Sustainable Investing Video Series

October 13, 2020 | Linsey Schoemehl Payne, Chief Compliance Officer, Managing Partner

Our Sustainable Investing video series introduces the concepts and best practices of sustainable investing to trustees, staff, and other investors. Over the past two decades, investor interest and demand for purpose-driven investment opportunities — including various movements such as socially responsible investing, ESG integration, and impact investing — has grown significantly, and Marquette now advises on over $81 billion invested¹ with some form of sustainable approach. The three videos in this overview are presented by Linsey Schoemehl Payne, who serves as vice-chair of Marquette’s Sustainable Investing Group and works with clients directly to implement and monitor sustainable investing programs.

The series covers:

  • Tackling Terminology, an introduction to the terms and concepts investors may encounter when thinking about sustainable investing;
  • Initiating Implementation, an overview of the process of implementing a sustainable investment program; and
  • Compliance & Reporting, a summary of the various methods used to evaluate manager compliance and report on the impact of sustainable investments.

View each episode in the player below— use the upper-right list icon to access a specific presentation.

For further coverage on sustainable investing, reference our recent newsletter, Sustainable Investing in a Post-COVID World, and white paper, The Future of Investing: Sustainability and ESG Integration.
For more information, questions, or feedback, please send us an email.

 

¹As of June 30, 2020. A sustainable investing client is defined as a client that has one or more SRI/ESG/Impact investment.

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

Linsey Schoemehl Payne
Chief Compliance Officer, Managing Partner

Get to Know Linsey

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