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 […]
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 […]
Federated Hermes, with $600B in assets, is one of the largest sustainable asset managers in the industry. Dr. Sotiria Anagnostou shares with listeners how their Responsible Investing Office has implemented a sophisticated in-house ESG data analytics and engagement strategy. Based on more than 20 years of experience, Federated Hermes has honed their approach. Their global […]
The ETF that Zhang manages and subadvises for, ECOZ, won the best new ESG ETF for 2020. We talk about how ECOZ’s carbon footprint is 85% lower than the S&P 500 Index. Zhang looks for companies that are focused on economic policy, corporate demand for clean energy, and significantly lower technology costs. These factors drive […]
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.
Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management.
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.
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