Why incorporating ESG factors is good for your investment portfolio

Why incorporating ESG factors is good for your investment portfolio

11 Aug 2023
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Cara WilliamsCara WilliamsGlobal ESG Strategy Lead, Wealth Management and Multinational Client Lead for Wealth at Mercer

Cara Williams, Senior Partner, is ESG Strategy Leader for Mercer. Located in London, Cara leads the program of work to articulate and amplify Mercer’s ESG value proposition and positioning, embed sustainability in the journey to a bright future, and drive highly-practical, relevant and value-added outcomes both internally and externally. Cara oversees the Mercer’s Private Wealth businesses in Canada and India, and also works with Mercer’s multinational clients to deliver the best of Mercer’s broad Wealth solutions to assure positive financial outcomes for organizations and their employees. Cara presents regularly on global ESG, sustainability, diversity and investment trends.

With over 25 years of experience in the investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is an active mentor for external programs and internal colleagues supporting and promoting women and people of color in their careers. She is member of the Board of Directors of The German School of London.

Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.

Description

Until recently, anyone building an investment portfolio would be focussed on the financial performance of their assets. But while financial factors are of course important, investors are increasingly also interested in the non-financial aspects of companies they choose to invest in - specifically their environmental, social, and governance factors.

Join Cara Williams, the Global Head of ESG and Sustainability at Mercer, as she explains why incorporating ESG factors into your investment portfolio is good for more than just your conscience.

Table Of Contents

Non-financial factors in portfolio building
Join Williams as she explores the non-financial factors critical for evaluating corporations before making investment decisions.
Assessing your portfolio
Williams explains how the lack of a single framework can make it difficult to compare investments, but give guidance on how to get around this.
Why ESG helps your investment
Finding investments that align with your values is important, but here Williams also explains the intrinsic value of considering ESG factors.
The benefits
Williams explores the advantages of investing in ESG portfolios and how investors and organisations can benefit in the long term.
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