Integrating ESG Considerations into Your Clients’ Portfolios

Wednesday, February 16, 2022 11:00 AM EST | 8:00 AM PST | 4:00 PM GMT

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As the demand for environmental, social and governance-driven investing has increased, so has the need for accurate and reliable data. The FlexShares CORE ESG ETFs utilize the Northern Trust Vector Score to measure the magnitude of ESG issues that are likely to impact current financial performance and a forward-looking directional risk assessment of how a company may handle future issues. 
 
During this webinar, investment and market leaders at Northern Trust's FlexShares Exchange Traded Funds joined CFRA Head of ETF and Mutual Fund Research Todd Rosenbluth to discuss the benefits of leveraging this approach in order to give investors the ESG impact of an asset’s value over the long term.

 

Speakers

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Todd Rosenbluth

Head of ETF and Mutual Fund Research

Todd Rosenbluth is Head of ETF and Mutual Fund Research at CFRA, where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients.  He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. He also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.

Emily Lawrence

North American Director of Sustainable Investing Client Engagement

Emily Lawrence is North American Director of Sustainable Investing Client Engagement at Northern Trust Asset Management where she is responsible for client engagement and partnership regarding Northern Trusts’ sustainable investing capabilities. Emily has 14 years’ experience collaborating with clients to support the development of actionable approaches to sustainable investing. In addition to representing the investment platform, Emily collaborates directly with clients to conduct trainings and facilitate discussions on concepts, themes and trends through individual meetings, webinars and thought leadership. She is also an active member of the Northern Trust Sustainable Investing Council, Proxy Voting Committee and Executive CSR Council. In 2019, Emily was appointed to co-chair the Events Committee for the Diversity Project North America.  She sits on the ESG sub-committee for a variety of industry bodies including DCIIA, ICI, and ABA. Previously, Emily was selected to join the Principles for Responsible Investment working group focused on Active Ownership and the Sustainable Development Goals and the Climate Action and Resiliency Plan Working Group for the government of Evanston, IL.

Prior to joining Northern Trust, Emily managed research production for MSCI ESG Research’s Screening Research and Bespoke Research teams.  Joining MSCI ESG Research via KLD in 2007, Emily was responsible for overseeing key data collection, analysis and quality initiatives including acting as a member of the Business Involvement Research Methodology Committee. Emily has also served on the steering committees for the 2013 Access to Nutrition Index and the 2012 Access to Medicine Index. 

Emily received her M.Res. in International Conflict Resolution from the Institut Catholique de Paris and holds an MSc. In European Politics and Governance from the London School of Economics.  Additionally, Emily holds a B.A. in French Language and Literature from the University of New Hampshire.  She is fluent in French. 

Dan Madden

Head of ETF Capital Markets for FlexShares Exchange Traded Funds

Dan Madden is the Head of ETF Capital Markets for FlexShares Exchange Traded Funds, responsible for building relationships with market makers, authorized participants, and exchanges.  

Dan has over 17 years of experience in the ETF industry. He spent his early years working on the American Stock Exchange for Kellogg Capital Group, where he helped develop the electronic market making unit that specialized in some of the first ETF products. In 2009, he joined the ETF trading group that formed at NewEdge, moved as a team to Knight Capital and then, ultimately, to Cantor Fitzgerald.  Dan’s responsibilities included the oversight of the electronic ETF LMM business where he developed and refined new trading models, portfolio management functions, and guided technologists in creating systematic methods to support electronic trading.  Additionally, Dan built strong relationships with issuers and exchanges to help guide their understanding of products and electronic trading.  He most recently worked at RBC, where he was a Director/ETF Trader, focused on international trading.

He received a B.S.B.A in Finance from Villanova and holds a M.S. in Finance from Northeastern University. 

 

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