Steve leads the efforts to provide clients with best-in-class ESG offerings that seek to deliver superior risk-adjusted returns relative to traditional investment strategies, while aligning with clients’ goals and values in support of fostering positive societal change. He serves as an analyst and senior portfolio manager for the ESG Equity and Disciplined Core strategies of Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank.
Steve has more than a decade of in-depth fundamental equity investing and portfolio management experience. Prior to joining Wilmington Trust, he managed a long short equity portfolio for a multibillion dollar hedge fund that invests in multiple asset classes and strategies around the world. Steve was also responsible for the development of various fundamentally based quantitative investment and hedging strategies for the fund.
He holds a master’s degree from Columbia Business School and a bachelor’s degree in accounting from Fairfield University. Steve is also a member of the investment committee for the Chester County Community Foundation.
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.
July 1—Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios.
This investment insight delves into sustainable investing and how it is changing the way investors invest, as well as having a measurable impact on society and our planet. Sustainable investing began a long time ago, but the recent movement began in the 1960s and its popularity has soared over the past few years—38% hike in assets since 2016 alone.
