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Joshua Giacalone

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Corporate Sustainability Analyst

The Haverford Trust Company

Joshua Giacalone joined Haverford in 2019. As a Corporate Sustainability Analyst, Josh works with the investment team to incorporate the review of ESG metrics, research, and corporate issues into the investment process. He also assists in providing quantitative and fundamental research to be used by the research team and Haverford’s Investment Selection Committee. Certifications &

SESSIONS

Thu Sep 23, 11:45 AM – 12:30 PM EDT / 9:45 PM – 10:30 PM Your local time (45 min)

Defining and Implementing ESG in Your Family Business and Investment Portfolio – Speaker

This session will focus on defining and describing ESG (Environmental, Social and Governance), benchmarking your family business against ESG best practices and how to develop and implement an ESG strategy with your investments. Participants will gain an understanding of ESG and related subjects, including DE&I (Diversity, Equity and Inclusion) and SRI (Socially Responsible Investing.)