Jana Holt, Global Director of Sustainable Investing Solutions, SEI
Jana Holt is the Global Director of Sustainable Investing Solutions in the Investment Management Unit where she is responsible for sustainable investing strategy and ESG integration across SEI’s investment management business.
Prior to joining SEI, Jana was a Vice President in Morgan Stanley’s Global Sustainable Finance Group where she led thought leadership, capacity building and strategic initiatives for the Morgan Stanley Institute for Sustainable Investing. She was also a Client Director with Context Group, a sustainability strategy and communications consultancy, and has worked with several environmental nonprofits.
All Sessions by Jana HoltSee Full Agenda
Day 1: May 3, 2023
12:00 pmTRACK 1
Incorporating Sustainability into Manager Research: How to separate best practices from greenwashing
Selecting an investment manager that can meet your organization’s objectives requires thorough due diligence of the manager’s investment philosophy, investment process, stock selection and portfolio construction decisions. Separating sustainability from greenwash also requires a thorough assessment of philosophy and process. Learn how to evaluate managers’ sustainability claims and commitments by evaluating firm-level and strategy-specific aspects such as:
- sustainability philosophy, policies, and practices
- resources and specialized skills
- investment integration and decision making
- investment stewardship
- client reporting
Hone your ability to select managers that can meet your financial and sustainability objectives
Day 2: May 4, 2023