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In this episode, Kaitlyn Allen talks with Bill Page, Senior Portfolio Manager at Essex Investment Management based in Boston, MA. Bill has focused on ESG investing for 30 years. After posts at Fidelity, Wellington, and State Street Global Advisors, where he was global head of ESG, h
e moved his thematic investment strategy to Essex in 2009, relaunching the Global Environmental Opportunities Strategy (GEOS). GEOS is the first thematic listed-equity impact strategy in the U.S.
Bill's undergrad is from Boston University in Economics, and he received his MBA from Babson College, concentrating in Finance. He is actively involved in the ESG circuit in higher education, speaking on cleantech investing, thematic investing, and moving the needle on climate solutions. Bill enjoys cycling, alpine skiing, and paddle boarding. He, his wife, and their Corgi frequently hit the trails of Western Maine and Concord, MA.
Listen as Kaitlyn and Bill discuss his career journey, which is a solid testament to the positive impact of internships! Bill also shares his views on ESG, which may shift your perspective. In true ESG Decoded fashion, we'll define related acronyms: GEOS, SRI, and PRI, and learn the difference between thematic and ESG investing.
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Episode Resource Links
Global Environmental Opportunities (GEOS) Fact Sheets- Essex Investment