Research

First-Person

Lloyd Kurtz

Lloyd Kurtz, CFA

Senior Portfolio Manager, Wells Fargo Private Bank
& Faculty Chair, Moskowitz Prize

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In 2016 Lloyd became a senior portfolio manager at Wells Fargo Private Bank and head of the Wells Fargo Social Impact Investing team.  From 2004-2016 he served as chief investment officer at Nelson Capital Management, an investment management firm affiliated with Wells.  Prior to joining Nelson, he spent nine years as a research analyst and director of quantitative research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm; and before that was senior research analyst at KLD Research & Analytics.

At KLD he did much of the initial quantitative work on the development of the Domini Social Index, the first broad-based social investment benchmark, and wrote the chapter introducing it in The Social Investment Almanac.  His paper on the long-term performance of this index, a collaboration with Dan DiBartolomeo, appeared in the Fall 2011  Journal of Investing.

Lloyd’s recent research focuses on the relationship between ESG performance and the competitiveness of firms.  He has published numerous reviews of the social investment literature, most recently the book Looking Forward, Looking Back (2013) for Tilburg University.  He has also written a chapter on social investment for the Oxford Handbook of Corporate Social Responsibility (2008) and one on stakeholder analysis for the Kolb textbook, Socially Responsible Finance and Investing (2011).

Lloyd serves as faculty chair for the Center for Responsible Business’ Moskowitz Prize.   

He holds an MBA from Babson College and a B.A. from Vassar College. In 1999 he received the SRI Service Award for his contributions to social investing.

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