For advisors, the sometimes overwhelming amount of information on implementing sustainable investing can be daunting. My guest today, Gabe Rissman, is going to tell us about a streamlined method for finding out what clients care about and personalizing how to talk about it. Rissman is Co-Founder and President of YourStake, which received the top ESG […]
William Burckart is the CEO of The Investment Integration Project (TIIP), a consulting firm that develops turnkey solutions to help investors manage systemic risks and opportunities in Sustainable and ESG Investing. Burckart co-authored “21st Century Investing: Redirecting Financial Strategies to Drive Systems Change” in 2021 with sustainable investing pioneer Steve Lydenberg, and was a guest […]
Net Zero emissions by 2050 is the new North Star for major corporations, governments and investors. In order to achieve this goal, corporate players across all sectors of the global economy must be held accountable. My guest today is Pratima Divgi, Head of Capital Markets, CDP North America. She leads engagement with the financial sector […]
Today I’m speaking with Dewi John, Head of UK & Ireland Research at Refinitiv Lipper about how global ESG investment fund flows are shifting away from high growth strategies and into equity income strategies. We also talk about how investors in the UK and EU prioritize ESG and sustainability issues by comparison with US investors. […]
My podcast guest today is Sam Adams, CEO and Founder of Vert Asset Management. Sam is on a mission to help advisors invest sustainably for their clients. Adams and I talk about the book he has co-authored with Larry Swedroe, Your Essential Guide to Sustainable Investing. Each of the co-authors has brought their unique perspective […]
The world’s largest asset owners own approximately $61 trillion in institutional assets worldwide. They are exposed to the whole economy in good times and bad times, and they unequivocally support stakeholder capitalism. Michael Ferrari is Chief Science Officer & Chief Data Scientist at Engine No. 1, an activist shareholder of major corporations like Exxon Mobil. […]
According to Choir, the finance world has been listening to the same voices for far too long. FinanceChoir has developed the industry’s first diversity certification for financial conferences, with the goal of amplifying the voices of financial professionals who are women, non-binary people, and people of color. Co-founder Liv Gagnon is with us today to […]
My guest today is Wendy Diamond, International Social Entrepreneur and Impact Investor, Best Selling Author of 10 books, TV Personality, and as she calls herself, a Do Gooder supporting the Underdog. She has Three Guinness World Records, and has appeared on Oprah, The Today Show, and Bloomberg, and has been a keynote speaker at the […]
Americans have $1 trillion invested in employer-sponsored retirement plans. Yet many people making payroll deduction contributions to these plans are not aware of the Sustainable and ESG-focused investment options available in these plans. My guest today, Michael Rhim, is working to solve this problem. He’s the Principal at PRM Consulting Group and Lead Author of […]
Sonia Kowal, today’s podcast guest, made the following statement in a LinkedIn article in 2021, “ESG research and integration is part of an investment process to try and improve investment returns. It is not necessarily tied to values, ethics, morality, or mission.” But Kowal, who has been President of Zevin Asset Management since 2009, knows […]