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Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio

Understand how Active and Passive ETFs are faring in the current market, and learn how to employ them in a portfolio to reduce volatility.

Panel:
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
Recorded Jun 2 2020 61 mins
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Presented by
Paul Ellis | Martina Macpherson | Mona Naqvi | Linda Zhang
Presentation preview: Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio

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  • EP 103: What’s Ahead for ESG Research and Analytics? Recorded: Nov 22 2020 25 mins
    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 more collaboration across data and analytics platforms leading to more standardized ESG methodologies.
  • EP74: Enviva’s Sustainable Wood Pellets: A Low-Carbon, Renewable Solution Recorded: Nov 20 2020 33 mins
    John Keppler, Chairman & CEO of Enviva LP
    Keppler explains how 3.5 million metric tons of sustainable wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015 and just this week reaffirmed its full-year distribution guidance in a COVID-19 environment.
    Enviva's first ever Corporate Sustainability Report is available at the Attachments tab of this podcast - Displace Coal; Grow More Trees; Fight Climate Change
  • EP 87: Schroders' ESG Funds Are Outperforming the Competition Recorded: Nov 19 2020 24 mins
    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.
    Schroders Global Sustainable Growth Fund details are linked at the Attachments tab of this podcast program.
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue Recorded: Nov 18 2020 29 mins
    Joseph Lake, Chief Operating Officer at The Climate Service (TCS)
    Lake describes Climate Risk as the largest idiosyncratic risk in the world left unmeasured by asset managers and companies. Investors can capture climate change opportunities not yet priced into company data by the markets.
    The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
  • EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic Recorded: Nov 17 2020 31 mins
    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.
  • EP 102: How Climate Risk Scores and Scenario Analysis Drive Investor Decisions Recorded: Nov 2 2020 29 mins
    Emilie Mazzacurati, Founder & CEO at Four Twenty Seven, Inc.
    Four Twenty Seven promotes climate adaptation and resilient investment through the integration of climate science into business and policy decisions, particularly their climate risk scores for listed securities, risk assessments for real estate, and intelligence services for scenario analysis. In our conversation Mazzacurati also talks about the increasing number of carbon neutrality declarations from corporate and government sectors. For example, she walks us through how corporations in the manufacturing sector are applying scenario analysis to opportunities for breakthrough technologies, and how China and the EU can do the same for credit rating risk.
    Mazzacurati was named among the Top 100 People in Finance for 2019. Her full bio is included in the Attachments tab of this program.
  • EP: 89: Rocky Mountain Institute and the Banking Sector Unite on Climate Finance Recorded: Oct 26 2020 23 mins
    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.
    "Breaking The Code", Deciphering Climate Action Efforts in the Financial Sector - RMI research is available for download from the Attachments tab of this program.
  • EP: 89: Rocky Mountain Institute and the Banking Sector Unite on Climate Finance Recorded: Oct 26 2020 24 mins
    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.
    "Breaking The Code", Deciphering Climate Action Efforts in the Financial Sector - RMI research is available for download from the Attachments tab of this program.
  • EP 101: A New Education & Collaboration Network for Sustainable Finance Recorded: Oct 18 2020 30 mins
    Phil Kirshman, Founder, Impact Metropolis
    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.
  • EP 100: Turnkey Group Focuses on Risk & Sustainable Growth in Asian Markets Recorded: Oct 11 2020 24 mins
    Tony Wines, CEO of Turnkey Group
    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.
  • Ep 99: Re-Nuble: Using Yesterday’s Leftovers to Fuel Tomorrow’s Abundance Recorded: Oct 6 2020 21 mins
    Tinia Pina, Founder and CEO, Re-Nuble
    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.
  • Working to Bridge the Financing Gap in Developing Economies Recorded: Sep 29 2020 51 mins
    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.
  • EP 98: How Marsh & McLennan Is Addressing the Sustainable Finance Revolution Recorded: Sep 28 2020 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 97: Managing Risk with Fossil Fuel Free Investment Strategies Recorded: Sep 21 2020 28 mins
    Peter Krull, CEO & Director of Investments
    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.
  • EP 96: How Can Meditation Help Finance Professionals? Recorded: Sep 14 2020 28 mins
    Monique Class and Sheldon Lewis
    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/#
  • ESG Fund Performance Amidst COVID-19 Recorded: Sep 8 2020 60 mins
    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
  • EP 95: Palladium Catalyzes Inclusive Growth Towards Financial & Social Impact Recorded: Aug 30 2020 27 mins
    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.
  • EP 94: Refinitiv Expands ESG Data Integration to Lipper Funds Recorded: Aug 23 2020 28 mins
    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.
  • EP 93: How Kesi Gibson Makes Sustainable Fashion Possible and Profitable Recorded: Aug 17 2020 27 mins
    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)".
  • EP 92: Companies that Prioritize Diversity & Transparency Outperform Peers Recorded: Aug 9 2020 25 mins
    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).
Sustainable Finance Knowledge for Financial Advisors
Each week, Paul Ellis discusses with his guest the details of how her or his participation in sustainable finance is disrupting "business as usual" in the investment and/or advisory industries.

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  • Title: Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio
  • Live at: Jun 2 2020 3:00 pm
  • Presented by: Paul Ellis | Martina Macpherson | Mona Naqvi | Linda Zhang
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