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April 1, 2014

Nichole Roman-Bhatty Speaking at Chicago SRI/ESG Breakfast 4/22


On Tuesday, April 22nd, Nichole Roman-Bhatty will be speaking at the Chicago SRI/ESG breakfast to be held at the offices of Morningstar in Chicago. Nichole, and Irene Pritzker, president of the IDP Foundation, will lead a discussion on the evolving social investment needs and demands of family offices, endowments and foundations.

As these investors are growing and coordinating, they are increasingly seeking to apply their values, which guide their philanthropy, to their investment portfolio. How do you source appropriate investment strategies? How do investment professionals work with clients when the clients are more knowledgeable about the particular issues (e.g. human rights, the environment)? How are the reporting demands of clients changing?