CE Credit Episode: Manager Skill, ESG Data, and the Decisions That Drive Long-Term Returns
About this episode
The episode discusses evaluating portfolio managers and the role of ESG data in long-term investment strategies.
In this 1 CE-credit episode , host Belle Osvath, CFP® explores two critical components of modern investment analysis: how to evaluate portfolio managers and how ESG data fits into long-term risk and return . In the first conversation, David Marra , founder and managing director of Markin Asset Management , shares a disciplined framework for identifying skilled portfolio managers. He explains how advisors can distinguish true investment skill from luck , evaluate risk management capabilities , and understand the importance of transparency in active management. In the second half of the episode, Liz Simmie , co-founder of Honeytree Investment Management , discusses why ESG data should be treated as core investment intelligence , not a niche screening tool. She explores common misconceptions about ESG investing and explains how environmental, social, and governance data can help identify long-term business risks and opportunities . Listen to the full episode, complete the assessment, and earn 1 CE credit . CE Credit Instructions Listen to the full episode Take the quiz: https://www.surveymonkey.com/r/FPANCASmarterPlannerPodcast_Quiz Receive 1 CE credit upon completion Links &…
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