Heather Brilliant, CFA, discusses the Age of Engagement and how buyside firms, portfolio managers, and analysts can influence the strategies of public companies and engage particularly around ESG issues.
The financial crisis ushered in an age of investor engagement. Institutional and individual asset owners, as well as financial advisers, have become more vocal and demanding across a wide range of issues. In this session, Heather Brilliant, CFA, discusses the Age of Engagement and how buyside firms, portfolio managers, and analysts can have an influence on the strategies of public companies and engage with ESG issues. Brilliant encouraged the investment industry to lead the way in engagement to achieve better investment outcomes for clients.