In this presentation Aaron Filbeck will offer an overview of environmental, social, and governance (ESG) investing. First, Aaron will discuss the history of ESG investing, including its evolution from a values-based investment philosophy to a data-centric investment process. Next will be a comparison of the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing, and ESG integration. Finally, with a focus on ESG integration, Aaron will discuss the three pillars of ESG: environmental, social, and governance, and how an investor may consider each when making investment decisions.
Aaron Filbeck serves as Associate Director of Content Development at CAIA Association, where he supports the curation, development, and execution of the organization’s content strategy and CAIA Charter Program curriculum.
A demonstrated writer, Aaron has published on topics such as environmental, social and governance (ESG) investing, liquid alternatives, commodities, and asset pricing/factor investing. Most recently, he co-authored a paper, “Performance Assessment of Firms Following Sustainalytics ESG Principles,” in The Journal of Investing.
Prior to his role at CAIA Association, Aaron served as a portfolio manager at The Joseph Group Capital Management, a registered investment adviser (RIA) in Columbus, OH. Here, he oversaw manager research and portfolio construction efforts for $500 million worth of high net worth individuals and institutional retirement plans.
Aaron earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. His holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), and Certificate in Investment Performance Measurement (CIPM) designations. He is Vice President of CFA Society Columbus and serves on multiple advisory boards for the Sam & Irene Black School of Business at Penn State Behrend.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
3:00 pm – 4:00 pm ET
2:00 pm – 3:00 pm CT
1:00 pm – 2:00 pm MT
12:00 pm – 1:00 pm PT
Note: This webinar was originally broadcast on January 28, 2021.