Mikheil Shengelia
How Artificial Intelligence Enables Ethically-Driven Investments
Riyaz Nakhooda, VP of Strategic Partnerships at Accern, discussed how Artificial Intelligence can be applied to ethically driven investing.
Getting Your ESG Strategy Right (Panel Discussion)
Managers need to build out the capabilities, personnel and legal departments to address the ESG market. But funds should do it anyway as there is alpha potential in ESG investing. ESG outperforms so why not do it. Put the effort in it will pay off in performance and alpha.
ESG And Climate Assessment: What’s Next? (Panel Discussion)
We discussed the corporate announcements from BP, Amazon and Microsoft on their de-carbonization strategies and changes in corporate strategy as a new trend.
Fixed Income and Private Equity Perspectives on ESG (Panel Discussion)
The panel discussed the relationship between ESG scoring and credit spreads and the relationship seen in Hermes research.
Is There An ESG Public Equity Bubble
Richard Excell, ex UBS trading and hedge fund manager, discussed the criteria and conditions for a bubble. Looking at ESG indices there is inconsistency in performance which means benchmark selection is a major factor.
City of Los Angeles Settles with The Weather Channel and IBM
Peter Greene and Ben Kozinn of Lowenstein Sandler LLP welcomed the resolution of the City of Los Angeles Vs. The Weather Channel case. The settlement is more robust disclosure by the app provider with respect to its use of geolocation data.
Alternative Data: Supply Chain Analysis
This case study deck looks at alternative data applications for supply chain analysis. The data is applied to macro and equity use cases and examines five main themes: trade, satellite, geo-location, Internet of Things, relationship databases
Financial Inclusion and Alternate Credit Scoring
In this paper, the authors use unique and proprietary data from a large Fintech lender to analyze whether alternative data captured from an individual’s mobile phone can substitute for traditional credit bureau scores. Their analysis suggests marginal benefit of using alternative data.
Further Moves to Bring Forth Federal Privacy Legislation
On July 9th, 2020, a House Committee on Consumer Protection and Commerce called for federal privacy legislation to be enacted. Representative McMorris Rogers supported a Committee Staff Discussion Draft from December 2019 and called for bi-partisan support on the issue.
Data Provenance
Data provenance is one of the main topics that comes up in all our monthly legal workshops, so we decided to dedicate an entire session to the topic.
A 30,000 Foot view of Satellite Data
Satellite data use may not be as prevalent as the press might imply but has been adopted by some of the larger and more sophisticated financial institutions. The legal and compliance issues tend to be less onerous than some other forms of alternative data.