Responsible Investing at Haverford Trust

Allie Wilk2021-11-11T14:18:48+00:00November 8th, 2021|

On November 3, 2021, Halie O’Shea, Vice President & Director of Research, and Josh Giacalone, Corporate Sustainability Analyst, were joined by Jon Hale, Ph.D., CFA, Director, ESG Strategy at Morningstar, and Emilio Tenuta, Senior Vice President and Chief Sustainability Officer at Ecolab to have an informative discussion about ESG investing.

Click below for a recording of the presentation.

Click on the links below to watch segments of the original recording.

How has ESG investing evolved over time?

How does ESG benefit shareholders?

What are trends in ESG investing among different groups of investors?

What is Haverford’s ESG mission statement and process for integrating ESG into decision making?

How does Haverford engage with companies on ESG factors?

How can ESG be used as a risk management tool?

How does ESG investing impact investment performance?

Does there have to be a tradeoff between business growth and perusing ESG goals?

These comments are provided as a general market overview and should not be relied upon as a forecast, research or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date noted and may change at any time. The information and opinions are derived from proprietary and non-proprietary sources deemed by Haverford to be reliable, but are not necessarily all-inclusive and are not guaranteed as to accuracy. Index returns are presented for informational purposes only. Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
Investments in Securities are Not FDIC Insured · Not Bank Guaranteed · May Lose Value

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