Biography
Bruno Bertocci, retired, serves as chair of the CFA Institute ESG Technical Committee. He is the former head of Global Sustainability in Active Equities at UBS Asset Management, where he led the development of the team's positive screening process. He managed the global equity investment group at Stein Roe & Farnham and worked as a regional portfolio manager and global equity portfolio manager at Rockefeller & Co. Bertocci represented UBS on committees that include the US Social Investment Forum, the Institutional Advisory Group for the Sustainability Accounting Standards Board, and the Task Force on Climate-related Financial Disclosures. He was also a member of the UBS Sustainability Council. Bertocci holds an AB degree from Oberlin College and an MBA degree from Harvard Business School.
Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.