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Podcast Archives: ESG Disclosure

Episode 141 | January 23, 2022

Schwab Asset Management Launches First Proprietary ESG ETF

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 103 | November 23, 2020

What’s Ahead for ESG Research and Analytics?

Iyassu Essayas, Director of ESG Research at Parnassus

According to Essayas, the Covid-19 pandemic and the growing number of storms, fires, and other environmental disasters have affected every aspect of ESG analytics across all sectors of the economy. What will this mean over the next few years? Join us for this discussion as Essays explains that ESG metrics will be more dynamic, with […]

Episode 90 | July 27, 2020

Bruce Herbert: Using Shareholder Engagement to Change Corporate Behavior

Bruce Herbert, CEO of Newground Social Investment, SPC & Investor Voice, SPC

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 […]

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 75 | April 6, 2020

Morningstar’s 2019 Sustainable Funds Landscape Report

Jon Hale, Global Head of Sustainability Research at Morningstar, Inc.

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.

Episode 73 | March 23, 2020

Climate Risk Is a Present and Future Business Critical Issue

Joey Lake, Chief Operating Officer at The Climate Service (TCS)

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.

Episode 71 | March 18, 2020

Climate Change a Risk to All Stages of the Corporate Value Chain

Elliott Harris, UN Assistant Secretary-General, Chief Economist Dept. of Economic and Social Affairs United Nations

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.

Episode 66 | December 15, 2019

Impax approaching $20B AUM in Low Carbon Economy Investments

David Richardson, Executive Director of Business Development at Impax Asset Management

After two decades and with almost $20 billion in AUM, Impax’s investment thesis is driven by cost reductions in renewable energy technologies and government commitments to reduce CO2 emissions by the UK and the EU, as well as by “We Are Still In” member states, cities, and companies in the US.

Episode 64 | November 24, 2019

Insights from the GIIN Investor Forum 2019

Amit Bouri, Chief Executive Officer & Co-Founder at The Global Impact Investing Network (GIIN)

Bouri highlights conversations about the role of fiduciary duty, scaling impact investing with integrity and how to measure impact in addressing the UN Sustainable Development Goals.

Episode 37 | March 16, 2019

ESG Metrics and Shareholder Advocacy Drive Appleseed’s Top Performance on Morningstar World Allocation

Matt Blume, Portfolio Manager and Head of ESG Research, Appleseed Capital

APPLX ended 2018 with performance in the top 5% of Morningstar’s World Allocation category for 1, 3 and 10 years. Blume tells us how shareholder advocacy can influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser.

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