I am pleased to welcome to the ESG and Coffee Podcast one of the originals making ESG+ investment happen, Lisa Hayles, Investment Manager at Trillium Asset Management in Boston MA, USA.
HOW WE MET: I first met Lisa in London in the 2000s when she was working for one of the original ESG research and analysis shops (EIRIS, now owned by Moodys ESG) and we once shared a late night black cab ride adventure with colleagues across the City.
WHAT YOU WILL LEARN: In this interview you may be as impressed as I am by Lisa’s thoughtful responses, and her enthusiasm for the work. She sees no trade-off between growing investment returns for her clients b y selecting portfolio companies that are meeting the needs of society within the planetary boundaries. She has been a leader in helping create pathways for those who have not had privileged access to the investment field; maybe she has helped you? When I asked Lisa to “go to the edge” at GreenFin 21 in the JEDI session, she did: talking frankly about her own journey and the poor diversity in our industry in a way I had never heard at an event. She’s on the Leadership team of the Racial Justice Investing Network. In this conversation you will hear how Trillium uses a team of 5 in advocacy engaging with 1,089 portfolio companies, including Alphabet in 2021 proxy season when they sought improved whistleblower protections after the drama at the AI unit. Lisa is happy to be the “pesky investors asking questions” as she is an ally with internal change-makers because ESG+ investment action, on issues from diversity to waste management to Arctic drilling to NOT financing the climate change. Lisa makes the case for systems-level thinking that investors need a functioning democracy to ensure better investment prospects.
Listen for all the experience that Lisa shares so generously. Celebrate Lisa’s career highlight when she helped a large family office of three generations shape their sustainable investment strategy.
Here is my interview with Lisa Hayles. She’s one of the originals.
Show Notes below, and at www.esgandcoffeepodcast.org. DISCLAIMER: Not investment advice, do you own research.
