Portfolio Manager Yolanda Courtines joins host Thomas Mucha to discuss stewardship investing and how the key fundamental issues that matter to investors map over to the ESG context.
2:15 – How ESG drives investment value
4:20 – Intellectual capital and natural capital
5:45 – The impact of stewardship on returns
7:00 – Proxy voting and engagement
8:30 – Wellington’s Investment Stewardship Committee
10:40 – ESG in today's political and regulatory environment
12:00 – Stewardship in a shifting geopolitical landscape
13:45 – Modern slavery and labor rights
16:15 – Personal observations
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