CFA Society Chicago Investment Exchange Forum – ESG and Asset Allocation
CFA Society Chicago member Rich Excell, CFA, talks with PNC’s Chief Investment Strategist, Amanda Agati, CFA and Director of Responsible Investing Strategy, Nick Ashburn on how ESG works within a strategic asset allocation framework.
On March 3rd 2021 it was announced that Amanda Agati will be PNC’s next Chief Investment Officer following the retirement of Mark McGlone. In addition, Nick Ashburn was also named the head of the Responsible Investing team at PNC. All appointments will be effective on April 9th 2021. Reference to the press release is below:
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Amanda on LinkedIn https://www.linkedin.com/in/amandaagaticfa/ and Twitter @AmandaAgatiPNC
Connect with Nick on LinkedIn https://www.linkedin.com/in/nashburn/
For more episodes go to www.cfachicago.org/podcasts