Mar 24, 2022
Our guest today is Roger
Urwin, Global Head of Investment Content with Willis Towers Watson. Roger
joined Watson Wyatt in 1989 to start the firm’s investment
consulting practice and, under his leadership, grew to a global
team of over 600. Roger has been influential with the CFA Institute
and their Future of Finance initiative, as well as co-founder of
the Thinking Ahead Institute. His investment innovations include
three global firsts, one of which is the creation of the first
target date and lifestyle defined contribution funds (1988). Roger
is also Advisory Director at MSCI Inc. He has a degree in
Mathematics and a Masters in Applied Statistics from Oxford
In today’s episode, we speak with Roger about his personal background, including a personal tragedy he experienced, followed by his professional background and his work at the Thinking Ahead Institute. We then do a deep dive on the current state of sustainable investing, which includes greenwashing, comparing investors globally, net zero, proxy voting, benchmarking and more.
Our host today is Steve Curley, CFA & his guest host is James Sellon, CFA (Managing Partner, Maseco).
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