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Integrating ESG Throughout the Investment Process
by John Hertzer, CFA, Portfolio Manager and Vice President at Dimensional of Dimensional, 3/3/20

John Hertzer will discuss Dimensional’s approach to integrating environmental, social, and governance (ESG) considerations across our investment platform. Topics discussed will include:

  • Identifying ESG data to improve expected returns or manage risk in portfolios.
  • Integrating ESG data in the portfolio implementation process.
  • Comparison of ESG to similar non-ESG portfolios.
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