Maximizing Short Duration Strategies with Long Term ESG Goals

DWS joins NeuGroup Network members to discuss the implementation of short duration portfolio strategies that align with enterprise-wide environmental, social and governance goals. Tactical solutions and the pros and cons of various approaches will be weighed before participants breakout into smaller groups to discuss: applying the appropriate parameters to your ESG strategy; defining KPIs and measuring ROI; and selecting investment vehicles.

NeuGroup formed the ESG Working Group in 2020 as a result of requests from members and the multiple ESG discussions appearing in individual peer group meetings. These more informal working sessions provide an opportunity for interested members to share experiences on common topics, document best practices and welcome outside experts to speak on current trends – including companies that are not yet NeuGroup members. The ESG group will also coordinate with virtual interactive sessions on similar topics, and is expected to include discussions on Green Bonds, ESG Risk ratings, sustainability KPIs, compliance, and ESG returns among others.

Virtual interactive sessions (VIS) are meant for any interested participants across the NeuGroup network and approved non-NeuGroup members. They are usually one-off sessions on topics that interest the broader NeuGroup network and can develop into working groups to continue the conversation further. NeuGroup has conducted dozens of these sessions since their origination in response to Covid-19 in 2020.