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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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.
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.
Host | Associate Solutions Consultant, Black Diamond, SS&C Advent
Jasmin Conner is an Associate Solutions Consultant for Black Diamond, an SS&C Advent company. She takes a great deal of pride in working with SS&C clients and prospects to understand their unique needs, tailor specific solutions around those needs and educate firms on the award-winning Black Diamond offerings to help firms successfully grow their business.
In her spare time she most enjoys spending time with her family, gardening/collecting plants, volunteering within her community, and boxing. A New Jersey native, now based out of the great city of Jacksonville, Florida Jasmin also supports her family’s business.
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.