After many years in the asset management industry, Kirshman launched Impact Metropolis as a social network and video hosting site dedicated to the sustainable and impact investing community. According to Kirshman, as sustainable investing becomes more mainstream, collaboration and sharing of information is being impacted. Kirshman describes how Impact Metropolis is both aggregating resources across the sector and providing a platform where individuals and businesses, both new to impact investing and seasoned professionals, can network, promote their services, and connect with others in the field.
Turnkey Group is a global company focusing on high growth markets in Asia. Wines started the company in 2016 to provide a risk and sustainability platform for company strategy. We talked about enhancements to Turnkey’s Sustain-Tech software suite, particularly setting KPIs that include corporate security, regulatory changes, more transparent supply chains, and managing employee health and safety. The enhancements also enable live collaborations between teams in the field and company management.
You can link to Turnkey's website from the Attachments tab of this podcast program.
Pina walks us through the cutting edge technology that converts food waste into industrial grade organic fertilizer for soil-less and vertical farms. The technology is carbon negative and has the potential to reduce greenhouse gas emissions by 6-12,000 metric tons CO2e per year while increasing produce yields by 20% to 30%. The implications for urban agriculture are extraordinary, and offer an exciting growth opportunity for sustainable finance professionals.
Paul Ellis, Moderator; Martina Macpherson, Moody's; Jason Mitchell, Man Group and Charulata Singal, UNCDF
When small businesses in developing economies need additional capital to continue growing, they typically face a finance gap. Martina Macpherson of Moody's Corp ESG Solutions Group, Jason Mitchell of Man Group, and Charulata Singal of United Nations Capital Development Fund (UNCDF) discuss how investors in developing economies are working with data analytics firms and asset managers to address both the risk and the many opportunities for growth in these economies and for companies with exposure to local entities through their value and supply chains. When UNCDF engages with local enterprises in frontier markets, it builds depth into these markets and nurtures more bankable deal flow, ultimately acting like a project preparatory facility for Development Finance Institutions (DFI) and other commercial investors. Developing these kinds of cross-sector collaborations and public-private partnerships are also fundamental for establishing environmental and social resilience and long term prosperity in line with Agenda 2030.
Alex Bernhardt, Director, Marsh & McClennan Companies Advantage group
Marsh & McClennan, the world's leading professional services firm in the areas of risk, strategy and people, offers sustainable finance capabilities across all four businesses (Marsh, Mercer, Oliver Wyman and Guy Carpenter). In our podcast, Bernhardt talks about how the sustainable finance revolution is impacting asset valuations related to physical and transition climate risk as well as workplace social issues like systemic racism. An important topic given that ESG concerns impact more than $80 trillion in global assets under management.
Alex Bernhardt can be reached at Alex.Bernhardt@oliverwyman.com.
Earth Equity Advisors, a 4-time Best for the World B Corp., specializes in fossil fuel free investment strategies for clients. Krull discusses his methodology, a balanced portfolio strategy focused on lowering risk while continuing to be invested in companies that have long-term growth opportunities in the next economy. Earth Equity Advisors has also recently launched a robo advisory platform for people just starting their investment experience.
See the Attachments tab for information about Earth Equity Advisors SMA and Fossil Fuel Free investment portfolios.
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 at Yale, is a Family Nurse Practitioner and a Clinical Nurse Specialist in Holistic Health at The Center for Functional Medicine in Stamford, CT. She walks us through some of the fascinating science and explains how meditation triggers the parasympathetic nervous system, the part of the brain that calms us down when we’re stressed out. And Lewis, who consults with clinics and is in private practice in New York City, explains how meditation is a natural process we can do anytime, any place. And, remarkably, as he demonstrates, we only need a minute to start feeling better!
For more information contact: The Center for Functional Medicine - https://centerforfunctionalmedicine.com/#
Paul Ellis, Katherine Davidson, Marie-Sophie Pastant and Jake Moeller
In investment management, performance during a crisis is a way to highlight a fund’s strength or weakness. Indeed, proving that your fund performed better than the market over a long period can drive AUM growth. In the current crisis, 66% of sustainable funds have performed better than their category average, according to Morningstar Direct data. But, our current challenges aren't over. So, while the resilience of ESG has been documented, can it continue to weather even the biggest of storms?
Join this panel to learn:
- Why there is so much support for ESG as an investment
- How the crisis has affected ESG funds
- What elements of ESG have proven strongest during COVID-19
Christina Shim, Managing Director, Commercial Innovation Practice for the Americas & Head of New York office at Palladium
Shim talks about Palladium's focus on inclusive growth beyond Covid-19. By acting as a catalyst, Palladium helps individual companies, for example a mining company or a multinational chocolate company, to broaden their thinking to include the circular economy. By collaborating across sectors, including governments, NGO’s, and local economies, a company can achieve both profitable and sustainable growth.
Elena Philipova, Global Head ESG Proposition at Refinitiv
Philipova talks about the July 7 debut of Refinitiv’s Lipper Fund ESG Scores, which is expanding ESG data integration to the universe of funds Lipper tracks. We also discuss enhancements in Refinitiv’s ESG scoring methodology, making it more data driven by addressing major challenges like materiality, transparency stimulation, and size bias, and providing more industry-peer comparisons for advisors and companies.
Learn more about Refinitiv at - https://www.refinitiv.com.
Kesi Gibson, Chief Executive Officer, Founder, Club Debut & Founder, Creative Director, KYU BY KESI
How can the fashion industry promote the UN Sustainable Development Goals? Gibson talks about Club Debut, her value-driven, sustainable fashion platform for independent designers and creatives, as well as her own design line, KYU BY KESI, and how these companies are "Putting Humanity Back into Fashion (TM)".
Yusuf George, Managing Director of Corporate Engagement, JUST Capital
George talks about the results of JUST Capital’s recent surveys on racial equity and workforce diversity, including how companies in the Russell 1000 Index disclose their workforce demographics. Strikingly, a small group of companies that disclose their demographics by race/ethnicity, gender, and job category have outperformed their peer groups by 6% (May 31, 2019 - May 31, 2020).
Megan Fielding, Senior Director, Responsible Investing at Nuveen & Head of Strategic Partnerships
Here are just a few striking data points Fielding talks about: (1) US investors poured $20.6B into ESG focused funds in 2019. (2) 70% of advisors cite superior risk management and better performance as the top reasons why their high network clients invest in responsible investing, as opposed to 39% in 2018. (3) For the first time a majority of investors, 53%, cited performance as their main motivation for investing in responsible investments.
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 with McDonalds, one of the largest users of potatoes, to get farmers to decrease their use of toxic pesticides.
Radhika Lalit, Director, Center for Climate Aligned-Finance, Rocky Mountain Institute
Lalit talks about Rocky Mountain Institute’s new Center for Climate-Aligned Finance, which is bringing the financial sector to the table to evaluate how to bring their portfolios into alignment with a zero-carbon future. The Center is collaborating with Wells Fargo, Bank of America, Goldman Sachs, JP Morgan Chase and other partners to develop an engagement platform with sectors such as oil and gas, steel, and utilities to drive decarbonization. Visit climatealignment.org for more details.
Vicky Lay, Managing Director, Head of Impact Investing at Artesian (Alternative Investments)
Lay co-creates investment strategies like the Women's Economic Empowerment Bond Fund and SheSyndicate Foundation to bridge global gender gaps in impact partnership with the United Nations Capital Development Fund and Equileap. She brings capital, human endeavor and innovation together in partnerships dedicated to women’s economic empowerment.
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.
Heather Lang, Executive Director, Sustainable Finance Solutions at Sustainalytics
Program recorded May 7, 2020 - Lang explains how governments, international and local banking systems, are working with Sustainalytics’ Sustainable Finance Solutions to issue sustainability bonds and loans to address two areas that are being particularly hard hit by COVID-19: Health Care and Socio-economic Impact Mitigation. She notes that the recent uptick in social bond issuance bodes well for tackling emerging social challenges, alongside environmental issues.
Paul Ellis | Martina Macpherson | Mona Naqvi | Linda Zhang
Understand how Active and Passive ETFs are faring in the current market, and learn how to employ them in a portfolio to reduce volatility.
Paul Ellis, Impact Investing Marketing & Social Media Consultant, Advisor Education and Founder, The Sustainable Finance Podcast (moderator)
Martina Macpherson, Senior Vice President, Strategic Partnerships & Engagement, Moody's Corporation
Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices
Linda Zhang, CEO and Founder, Purview Investments
Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley
A Forbes Top Next-Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices, and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around COVID-19.
Paul Ellis Podcast Ep 9 - SDG #12: Sustainable Consumption & ProductionPaul Ellis, Maureen Kline, VP Public Affairs and Sustainability at Pirelli Tire North America[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]27 mins