered by AI and Big Data

Join us Thursday, March 31st at 11:30am ET.   Portfolio managers and Investment advisors who wish to launch ESG products have several challenges to confront before launch.
  • Determine the environmental, social and governance target characteristics for their strategy. Examples include Climate Change and Carbon Intensity, Sustainable Resource Management, Board Diversity, and Labor Issues.
  • Choose from a variety of ESG data sets and scores that enable the creation of portfolios with the desired characteristics and risk/return profiles.
  • Clearly articulate the stock selection drivers and the portfolio construction process in order to stand out in an increasingly crowded market.
We will share how we’ve constructed two ESG strategies using a variety of ESG signals – and walk through the portfolio construction process. Along the presentation we will demonstrate how artificial intelligence can help streamline the research process and build differentiated products that seek to stand out from the crowd.  

Meet our speakers:

  • Ruben Falk is the Managing Director of Portfolio Management at Neuravest. Prior to joining Neuravest, Ruben was the Global Head of Investment Management Solutions at S&P Global Market Intelligence. Ruben has an MBA with a concentration in finance from the Walter Haas School of Business at the University of California at Berkeley.
  • Eric Davidson runs Strategic Partnerships for Neuravest, where he ensures the success of strategic accounts and develops new business with alternative data providers and forward-thinking investment management firms. He has more than 15 years of experience in operational, business development and strategic roles within the financial technology and analytics sectors.

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