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.
- 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.
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.
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.
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.