Developer Webinar Series 2021 | Webinar #2
NOW AVAILABLE ON DEMAND

ESG Scores – How to Build, Structure,

Back-Test & Monitor Portfolios with Python


How can you construct and analyze your portfolio given multiple constraints and styles including sustainable investing? Complete the form to access the webinar, source code and other materials.

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Refinitiv expert Developer advocates will deep dive into strategies for portfolio construction, optimizing and back-testing, leveraging the power of Python. We are also delighted to host 
Dr. Caroline Löbhard and Dr. Jennifer Rasch from Goldmarie Finanzen who will demonstrate how to optimize a portfolio based on ESG Scores, and how this can lead to improved performance.   

In this webinar you will learn:
  • Portfolio creation and structuring techniques
  • Portfolio optimization
  • Back-testing your strategies
  • Adding ESG constraints to a portfolio optimization  
Meet our speakers
Dr. Caroline Löbhard & Dr. Jennifer Rasch

Mathematical Optimization & Computer Science
Goldmarie Finanzen
Agnes Terada

Solutions Consulting Manager, Investment &  Wealth
Refinitiv
Dr. Caroline Löbhard and Dr. Jennifer Rasch are experts in the field of Mathematical Optimization and Computer Science. They developed a software that assembles sustainable portfolios with risk management. Together, they are building a company called Goldmarie Finanzen. 
Currently, Agnes manages the Solution Consulting team in EMEA, which is specifically focused on Investment Solutions and Wealth Management. Prior roles in the company have included Portfolio Analytics Solution Consultant in London, Hedge Fund Client Success Manager and Asset Management Product Specialist in New York. Agnes began her journey at Refinitiv, an LSEG business in 2007 via Thomson Financial, an arm of the Thomson Corporation, focusing on investment management and portfolio analytics.
Jason Ramchandani

Developer Advocate
Refinitiv
Gurpreet Bal

Developer Advocate
Refinitiv
Jason has worked at Refinitiv, an LSEG business, previously Thomson Reuters, for 7 years as a Developer Advocate helping to build our Developer Community. Previously he has worked in financial markets for over 15 years with a quant background in equity/equity-linked space at Jefferies LLC, Sakura Finance and Okasan Securities.  
Gurpreet has been in development and support with Refinitiv, an LSEG business for the last 19 years. His key focus has been in professional services, helping clients with their solutions and has worked with most technologies with real-time streaming data and in data-platform. He is well versed in major programming languages and most common systems and web technologies. 
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