October 20, 2021

Leveraging MSCI ESG Analytics in Charles River®

Charles River's Explore & Learn webinar series: Discover new ways to leverage the Charles River Investment Management Solution as our product experts discuss and demonstrate the latest product capabilities.

Join Charles River and MSCI product experts for our next Explore & Learn webinar discussing how firms can use MSCI’s extensive ESG analytics to inform their security selection and portfolio construction process in Charles River IMS.

Asset owners increasingly demand systematic integration of ESG factors into their investment processes while institutional investors often require reporting on the ESG exposures and characteristics of their investments. Accessing MSCI’s ESG data directly from Charles River enables firms to streamline portfolio management and compliance workflows, gain timelier insights into ESG exposures and build portfolios aligned with investment mandates.

Nelle Coady, Head of ESG Consultants, Americas at MSCI will join Charles River’s Susan Madigan and Ben Shim for a discussion and demonstration of our ESG capabilities in the Charles River Manager Workbench.

Webinar highlights:

  • Solution overview, MSCI ESG ratings and indexes
  • Implementing ESG investment strategies 
  • Constructing and managing portfolios to highlight ESG characteristics

The webinar is a 30 minute presentation and discussion followed by Q&A.

 

 

 

Presenters

Ben Shim
Director, Product Strategy Charles River

Ben is responsible for Charles River Development’s front office risk and analytics strategy and drives the firm’s strategic vision for analytics globally. Ben has spent his career primarily focused on analytics technologies and models, both as a user and consumer of analytics. Previously, Ben held numerous roles at BlackRock, most recently as the analytics lead for Aladdin’s asset owner clients. Ben holds a BS in Finance and Accounting from the Stern School of Business at New York University.

 

Nelle Coady
Executive Director, MSCI

Nelle leads a team of ESG Clients Consultants across the US and Canada, who are dedicated relationship managers responsible for engaging and delivering the value of MSCI ESG & Climate solutions to hundreds of investment organizations in North America. Nelle has worked to establish the foundation for which ESG Client Consultants support investors in applying innovation and best practice integration of ESG & Climate research and data across a range of applications. Nelle has held a variety of roles in ESG investing since 2001, including working as an ESG analyst at KLD Research & Analytics. Nelle is an active participant in MSCI’s Women Leadership Forum and Women in ETFs in Boston and also holds a BA in History.

 

Susan Madigan
Sales Engineer/Portfolio & Risk Analytics Lead, Charles River

Susan is responsible for educating existing and prospective clients on the features and benefits of the Charles River IMS.  Prior to joining Charles River, Susan held Portfolio and Risk analytics positions at Bloomberg and Standard & Poor’s.  Susan has 18 years of experience in the financial services/technology industry.  Susan holds a bachelor’s degree in Business Administration from the University of Delaware and an MBA from Long Island University.  Susan is a CFA charter holder.

 

Register to Watch a Replay

Charles River reserves the right to deny registrations.

CLICK HERE TO WATCH PREVIOUS WEBINARS ON-DEMAND

Charles River would like to confirm your consent to share your name, title, company, location and email address with Charles River affiliates and MSCI who may use your information to contact you or market their products and services to you. You have the right to withdraw your consent at any time, without such withdrawal affecting the lawfulness of the previous communication. Please note that some Charles River affiliates and MSCI are located in jurisdictions outside the European Economic Area (EEA) that may not provide an adequate level of personal data protection, but Charles River has put in place appropriate safeguards to ensure the transfer is carried out in compliance with applicable law. Through your consent, you also consent to this transfer of the listed data outside of the EEA.

To learn more about Charles River's processing and about your rights with respect to such processing, including your right of access, correction and objection to the processing of your personal data for direct marketing purposes as well as your right to withdraw your consent at any time, please refer to our General Privacy Statement at https://www.crd.com/Privacy-Statement/

Charles River reserves the right to decline registrations. The material and images presented is for informational purposes only; no live data being used. All Charles River Development stats are current as of 2021. Webinars posted are information classification: general. The development, release and timing of any product, features or functionality described remain at the sole discretion of Charles River and are subject to the firm’s internal governance and due diligence approval process. The views expressed in this material by Charles River's partners and 3rd party providers are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

© 2021 CHARLES RIVER DEVELOPMENT, A STATE STREET COMPANY
700 DISTRICT AVENUE, BURLINGTON, MA 01803 USA

3783092.1.1.GBL Information Classification General