The new wave of ESG Data across asset classes

Mr. Lee Souter is a VP, Analytics Specialist who is responsible for FactSet's analytics sales and client relationship management in Canada. In this role, he focuses on providing content, analytics, and attribution solutions to clients across equities, fixed income, and multi-asset class strategies. Prior to this role, Mr. Souter was a Sales Specialist on FactSet's Fixed Income Analytics team in the Americas and began his career at FactSet as an investment management consultant. Mr. Souter earned a B.S. in Mathematics from the University of Vermont and an M.S. in Actuarial Science and Mathematical Finance from Boston University. He is a CFA charterholder and Certified Financial Risk Manager.

He is the Director, Sustainable Investments for Genus Capital Management which manages $1.6 billion for families, foundations, and institutions. Genus has been a pioneer in Fossil Free® and sustainable investing in Canada. Mike provides leadership for all Genus Fossil Free® and impact investing disciplines, including research, portfolio construction, and design of new sustainable products. Prior to joining Genus, he was a strategic consultant working in London, UK focusing on projects in sustainability, finance, and technology for FTSE 100 companies. Mike has a background in financial services and asset management. He led an equity research firm and worked for a quantitative hedge fund. Mike holds an MBA from the University of Cambridge concentrating in Social Innovation and is a CFA Charterholder.