Integrating ESG Throughout the Investment Process

Tuesday, March 3, 2020

2:00 PM EST | 11:00 AM PST

60 minutes

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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.

After the presentation, John will be available to answer live questions.

Speakers

John Hertzer, CFA Headshot

John Hertzer, CFA
Portfolio Manager and Vice President
Dimensional

John Hertzer is a Portfolio Manager and Vice President in Dimensional’s Santa Monica office. He has managed many different strategies since joining the firm in 2012 and currently focuses on the firm’s global equity strategies. In addition, he regularly meets with current and prospective clients, including institutional investors, consultants, and financial advisors.

John is a CFA® charterholder and graduated with honors from the UCLA Anderson School of Management with an MBA concentrated in finance. He also has a bachelor of arts degree in economics from Dartmouth College and has worked in the investment industry for over 15 years.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.