Will Benton, CFA, CAIA

Director and Portfolio Manager

Will Benton joined Aviso Wealth in 2013 as part of NEI Investments. As a Portfolio Manager and Director of Manager Research & Oversight he is responsible for sub-advisor selection and oversight as well as their integration into the asset allocation process.

He is also responsible for external manager research across entire Aviso Wealth. Will is also a voting member of the NEI Asset Allocation Committee.

Will received a Bachelor of Arts in Economics from the Queen’s University and holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation.

All Sessions by Will Benton, CFA, CAIA

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Day 1: Sep 15, 2020

1:00 pm

1:00 pm


Best Practices in ESG Manager Selection

As ESG investing grows in popularity, it is increasingly important to understand how different investment managers integrate ESG into their process. Selecting managers with experience and commitment to the space is essential to building portfolios that truly meet your ESG goals. In this session you will learn:
  • What questions to ask to understand the manager’s commitment to ESG
  • How to put different metrics in perspective to asses manager’s capabilities
  • How to asset specific funds that might incorporate some or all parts of manager’s ESG program
Build ESG portfolios with purpose by conducting a careful investment manager and fund due diligence.

Day 2: Sep 16, 2020