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Episode 148 | March 6, 2022

Close Group Consulting’s Report Gives Top 10 ESG Trends for 2022

with Anuj Shah, Partner at Close Group Consulting

What should we be expecting in the ESG investment landscape during 2022? To answer that question I have Anuj Shah on the program today. I can’t think of anyone more qualified to discuss the top ESG Trends for 2022. Shah is a Partner at Close Group Consulting, which, since their founding in 2017, has worked […]

Episode 147 | February 27, 2022

Envestnet Advisors Accelerate Use of Sustainable Investment Strategies

with Brett Wayman, Senior Director, Sustainable Investing at Envestnet

Between 2015 and 2020 investor demand doubled the number of sustainable mutual funds and ETFs that are available in the U.S. The trend continued in 2021, with Envestnet reporting higher growth rates for asset flows into sustainability focused products. My guest on the program today is Brett Wayman, Senior Director of Sustainable Investing at Envestnet, […]

Episode 146 | February 24, 2022

Starting March 28, 2022: The 21st Wall Street Green Summit

with Peter Fusaro, Founder, The Wall Street Green Summit, Founder and Chairman at Global Change Associates

One of my favorite future-focused sustainable investing conferences starts on March 28. The Wall Street Green Summit has been attracting low-carbon economy entrepreneurs and sustainable finance professionals for 20 years. I’m always surprised and inspired by the roundup of the best and most thought provoking clean energy technologies innovations. And it’s a great opportunity to […]

Episode 145 | February 20, 2022

Arabesque’s New ESG Book Makes Company ESG Data Accessible & Comparable

with Georg Kell, Chairman of the Board at Arabesque, Founding Director of the United Nations Global Compact

2,000 large global public companies with $100 trillion of assets under management are committed to meeting net-zero emissions targets agreed to at COP 26. But, a lack of corporate disclosure and ESG data consistency is limiting the amount of assets deployed to sustainable business activities, like managing climate risk for example. Arabesque, a global provider […]

Episode 144 | February 14, 2022

Amalgamated & Invesco Funds Lead in Social, Climate & Gender Equity

with Cynthia Dalagelis, SVP Director of ESG Investments at Amalgamated Bank

Today’s program is about an unusual bank, so be prepared to expand your understanding of the role banks can play in growing sustainable investing. In fact, Amalgamated has been providing Socially Responsible banking and investment to the public for almost 100 years. It was founded by the Amalgamated Clothing and Textile Workers Union Amalgamated for […]

Episode 143 | February 6, 2022

Climate Assessment Tools Drive Sustainable Business Development

with Stacy Swann, CEO at Climate Finance Advisors, a certified B-Corporation

Anyone working in finance needs to stay current with what’s happening with climate finance and regulation because it affects the entire industry. And consolidation is happening within the climate reporting frameworks. Stacy Swann, the CEO of Climate Finance Advisors, my guest today, walks us through how banking and investment companies can use the data produced […]

Episode 142 | January 30, 2022

Solar Power’s Bright Future: Using Distributed Grid Technologies

with Harald Overholm, Co-founder and CEO of Alight

Alight is the leading Power Purchase Agreement (PPA) provider for corporate solar power deployment in the Nordics. Founder and CEO Harald Overholm spent years in the U.S. studying the technology and funding of the solar industry and in 2022 is helping companies across Europe switch to solar power that’s 80% cheaper than it was a […]

Episode 141 | January 23, 2022

Schwab Asset Management Launches First Proprietary ESG ETF

with Malik Sievers, Head of ESG strategy at Schwab Asset Management

In November 2021 the Schwab Ariel ESG ETF began trading on the NYSE under the symbol SAEF. Malik Sievers, Head of ESG strategy at Schwab Asset Management talks about their first-ever proprietary ESG ETF and its collaboration with Ariel Investments, LLC, the fund’s sub-adviser and a pioneer in ESG and value-based investing. The ETF market […]

Episode 140 | January 16, 2022

Berenberg’s Active Management Approach Drives ESG Integration

with Rupini Deepa Rajagopalan, Head of ESG Office, Wealth and Asset Management, at Berenberg

My guest today, Dr. Rupini Deepa Rajagopalan, was tasked with launching the ESG office in 2018 at Berenberg Wealth and Asset Management. Berenberg is one of the oldest banks in the world, founded in 1590. As Head of ESG Office, Rupini has been working with its asset management teams to integrate ESG strategies throughout their […]

Episode 139 | January 9, 2022

How Your Employees Can Avoid Being Hacked While Working Remotely

with Penelope Bise, Chief Cybersecurity Expert at ImpactVest

A recent Gartner survey reports a huge increase in spending on information security and risk technology: from 6.4% in 2020 to 12.4% in 2021, with spending reaching $150 billion. Joining us today is Penelope Bise, Chief Cybersecurity Expert at ImpactVest. Bise has an important message, especially for smaller financial services firms, who are even more […]