Head of Sustainable Investing and Corporate Responsibility, Raymond James Financial, Inc.
This educational Women in Wealth program series is a community event designed for women practitioners to learn from peers and subject matter experts. Join experts and your peers for an interactive program, which includes two panels featuring sponsoring firm thought leaders, led by IWI moderators.
This session highlights how to engage and/or deepen relationships with HNW and institutional clients through the use of sustainable investing. Topics, such as how to use impact questionnaires in the discovery process and client philanthropic activity to build impact "personas", customize investments to match, and how to leverage the latest technologies to report the impact of a portfolio in real-world terms, will be addressed. Speakers will use anecdotal stories around engagement and corporate behavior to help clients connect with their investments and ultimately, their advisor, in a deeper and more personal way, resulting in asset gathering and prospecting opportunities.
Joy Facos serves as Raymond James Investment Management’s Head of Sustainable
Investing and Corporate Responsibility. She is responsible for leading the firm’s
continued progress on the Principles for Responsible Investment and working
with boutique investment managers, consultants, and clients on matters involving
environmental, social, and governance (ESG) investing.
Before joining the firm in 2020, she spent 10 years in the field of sustainable and
responsible investing, most recently as principal at ESG Research Associates. She has
focused on integrating ESG factors into investment processes, overseen proxy voting
and guideline development, and designed and implemented corporate engagement