Values-based investing has evolved from socially responsible investing (SRI) to ESG investing, with money managers launching new funds and recasting existing offerings. Employees are also pushing for change – looking for retirement investment choices within their defined contribution plans that are in line with their values. But is this approach right for your plan and will it provide enough growth to secure future retirement income for your members?
Vishal Hindocha, global head of sustainability strategy at MFS Investment Management, and Buck’s Investment team will discuss:
The evolution of ESG investing
Aligning ESG values within your plan’s investment strategy
MFS as a case study in ESG integration
Employee activism and the push for change
Vishal Hindocha, CFA | Vishal is senior managing director and global head of sustainability strategy for MFS Investment Management (MFS). in this role, he works with clients and regulators globally to develop solutions and provide insights on sustainable investment trends and best practices. He is focused on ensuring that sustainability is integrated across investment, client and corporate pillars.
Jeff Gabrione, CFA | Jeff heads Buck’s U.S. manager research function within the Investments group and is responsible for manager due diligence and investment research across all asset classes. With more than 30 years of investment industry experience, including manager research and guidance, he works with consultants and clients on asset allocation and portfolio construction.
Derek Smith | Derek is the lead investment modeler on Buck's investment team, responsible for the construction and quarterly implementation of complex custom target date and white label funds. He helps plan sponsors to reduce risk while simultaneously augmenting returns.