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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 first time a majority of investors, 53%, cited performance as their main motivation for investing in responsible investments.
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 with McDonalds, one of the largest users of potatoes, to get farmers to decrease their use of toxic pesticides.
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 platform with sectors such as oil and gas, steel, and utilities to drive decarbonization. Visit climatealignment.org for more details.
Lay co-creates investment strategies like the Women's Economic Empowerment Bond Fund and SheSyndicate Foundation to bridge global gender gaps in impact partnership with the United Nations Capital Development Fund and Equileap. She brings capital, human endeavor and innovation together in partnerships dedicated to women’s economic empowerment.
Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.
Program recorded May 7, 2020: Lang explains how governments, international and local banking systems, are working with Sustainalytics’ Sustainable Finance Solutions to issue sustainability bonds and loans to address two areas that are being particularly hard hit by COVID-19: Health Care and Socio-economic Impact Mitigation. She notes that the recent uptick in social bond issuance bodes well for tackling emerging social challenges, alongside environmental issues.
A Forbes Top Next Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around Covid-19.
The Terra Impact Fund uses private equity capital to target growth of sustainable technologies across multiple economic sectors in the US and Latin America, like ecotourism, sustainable agriculture, and waste-to-biofuel energy. We talked about their innovative partnership: Saxton finds new opportunities and Savoldelli provides the infrastructure to manage and scale up the new businesses. For example, ecotourism provides local communities with hundreds of sustainable jobs, as well as private funding for schools and healthcare clinics.
Envision Solar International produces sustainable technology innovations for EV charging, outdoor media, and energy security. Wheatley explains how Envision’s portable charging stations are completely self-contained, and require no permits, installation or customer contact during delivery.
Trucost is the sustainability analytics division of S&P. In 2019 March and her team did the first analysis of S&P Global using TCFD (Task Force on Climate-Related Financial Disclosures) metrics to look at S&P Global’s physical and transition risks related to climate change. March discusses the findings.
Minority women are responsible for 40% of consumer spending in the U.S., but they make up only 2% of corporate board membership. Wong, a retired partner with KPMG, works with numerous high powered gender and minority focused nonprofits to advocate for bringing more diversity into the boardroom.
Kell, who is also a regular contributor to Forbes and the founding executive director of the UN Global Compact, talks about his recent article on the four lessons we should learn from the pandemic. Our conversation focused on Lesson #2: Prevention is better than cure. Kell discusses the danger of ignoring scientific evidence on climate change as well as infectious diseases, and explains that corporate sustainability and sustainable investment affirm that values and purpose are the enduring features of resilient organizations.
Pan-Sloane discusses how UNCDF (United Nations Capital Development Fund) is using advanced technologies, like digital banking and communication platforms, for crisis management (Covid-19 response for example) and to support capital flow for infrastructure investment in LDCs (Least Developed Countries).
In her book Women Tech Founders on the Rise (WTF), Amoils describes how in 2019 women founders got only 2% of VC capital when there was no male co-founder, while women teams outperform all-male teams by 63% (2015 data). In this podcast Amoils talks about Grasshopper Capital, her VC firm that invests in blockchain and related disruptive technologies, especially when they have impact.
Former think tank director Peter Schechter and award-winning chef Enrique Limardo, owner of Esquire's Best New Restaurant in America, opened Immigrant Food, one block from the White House, 4 months before the pandemic. In their unique model, they celebrate America's immigrant heritage and work with 5 local nonprofits to advocate for immigration by inviting customers to engage directly, and by donating their mezzanine floor to the NGOs for meetings and trainings. Schechter and Ivanovic talk about the impact of the pandemic not only on their new restaurant but on the entire hospitality sector, Immigrant Food's 'layered' business model that includes advocacy components such as a monthly magazine, and their plans to scale the Immigrant Food restaurants to multiple locations including other major US cities.
LaTourette brings more than 20 years of financial planning experience to help her diverse LGBTQ clientele keep focused on long term ESG investment strategies while managing their short term needs during this pandemic. In the podcast she also explains her focus on legacy planning and diversity initiatives.
A couple of the most encouraging findings from this report are the strong performance of sustainable funds compared to the total mutual fund universe and the dramatic increase in asset flows to sustainable funds during 2019, especially during the record-breaking 4th quarter.
Keppler explains how 3.5 million metric tons of wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva recently announced its 18th consecutive distribution increase and has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015.
Climate Risk is the largest idiosyncratic risk left unmeasured in the world today by asset managers and companies. Investors can capture climate risk opportunities not yet priced into company data by the markets.
Harris explains how 40 years of scientific data from the Intergovernmental Panel on Climate Change (IPCC) shows the potential for Climate Risk to all stages of the business value chain, across all countries and economic sectors.
Demers’ science-based research methodology provides investor-friendly, rigorous and cost-effective impact assessments by experts in financial analysis and environmental informatics.
Barbato talks about Build Edison, her consulting company that de-risks and grows innovative technologies into revenue generating businesses, and Dynamo Energy Hub, a unique networking platform for clean techs, energy industry leaders, investors, and policymakers created to connect key stakeholders in the clean energy space.
Gutter tells listeners how the International WELL Building Institute is advancing health and well-being for people around the globe through better buildings and communities and stronger organizations. The WELL Building Standard is now used by over 10,000 WELL Accredited Professionals (WELL APs) world-wide, and there are over 500 million square feet of certified or registered built infrastructure across 58 countries to date.
Drum discusses the enormous potential for sustainable and green sovereign fixed income markets, especially given that 40% of global sovereign wealth fund assets are owned by less than 6% of the UN Principles for Responsible Investment (UNPRI) signatories in the Middle East and Southeast Asia.
Join Paul as he interviews sustainable finance experts from top companies and global organizations like Trucost, United Nations Capital Development Fund, FTSE Russell, and Allianz Global Investors.
Listen to thought leaders like Amit Bouri, CEO at the Global Impact Investing Network; Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices; Peter Schechter, Co-Founder at Immigrant Food; and Rachel Gutter, President at International Well Building Institute.
Paul regularly consults with RIAs on ESG marketing and advisor education. He has written for Investments and Wealth Monitor, and co-convened the 2018 and 2019 Sustainable Investing Conferences at the United Nations.