ESG Risk Management: A Case Study of the Financial Sector

ESG Risk Management: A Case Study of the Financial Sector
PRMIA Vancouver presents an event on the topic of Environmental, Social and Governance risks using cyber security, data protection, talent management, and diversity as examples of critical areas of risk management and oversight in the Financial Sector.


Register Now

Agenda Speakers



May 15, 2019


8:00am - 10:00am

Room 1200
SFU Graduate School of Business
500 Granville Street
Vancouver, British Columbia V6C 1W6

The incorporation of environmental, social, and governance (ESG) factors into financial models and investment decision-making has become increasingly critical as new datasets become available and ESG risks materialize. Recent case studies such as Wells Fargo and Equifax highlight the importance of using ESG data as an additional dataset to identify emerging areas of risks that are not well-captured in current risk models. In this seminar, hear from a portfolio manager, buy-side and sell-side ESG analysts,and a governance specialist about how they identify, measure, and analyze ESG risks affecting Financial Sector companies, by exploring topics such as cyber security, data protection, talent management, and diversity.

  Time   Event
  8:00am - 8:30am   Registration & Breakfast
  8:30am - 9:30am   Panel Discussion
  9:30am - 10:00am   Q&A



Andrew Sweeney, CPA, CA, CFA
Andrew is an institutional portfolio manager at PH&N specialized in broad-based mandates with a focus on the integration of environmental, social, and governance (ESG) factors in institutional portfolios. He is a thought leader on ESG developments in the industry and, as a CFA charterholder, is an advocate for ESG analysis in investing. Since entering the industry in 1995, Andrew has held analytical research responsibilities for most sectors within the Canadian equity market and, as a result, has acquired a strategic, long-term outlook on capital market dynamics.


Jason Milne, ESG Global Advisors
Jason has more than 20 years’ experience in the investment industry in Canada and has specialized in Environmental, Social, and Governance (ESG) and responsible investment for over 15 years.

Before joining ESG Global Advisors, Jason was V.P. and a member of RBC Global Asset Management’s (“RBC GAM”) Corporate Governance and Responsible Investment Group, the team responsible for promoting the integration of ESG into the investment process, proxy voting and engagement with investee companies. He joined Phillips, Hager & North Investment Management in 2000, became the Corporate Governance Analyst soon after, and moved into the responsible investment role in 2008 when PH&N was acquired by RBC GAM. Prior to this, Jason had worked in the corporate finance department of a national brokerage firm and as a mutual fund accountant.  Jason was also the Chair of the board of the Responsible Investment Association (RIA) for four years and a board member since 2011, prior to stepping down in 2019.

Jason is a CFA® charterholder, holds a CPA, CGA designation and a BComm from the University of Otago in New Zealand.  In addition, Jason is a SASB, FSA Credential Level II candidate.


David Frazer, ESG Analyst, MSCI
 has been an ESG research analyst at MSCI for the past 3 years. He is the global lead for the Consumer Finance and Capital Markets industries, North American lead for the banks industry, North American Chair of MSCI Pride, with a thematic research focus on Diversity & Inclusion. Before MSCI David worked as an investment analyst covering the financials and auto sectors, and previously as an economic consultant for the oil & gas industry. He completed his Master’s degree in International Economics at the School of Advanced International Studies (SAIS) of Johns Hopkins University.

    Jackie Daitchman, ESG Consultant, MSCI

After five years as an analyst on the MSCI ESG research team, Jackie Daitchman is now responsible for helping Canadian asset owner and asset manager clients integrate MSCI ESG Research into their investment decision-making processes. Previously, as Consumer Sector research and Canadian market research lead, Jackie conducted client training seminars and spoke at events on topics such as forced labour and climate change. Prior to joining MSCI, Jackie worked in corporate social responsibility, with a focus on the agricultural and mining industries in Latin America and West Africa. She is fluent in Spanish and French and holds a Bachelor of Arts degree in Economics from the University of South Carolina and Master of Applied Environmental Science and Management degree from Ryerson University.

    Shelly Dhawan, Senior ESG Analyst, Vancity Investment Management
Shelly Dhawan is a senior Environmental, Social, and Governance Analyst responsible for ESG analysis, integration and engagement for Vancity Investment Management (VCIM).  Shelly specializes in social engagement for the firm and most recently led campaigns focused on gender diversity and gender pay equity.  Prior to joining VCIM, Shelly was responsible for the corporate ethical risk management for Vancity credit union.   Shelly holds a bachelor’s degree in psychology and commerce from the University of British Columbia and a Responsible Investment Specialist (RIS) designation from the Responsible Investment Association of Canada.


SFU Students (limit of 15) - FREE
Clients of Event Organizer - FREE
Other Attendees - $10

Click "Register Myself" below to reserve your spot. Make sure to click "Continue" to proceed with your registration. (If this is your first time accessing the PRMIA website you will need to create a short user profile to register.) Support chapter events like this by becoming a member

5/15/2019 11:00 AM - 1:00 PM
Room 1200 SFU Graduate School of Business 500 Granville Street Vancouver V6C 1W6 CANADA

Sign In to Register for Event


Contact Us

Looking to further your career?

Become a Member

Sign Up for Mailing List

Thank you to our sponsors, including:


Contact Us

Looking to further your career?

Become a Member

Sign Up for Mailing List