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#10: Challenges, Performance, and Opportunity: The Evolving Story of ESG Investing

Don’t let the growing demand to bring ESG data into your customization strategies be a burden.

In this episode, hosts Trent and Jasmin are joined by Mira Vasani, Global Wealth Technology Practice Lead at Morningstar Sustainalytics, and Tim Duffy, Solutions Manager at SS&C Advent. They discuss the evolution of ESG factors, bridging the generational gap with conscious investing, and how firms are using the right technology to stay competitive through transparent performance analytics.

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Mira Vasani

Guest Speaker | Global Wealth Technology Practice Lead, Morningstar Sustainalytics

Mira helps fintech and traditional third party platforms to integrate Morningstar Sustainalytics ESG research and capabilities across investor workflows. Prior to join Morningstar Sustainalytics, Mira spent more than a decade as a multidisciplinary impact-focused asset and wealth management industry professional, recognized for providing sound execution, strategic advice and thought leadership to premier financial services and tech-driven platforms.

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Tim Duffy

Solutions Manager, SS&C Advent

Tim Duffy is a Solutions Manager at SS&C Advent. In this role, Tim primarily focuses on aligning Advent’s cloud solutions with client requirements. He joined the firm in 2021 having previously worked at several investment management and financial technology companies. Tim earned a dual degree in Economics and Sociology at the University of Massachusetts - Amherst.

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Jasmin Conner

Host | Sales Engineer, Black Diamond, SS&C Advent

Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.

Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.

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Trent Berry

Host | SS&C Advent

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,

Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.