Monique DeSimone

Monique DeSimone is a Social Impact MBA candidate and president/co-chair of the Impact Investing and ESG Group at the Heller School for Social Policy and Management at Brandeis University. She has 8 years of experience in the finance sector, with expertise in wealth management, financial planning and modeling, investment analysis, and ESG portfolio development. Monique was recognized as an Emerging Leader at GreenFin22 and is passionate about centering social equity within the investing landscape. She is a Chartered SRI Counselor and a Series 7 and 66 holder, and she received a BBA in Management with a concentration in Sustainability from the University of Massachusetts Amherst.

CASE 3.1 Engage or Divest?: Trillium Asset Management, Facebook Governance, and Shareholder Advocacy: In The Heller Social Impact Case Collection

This case presents a challenge facing Trilliam Asset Management around whether to continue advancing ESG issues with Facebook or divest. The case provides…

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