Ep 26: Responsible Investing at Parametric with Jennifer Sireklove

Rein highlights CapShift’s data and advisory services on over 500 qualified, public and private impact investment options for the $110 billion donor-advised fund (DAF) market.

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

Falsarone explains how applying fewer financially material metrics in the portfolio selection process creates a better backdrop for risk-adjusted out-performance in developed credit markets

Fusaro shares key findings from his research: 1) renewables are now affordable with costs declining 40-90%, 2) U.S. corporate buying of renewable energy has doubled in the last two years, and 3) renewables are great investments for pension funds

Esther Pan Sloane leads a team of ten people globally who work to tell UNCDF's story, raise funds to support it's programs, and seek partners for innovative new ventures, like the finance-industry managed, public-private investment funds we discuss in episode 30.

The S&P 500 ESG Index, launched in April by S&P Dow Jones Indices, is the benchmark for ESG ETF strategies launched since then by DWS and UBS Asset Management. Mona Naqvi of S&P Dow Jones Indices, Luke Oliver of DWS and Andrew Walsh of UBS Asset Management discuss the value to investors and advisors of their partnerships and the growth of assets under management since the ETFs have been launched.

Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values.

During the past 40 years Climate Science has accurately predicted rising sea levels, more rapid temperature rise at the poles and hurricanes and typhoons occuring at higher latitudes.

From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion.

Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.

Panellists
Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
Lisa Woll, CEO, US SIF, The Forum for Sustainable and Responsible Investment
Claudine Schneider, Founding President & former U.S. Congresswoman, Solar Alliance
Francis Condon, Executive Director - Sustainable & Impact Investing, UBS Asset Management

Moderated by Paul Ellis

Campos tells listeners why global asset owners are combining Smart Beta with ESG for risk management.

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

Gitterman talks about the extraordinary lineup of speakers for this year’s conference on the “business case” for Sustainable, Impact and ESG Investing. Financial advisors will dialogue with corporate executives like Jeffrey Eckel, Chairman, President and CEO of Hannon Armstrong, asset managers like Saker Nusseibeh, CEO Hermes Investment Management and ESG index builders like Mona Naqvi, Senior Director and Global Spokesperson for ESG Indices, S&P Dow Jones Indices.

The S&P 500 ESG Index offers benckmark-like exposure with a boost in overall ESG performance. Panelists discuss the value to investors of ESG indices combined with the ETF portfolio strategies now offered by DWS and UBS Asset Management.

Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.

Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to 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. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.

Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.

Zaroff is launching a campaign to introduce Entertainment For Change, a program that's bringing the #SDGGROOVE, an exciting compilation of music and dance, into schools to teach kids about the UN Sustainable Development Goals.

Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.

Lupoff is passionate about mobilizing next-generation leaders to use their skills and careers to make a positive impact on the world.

Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.