Sustainable Investment Strategies:
From Development to Implementation
Thursday, January 7, 2016
8:30 a.m. to 5:45 p.m.
John BrooksNatural Science Center
Sponsored by Morgan Stanley and
The Bill Munday School of Business
at St. Edward's University
Sustainable investment strategies have come a long way from the early days of
screening out sin stocks, like tobacco, alcohol and firearms,to today’s analytically driven
investment policies focused on environmental, social, and governance (ESG) factors.
More and more investors are exploring sustainable investing,and they’re expecting their
investments to generate a positive return while creating a positive change. This one-day
forum will explore how both objectivescan be achieved while challenging the long-held
belief that integrating sustainable strategies lowers risk-adjusted returns.
The Forum features both academics and practitioners. You’lldiscover how sustainable
business practices are being incorporated into today’scollege curriculum. How specific
mission, environmental and faith-based requirements are being fulfilled. And how ESG
strategies have been successfully implemented into institutional portfolios for years.
The Forum features nationally known experts in the field ofImpact and ESG investing
who will share insights, lead discussions andanswer questions, including…
How do I amend my investment policy to incorporate ESG andimpact investing
into a world that is not black and white? What constitutes a best effortsinvestment
What type of empirical evidence can I show my board in order for them to
implement sustainable investment strategies?
How do I integrate sustainable impact strategies into my current asset allocation?
What percentage of my portfolio should I commit to impactinvesting?
What should be the required rate of return for impact investments?
What does the Department of Labor think about ESG strategiesas outlined in the
latest Interpretive Bulletin?
How do I maximize fundraising capabilities, evaluate and retool governance
policies and procedures, find high impact board members, andnegotiate terms of
A complete list of topics, along with the agenda, will be posted to the Graystone Consulting (Morgan Stanley) website very soon.
REGISTRATION IS FREE!
To RSVP, send an email here or call 512-370-0444.
Space is limited. RSVP required.
George E. Martin, PhD
President, St. Edward's University
Dr. Martin has been the President of St.
Edward's since 1999 and has transformed
the University into a global campus with 21
partner universities in Asia, Europe, South
America, and Australia. During his
leadership, the University has been a top
producer of Fulbright student scholars for
six years in a row, and is currently ranked
#13 in the West by U.S. News and World
Anita Clemons, Vice President
Managing Directorof Investments –
The Presbyterian Foundation hasbeen
active in social, environmental, and impact
investing for over threedecades. Anita
oversees the $1.7 billion Foundation and
has more than 30 yearsof investment
experience. Anita has appeared on CNBC,
Bloomberg TV & Radio, and has been
quoted in publicationssuch as the Wall
Street Journal, the Financial Times and
Head of Investment& Portfolio Strategies
at Morgan Stanley
Lisa is a member of Morgan Stanley’s
Global Investment Committee and
develops portfolio solutions that leverage
the firm’s strategicand tactical asset
allocation advice. She is responsible for
the Morgan StanleyWealth Management
thought leadership agenda and publishes
white papers for practitioners.Lisa earned
an MBA at Harvard Business School and
holds a duel degree in Applied Mathematics
and Economics from Brown University.