June 9, 2021—M&T/Wilmington Trust has a proud history of valuing diversity and being active supporters of the LGBTQ community. However, sustainable investing is distinct from our organization’s philanthropic efforts as we are not looking to give up returns in exchange for supporting causes that align with our values. Rather, we see diversity (in all its forms) as a material financial factor for analysis.
April 21—Environmental, social, and governance (ESG) investment strategies have long been in vogue and investors are showing a greater-than-ever appreciation for their principles. Do ESG strategies require a sacrifice on the performance front—or can you reap competitive returns while putting your money to work in a way that aligns with your values? Time will tell, according to our experts.
What began decades ago as a fringe notion of investing to make the world a better place has soared in popularity in recent years. To understand what’s meant by sustainable investing and the efforts to align one’s principles with their investment principal and financial goals, we turned to Steve Norcini, head of sustainable investing for Wilmington Trust, and manager of its ESG Equity Strategy.
In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he reveals how the 2020 recession and ongoing recovery differ from past experience, our overall optimistic view of the U.S. and global economic trajectories, and where we see potential risks and opportunities.
December 14—Harvard Law Professor Robert Sitkoff joins Chief Investment Officer Tony Roth to discuss ESG (environmental, social, governance) investing principles and how fiduciaries may incorporate them into portfolios, while Head of Sustainable Investing Steve Norcini weighs in with his views on stakeholder capitalism and how ESG can help companies achieve long term sustainability.Robert Sitkoff, John L.