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Managing ESG Investing and Client Relationships during the Pandemic

How financial services firms are adapting their business models to the COVID-19 pandemic. Practical suggestions for continuing to service clients and manage investment strategies online through your socially distanced and dispersed advisory practice and/or asset management team.
Recorded Apr 30 2020 63 mins
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Presented by
Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek
Presentation preview: Managing ESG Investing and Client Relationships during the Pandemic

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  • EP 122: AI and Machine Learning Revolutionize ESG Analytics Recorded: Jul 19 2021 24 mins
    Patrick Uribe, CEO of Util
    If you’re an asset manager or investor, how would you like to be able to go through the roughly 150 million studies out there, and compare them with each other to target specific ESG data? My guest, Patrick Uribe, is the CEO of Util, a FinTech startup that uses Artificial Intelligence and machine learning to map and measure the impact of every company in the world on over 2,000 sustainability themes. We talk about how having access to this amount of data gives investors a clear picture of a company’s revenue stream: the entire financial and non-financial ecosystem. While AI and machine learning favor large companies right now, Uribe believes that over time both these technologies will improve the timeliness and quality of data for smaller companies as well.

    Visit the Util website and link to information for who to contact at the Attachments tab below.
  • EP 121: The New Industrial Revolution: ECOZ Wins Best ESG ETF for 2020 Recorded: Jul 12 2021 22 mins
    Linda Zhang, Founder and CEO of Purview Investments
    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 what Zhang calls the new industrial revolution, with the goal of a net zero carbon economy. We also discuss Zhang’s work as a co-founder of Women in ETFs, an organization with 7,000 members worldwide, that helps women advance from analyst positions to portfolio managers.
    You can find Linda speaking at "Inside ETFs" conference on September 27, 2021. Find a link for more information on "Inside ETFs" at the Attachments tab of this podcast program.
  • EP 120: Value-based Sustainable Investing Drives Alpha at Saturna Capital Recorded: Jun 22 2021 24 mins
    Jane Carten, President, Director, and Portfolio Manager at Saturna Capital
    Saturna Capital’s Sustainable Equity Fund had an impressive Average Annual Total Return of 16.4% for the three-year period ending May 28, 2021, a 1.5% annualized outperformance versus the S&P Global 1200 index for the same three-year period. Carten and I talk about their stock selection process, which looks for consistently profitable, financially strong companies with low ESG risk factors. Carten promotes corporate gender equality, and we discuss her advocacy work with investment industry boards. Carten and I also talk about Saturna’s history with managing assets for the Islamic community in the U.S., which prioritizes personal and family values, leading to Saturna’s focus on long-term value investing.
  • EP 98: How Marsh & McLennan Is Addressing the Sustainable Finance Revolution Recorded: Jun 14 2021 34 mins
    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.
  • EP 119: How Telling Your Story Helps Build Your ESG Brand Recorded: Jun 2 2021 22 mins
    Evan Zall, Owner and President of Longview Strategies
    Fifty-four percent of social media users use social media to research products and services. On today’s program Evan Zall, Owner and President of Longview Strategies, and I talk about marketing your sustainable investing practice, including how to use digital media under the new SEC guideline. We cover the main challenges asset managers and financial advisors face when they start integrating ESG strategies, like how to talk to clients about these strategies and how to incorporate ESG into your existing marketing plan.

    See the attached website link for Longview Strategies
  • EP 118: Using Translators To Navigate Forward-Looking Climate Frameworks & Tools Recorded: May 13 2021 31 mins
    Stacy Swann, CEO of Climate Finance Advisors
    As climate risk management takes center stage for US financial regulators, how can investors, corporations, governments, and policymakers use climate risk analytics and software to manage the risks and opportunities from climate change adaptation. Stacy Swann, CEO of Climate Finance Advisors, talks to me about why “translators” are needed to interpret the forward-looking climate data tools being used today by the financial institutions leading the charge to a low-carbon economy, and particularly the TCFD (Task Force on Climate-related Financial Disclosures) framework, the current industry standard to understand climate-related financial risks.
  • EP 117: PGIM Megatrends Report: Quantifying Climate Risk Aids Orderly Repricing Recorded: Apr 28 2021 32 mins
    Shehriyar Antia, Vice President, Head of Thematic Research at PGIM
    Shehriyar Antia, Vice President, Head of Thematic Research at PGIM, walks us through their recently published Megatrends Report. How do institutional investors understand climate change risk repricing? How do fixed income investors deal with available data that is estimated rather than reported? How can equity investors turn climate risk into opportunity? Join us for an in-depth discussion of the ways climate change is affecting the investment landscape.
  • EP 116: Seeds: New Technology Builds on Inflection Point in ESG Investing Recorded: Apr 21 2021 26 mins
    Zach Conway, Founder and CEO of Seeds, Managing Director of Conway Wealth
    Seeds is an exciting new Technology platform that financial advisors can use with clients to help them align their values with their investments. Zach Conway, Founder and CEO of Seeds and Managing Director of Conway Wealth talks about how Seeds works and how it developed through his firm’s focus on balancing life and money. He launched Seeds with a $5B RIA, and has recently partnered with Just Capital and Alliance Bernstein. We talk about how the interest in ESG investing from financial advisors has reached an inflection point, and new technologies are needed to facilitate client engagement.
  • EP 114: Driving System-level Change through 21st Century Investing Recorded: Apr 15 2021 23 mins
    William Burckart, President at The Investment Integration Project (TIIP)
    William Burckart, President at The Investment Integration Project (TIIP), talks about 21st Century Investing: Redirecting Financial Strategies to Drive System Change, the new book he co-authored with Steve Lydenberg, one of the pioneers of sustainable investing. Burckart explains that the nature of risks threatening today’s investor portfolios are fundamentally destabilizing. These challenges are new and encompass social and environmental issues that are systemic and threaten long-term investment returns across all asset classes in ways that traditional risk management cannot cope with. We talk about how system-level investing responds to these challenges.

    See the Attachments tab for details on research and publications mentioned in the podcast conversation.
  • EP 115: UNCDF Offers Investment Funds Focused On Women in Developing Economies Recorded: Apr 12 2021 24 mins
    Preeti Sinha, Executive Secretary at United Nations Capital Development Fund (UNCDF)
    Preeti Sinha, Executive Secretary at United Nations Capital Development Fund (UNCDF), talks about their newest innovative programs, like the UNCDF 500. This initiative will support 500 companies in the LDCs (Least Developed Countries), focusing on women’s economic development, climate change, and biodiversity. And their newly launched partnership with 100 Women in Finance, which has 20,000 members worldwide, will support women leaders in African economies as well as mentor young women to become future leaders.
    These and other UNCDF initiatives in collaboration with official lenders make long term sustainable finance available to developing countries by extending maturities on lending programs.
  • Episode 113: U.S. Bioenergy Industry Is Fueling the EU’s Low Carbon Transition Recorded: Mar 28 2021 25 mins
    Jens Wolf, Vice President and General Manager, Enviva Europe
    Enviva is the largest supplier of sustainable wood biomass in the world. Jens Wolf, Vice President and General Manager at Enviva Europe, explains how the U.S. has a promising opportunity to provide low-carbon renewable energy and heat solutions to enable the transition to a net zero economy, as targeted by the E.U. and U.K. Today, bioenergy is the largest renewable energy source in the E.U., with the U.S. having the potential to meet 65% of the sustainable wood pellet demand, representing an approximate trade value of $1.6B. The low-carbon profile of sustainable wood biomass allows energy and heat producers to reduce their carbon emissions footprint by more than 85% on a lifecycle basis (compared to coal) creating an opportunity for investors and policymakers to transition to a green economy.
  • EP 112: Total Impact Capital: Investment Solutions for Global Water Problems Recorded: Mar 21 2021 24 mins
    John Simon, Managing Partner, Total Impact Capital
    The clean water challenge: Only 3 percent of water on earth is fresh and potable for healthy human consumption, and 70% of this is used for agricultural production. Paul talks to John Simon about how Total Impact Capital is using blended finance to fund social enterprises with expertise in achieving several of the United Nation Sustainable Development Goals, including #6: Clean Water and Sanitation for all by 2030. For example, investors funded water delivery franchises in East Africa and supported water cooperatives in Central America to deliver cost effective, full-time access to clean water.

    Attachments include the Total Impact Capital website, LinkedIn site and a link to "More Than Money", the article John Simon co-authored with Julia Barmeier.
  • Values at Work: Sustainable Investing and ESG Reporting Recorded: Mar 11 2021 53 mins
    Paul Ellis, Daniel Esty, Todd Bridges & Christina Alfonso-Ercan
    Values at Work is a book recently published by the Yale Initiative on Sustainable Finance. The book and this webinar panel focus specifically on the challenges and opportunities of the current ESG reporting frameworks and suggest some paths forward.

    Paul Ellis, Host of The Sustainable Finance Podcast (SFP) and Daniel C. Esty, Co-Editor of Values at Work and Director of the Yale Center for Environmental Law and Policy, have invited several of the 21 Values at Work contributing authors to join this panel. They will discuss how to harness the power of markets and finance to protect the natural world, promote human well-being, and create a more equitable economy and society.

    Moderator: Paul Ellis, Founder & Host of The Sustainable Finance Podcast (SFP) at BrightTALK.com and Principal at Paul Ellis Consulting

    Daniel C. Esty, Co-Editor of Values at Work: Sustainable Investing and ESG Reporting & Director, Yale Center for Environmental Law and Policy
    Todd Arthur Bridges, Partner and Global Head of Sustainable Investing and ESG Research, Arabesque
    Christina Alfonso-Ercan, Corporate ESG Integration Expert & former CEO, Madeira Global
  • EP 111: Europe’s Leading Investment House: Creating ESG Strategies Since 2009 Recorded: Feb 23 2021 24 mins
    Candice Brenet, Managing Director, Head of Sustainability and Digital Transformation at Ardian
    Ardian, a global PE firm with European roots, manages US$110BN. Since Ardian started their ESG platform, they have completed 130 ESG roadmaps for companies in their portfolio, using their Sustainable Buyout Investment approach. Brenet talks about how their process has reduced both emissions and employee absenteeism by 50% at one of London’s major airports.
  • EP 110: Schroders Completes ESG Integration across all Investments in 2020 Recorded: Feb 15 2021 28 mins
    Sarah Bratton Hughes, Head of Sustainability, North America at Schroders
    Hughes discusses their process for ESG integration, which includes Schroders Sustainability Accreditation, enabling clients to distinguish how ESG factors are considered across the firm’s products. The second phase of their process will include impactIQ, a platform encompassing the firm’s proprietary tools. impactIQ will enable Schroders to identify companies that build businesses that can adapt to social and environmental pressures in order to reduce risks and increase returns.
  • EP 109: New Analytics Tools Provide ESG Data on Thousands of Companies Recorded: Jan 20 2021 26 mins
    Reto Ringger, CEO & Founder, Globalance
    Ringger brings 25 years of experience as a pioneer in sustainable finance to his new company, Globalance. The company is designed to be an interactive platform for investors to assess current portfolios against other models and indexes. Ringger talks about how investors can use the Globalance Footprint, an analytic tool that provides economic, social, and environmental impact information about investments in the 6,000 companies that Globalance covers. The Globalance World Portfolio is another tool that allows investors to compare the climate impact of their portfolios against industry standard investment indexes like the S&P 500.
  • EP 108: ISS ESG’s New Indexes Raise the Bar on Diversity & Governance Recorded: Jan 11 2021 21 mins
    Viola Lutz, Associate Director & Head of Investor Consulting at ISS ESG
    Lutz describes the new US Diversity Index, the first of its kind for US companies and directors that includes ethnicity along with gender. We also discuss the launch of the Governance QualityScore (GQS) Index family, designed to help investors to identify large and mid-cap companies with strong board structure and shareholder rights as well as those aligned with UN Global Compact principles. In addition we talk about ISS ESG’s role working with institutional investors to explore climate-related risks through a suite of possible solutions.

    Open the Attachments tab to read Lutz's recent article at ISS ESG: Conversations on Climate
  • EP 107: Diversity Wins, Inclusion Matters Recorded: Jan 3 2021 22 mins
    Eve Ellis, Wealth Advisor, William Blair
    Ellis, together with Nikolay Djibankov, leads the Matterhorn Group at William Blair, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses, and nonprofit institutions. Ellis and I talk about their two portfolios: The Gender Parity Strategy and the The Matterhorn/Refinitiv Diversity & Inclusion Strategy. Ellis explains how the companies they own incorporate a diversity and inclusion social contract into stakeholder engagement. According to Ellis these companies will be the winners in performance and customer loyalty and attract a high quality workforce. Ellis also belongs to the Thirty Percent Coalition and working groups at Intentional Endowment Network, and US SIF to advocate for diversity and inclusion in the workplace.
  • EP 106: Labeled Bonds: The Secular Shift to a Sustainable, Global Economy Recorded: Dec 27 2020 25 mins
    James Rich, Senior Portfolio Manager, Aegon Asset Management
    As the key developer of the sustainable investing framework for Aegon Asset Management, Rich focuses on how to invest alongside sustainable megatrends in fixed income. We talk about the huge issuance of labeled bonds ($444B in 2020): green bonds, social bonds, and sustainable bonds. Rich shares a practical approach to identifying sustainable megatrends and opportunities across the fixed income spectrum. We also discuss how sustainability can help identify opportunities to uncover upside return potential and avoid downside risk by investing in companies that are sustainable leaders and improvers.

    Visit the Attachments tab for a Bio and Profile on James Rich, as well as the 2020 Aegon Sustainable Fixed Income, Sustainability Report.
  • EP 105 ImpactVest: New Private Equity Firm Focuses on Mission Driven Enterprises Recorded: Dec 14 2020 31 mins
    Aisha Williams, Founder & CEO at ImpactVest
    After eight years doing development work in the public sector as a U.S. Federal Government Boren Scholar, and four years in the private banking industry focused on ESG and SRI, Williams has recently launched ImpactVest, dedicated to private equity impact strategies that use the GIIN (Global Impact Investing Network) tenets. Williams shares the startling statistic that only 4% of impact funds are currently invested in Africa. We talk about the lack of private capital allocation to impact strategies in both developed and developing economies, particularly regarding gender equality, climate risk, and access to financial services.

    See the Attachments tab for information on the RISE Fund's Impact Multiple of Money analysis and the Harvard Business Review article on Calculating the Value of Impact Investing.
Investors and Advisors Talk ESG Strategy Integration
Investors and advisors can learn everything they need to know about sustainable finance as Paul Ellis interviews leaders in the field.

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  • Title: Managing ESG Investing and Client Relationships during the Pandemic
  • Live at: Apr 30 2020 3:00 pm
  • Presented by: Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek
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