Integrating ESG analysis into the investment process by Mohan Prabhu, CFA | Indore
- October 28, 2023
- 3:00 pm - 6: 00 pm IST
- TBC
- Understanding various ESG Risks and their relevance, including climate risks and their impact.
- Theoretical perspectives on integrating ESG analysis into the investment process.
- Understanding ESG ratings scorecards for assessment of ESG risks and opportunities.
- Integrating ESG analysis into portfolio construction and management.
- Date: Saturday, 28th October 2023
- Time: 3:00 p.m. to 6:00 p.m. (followed by high tea)
- Venue: WOW Crest, Indore
- CFA Society India Members: Free
- CFA Charter Pending: 200 INR
- CFA Program Candidates: 200 INR
- Others: 500 INR (all-inclusive)
The CFA Society India is delighted to extend an invitation to you for an Integrating ESG Analysis into the investment process workshop featuring Mohan Prabhu, CFA.
Key Learning Objectives of the Workshop:
Note: Attendees are requested to carry their laptops for the workshop
Event Details:
Registration Fees:
About the Speaker:
Mohan Kumar Prabhu, CFA
Mohan Kumar Prabhu, CFA, currently serves as the Director, Investment Consulting at Aon Consulting India and heads their Investment Consulting Strategic Client Delivery Solutions business responsible for delivering digital client solutions and reporting capabilities for the wealth solutions verticals of Aon globally. As part of this role, he also leads a team of ESG product specialists and technology professionals, responsible for creating market leading ESG analytics and reporting solutions for Aon’s clients. He is also the Business Lead for Aon’s offshore investment manager research and portfolio analytics team, wherein he is responsible for business strategy and growth, client engagement and new transitions, people management, technology engagement and overall day-to-day operational service delivery of the business. He has over 18 years’ experience in the financial services space with expertise in investment consulting, ESG, investment banking, corporate finance, equity research, corporate governance research and offshore delivery management. Prior to Aon India, he has worked with InGovern Research Services, Bank of America Merrill Mynch and WNS Global Services in various financial services roles. Mohan holds an MBA in Finance from Welingkar Institute of Management, India and an undergraduate degree in Mechanical Engineering from Manipal Institute of Technology, India. He is also a CFA charter holder and FRM charter holder and is an active volunteer member for the CFA Society of India. He sits on CFA Society’s Research and Advocacy committee for its ESG and GIPS advocacy initiatives and co-chairs the CFA Society’s ESG Working Group. He is also a Certified Ethics Trainer with CFA Institute India.
Mohan Kumar Prabhu, CFA
Mohan Kumar Prabhu, CFA, currently serves as the Director, Investment Consulting at Aon Consulting India and heads their Investment Consulting Strategic Client Delivery Solutions business responsible for delivering digital client solutions and reporting capabilities for the wealth solutions verticals of Aon globally. As part of this role, he also leads a team of ESG product specialists and technology professionals, responsible for creating market leading ESG analytics and reporting solutions for Aon’s clients. He is also the Business Lead for Aon’s offshore investment manager research and portfolio analytics team, wherein he is responsible for business strategy and growth, client engagement and new transitions, people management, technology engagement and overall day-to-day operational service delivery of the business. He has over 18 years’ experience in the financial services space with expertise in investment consulting, ESG, investment banking, corporate finance, equity research, corporate governance research and offshore delivery management. Prior to Aon India, he has worked with InGovern Research Services, Bank of America Merrill Mynch and WNS Global Services in various financial services roles. Mohan holds an MBA in Finance from Welingkar Institute of Management, India and an undergraduate degree in Mechanical Engineering from Manipal Institute of Technology, India. He is also a CFA charter holder and FRM charter holder and is an active volunteer member for the CFA Society of India. He sits on CFA Society’s Research and Advocacy committee for its ESG and GIPS advocacy initiatives and co-chairs the CFA Society’s ESG Working Group. He is also a Certified Ethics Trainer with CFA Institute India.
2 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |