ESG funds that outperform: getting the most out of data


October 22, 2 pm EDT / 11 am PDT / 6 pm GMT

Investors are increasingly demanding that ESG criteria are factored into their portfolios. But how can you work with the data to cut through the noise and make it useful? Join us to learn about the keys to a successful strategy - through the industry leader's eyes. Then, hear from Refinitiv's experts as they share data insights and introduce the ESG fund scores.





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In just under 1 hour, you'll learn



  • How to work with ESG data to cut through the noise and make it useful?

  • How to get the true picture of a company's ESG profile/footprint?

  • How data and ESG metrics are maturing and where they might be in the near future?  

  • What are the Refinitiv ESG fund scores and how you can benefit from them?


Meet our speakers
Elena Philipova

Global Head of ESG Proposition
Refinitiv

Elena is responsible for the end-to-end management of the ESG business, products and services at Refinitiv. Elena is the Rapporteur for the Benchmarks group of the EU Technical Expert Group on Sustainable Finance appointed by the European Commission.


Previously, Elena was Head of Company Content Management at Thomson Reuters, where she led the Global Investing and Advisory Content Management Team. Elena worked as Senior ESG Analyst at ASSET4, the ESG data provider acquired by Thomson Reuters in 2009, and started her career as Research Analyst at Morgan Stanley.

Elena holds an MBA and BA in Finance and International business from Stetson University.




  John Streur

President and Chief Executive Officer
Calvert Research and Management

John Streur is President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Calvert serves all types of investors through its family of mutual funds and separate accounts. Mr. Streur is also President and a Trustee/Director of the Calvert Funds and a Director of Calvert Foundation and member of its Risk Oversight Committee.

Since joining Calvert as CEO in 2015, Mr. Streur has restructured Calvert with focus on investment research and emphasis on environmental, social and governance factors integrated with investment decisions.

He has guided the creation of the Calvert Principles for Responsible Investing and the Calvert Research System, as well as the development of the Calvert Responsible Investment Index Funds.
Robert Jenkins

Global Head of Research, Lipper
Refinitiv

Bob has over 25 years’ experience in the financial services and asset management industries. He has served in numerous executive and investment management roles at Fidelity Investments in addition to time spent as a strategy consultant in the Asset Management/FIG practice of McKinsey & Company.

As the Global Head of Research and Mutual Funds, Bob oversees the global collective fund business propositions and investment research functions. Bob also serves on our Investment Committee, overseeing the firm’s global defined benefit and defined contribution retirement plans.

Bob earned an MBA in Finance and Entrepreneurial Management from the Wharton School, University of Pennsylvania.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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