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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.
How do advisors and asset managers integrate portfolio strategies, shareholder activism and other investor motivations? O’Brien describes Nuveen’s rigorous, platform-wide approach.
Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion. Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.
Hale gives us the numbers from Morningstar’s 2019 Sustainable Funds US Landscape Report showing strong performance across the board for sustainable investing in 2018.
Our panelists discuss their approaches to sustainable and impact investment integration for multiple-generation, high net worth clients, including how wealth advisors and foundations are using ESG risk and impact measurements to optimize portfolio strategies and participate in growth opportunities in the transition to a low-carbon economy. Learn how the divide between multi-generational investors can be bridged through ESG and Impact investing and how sustainable and impact investing is changing the way strategic philanthropy integrates with overall portfolio strategy.
Keefe shows how integrating global social and environmental policies that support better education for women and girls can potentially add trillions of dollars to economic growth.
Hinchcliff explains how the Conference, now in its 5th year, helps women in finance develop partnerships with investors as stewards of family wealth. Keynote speakers span the generations of activist women leaders who are addressing the most pressing financial and social issues.
ESG Metrics and Shareholder Advocacy Drive Appleseed's Top Performance on Morningstar World Allocation
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.
In this episode Emerson talks about his eighth book, The Purpose of Capital, and shares insights from his personal and professional journey as an internationally recognized Thought Leader in impact investing, social entrepreneurship and strategic philanthropy.
Kaufman talks about how incorporating behavioral finance principles with impact investing advice can strengthen client relationships with family offices and foundations. She especially likes working with women who are stewards of family wealth.
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.