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Integrating environmental, social, and governance (ESG) principles are increasingly vital for the alternative assets industry. Fund managers are responding to growing demand from institutional investors seeking to allocate to ESG-committed funds as sustainable investing becomes a requirement for most Allocators in funds. 

Screening, ESG integration, impact investing, thematic investing, and active engagement are all becoming popular across equities, bonds and illiquid strategies. However, many of investors’ biggest challenges revolve around the difficulty of obtaining consistent, standardised ESG data. 

On 2nd March 2021, we had the privilege of hosting two senior directors, Olivier Lebleu at CFA Institute and Cas Sydorowitz at Georgeson, discussing:

  • The future of ESG & sustainable investing
  • Improving transparency in measuring ESG accountability and tracking how ESG investing is evolving
  • Activities in voting and engagement on ESG issues
  • Activist investing focused on ESG issues including NGO’s impact
  • Real-life success stories

Watch the webinar Register


Olivier Lebleu

Senior Director of Institutional Relations, EMEA at CFA Institute

Olivier has 25 years of investment experience in global asset management across institutional, hedge fund and family office portfolios. He has worked in both the US and UK, most recently as Head of International Business at BrightSphere Investment Group (formerly known as Old Mutual Asset Management) for over seven years, having previously spent 10 years with MFS Investment Management.

Cas Sydorowitz

Global Head of Activism and M&A at Georgeson

Cas has more than 25 years’ experience in international investor relations and shareholder identification. He joined Georgeson in 1998. As a Global Head, he is responsible for activism and M&A practice and has longstanding knowledge of Global proxy voting mechanics / key governance matters. Cas has in-depth experience in campaigns both from activist and stakeholder perspective. Before joining Georgeson, Cas was in international investor relations and shareholder identification for five years.

Liam Poole

Chief Operating Officer at Allocator

With more than 10-years of experience in the financial services software and data industry, Liam's primary focus is on managing day-to-day operations across Allocator's business to ensure that it effectively serves its clients as the leading intelligence platform for institutional investors.

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Who are Allocator

Allocator is a software and data-as-a-service company, providing integrated data management, analytics and workflow solutions to the alternative investments industry. We empower private capital investors to boost efficiency and accuracy by transforming their operations and research processes. Our world-class analytics platform provides allocators easy access to all their investment data in a standardised and consolidated format, allowing them to focus on their core investment activities.