CFA Society Melbourne

Lunchtime Presentation | A CFA Institute and PRI global study on ESG integration

CFA Institute and the PRI have initiated a series of workshops across the globe to share best practice on Environmental, Social and Governance (ESG) integration. The workshop in Melbourne will be facilitated by Justin Sloggett, CFA from PRI and the format will include numerous small group discussions on the ESG integration in investment processes, investment decisions and financial markets.

The discussions will be centred around a survey, which we would like you to fill out before the workshop. It will take roughly ten minutes to complete and your answers will remain anonymous. We encourage you to complete the survey even if you will not be attending the workshop. When filling out the survey, please provide your views on ESG integration, not your firm’s views on ESG integration. The survey will culminate in regional reports on the current state of ESG integration.

Click here to participate in the survey. If you feel that you need to prepare for the workshop, you may find it helpful to read our short guide to ESG in equity and credit analysis, which can be found here.

When: Thursday, 22 February, 2018
Where: Dimensional, Level 24, 120 Collins St, Melbourne
Registration: 11:45am
Time: 12.00pm for – 2.00pm (light lunch included)
Cost: $15 members, $25 Q Group/Actuarial/CAIA $35 non-members
RSVP: 13 February, 2018

Register here now – Limited places

For any enquiries, contact Emma Phillips.


Justin Sloggett, CFA – Head of Public Markets

Justin joined the PRI in June 2014. He oversees the Listed Equity and Fixed Income work streams.

Before starting at PRI, Justin had worked for the Co-operative Asset Management as a Responsible Investment Analyst, where he was responsible for ESG integration and worked closely with the investment research team and the portfolio managers. Justin has also worked for F&C Asset Management PLC as an Investment Support Analyst.

Justin graduated from the University of Nottingham with a Masters degree in Mechanical Engineering and is a CFA® charterholder.

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