Session date and time
May 2, 2023
9:30 - 10:30 a.m.
As environmental, social and governance considerations have become increasingly critical for investors and portfolio managers, many emerging markets, seen through a sustainable lens, have found themselves lagging behind the progress of much of the developed world. Emerging markets have ample work to transition their economies onto a sustainable footing, but we believe this gap with the developed world introduces a tremendous investment opportunity, led by emerging market companies on the leading edge of crafting a sustainable future. In our view, finding quality companies that can succeed in a variety of macroeconomic and political environments is the one proven approach to capturing long-term sustainable growth opportunities in the emerging markets. In this session, we explore how sustainable strategies can help drive alpha while helping mitigate the risks associated with unanticipated government policies, regulatory oversight and geopolitical considerations.
Kathlyn Collins is a vice president and head of ESG at Matthews Asia. Before joining the firm in 2018, Collins worked as an ESG and global strategy analyst with Cartica Management LLC where she developed ESG integration and analyzed investments for portfolios, conducted company research and engagement and wrote reports relating to emerging markets. She earned an MA in international relations and international economics from John Hopkins University School of Advanced International Studies and an MA in Italian studies from Middlebury College in Florence, Italy. Collins has a BA in broadcast journalism, Italian language, literature and culture from Syracuse University. She has been part of the faculty for the International Corporate Governance Network’s (ICGN) ESG integration course and is a Sustainability Accounting Standards Board (SASB) Fundamentals of Sustainability Accounting (FSA) credential holder. She is a Chartered Alternative Investment Analyst (CAIA).