CFA Society Chicago

Investment Exchange Forum – ESG and Asset Allocation


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CFA Society Chicago member Rich Excell, CFA, talks with PNC's Chief Investment Strategist, Amanda Agati, CFA and Director of Responsible Investing Strategy, Nick Ashburn on how ESG works within a strategic asset allocation framework.

On March 3rd 2021 it was announced that Amanda Agati will be PNC's next Chief Investment Officer following the retirement of Mark McGlone. In addition, Nick Ashburn was also named the head of the Responsible Investing team at PNC. All appointments will be effective on April 9th 2021. Reference to the press release is below:

https://pnc.mediaroom.com/2021-03-03-PNC-Asset-Management-Group-Names-Amanda-Agati-Chief-Investment-Officer-Mark-McGlone-To-Retire

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Amanda on LinkedIn https://www.linkedin.com/in/amandaagaticfa/ and Twitter @AmandaAgatiPNC

Connect with Nick on LinkedIn https://www.linkedin.com/in/nashburn/

For more episodes go to www.cfachicago.org/podcasts

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CFA Society ChicagoBy CFA Society Chicago

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