Joele Frank’s Post

With the rise of ESG-focused shareholder activism, it is increasingly important for companies to understand and address associated business risks. My EY colleague Brian Tomlinson will be leading a discussion on this important topic next week at NAEM's virtual Sustainability Impact Series

The surge in shareholder activism centered around ESG places an onus on firms to comprehend and tackle pertinent business risks proactively. My colleague Brian Tomlinson will spearhead a dialogue on this crucial issue this week as part of @NAEM's virtual Sustainability Impact Series. #ESG #Sustainability #ESGRisks

Great to see Leanne Clements, our Head of Responsible Investing, speaking at The ESG Club Conference, a portfolio institutional event, on Wednesday, July 3rd. During the event, Leanne will share her thoughts and knowledge on the "Stewardship: The Power of Engagement" panel. She will be discussing how institutional investors engage with their portfolio companies to drive change. 👏 💙 #ResponsibleInvestment #PeoplesPartnership #ThePeoplesPension

If you've been following us for a while, you know that William J. Kelly, CAIA attends The Global Absolute Return Congress (‘Global ARC’) in Boston every year. And this year is no different! See what the excitement is all about and why we keep going back: https://bit.ly/3XXtQZ0 Panel topics include: - High-alpha strategies & attractive investment opportunities - The future of institutional investor strategic asset allocations & portfolio construction - ESG implementation and insights We can't wait to meet you there!

Matt Smith, Partner and Co-Head of our Private Equity team, will take part in a panel discussion tomorrow at the Real Deals ESG Conference. The conference will be an exclusive platform for fund managers, investors and expert solution providers to tackle one of the most rapidly evolving and topical issues facing the industry: ESG. If you’re attending, make sure you catch Matt’s panel which will explore the commerciality of quantifying ESG and how integrating ESG becomes a core driver for value creation. To learn more about the event, click here: https://lnkd.in/eAw3Gcd4 #RealDeals #PrivateEquity #Conference #ESG

🌎Are you ready to dive into the world of Environmental, Social, and Governance (ESG) investing? Join us on 20 April at the ESG Investing Symposium where Paul Moody, our Managing Director, Global Partnerships & Client Solutions, David von Eiff, our Director, Global Industry Standards, and other industry experts will share valuable insights on crucial ESG topics. 💡Don't miss this opportunity to meet like-minded professionals and network with fellow industry practitioners. Register here: 🔗https://cfainst.is/4cxJcKi

We’ve just released our latest ESG Report 2023, spotlighting our leadership in ESG practices within the private equity industry in Israel. We showcase our fund's ESG approach, internal initiatives, and highlight select portfolio companies making strides in their ESG journey. It’s all in our latest newsletter. Subscribe here: https://lnkd.in/dPi9yAsJ

On Weds 28th February, I'm moderating a roundtable as part of the Private Equity Wire European ESG Summit. The topic in question is... "Streamlining carbon: How can investors obtain high quality carbon data without overburdening portfolio companies?" Interested in joining? Learn more and sign up here: https://zurl.co/zs9S #PEWESGSummit

Delighted to be speaking at NAEM's Sustainability Impact Series next week. We'll be talking about #ESG focused shareholder activism, how to develop a strong and consistent ESG narrative and investor engagement strategies, and ensure that key functions within your business are collaborating. A background consideration to this topic is the way regulation is moving the baseline of acceptable levels of ESG disclosure upwards (while anti-ESG movements also create controversy). Should be a great conversation alongside Melissa Tominack of AEP and Kosmas Papadopoulos, CFA of ISS.  #esg #strategy #corpgov #investorrelations Shannon Sullivan Roberts Charlotte Pugh Carol Neuvelt Virginia Hoekenga

There is plenty to reflect on following ESG Investor's second annual Stewardship Summit on Wednesday, not least Catherine Howarth OBE from ShareAction's honest and impactful keynote speech. I provide a summary of some of her points in this article, as well as highlighting a discussion regarding the shift to universal ownership and macro stewardship undertaken by Mark Manning (New Paradigm Advisory) and his fellow panellists. Have a read of my article below and expect more coverage of the summit early next week!