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In quarter 3 of 2020 the JANA Global Equities Research Team hosted 4 webinars, click more to watch.
The state of the US economy is mixed. Sustainability considerations are gaining traction; asset managers have built (and are building) proprietary databases and ratings systems. Manager anecdotes highlighted the differences in company ESG considerations outline the vast degrees of interpretation across the industry.
Matthew Gadsden, Senior Consultant and Head of JANA’s Global Equities Research Team, and Greg Wilkinson, Senior Consultant visited in excess of 45 global equity managers during a recent research trip – here are their key takeaways.