Date(s) - December 2, 2020
7:30 am - 9:00 am
As financial advisors, we seek to help our clients accomplish diverse goals. More clients are asking about how their assets are being invested today than ever before. Are their dollars invested in companies with values aligned with theirs? At the same time, the criteria for screening companies is becoming more complex. Join us for our December meeting to hear from ESG analyst Natalya Zeman. She will talk about the ESG research process and how various criteria affect the buy and sell decisions. She will review several specific case studies to illustrate the various factors involved in meeting ESG screens.
Natalya Zeman is an Investment Specialist at Capital Group, with a focus on ESG. She has been at Capital for five years. She began her career at Capital in the Associate Program, during which she worked with all four investment groups, across six different Capital offices around the world. Before joining Capital, Natalya set up and ran a non-profit organization in Hong Kong. Natalya has a bachelor’s degree from the University of Oxford, and the Royal College of Music, London. Natalya is based in New York.