Hi [[ session.user.profile.firstName ]]

EP 94: Refinitiv Expands ESG Data Integration to Lipper Funds

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.
Recorded Aug 23 2020 28 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Elena Philipova, Global Head ESG Proposition at Refinitiv
Presentation preview: EP 94: Refinitiv Expands ESG Data Integration to Lipper Funds

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Working to Bridge the Financing Gap in Developing Economies Sep 29 2020 3:00 pm UTC 60 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 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).
  • EP 91: 2019 Nuveen Survey Shows Dramatic Increase in Responsible Investing Recorded: Aug 2 2020 27 mins
    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.
  • EP 90: Bruce Herbert: Using Shareholder Engagement to Change Corporate Behavior Recorded: Jul 26 2020 32 mins
    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.
  • EP: 89: Rocky Mountain Institute and the Banking Sector Unite on Climate Finance Recorded: Jul 18 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.
  • EP 88: Putting Gender on the Agenda through Public & Private Market Partnerships Recorded: Jul 8 2020 26 mins
    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.
  • EP 87: Schroders' ESG Funds Are Outperforming the Competition Recorded: Jun 21 2020 25 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.
  • EP 86: Sustainalytics' Taxonomy Expands to Address Emerging Social Challenges Recorded: Jun 9 2020 28 mins
    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.
  • Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio Recorded: Jun 2 2020 61 mins
    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
  • EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic Recorded: Jun 2 2020 32 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 84: Impact Fund Targets Advanced Technologies in US & Latin America Recorded: May 26 2020 28 mins
    Tony Saxton & Paul Savoldelli, Co-Managing Partners of Terra Impact Fund
    The Terra Impact Fund uses private equity capital to target the growth of sustainable technologies across multiple economic sectors in the US and Latin America, like ecotourism, sustainable agriculture, and waste-to-biofuel energy. We talked about their innovative partnership: Saxton finds new opportunities and Savoldelli provides the infrastructure to manage and scale up the new businesses. For example, ecotourism provides local communities with hundreds of sustainable jobs, as well as private funding for schools and healthcare clinics.
    Tony Saxton serves as the Co-Managing Partner of Terra Impact Fund, and Founder and Managing Partner of Terra Group Holdings. Paul Savoldelli serves as the Co-Managing Partner of Terra Impact Fund and the CEO of Americas Management Group.
  • EP 83: Envision Solar: Easy, Fast, Scalable EV Charging Solutions Recorded: May 18 2020 23 mins
    Desmond Wheatley, President, CEO & Chairman of the Board at Envision Solar
    Envision Solar International produces sustainable technology innovations for EV charging, outdoor media, and energy security. Wheatley explains how Envision’s portable charging stations are completely self-contained and require no permits, installation or customer contact during delivery.
  • EP 82: Trucost Analyzes S&P Global’s Climate Risk Recorded: May 11 2020 29 mins
    Rochelle J. March, Manager, ESG Innovation and Analytics at Trucost, part of S&P Global
    Trucost is the sustainability analytics division of S&P. In 2019 March and her team did the first analysis of S&P Global using TCFD (Task Force on Climate-Related Financial Disclosures) metrics to look at S&P Global’s physical and transition risks related to climate change. March discusses the findings.
  • EP 81: Janet Wong: Advancing Diversity in the Boardroom Recorded: May 5 2020 22 mins
    Janet Wong, CPA and Board Member of the Thirty Percent Coalition
    Minority women are responsible for 40% of consumer spending in the U.S., but they make up only 2% of corporate board membership. Wong, a retired partner with KPMG, works with numerous high powered gender and minority focused nonprofits to advocate for bringing more diversity into the boardroom.
  • Managing ESG Investing and Client Relationships during the Pandemic Recorded: Apr 30 2020 63 mins
    Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek
    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.
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.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: EP 94: Refinitiv Expands ESG Data Integration to Lipper Funds
  • Live at: Aug 23 2020 10:00 pm
  • Presented by: Elena Philipova, Global Head ESG Proposition at Refinitiv
  • From:
Your email has been sent.
or close