Date: Monday, December 10th, 2018

Time: 2pm – 4:30pm

Location: Northern Trust Asset Management, The Assembly Room, 50 South LaSalle St, Chicago, IL USA 60603

The forum will bring together asset owners from the Midwest to discuss one of the most prominent topics on the investment agenda today: sustainable investment and environmental, social, and governance (ESG) data.

In the last few years, sustainable investment has evolved from a conversation about negative screening, “sin stocks,” and aligning portfolios with values, to integration of material ESG information into the mosaic, best-in-class corporate leaders, and leveraging sustainability to maximize risk-adjusted returns. The session will feature a panel of leaders from pension funds and other asset owners who see the financial value of ESG integration as well as break-out sessions to encourage discussion of the topic among attendees. 

Register here

Attendees will have the chance to:

  • Hear their peers’ views on incorporating ESG data for more informed investment management
  • Learn more about the PRI and SASB, two investor-focused non-profit organizations supporting asset owners and asset managers
  • Engage with attendees and speakers during a roundtable and Q&A discussion

There is no fee to attend this event and light refreshments will be provided. This event is open to asset owners only.

Please register below to ensure your spot. For any questions, please contact Saumya Mehrotra at saumya.mehrotra@unpri.org.




Registration and networking


Welcome remarks from the host- Nothern Trust Asset Management


Welcome remarks from Illinois State Treasurer Michael J. Frerichs


Overview of the Illinois State Treasurer’s Sustainable Investing Strategy by Max Dulberger, Director of Corporate Engagement and Investment Operations, Illinois State Treasury


Panel Discussion: The What, Why, and How of Sustainable Investing

Sustainable investing can be understood as the incorporation of material non-financial factors into the investment decision-making process in order to reduce portfolio volatility and enhance long-term risk-adjusted returns.

The panel discussion will feature four asset owners at different stages of implementing sustainable investing strategies describing how they arrived at the decision to pursue sustainable investing, what their goals are, what strategies they are pursuing, and what challenges they have encountered.


  • Rodrigo Garcia, Deputy Treasurer & Chief Investment Officer, Illinois State Treasury 
  • Anna Totdahl, Investment Officer, ESG & Sustainability, Oregon State Treasury 
  • Juan Lois, Manager, Sustainable Investment Strategies at Wespath Investment Management 
  • Dan Nielsen, Managing Director, Great Lakes Advisors (Moderator) 
  • Asset Owner, TBD 


Our speakers will cover the following topics:

  • Provide a clear definition of sustainable investing that differentiates it from values-based exclusionary screening
  • Discuss why sustainable investing is important and in what ways it benefits investors and beneficiaries
  • Explain how sustainable investing is consistent with an investor’s fiduciary duty
  • Present examples of how sustainable investing can be implemented


Roundtable discussion with the audience Facilitated by Chris Fowle, Head of Americas, PRI


Overview of the PRI and SASB by Carol Jeppesen, Senior US Network Manager, PRI and Nicolai Lundy, Director of Product and Partnerships, SASB


Closing remarks


Coffee and networking


The PRI would like to thank Northern Trust for hosting this event.