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The global climate infrastructure deficit is $800 billion--a year! McCartney explains how Artesian Capital Management’s High Impact Green Bond Fund blends green bonds, venture debt, and asset backed securities related to clean energy infrastructure projects to address this serious funding shortfall.
After two decades and with almost $20 billion in AUM, Impax’s investment thesis is driven by cost reductions in renewable energy technologies and government commitments to reduce CO2 emissions by the UK and the EU, as well as by “We Are Still In” member states, cities, and companies in the US.
Rein highlights CapShift’s data and advisory services on over 500 qualified, public and private impact investment options for the $110 billion donor advised fund (DAF) market.
Bouri highlights conversations about the role of fiduciary duty, scaling impact investing with integrity and how to measure impact in addressing the UN Sustainable Development Goals.
Falsarone explains how applying fewer financially material metrics in the portfolio selection process creates a better backdrop for risk adjusted out-performance in developed credit markets.
Fusaro shares key findings from his research: (1) renewables are now affordable, with costs declining 40-90%, (2) U.S. corporate buying of renewable energy has doubled in the last two years, and (3) renewables are great investments for pension funds.
Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values.
Gitterman talks about the extraordinary lineup of speakers for this year’s conference on the “business case” for Sustainable, Impact and ESG Investing. Financial advisors will dialogue with corporate executives like Jeffrey Eckel, Chairman, President and CEO of Hannon Armstrong, asset managers like Saker Nusseibeh, CEO Hermes Investment Management, and ESG index builders like Mona Naqvi, Senior Director and Global Spokesperson for ESG Indices, S&P Dow Jones Indices.
Moszeter talks about the 10th anniversary of the Next Economy Index SMA portfolio and its competitive returns since the 2008 launch.
Zaroff is launching a campaign to introduce Entertainment For Change, a program that's bringing the #SDGGROOVE, an exciting compilation of music and dance, into schools to teach kids about the UN Sustainable Development Goals.
Lupoff is passionate about mobilizing next-generation leaders to use their skills and careers to make a positive impact on the world.
Kennedy and team provide ESG spotlight credit information to investors in the firm’s municipal bond SMA portfolios. We discuss ESG issues related to bonds from New York, Ohio and California.
Campos discusses the growing interest of global asset owners in combining Smart Beta with ESG for risk management.
Wilson talks about the latest JUST Factor Report and explains the unique way in which a JUST Capital index was constructed and has performed by comparison with the Russell 1000 Index.
Skinner talks about the 2019 class of SDG advocates recently appointed by the Secretary General to highlight achieving the UN SDG’s agenda for peace and prosperity for people and the planet.
Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management.
Henderson and Nash talk about the main focus of this year’s Green Transition Scoreboard: Transitioning to Science-Based Investing.
Wawrzaszek discusses the firm’s entrepreneurial approach to strategic planning and investment advice across multiple generations of family wealth.
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.
Since I interviewed Jeong a year ago, MPOWERD has increased the number of people whose lives benefit from Luci lights to 3 million from 2.3 million. In this interview she shares how they’ve become the leader in solar powered portable lighting, and as a centennial partner for Save the Children Foundation are distributing 10,000 Luci lights globally in 2019.
Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
Woll discusses hot topics on the agenda for this year’s conference, like potential changes in the Department of Labor guidelines for ESG investment strategies in ERISA-governed retirement plans and this year’s key advocacy initiatives being deployed by the Global Sustainable Investment Alliance.
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.
Impact investing is growing fast but greenwashing is increasing due to lack of regulatory oversight. Crawford brings his 25 years of experience in micro finance and the capital markets to this discussion of the World Bank’s newly launched operating principles designed to reduce greenwashing in the impact investing landscape.
Join Paul as he interviews thought leaders and influencers in the sustainable finance world-- people like Hazel Henderson, John Streur, Allyson McDonald and Jeff Gitterman.
A nationally recognized expert on sustainable investing, Paul has been interviewed by the Wall Street Journal and is a featured columnist at FA Magazine. He travels the country presenting on panels and interviewing the people you want to hear, including sustainable finance experts from Morningstar, Schwab, Calvert and Impax.
Formerly a franchise advisor with Ameriprise for 23 years, and now the principal at Paul Ellis Consulting, Paul keeps his eye solidly on the value proposition for financial advisors and investment professionals.