Event
Virtual
This event has concluded
Event Summary
This webcast explores recent and emerging trends in ESG (environmental, social, governance) investing among wealth management firms as well as some of the tools these firms use to support their ESG investment strategies. Additionally, we address regulatory guidelines relating to ESG as well as potential pitfalls associated with incorporating ESG into a wealth management strategy.
Speakers
Cutter
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Gina McCafferty
Principal – Head of Research
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.