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According to Refinitiv data and research, Global ESG fund inflows have registered USD 36 billion in the first three months of this year, with equity products being the big winner checking in at nearly USD 20 billion. As investors’ interest in responsible investment products continues to grow, wealth managers are looking for the data and strategies to address this demand. 

Join this webinar to learn:

  • What’s been the impact of COVID-19 on ESG and what’s driving the increased investor demand in ESG?
  • What are some of the key challenges and opportunities faced by wealth managers and this increased demand?
  • How can wealth firms address the increased demand and what are some key strategies for implementing ESG data into the investment process? 

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Christopher Sparke

Global Head of Advisory Solutions

In this role, Christopher is focused on the entire wealth management workflow, working with technology, cloud capabilities, AI and unstructured content to support the digital transformation for wealth managers. He has been with Refinitiv for more than 12 years in various strategic global roles, from managing the advisory and investment business for Europe to expanding buy-side capabilities to financial and risk market development. 

Rachael Camargo

Sustainability Leader,
Investment & Wealth Management Executive

Formerly at HSBC Private Bank Americas, she was the delegated ambassador at HSBC’s Climate Business Council, Global and US Sustainability Forums. As the Regional Head of Discretionary Products and Mutual Funds, Rachael delivered best-in-class investment opportunities for US and offshore clients. Throughout her career, she has represented several Chief Investment Officers as the face and voice to clients providing transparency and credibility. She has launched, onboarded and marketed several Environmental, Social, and Governance (ESG) strategies for over a decade. 
Matthew Goller, CFA

ETF Product Management, Portfolio Review Dept.
Vanguard Group

Matthew Goller is a Senior Product Manager in the Portfolio Review Department where he is responsible for reviewing and improving the competitiveness of Vanguard's ETF lineup and supporting Vanguard ETF investors.  Before his current role, Mr. Goller led the development of product strategy for Vanguard's engagement with intermediaries.  Mr. Goller's previous roles also include sales analyst on the National Accounts Team, within Vanguard Financial Advisor Services™, and as an analyst in Vanguard Institutional Advisory Services®, working with endowments and foundations and pension plan sponsors. Mr. Goller joined Vanguard in 2006.  Mr. Goller earned a B.A. and a B.S from the University of Maryland. He also is a CFA® charterholder.

Leon Saunders Calvert

Head of Sustainable Finance, Lipper and I&A Insights

Leon runs the Sustainable Finance, Lipper, and I&A Insights businesses for Refinitiv. Throughout his career, Leon has held various roles, primarily in commercial management, as the Head of M&A and Capital Raising, EMEA Head of Banking & Research, and in content strategy, as the Global Head of the Deals, League Tables and Private Equity franchises. Leon is a Board Observer at TAB, an aggregator of crowdfunding and other online financial marketplace data to service financial professionals in this emerging asset class, an Advisory Board member of AidHub, a platform for NGO’s, charities and companies to manage and measure their social impact initiatives.