ESG Roundtable
May 4 Wed · 2022 11:00am - 12:30pm EDT


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Event Summary

Members are facing many challenges when it comes to implementing ESG data and strategy. Register to participate in the member roundtable to discuss the following areas in ESG:

  • Security Data and Issuer Mastering – How are you aggregating ESG data and relating it to security and issuer data?
  • Front Office Engagement – How is your firm tracking company engagement related to ESG? What's the role of RMS and related solutions?
  • ESG Data Architecture – Buy vs. Build? What is your current architectural strategy for supporting ESG data, and where do you think the future is headed?
  • Preparing for SFDR – What are you firm's challenges to implementing SFDR and other regulatory frameworks? What are your approaches to prepare for implementation?
  • Innovative Vendors: ESG or Not? – Vendors with varying backgrounds are jumping into the ESG space. How are you managing the vetting of ESG vendors?

This is an invitation only event. If you are interested in participating in the conversation and sharing your feedback on how you are managing the above topics, please reach out to [email protected].



Angela Centeno, CPA


Gina McCafferty

Principal – Head of Research

Laura Jesson

Senior Research Analyst

CJ Jaskoll

Head of Investment & Data Technology, Neuberger Berman

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.