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Episode 97 | September 21, 2020

Managing Risk with Fossil Fuel Free Investment Strategies

with Peter Krull, CEO & Director of Investments, Earth Equity Advisors

Earth Equity Advisors, a 4-time Best for the World B Corp., specializes in fossil fuel free investment strategies for clients. Krull discusses his methodology, a balanced portfolio strategy focused on lowering risk while continuing to be invested in companies that have long-term growth opportunities in the next economy. Earth Equity Advisors has also recently launched […]

Episode 96 | September 14, 2020

How Can Meditation Help Finance Professionals?

with Monique Class, Clinical Instructor of Nursing, Yale University and Sheldon Lewis, Meditation Teacher and Mind-Body Practitioner

Whether you’re a regular meditator or new to the practice, this podcast will help you understand why thousands of finance professionals and people from all walks of life are incorporating meditation into their daily routines. Class and Lewis have been teaching meditation classes together for years–now online because of Covid-19. Class, in addition to teaching […]

Episode WEBCAM | September 9, 2020

Webcam: ESG Fund Performance Amidst Covid-19

with Paul Ellis, Paul Ellis Consulting; Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders; Marie-Sophie Pastant, Head of the ETF & Index Management team, BNP Paribas Asset Management; Jake Moeller, Senior Investment Consultant at Square Mile Investment Consulting & Research

In investment management, performance during a crisis is a way to highlight a fund’s strength or weakness. Indeed, proving that your fund performed better than the market over a long period can drive AUM growth. In the current crisis, 66% of sustainable funds have performed better than their category average, according to Morningstar Direct data. […]

Episode 95 | August 31, 2020

Palladium Catalyzes Inclusive Growth Towards Financial & Social Impact

with Christina Shim, Managing Director, Commercial Innovation Practice for the Americas & Head of New York office at Palladium

Shim talks about Palladium’s focus on inclusive growth beyond Covid-19. By acting as a  catalyst, Palladium helps individual companies, for example a mining company or a multinational chocolate company, to broaden their thinking to include the circular economy. By collaborating across sectors, including governments, NGO’s, and local economies, a company can achieve both profitable and […]

Episode 94 | August 24, 2020

Refinitiv Expands ESG Data Integration to Lipper Funds

with Elena Philipova, Global Head ESG Proposition at Refinitiv

Philipova talks about the July 7 debut of Refinitiv’s Lipper Fund ESG Scores, which is expanding ESG data integration to the universe of funds Lipper tracks. We also discuss enhancements in Refinitiv’s ESG scoring methodology, making it more data driven by addressing major challenges like materiality, transparency stimulation, and size bias, and providing more industry-peer […]

Episode 93 | August 17, 2020

How Kesi Gibson Makes Sustainable Fashion Possible and Profitable

with Kesi Gibson, Chief Executive Officer, Founder, Club Debut & Founder, Creative Director, KYU BY KESI

How can the fashion industry promote the UN Sustainable Development Goals? Gibson talks about Club Debut, her value-driven, sustainable fashion platform for independent designers and creatives, as well as her own design line, KYU BY KESI, and how these companies are “Putting Humanity Back into Fashion (TM).”

Episode 92 | August 10, 2020

Companies that Prioritize Diversity & Transparency Outperform Peers

with Yusuf George, Managing Director of Corporate Engagement, JUST Capital

George talks about the results of JUST Capital’s recent surveys on racial equity and workforce diversity, including how companies in the Russell 1000 Index disclose their workforce demographics. Strikingly, a small group of companies that disclose their demographics by race/ethnicity, gender, and job category have outperformed their peer groups by 6% (May 31, 2019 – […]

Episode 91 | August 3, 2020

Nuveen Survey Shows Dramatic Increase in Responsible Investing

with Megan Fielding, Senior Director, Responsible Investing at Nuveen & Head of Strategic Partnerships

Here are just a few striking data points Fielding talks about: (1) US investors poured $20.6B into ESG focused funds in 2019. (2) 70% of advisors cite superior risk management and better performance as the top reasons why their high network clients invest in responsible investing, as opposed to 39% in 2018. (3) For the […]

Episode 90 | July 27, 2020

Bruce Herbert: Using Shareholder Engagement to Change Corporate Behavior

with Bruce Herbert, CEO of Newground Social Investment, SPC & Investor Voice, SPC

Herbert is an independent shareholder advocate, and a pioneer in the field beginning in the 90s when he served on the national governing board with the Interfaith Center on Corporate Responsibility (ICCR). He talks in detail about the engagement process and how to convert an adversarial approach into a conversation that brings results, including working […]

Episode 89 | July 20, 2020

Rocky Mountain Institute and the Banking Sector Unite on Climate Finance

with Radhika Lalit, Director, Center for Climate Aligned-Finance, Rocky Mountain Institute

Lalit talks about Rocky Mountain Institute’s new Center for Climate-Aligned Finance, which is bringing the financial sector to the table to evaluate how to bring their portfolios into alignment with a zero-carbon future. The Center is collaborating with Wells Fargo, Bank of America, Goldman Sachs, JP Morgan Chase and other partners to develop an engagement […]