Nichole Roman-Bhatty Speaking at RCRI 2022 Annual Conference 10/5

August 25, 2022

On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes (RCRI) Annual Conference, “A Synodal Church: Together in Service to the Church’s Mission,” in Dallas, Texas.

Nichole will be presenting a workshop for attendees alongside Ruadhri Duncan, Partner at Sarasin & Partners, and Therese Kieve, Stewardship Analyst at Sarasin & Partners, titled, “Incorporating the Values of the SDGs into Your Portfolio.” The three will address how the UN’s Sustainable Development Goals provide a framework for impact investing, including discussion of:

  • Utilizing the values of the SDGs to frame an Impact Investment Policy Statement and how that translates to the underlying investments of the portfolio;
  • How managers can incorporate sustainable investing values into their investment philosophy;
  • How managers actively engage the companies in the portfolio to drive positive change; and
  • How to measure the impact on companies/society driven by sustainable investments.

The RCRI National Conference brings together members of RCRI for a program that includes 40 workshops covering topics related to finance, canon and civil law, and planning for institutes in transition. For more information, please visit the event webpage.

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