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Podcast Archives: Behavioral Finance

Episode 96 | September 14, 2020

How Can Meditation Help Finance Professionals?

Monique Class, Clinical Instructor of Nursing, Yale University and Sheldon Lewis, Meditation Teacher and Mind-Body Practitioner

Whether you’re a regular meditator or new to the practice, this podcast will help you understand why thousands of finance professionals and people from all walks of life are incorporating meditation into their daily routines. Class and Lewis have been teaching meditation classes together for years–now online because of Covid-19. Class, in addition to teaching […]

Episode 87 | June 22, 2020

Schroder’s ESG Funds Are Outperforming the Competition

Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders

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.

Episode 54 | July 29, 2019

The JUST Factor Report and Index Beating Performance

Lorraine Wilson, Director, Investment Products at JUST Capital

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.

Episode 53 | July 14, 2019

2019 SDG Advocates Raise Awareness for the UN’s Sustainability Agenda

Robert Skinner, Executive Director at UN Office for Partnerships

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.

Episode 52 | July 9, 2019

30 Years of ESG Investing at Neuberger Berman

Jonathan Bailey, Head of ESG Investing at Neuberger Berman

Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management.

Episode 49 | June 17, 2019

Allianz Global Investors Combines Active Management and Shareholder Advocacy

Christian McCormick, CFA, Director and Senior ESG Specialist with Allianz Global Investors

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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