Purva Chhabra, CFA, CAIA
ESG Data Analyst, Trader
In her role as an ESG Data Analyst, Purva aids in the systematic integration of ESG research and analysis into Welton’s investment philosophy. She is responsible for building the firm’s fluency on ESG issues to effectively incorporate the information into Welton’s ESG focused programs. Purva is also a Trader on the Trading Operations & Oversight team where her responsibilities include portfolio implementation, trade operations, and oversight across the firm’s traded strategies and investment programs.
Before joining Welton in 2019, she was an Analyst at a distressed asset fund where she supported the portfolio management team with research and analysis of distressed investment deals. Purva holds an MS in Applied Economics and Finance from The University of California, Santa Cruz and a BA in Business Administration with a focus on Finance from NMIMS University (Mumbai). She is a CFA Charterholder, a CAIA Charterholder, and holds a Certificate in ESG Investing issued by CFA UK.
“The best work environment is one with seamless communication channels, compassionate people and a shared commitment to a common goal.”
News and Insights from Purva Chhabra, CFA
My Career in ESG Investing is Rooted in My Upbringing
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What Investors Should be Listening for at this Year’s COP26 Climate Conference
We’ve all seen it in the headlines this year or experienced it firsthand. No. Not the pandemic. The other major pressing problem affecting the entire planet – climate change. Raging forest fires, droughts around the entire west of the US, major floods in Europe,...
Insights and Tips for Those Considering the CFA’s “Certificate in ESG Investing”
In my role as an ESG Data Analyst and Trader at an investment management firm, I spend a good part of each day grappling with how to successfully integrate ESG factors into our ESG program, a multi-asset ESG long/short strategy combining ESG US mid-large cap...