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Podcast Archives: Shareholder Advocacy

Episode 52 | July 9, 2019

30 Years of ESG Investing at Neuberger Berman

Jonathan Bailey, Head of ESG Investing at Neuberger Berman

Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management.

Episode 49 | June 17, 2019

Allianz Global Investors Combines Active Management and Shareholder Advocacy

Christian McCormick, CFA, Director and Senior ESG Specialist with Allianz Global Investors

McCormick shares his experience of shareholder advocacy–in 2018 the firm participated in 8,500 shareholder meetings. Alliance GI reported poor links between executive pay and company performance and voted against 74% of compensation proposals in the U.S.

Episode 45 | May 20, 2019

Generating Alpha Through Active Portfolio Management at Brown Advisory

Karina Funk, Partner, Portfolio Manager, and Head of Sustainable Investing at Brown Advisory

Funk shares her three criteria for choosing companies with sustainable business advantages (SBAs) for the Brown Advisory Large Cap Sustainable Growth Portfolio, which invests in companies that will thrive in a resource-constrained world.

Episode 43 | May 8, 2019

How Nuveen Is Addressing the Responsible Investing Taxonomy Problem

Amy O'Brien, Head of Responsible Investing at Nuveen, a TIAA company

How do advisors and asset managers integrate portfolio strategies, shareholder activism and other investor motivations? O’Brien describes Nuveen’s rigorous, platform-wide approach.

Episode 37 | March 16, 2019

ESG Metrics and Shareholder Advocacy Drive Appleseed’s Top Performance on Morningstar World Allocation

Matt Blume, Portfolio Manager and Head of ESG Research, Appleseed Capital

APPLX ended 2018 with performance in the top 5% of Morningstar’s World Allocation category for 1, 3 and 10 years. Blume tells us how shareholder advocacy can influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser.

Episode 26 | December 6, 2018

Customized ESG Data Incorporation & Proxy Voting

Jennifer Sireklove, Director of Responsible Investing, Parametric

Join us as Sireklove explains how she has built Parametric’s Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.

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