Environmental, Social, and Governance (ESG) Working Group

CFA Institute is exploring the development of an ESG investment product standard, which aims to help investment managers to better communicate, and their clients to better understand, the nature and characteristics of ESG-centric funds and investment strategies. We have formed a working group of prominent industry leaders whose purpose is to develop a proposal for an ESG industry standard. See below for the members of the working group. 

ESG Working Group Members

Alexis Rosenblum, CFA

BlackRock, USA

Toby Belsom

Principles for Responsible Investment, United Kingdom

Bruno Bertocci


Jeroen Bos, CFA

NN Investment Partners, Netherlands

Ulrika Hasselgren

Danske Bank, Denmark

Brian Henderson

Mercer, United Kingdom

Daniel Ingram

Wilshire Associates, USA

Linda-Eling Lee


Christopher Merker, CFA

Robert W Baird & Co. Incorporated, USA

Alberto Estevez Olleros, CFA

Santander Asset Management, Spain

Kanol Pal, CFA

BNP Paribas Wealth Management, Singapore

Elena Philipova

Refinitiv, Switzerland

Hardik Sanjay Shah, CFA

GMO LLC, Singapore

Adela Skenderasi, CFA

International Monetary Fund, USA

Roger Urwin

Willis Towers Watson, United Kingdom

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