ICI Webinar: New Common Terminology for ESG Fund Investing Strategies


New Common Terminology for ESG Fund Investing Strategies
August 11, 2020

Participants had the opportunity to hear about the terminology that ICI’s Environmental, Social, Governance (ESG) Working Group developed. The recent ICI publication Funds’ Use of Integration and Sustainable Investing Strategies: An Introduction explained the terminology, which has been endorsed by ICI’s Board of Governors.

Specific topics included:

  • ESG integration
  • ESG exclusionary investing
  • ESG inclusionary investing
  • Impact investing
  • Disclosure practices
  • US regulatory activity on ESG investing strategies


Carten Rabusch

Jane Carten
President and Director
Saturna Capital

Karla Rabusch
Independent Director
Lord Abbett Funds

Wu Donohue

Jennifer Wu
Global Head of
Sustainable Investing
J.P. Morgan Asset Management

Dorothy Donohue, Moderator
Deputy General Counsel
Securities Regulation
Investment Company Institute


Introduction by
Paul Schott Stevens
President and CEO
Investment Company Institute


This webinar was open only to ICI member firms and their outside counsel. It was closed to the media and to regulators.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.