Shows
CSRD Stories - Des histoires de RSE à l'ère de la CSRDComment piloter sa stratégie ESG dans un monde en mutation ?ESG Stories-Des histoires de RSE par ici & demain📩 Recevez nos meilleurs conseils, outils et bonnes pratiques pour mettre en œuvre la CSRD : https://www.icietdemain.com/notre-newsletter/ 11e épisode d'ESG Stories, anciennement CSRD Stories : Charline MESLE, consultant climat et ESG chez Morningstar Sustainalytics, échange avec Elsa BONIFACE, Directrice associée du cabinet ici&demain, autour de : → Les fondements de la méthode ESG Risk Rating développée par Sustainalytics → Les limites des notations globales et l’intérêt de distinguer les dimensions financières et d’impact → Les choix mé...
2025-07-0453 min
ESG in ConversationESG in Conversation: Financing the FutureEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Lindsey Stewart, CFA, Director of Investment Stewardship Research, Morningstar Sustainalytics
Guests:
Ruthann Bartello, Senior Director, Global Lead, Stewardship
Kevin Ranney, Senior Director, Sustainable Fixed Income Research
Allocating Funds to Support a Sustainable Future
In this episode of ESG in Conversation, Melissa and Lindsey chat about the continued volatility in the sustainable investing market, as well as luxury brands’ focus on ESG and sustainable supply chains. To kick things off, Melissa interviews Kevin Ranney, Senior Director, Sustainable Fixed Income Research. He talks about the evolution of the sustainable fixed income ma...
2025-04-2937 minESG in ConversationESG in Conversation: Shining a Light on Shareholder RightsEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Lindsey Stewart, CFA, Director of Investment Stewardship Research, Morningstar Sustainalytics
Guests:
Hortense Bioy, CFA, Head of Sustainable Investing Research
Jackie Cook, Senior Director, Stewardship
Trends in Sustainable Investing and ESG-Focused Proxy Voting Activities
ESG In Conversation welcomes Lindsey Stewart as the new co-host for the podcast. He and Melissa chat about current developments in the sustainable investment space and the uncertainties investors and companies face. This month’s episode includes three compelling interviews with some of Sustainalytics’ experts, including Lindsey. Tune in to hear perspectives on sustainable investing trends and t...
2025-03-2738 min
Ethical & Sustainable Investing News to Profit By!More Top Global Sustainable StocksMore Top Global Sustainable Stocks includes articles by financial analysts at S&P and Morningstar. Plus, links to two more articles! By Ron Robins, MBA Transcript & Links, Episode 148, February 21, 2025 Hello, Ron Robins here. Welcome to my podcast episode 148, published February 21, 2025, titled “More Top Global Sustainable Stocks.” It’s presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material...
2025-02-2116 minESG in ConversationESG in Conversation: A Look Ahead at 2025 and BeyondEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Guest:
Thomas Kuh, Head of ESG Strategy, Morningstar Indexes
Barbara Lambotte, Head of Sustainable Fixed Income Research
Azadeh Sabour, Director of Climate Thought Leadership, North America
Anne Schoemaker, Director, ESG Products
Catalina Secreteanu, Managing Director, ESG Solutions, Europe
Lindsey Stewart, Director of Investment Stewardship Research
2025: A Year of Change in Sustainable Investing
It’s the start of a new year, a time when many focus on setting new goals and ambitions. In this episode of ESG in Conversation, we explore the resolutions investors and...
2025-01-3133 minESG in ConversationESG in Conversation: A Look Back at 2024Episode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Guest:
Thomas Kuh, Head of ESG Strategy, Morningstar Indexes
Arthur Carabia, ESG Research Policy Director at Morningstar
Kilian Theil, Associate Director, Intelligent Process Automation, Morningstar Sustainalytics
Andrei Hera, former Senior Manager Data Science, Morningstar Sustainalytics
Aymen Karoui, Director of Methodology and Product Architecture, Morningstar Sustainalytics
2024: A Year in Conversation
This year, ESG in Conversation examined the sustainability and climate issues that were top of mind for asset owners, asset managers, companies and financial market participants globally. Featuring insights from Morningstar Sustainalytics, listeners heard from subject matter experts on ESG...
2024-11-2022 minESG in ConversationESG in Conversation: Using ESG Data in Portfolio ConstructionEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Guest:
Aymen Karoui, Director of Methodology and Product Architecture, Morningstar Sustainalytics
Data as the Foundation for Successful Portfolios
How can ESG ratings help investors identify risk when constructing and maintaining their portfolios? In this episode, we explore the practical answers to this question and more. We also feature research leveraging Sustainalytics’ Low Carbon Transition Ratings and Physical Climate Risk Metrics assessing companies' misalignment with the transition to net zero.
We also discussed COP 16, which is focused on biodiversity and the key role of the private sector in addres...
2024-09-2525 minESG in ConversationESG in Conversation: When It Comes to Sustainable Investing, It's A Material WorldEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Guest:
Arthur Carabia, ESG Research Policy Director at Morningstar
In Global Financial Markets, ESG Materiality Matters
On the heels of the EU parliamentary elections and ahead of pivotal contests in the U.S., the U.K. and elsewhere, ESG in Conversation met with Director of ESG Policy Research, Arthur Carabia to discuss what a change in political agendas and shifting priorities could mean for ESG and sustainability-focused regulations globally.
We also explore the topic of ESG materiality and what it means to asset owners globally, and we discu...
2024-06-2130 minESG in ConversationESG in Conversation: The SEC's New Rule on ClimateEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Guest:
Arthur Carabia, ESG Research Policy Director at Morningstar
The SEC’s New Rule Ushers in Climate Transparency and Reporting in the U.S.
In late March, the U.S. Securities and Exchange Commission introduced a climate disclosure rule that applies to its 10,000 registrant companies. In this episode of ESG in Conversation, we welcome back Arthur Carabia to shed light on what this new rule means for companies and their investors. He also shares his take on how the rule compares to other sustainability and climate disclosure regulations glo...
2024-05-0318 minESG in ConversationESG in Conversation: The AI Revolution Comes to ESGEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Guests:
Kilian Theil, Associate Director, Intelligent Process Automation, Morningstar Sustainalytics
Andrei Hera, Senior Manager Data Science, Morningstar Sustainalytics
AI Technology is Reshaping the World of ESG Assessments
In recent years the marvels of artificial intelligence have been touted across various sectors. As applications of AI technology proliferate, in this episode of ESG in Conversation we chat about how it’s being used in the ESG research space. Members of Morningstar Sustainalytics data research and development teams discuss how the company has been leveraging AI technologies for the past decade an...
2024-03-1823 minESG in ConversationESG in Conversation: Asset Owners Share Their Views on the Changing Investment LandscapeEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics
Guest:
Thomas Kuh, Head of ESG Strategy, Morningstar Indexes
Survey Says... Asset Owners Are Committed to Sustainable Investing
In this episode of ESG in Conversation, Thomas Kuh, Head of ESG Strategy at Morningstar Indexes shares the results from Morningstar Indexes and Morningstar Sustainalytics’ Voice of the Asset Owner Survey. Not surprisingly, asset owners are concerned about the influence of global events on the market. They are confused about ever-changing regulations and are seeking improvements and reliability from ESG service providers. Despite these challenges, asset owners also say they rem...
2024-02-0116 minESG in ConversationESG in Conversation: Combatting Greenwashing in Financial MarketsEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Sustainalytics
Guest:
Ruthann Bartello, Commercialization Director, Stewardship Services
Investors’ Greenwashing Concerns and How to Address Them
Greenwashing is a growing concern among financial market participants. Whether it’s measuring the sustainability performance of companies in a portfolio or ensuring that their own firms and offerings are not making exaggerated claims about their sustainability impacts, asset managers are on the lookout for potential greenwashing risks. Adding to the confusion is a lack of clarity around what defines a sustainable investment, as well as the growing list of regulations a...
2023-12-0527 minESG in ConversationESG in Conversation | ISSB Sets New Standards for Sustainability ReportingEpisode Summary
Host:
Melissa Chase, Senior Content Marketing Manager, Sustainalytics
Guest:
Arthur Carabia, Director, ESG Policy Research, Morningstar
New Format, Same Great Insights
We are excited to share with you the revamped ESG in Conversation! In this new format, we’re expanding the focus beyond sustainable finance to share the latest environmental, social and corporate governance insights. In addition to highlighting recent research from our global team of ESG experts, we will continue to bring you deep dives into the ESG, climate, impact, sustainable finance and regulatory insights you need to know about.
In this episode you’ll learn...
2023-11-2413 min
Climate CareersUnlocking ESG Opportunities with Laura Lutton, Morningstar SustainalyticsIn this episode, we have the pleasure of speaking with Laura Lutton, a seasoned expert in financial analysis and ESG space.
Laura shares her remarkable 20-year career journey, from her early days in a financial research team to her current role at Sustainalytics, a renowned ESG rating agency.
Listen in to discover the nuances of ESG rating, career insights, and the intriguing dynamics of large financial institutions versus smaller, growing firms in the ever-evolving world of sustainability. Whether you're just starting out or looking to make a transition in your career, this episode offers valuable...
2023-10-3147 minESG in ConversationESG in Conversation | What Does It Take To Be a Sustainability Leader in 2023 and Beyond?In this episode of ESG in Conversation, we’re exploring the question: what does it take to be a sustainability leader in 2023 and beyond? You’ll hear from Joseph Hill, London Techstars alumn and CEO of Zephframe, about the sustainability challenges facing start-ups. You’ll also hear from Eileen Buckley, VP of Corporate Responsibility at Stryker, about the importance of integrating sustainability across an organization. Gabriel Presler, Global Head for Enterprise Sustainability at Morningstar, also joins in to discuss the role investors play in sustainability leadership.
2023-09-0617 minESG in ConversationESG In Conversation | How Do Businesses, Governments and Investors Fit Into the Circular Economy?Host:
Curtis File, Editorial Manager, ESG and Sustainable Finance
Featuring:
Juliette Goulet, Project Manager, Ellen MacArthur Foundation
Wayne Hubbard, CEO, ReLondon
Joris Laseur, Associate Director, Stewardship, Morningstar Sustainalytics
Jonathan Kellar, Manager, Stewardship, Morningstar Sustainalytics
As global leaders gain a more nuanced understanding of climate change, they are looking at the circular economy as a potential solution to mitigate their impact. In a circular economy, organizations aim to prevent waste throughout the value chain instead of relying solely on recycling. This approach involves sharing, leasing, reusing, repairing, and recycling materials and products for as long as possible. Proponents say the...
2023-06-2919 minESG in ConversationWhat’s Happening in Sustainable Finance: Green Bond Standards on the Horizon and Much MoreEpisode Summary
Hosts
Nicholas Gandolfo, Vice President, Corporate Solutions
Aditi Bhatia, Senior Regional Manager, Corporate Solutions
What Will the EU Green Bond Standard Mean for the Market?
With the European Union’s Green Bond Standard set to come into effect sometime next year, we look at what it could mean for the global sustainable finance market more broadly. Although the highly anticipated framework is expected to be the gold standard for what we see in the market going forward, there are ongoing concerns about its usability. Some market participants are worried about the potential difficulty in meeting all the req...
2023-06-2226 minESG in ConversationWhat’s Happening in Sustainable Finance: GSSS Market Rebounds, Sovereign Sustainable Debt, and Much MoreEpisode Summary
Hosts:
Sabrina Tang Sales Associate, Sustainable Finance Solutions
Nicholas Gandolfo, Vice President, Corporate Solutions
Is the Sustainable Finance Market Rebounding in 2023?
In this month’s episode, Nick and Sabrina dig into the sustainable finance market’s rebound in Q1. Despite the market pressures caused by inflation and the banking shake-ups at UBS and Credit Suisse, sustainable finance activity saw an upward trend in the first part of the year. Although Nick and Sabrina stop short of making any predictions about where volumes will land by the end of the year, they do note some...
2023-06-0629 minESG in ConversationESG In Conversation | How Can Investors Address Biodiversity Loss?Host:
Curtis File, Editorial Manager, ESG and Sustainable Finance
Featuring:
Sune Andersen, Manager, Stewardship
Simon Butler, Associate Professor, University of East Anglia
Gayaneh Shahbazian, ESG Research Manager, Biodiversity
The statistics are concerning. The International Union for the Conservation of Nature (IUCN) estimates that up to 28% of all species are at risk of extinction. Given these alarming figures, it is crucial for investors to take action and ensure their investments do not further harm our vulnerable ecosystems.
Join us on the latest episode of ESG in Conversation, where we delve into the critical question...
2023-05-1720 minESG in ConversationWhat’s Happening in Sustainable Finance: A Flurry of Updates in Regulations, Taxonomies, Frameworks, and Much MoreEpisode Summary
Hosts:
Nishant Bhagchandani, Sales Manager, Sustainable Finance Solutions
Nicholas Gandolfo, Vice President, Corporate Solutions
Regulation, Guidance and Taxonomy Updates Keep Market Participants on Their Toes
In this episode, Nick and Nishant discuss the flurry of updates in the sustainable finance regulation and guidance space. The European Union has reached a long-awaited deal on the first set of comprehensive rules for issuing green bonds. Although voluntary, the EU Green Bond Standards will help investors identify high-quality green bonds and may set a precedent for other jurisdictions.
The Green Loan Principles, Social Loan Principles, and Sustainabi...
2023-04-2527 minESG in ConversationESG In Conversation | How Are Sustainability Professionals Really Putting ESG into Practice?With all the noise about ESG in the news, it can be hard to discern what is really going on. We know that the increased demand for companies to address ESG issues has meant that organizations have had to make significant changes to how they work. But when it comes to addressing, managing and reporting on ESG issues, what’s really going on behind corporate doors?
In this episode of ESG in Conversation, we explore that question by examining how the roles of CSR and sustainability professionals are evolving to address material ESG issues. You’ll hear about...
2023-03-2814 minESG in ConversationWhat’s Happening in Sustainable Finance: Innovative Finance Instruments Breaking Ground, Use of Proceed Bonds Back in Vogue, and MoreEpisode Summary
Hosts:
Winnie Chung, Senior Associate, Corporate Solutions
Nicholas Gandolfo, Vice President, Corporate Solutions
Growing Innovation with Sustainable Finance Instruments
In this episode, Nick and Winnie chat about the latest news and transactions in the sustainable finance space. With a focus on innovation, they discuss the new ways in which issuers are leveraging sustainable finance instruments to fund their green and social projects. For instance, the World Bank’s recent bond issuance will forgo investor coupon payments, instead using the funds to finance a project manufacturing water purifiers in Vietnam. Using purifiers will replace biomass burning (traditionally used to boil...
2023-03-1526 min
Bourso-FocusNotation ESG (4/4) : comprendre les risques de controverse et les impacts de l'entrepriseDepuis quelques semaines, Boursorama propose un onglet durabilité proposant un ensemble de critères extrafinanciers (ESG) sur près de 4.000 sociétés cotées.Ces données sont fournies par la société Morningstar / Sustainalytics. Une série de quatre vidéos présentera chacune des grandes notions, sa signifcation et son impact dans la notation extrafinancière.Pour cette dernière vidéo, Axel Pierron directeur adjoint de la relation client chez Morningstar / Sustainalytics détaille des critères qui ont beaucoup fait parler d'eux en 2022 : les risques de controv...
2023-02-2814 minESG in ConversationWhat’s Happening in Sustainable Finance: On the Horizon for 2023, Reporting on Financed Emissions for Sovereign Debt, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Vice President, Corporate Solutions
Sabrina Tang, Sales Associate, Corporate Solutions
In this episode, Nick and Sabrina reviewed what’s new in sustainable finance and shared some notable deals and transactions that have hit the market. They discussed the overall decline of global bond markets and expressed some optimism for the year to come, as sustainability is a central issue for investors, companies and governments and is still closely tied to capital markets. They also shared research on the carbon performance of food producers and a report on how to scale credible transition finance among countr...
2023-02-2735 minBourso-FocusNotation ESG (3/4) : comprendre le risque carbone et les émissions carboneDepuis quelques semaines, Boursorama propose un onglet durabilité proposant un ensemble de critères extrafinanciers (ESG) sur près de 4.000 sociétés cotées. Ces données sont fournies par la société Morningstar / Sustainalytics. Une série de quatre vidéos présentera chacune des grandes notions, sa signifcation et son impact dans la notation extrafinancière.Pour cette troisième vidéo, Axel Pierron directeur adjoint de la relation client chez Morningstar / Sustainalytics revient sur ce qui est peut être la notion la plus familière pour les investisseurs individuels : le risque carbone et les émis...
2023-02-2410 minBourso-FocusNotation ESG (2/4) : comprendre le risque d'exposition et le score de managementDepuis quelques semaines, Boursorama propose un onglet durabilité proposant un ensemble de critères extrafinanciers (ESG) sur près de 4.000 sociétés cotées. Ces données sont fournies par la société Morningstar / Sustainalytics. Une série de quatre vidéos présentera chacune des grandes notions, sa signifcation et son impact dans la notation extrafinancière.Pour cette deuxième vidéo, Charline Mesle, directrice adjointe de la relation client chez Morningstar / Sustainalytics explique en détail deux critères importants présentés sur l'onglet durabilité : le risque d'exposition et le score de management.
2023-02-2412 minBourso-FocusNotation ESG (1/4) : à quoi correspond la notion de risque ESG ?Depuis quelques semaines, Boursorama propose un onglet durabilité proposant un ensemble de critères extrafinanciers (ESG) sur près de 4.000 sociétés cotées. Ces données sont fournies par la société Morningstar / Sustainalytics. Une série de quatre vidéos présentera chacune des grandes notions, sa signifcation et son impact dans la notation extrafinancière.Pour débuter cette série, Charline Mesle, directrice adjointe de la relation client chez Morningstar / Sustainalytics détaille la notion fondamentale de "risque ESG". Hébergé par Audion. Visitez https://www.audion...
2023-02-2119 minESG in ConversationWhat’s Happening in Sustainable Finance: Climate on the International Agenda, New Instruments to Support Emerging Markets, and Much MoreEpisode Summary
Hosts
Nicholas Gandolfo, Vice President, Corporate Solutions
Aditi Bhatia, Senior Regional Sales Manager, Corporate Solutions
In this episode, our hosts Nick and Aditi discuss the recently held COP27 and COP15 conferences and what their outcomes could mean for green and social financing globally. They also touch on the concept of blended finance and how that might be used to support climate adaptation in emerging markets. Increasing activity among sovereigns is also discussed, as countries come to market more frequently with sustainable debt. Lastly, Nick and Aditi share a rundown of other notable sustainable finance transactions.
Climate H...
2023-02-0236 minESG in ConversationThe Sustainalytics Podcast | Cybersecurity and Data Privacy in Focus: Cyberattacks and ESGEpisode Summary
Host:
Curtis File, Editorial Manager, ESG and Sustainable Finance
Featuring:
Melissa Hudson, Associate Director, Research Products
Liam Zerter, Associate Director, Quantitative Research Manager
In this episode of the Sustainalytics Podcast, Curtis explores cybersecurity and data privacy issues, with commentary from Melissa Hudson and Liam Zerter about the real impact of cyberattacks on businesses. You’ll learn about the 2021 United Kronos Group ransomware attack, cybersecurity trends that organizations should monitor, how cyberattacks affect the bottom line, and why companies should invest in developing robust cybersecurity and data privacy policies.
The Current Cybersecurity and Data Privacy Trends Companies Sh...
2023-01-2514 minESG in ConversationWhat’s Happening in Sustainable Finance: Funding Emerging Markets’ Climate Adaption, Regulatory Focus on Scope 3 Emissions, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
In this episode, Nick and Aditi highlight developments in the sustainable finance markets as 2022 winds down. They note that global cumulative green bond issuance has surpassed the US$2 trillion threshold, marking another milestone for sustainable finance. They also discuss the diversification of key performance indicators used in sustainability-linked instruments, the growing opportunities for using sustainable finance as a tool to fund climate adaptation in emerging markets, and regulators’ increasing focus on reporting for scope 3 emissions. Finally, they respond to audience questions about impact investing an...
2022-12-1457 minESG in ConversationSustainable Finance Insights: Special Episode on Sustainable Finance in the Metals, Mining and Commodities SectorEpisode Summary
Hosts
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
Nicholas Gandolfo, Director, Corporate Solutions
Nishant Bhagchandani, Sales Manager, Corporate Solutions
Vanessa Tang, Sales Associate, Corporate Solutions
In this special episode, we focus our lens on sustainable and transition finance opportunities within the metals, mining and commodities sector, amid growing interest from companies and investors. The sector is incredibly important because of its crucial role in the global transition to a low-carbon economy. The demand for minerals used in clean energy technologies is expected to increase four-fold by 2040 to meet climate goals.1 However, mining is also resource intensive, contributing to betwee...
2022-12-0657 minESG in ConversationWhat’s Happening in Sustainable Finance: Sovereigns Focus on Biodiversity, Use of Proceed Instruments Gaining Ground as Sustainability-Linked Instruments Face Scrutiny, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Sabrina Tang, Sales Associate, Sustainable Finance Solutions
Despite continued pressure on global financial markets, our hosts Nick and Sabrina highlight some bright spots within sustainable finance. From the array of green bond transactions coming to market in recent months, to sovereigns exploring sustainable finance opportunities to fund biodiversity, marine conservation and social programs, the sustainable finance market continues to push against market headwinds.
Biodiversity Rising on Sustainable Finance and Corporate Agendas
With COP27 ending and the UN Conference on Biodiversity (COP15) coming up in December, the issue of biodiversity continues...
2022-11-2829 min
Plutos FinanzpodcastKritische Würdigung ESG | Steffen Leditschke | Ep.#067Bernecker: Zinswende
ESG - Investing
Was ist unter ESG-Investing zu verstehen?
Die Abkürzung ESG steht für Environmental, Social und Governance – Umwelt, Soziales und Unternehmensführung – und beschreibt die drei Hauptkriterien, auf die bei diesem Investitionsansatz besonders geachtet wird. Neben positiven Renditen stehen dabei hauptsächlich langfristig positive Auswirkungen auf Gesellschaft und Umwelt im Fokus. ESG-konformes Investieren kann für Investoren zwei Funktionen erfüllen: Es stellt die Möglichkeit dar, eigene Wertvorstellungen und Überzeugungen in die Geldanlage einfließen zu lassen. Weiterhin sind ESG-Kriterien eine sinnvolle Ergänzung bei der Unternehmensanalyse, um möglichst nachhal...
2022-10-1208 minESG in ConversationWhat’s Happening in Sustainable Finance: Blue Bonds Make Waves, ‘Sleeping’ Sustainability-Linked Loans Raise Eyebrows, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Sabrina Tang, Sales Associate, Sustainable Finance Solutions
In this episode, Nick and Sabrina examine some of the interesting transactions and developments in the global sustainable finance market. Despite a general slowdown in the volume of issuances, there are still innovative transaction structures being proposed and sustainability-linked instruments (i.e., bonds and loans) continue to perform well. Green bonds continue to anchor the sustainable debt market, with several notable transactions in the blue bond space. Finally, audience questions are addressed, regarding clarity on whether sustainability-linked instruments can be structured in a program...
2022-09-2836 minESG in ConversationWhat’s Happening in Sustainable Finance: Market Headwinds, GHG Targets in Sustainability-Linked Instruments, the Focus on Supply Chain, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
In this episode, Nick and Aditi share recent developments in the global sustainable finance market. They touch on the cooling bond market and the shifting geographic split in green bond issuance, noting that EU dominance is waning as other jurisdictions close the gap. Nick gives his thoughts on the impact of the forthcoming EU green bond standard on what future bond frameworks will include, what will be reported, and the level of external review required.
In her update on sustainability-linked loans and bonds...
2022-08-2430 minESG in ConversationWhat’s Happening in Sustainable Finance: The Shifting Regulatory Landscape, Reporting on Impact, Focus on Biodiversity, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Sabrina Tang, Sales Associate, Sustainable Finance Solutions
In this episode, Nick and Sabrina recap recent developments in the global green, social, sustainability, and sustainability-linked market. They highlight a major milestone for Morningstar Sustainalytics’ sustainable finance team, which delivered its 1,000th second-party opinion in the spring. They also discuss the ever-evolving regulatory environment around ESG disclosures and reporting, the prevalence of measuring impact in the green, social, sustainability and sustainability-linked (GSSS) bond market, and share some of the updated GSSS guidance coming from International Capital Markets Association (ICMA).
ESG and Sustainable Finance...
2022-08-0439 minESG in ConversationThe Sustainalytics Podcast | Aligning Executive Action to Strategy With Sustainability-Linked CompensationEpisode Summary
Host:
Adam Gorley, Marketing Manager, Corporate Solutions
Featuring:
Upasna Handa, Senior Associate, Product Commercialization
Henry Hofman, Associate Director, Corporate Governance Research
In this episode of the Sustainalytics Podcast, Adam talks with Upasna and Henry to explore what it means to link executive compensation to ESG metrics and how to meet some of the key challenges. You’ll learn about how tying ESG performance to compensation can enhance a company’s accountability and transparency, the types of metrics firms use, industries and regions with high pay-link adoption, existing and proposed regulations, steps to make your company’s program credib...
2022-07-2113 min
理財愛玩客湯姆學理財EP6-什麼是ESG永續投資?如何運用ESG評鑑來選股?(彩蛋時間:香檸奶油烤菇)在湯姆學理財的第6集，我們聊聊什麼是ESG永續投資?如何運用ESG評鑑來選股?；彩蛋時間:香檸奶油烤菇。 如何查詢ESG分數? 1.臺灣上市櫃公司-公司投資人關係整平台(IR Platform):https://irplatform.tdcc.com.tw/ir/zh/esgTotal/sustainList 需註冊後可查看臺灣上市櫃公司Sustainalytics ESG 風險評分、MSCI ESG評級(AAA-CCC, AAA最佳)、FTSE Russell ESG 評級(0-5, 5級最佳)、ISS ESG評級(A-D, A級最佳、台灣公司治理評鑑(前5%最佳)。 2.海外個股-Yahoo Finance: 以Alphabet Inc.為例(https://finance.yahoo.com/quote/GOOGL/sustainability/)，可查看Sustainalytics ESG 風險評分與爭議性程度分析。 3. ETF-ETFdb：在etfdb.com網站上可以查詢到美股ETF的ESG分數。 最後，聽眾若想參與討論我們的 Podcast，可以在我們的頻道留言；對於喜歡本頻道的朋友記得按下訂閱，並分享給親朋好友，並在Apple Podcast給我們五星評價，同時追蹤頻道的Podcast節目與IG喔! 連結:https://linktr.ee/investmentvoyager 留言告訴我你對這一集的想法： https://open.firstory.me/user/cl4a2aex3020i01zg4y76boxr/comments Powered by Firstory Hosting
2022-07-0817 min
Börsen Bunch Podcast – Wirtschaft verstehen. Börse einordnen. Klartext sprechen.Wie ESG wirklich funktioniert | Tesla fliegt aus dem S&P 500 ESG | Aktienanleihen | Wie funktionieren ESG Bewertungen bei S&P, MSCI und SustainalyticsBei all dem Chaos an den Märkten ist uns eine (eigentlich beeindruckende) Schlagzeile in den letzten Woche tatsächlich durchgegangen: "Der Elektroautobauer Tesla ist aus dem Aktienindex S&P 500 ESG für angeblich nachhaltige Investments gestrichen worden".
Glücklicherweise haben wir die weltbeste Community und wurden via Frage daran erinnert!
Und weil wir schon dabei sind, werfen wir in dieser Folge mal einen kleinen Blick auf die Anleger-Blackbox: "Environment, Social, Governance Anlagekriterien".
Denn neben Elon Musk ärgert sich mit dem ehemaligen DWS Chef Asoka Wöhrmann mindestens eine zweite große Nummer in der...
2022-06-242h 29ESG in ConversationWhat’s Happening in Sustainable Finance: Whether War Could Spur Adoption of Renewables, Thoughts on Just Adaptation, and More.Episode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Marika Stocker, Senior Manager, Corporate Solutions
In this episode, Nick and Marika highlight recent developments in the sustainable finance market. They note that the market is coming off a banner year — over US$1 trillion in volumes overall in 2021 —and shed light on the deals and transactions contributing to market growth. They also answer audience questions, sharing Sustainalytics’ take on where nuclear energy and mining could fit in sustainable finance. Be sure to submit your questions to podcast@sustainalytics.com.
Could Geopolitical Conflict Spur Adoption of Renewables?
Discussion around the adoption...
2022-06-2238 minESG in ConversationAddressing Material ESG Issues: Practical Insights from our Expert Webinar PanelEpisode Summary
On this episode:
Melissa Chase, Content Marketing Manager, Corporate Solutions
Toshi Batbuyan, ESG Research Senior Analyst, Oil and Gas Sector Research
Frances Fairhead, ESG Research Senior Analyst, Mining Sector Research
Shilpi Singh, Corporate Solutions Director
With rising demand from investors and other key stakeholders to address the environmental, social and governance issues they face, companies are considering how they can effectively manage their most material ESG issues. In this episode, featuring insights from our recent webinar on the topic, we examine some of the key ESG issues facing companies in industries with the highest average ESG risk...
2022-06-0722 minESG in ConversationWhat’s Happening in Sustainable Finance: Rhino Bonds Support Conservation, Spotlight on Social Bonds, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
In our latest episode, we have a round-up of recent developments in the global sustainable finance market. From innovative instruments for financing conservation efforts to growing ESG activity in the private equity space, to a new taxonomy for social bonds, our hosts Nick and Aditi have you covered. Check out the highlights below or listen to the full episode wherever you stream your podcasts.
Social Bonds in the Spotlight
There have been some key market developments in recent months. The Platform on...
2022-05-1937 minESG in ConversationSetting Up Your Corporate ESG Program for Success and Avoiding Early ObstaclesEpisode Summary
Host: Adam Gorley, Marketing Manager, Corporate Solutions
Guest: Shilpi Singh, Director, Corporate Solutions
In this special episode of the Sustainalytics Podcast, Adam and Shilpi discuss important considerations for any organization starting an ESG program and how to set up your program for success. You’ll hear about gaining leadership buy-in, planning and resourcing your program, meeting reporting requirements, communicating your progress with stakeholders, and the role of third parties, plus potential obstacles you can avoid.
What Successful Corporate ESG Programs Require
As with most projects, good planning and commitment are strong dr...
2022-04-2024 minESG in ConversationWhat’s Happening in Sustainable Finance: Impact Reporting for Bonds, the Low-carbon Transition for the Cement Industry, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Marika Stocker, Senior Manager, Corporate Solutions
In this episode, Nick and Marika welcome special guest Simon Vacklen, Senior Manager with Sustainalytics’ Corporate Solutions to discuss impact reporting for use of proceed bonds. As more funds are allocated to labeled and sustainability-linked bonds, there is growing demand from investors to understand and measure the positive impact of the assets and projects financed. Simon notes that while the current focus is on environmental and climate impacts, such as the amount of greenhouse gases avoided, the market is also looking toward ways to effectively qua...
2022-04-1841 min
Corporate Accountability ForumsJackie Cook of Morningstar's Sustainalytics on CEO Pay and Gender ParityJackie Cook is Director, Stewardship, Product Strategy & Development in Morningstar's Sustainalytics’ Stewardship services team. Pioneer in applying automated text analysis to building structured datasets from unstructured corporate and investor disclosures. Motivated by a genuine belief in the power of investors and financial markets to move the dial on pressing environmental and social challenges. Follow Jackie on Twitter: @FundVotes
2022-04-0253 minESG in ConversationWhat’s Happening in Sustainable Finance: ESG Market Continues Rapid Growth, Climate Risks Top WEF List, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
In this episode, hosts Nick and Aditi discuss notable trends and deals in sustainable finance – from rapid market growth, to increasing diversification of products, new taxonomies, sovereign green bonds and sustainability-linked bonds, impact accounting and reporting, and much more. Nick also tackles audience questions, offering some valuable insight on group frameworks and Sustainalytics’ approach to supporting transition finance.
Rapid Growth in Sustainable Finance
2021 saw incredible growth in sustainable finance and ESG assets under management (AUM) are projected to reach US$50 trillion by 2025 and...
2022-03-2236 minESG in ConversationWhat’s Happening in Sustainable Finance: Evidence of a Social Bond Premium, the Elements of a Just Transition and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Marika Stocker, Senior Manager, Corporate Solutions
In this episode, Nick and Marika provide a run-down of notable deals in the sustainable finance market, from sovereigns issuing sustainable debt, to corporate activity in green and social bonds and loans, to the introduction of new products and structures. They also answer audience questions about the outlook for labeled transition bonds and possible biodiversity-related indicators for linked transactions.
A Premium for Social Bond Issuances?
While evidence of a premium for green bonds – or greenium – continues to emerge, a similar advantage is being seen...
2022-02-2530 minESG in ConversationWhat’s Happening in Sustainable Finance: Reflecting on COP26 Pledges, Sustainable Finance for Gender Equality, and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
Your hosts Nick and Aditi showcase recent deals and transactions in the global sustainable debt and loan markets, share interesting reports, and highlight new labeled products and regulatory developments in this space.
Climate Promises Made, but What Do They Mean in Practice?
Reflecting on the outcomes from COP26, Nick and Aditi highlight some of the commitments made during the conference and what they could mean going forward. Many of the delegates, including some of the world’s largest polluters, made pledges to...
2022-02-0231 minESG in ConversationWhat’s Happening in Sustainable Finance: Innovation is the Name of the GameEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Marika Stocker, Senior Manager, Corporate Solutions
The recurring theme in this episode’s round up of market developments is innovation! Nick also offers a list of recommended reading for the month (be prepared, it’s a long one) and concludes the tale of his encounter with an elephant in Bangladesh first mentioned in October’s episode.
Innovation is the Name of the Game in Sustainable Finance
The thread of innovation continues throughout sustainable finance – from green cryptocurrency to ESG derivatives, and relinked sustainability instruments (sustainability-linked bonds tied to sustainability-linked loans...
2022-01-1734 min
Outside In with Jon LukomnikSustainalytics CEO Michael Jantzi on the Evolution of ESG and What's Ahead For Sustainable Investing Michael Jantzi is one of the giants of sustainable investing. He is the founder and long-time CEO of Sustainalytics, which was recently sold to Morningstar, and where he now focuses on the big picture as managing director for ESG strategy. Listen as Michael tells Jon how he is broadening the adoption of sustainable investing across multiple asset classes and investor segments and where he sees the future of sustainable investing headed.
2021-12-0734 minESG in ConversationWhat’s Happening in Sustainable Finance: Market Expectations Rise, Green Bonds Continue to Flourish, and Biodiversity Climbs Up the AgendaEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
In this episode, Nick and Aditi discuss hot topics in sustainable finance. As the global green, social, sustainable, and sustainability-linked market continues to thrive, our hosts take note of the growing variety in use of proceeds, the debate around sustainability-linked bond penalties, and an eyebrow-raising new SLB issuance from Philip Morris International.
Sustainable Bond Market Reaches Half a Trillion in 2021
The Climate Bonds Initiative (CBI) reported that total labelled bond issuances (green, social, sustainability, transition and sustainability-linked) hit the half trillion mark in...
2021-11-1233 min
The Portfolio Fix with AAMAAM Analyzes Economic Growth and Details How Sustainalytics Can Provide ESG SolutionsIn this episode of The Portfolio Fix, Marco Bravo analyzes the recent GDP release and how inflation and the Fed's tapering decision is influencing rates. Elizabeth Henderson provides details on why Sustainalytics is a useful tool for clients facing ESG-related challenges in their investments and portfolios.Episode Host: Patrick McGeever - Senior Corporate AnalystEconomic Update: Marco Bravo, CFA - Senior Portfolio ManagerParticipant: Elizabeth Henderson - Director of Corporate Credit Sources: Bureau of Economic Analysis, SustainalyticsThis episode of The Portfolio Fix was recorded on November 2, 2021. Any timely data or view...
2021-11-0217 minESG in ConversationWhat’s Happening in Sustainable Finance: The Nuance of ESG Ratings, the Impact of Climate Change on Sport, and “Code Red” for HumanityEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Marika Stocker, Senior Manager, Corporate Solutions
In this episode, Nick and Marika discuss recent developments in sustainable finance that have caught their eye. The diverse topics covered range from the growing momentum behind sustainability-linked bonds to the Tokyo Olympics’ focus on sustainability to the latest report from IPCC. They also note the continued growth of sustainable finance globally due to more issuers, markets, products, and diversification.
Climate Change Considerations for Global Sporting Events
With the summer Olympics behind us and the winter games only a few months away, Nick an...
2021-10-1435 minESG in ConversationWhat’s Happening in Sustainable Finance: Key EU Developments and the Untapped Market of Climate-Aligned BondsEpisode Summary
Hosts:
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
In this episode, Aditi and Nick highlight sustainable finance market developments that happened over the summer. From growing adoption of sustainability-linked debt in the Asia-Pacific region, to the recently published Social Loan Principles, to the continued flurry of sovereign activity in the market, there is a lot to cover. Suggested reading from this episode includes the Energy Transition Commission’s report Bioresources within a Net-Zeto Emissions Economy: Making a Sustainable Approach Possible to learn more about key environmental considerations around biomass as a f...
2021-09-1532 minESG in ConversationWhat’s Happening in Sustainable Finance: The Push for Climate-Related Disclosures, Assessing SPT Ambitiousness, and MoreEpisode Summary
Hosts:
Nicholas Gandolfo, Director, Corporate Solutions
Marika Stocker, Senior Manager, Corporate Solutions
In this episode, Nick and Marika share updates on the latest deals and transactions in the global green, social, sustainability and sustainability-linked (GSSS) debt market. The market shows no signs of slowing down as the numbers for the first half of 2021 surpass all of 2020. Some forecast that the total value of the global GSSS market for 2021 may reach US$1 trillion.
Nick also shares highlights from ICMA’s annual meeting and discusses the growing number of oil & gas companies delving into sustainable finance. Marika gi...
2021-08-2332 minESG in ConversationWhat’s Happening in Sustainable Finance: Adopting the Climate Transition Finance Handbook, Recovery Through Sustainable Sovereign Debt and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Aditi Bhatia, Regional Sales Manager, Corporate Solutions
In this episode, Nick and Aditi cover some of the recent developments in sustainable finance with market diversification being the common thread. Market volumes continue to increase showing positive year-over-year momentum. Contributing to that growth is new market entries from various sectors as well as a broader scope of activities and projects being funded. With this diversity comes greater scrutiny of the market, especially of issuers and borrowers, their projects and frameworks, as well as their lenders. In our opinion, such scrutiny a...
2021-07-2228 minESG in ConversationSustainable Finance Insights on Transition Finance, Sustainability-Linked Bonds, Sovereign Bonds and MoreEpisode Summary
Hosts
Nicholas Gandolfo, Director, Corporate Solutions
Marika Stocker, Senior Manager, Corporate Solutions
In this episode , Nick and Marika discuss the bustling labeled bond market and its ongoing diversification in terms of the types of issuers, geographies, the use of proceeds and products. As the year rolls on, the sustainable finance market continues to produce strong volumes in terms of the number of transactions and their value. They also highlight developments around transition finance guidance as well as new and updated principles in the loan market. As always, they take a couple listener questions, this time focused on h...
2021-06-2330 minESG in ConversationSustainable Finance Insights -- Climate Adaptation, Biodiversity, Natural Capital, and MoreEpisode Summary
In this round up of news, transactions, and regulatory updates in the global sustainable finance market, Nick and Cheryl discuss climate adaptation and the importance of biodiversity and natural capital. They also share some useful updates and resources from the Climate Bonds Initiative (CBI). CBI recently launched criteria for hydropower, providing guidance for developers on ensuring climate change resilience. It also published several new reports covering the state of green finance in Japan, infrastructure in Malaysia, and the pricing dynamics of green bonds. Finally, CBI shared a helpful list of stock exchanges with dedicated green bond or...
2021-06-0833 minESG in ConversationSustainable Finance Insights - Discussing ESG Insights in Supply ChainsIn this special episode of the Sustainalytics Podcast, our host Nick Gandolfo is joined by Nicole Verkindt, Director, Sustainalytics Corporate Solutions to discuss the role of ESG in supply chains. Given the large proportion companies spend in their supply chain (about 70% on average), the environmental, social and governance (ESG) and sustainability performance of supply chain companies can not be ignored. And for suppliers, a focus on improving their own ESG performance could be a competitive advantage.
Nicole and Nick also discuss the launch of Sustainalytics’ ESG Assessment Platform, a tool to help companies assess the overall sustainability of...
2021-05-2633 minESG in ConversationSustainable Finance Insights - February 2021 Highlights
In this episode, Nick and Cheryl shares insights on recent market developments and trends such as questions around the ambitiousness of some SLB targets, implications of SFDR on investor and company reporting as well as some interesting green, social, sustainability and sustainability-linked transactions.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Resources mentioned in this episode:
Monetary Authority of Singapore: MAS Launches World’s First Grant Scheme to Support Green and Sustainability-Linked Loans
The Asset Triple A Sustainable Capital Markets Regional Awards 2020 – Best Second-Party Opinion Provider
2021 Trends Podcast Episode: Apple | Googl...
2021-04-0729 minESG in ConversationSustainable Finance Insights - January 2021 Highlights
In this episode, Nick and Cheryl discuss some of the key sustainable finance deals and transactions from the beginning of the year. Environmental Finance released its annual Sustainable Bonds Insights report, which highlights a record year for green, social, sustainability and sustainability-linked bonds with more than 602 billion in issuance in 2020. Also of note in the report is that Sustainalytics continues to be a market leader with more than 30% of market share among opinion providers (based on number of issuers).
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Resources mentioned in this e...
2021-03-1028 minESG in ConversationSustainable Finance Insights | Special Episode – 2021 Outlook
In this special episode, Nick and Cheryl gaze into their crystal ball and discuss want could be on the horizon in the world of sustainable finance for 2021. They also take a deeper dive into Sustainalytics’ recently published thematic research report “10 for 2021: Investing in a circular food economy” and how the themes covered in the report connect to areas of focus in sustainable finance.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Resources and SPOs mentioned in the episode:
10 for 2021: Investing in a circular food economy
CBI Agriculture Criteria
TESCO Sustainability-Linked Bond Se...
2021-02-2518 minESG in ConversationSustainable Finance Insights - December 2020 Highlights
To round out 2020, Nick and Cheryl provide an overview of the deals and developments that occurred in December. Of note is that 2020 appears was the year of the social bond with approximately EUR 130 billion issued. They also touch on developments around the EU Taxonomy, the fifth anniversary of the Paris Climate Agreement, and what the new US administration could mean for environmental protections and sustainable finance. As always, the episode includes a rundown of notable transactions from around the globe.
If you would like to ask a question to be featured in a future episode, please send it to: po...
2021-01-2921 minESG in ConversationSustainable Finance Insights - November 2020 Highlights
In this last episode for 2020, Nick and Cheryl provide an update on recent market developments including an overview of a recent market conference in Australia, the ‘greenium’ for green, social and sustainability bonds, and the potential consequences of the EU Green Bond Standard on corporate issuances. They also provide a round-up on recent market transactions and answer some listener questions.
If you would like to ask a question to be featured in a future episode, please send it to: podcast@sustainalytics.com
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Res...
2020-12-1731 min
The Long ViewMichael Jantzi: Making 'Informed Choices' in Sustainable InvestingOur guest on the podcast is Michael Jantzi. Michael is the chief executive officer of Sustainalytics, a Morningstar affiliate that specializes in ESG and corporate governance research and ratings. Prior to forming Sustainalytics in 2009, Michael was the founder of Jantzi Research and has been active in the responsible investment field since 1990. Michael has been recognized with numerous awards for his leadership and work on sustainable investing, including the Responsible Investment Association's Lifetime Achievement Award, which he received in 2010. Michael is a director of the Tides Canada Foundation and sits on the Advisory Council of Ivy Business School's Institute for L...
2020-12-0252 minESG in ConversationSustainable Finance Insights - October 2020 Highlights
As our Sustainable Finance Insight series hits 10 episodes, Nick and Cheryl discuss developments and deals over the months of September and October. One notable milestone was the delivery of Sustainalytics’ 500th SPO in October. Check out our retrospective on the sustainable bond market. The Climate Bond Initiative also noted that green bond issuance has surpassed USD 1 trillion and sustainable finance issuance has topped USD 2 trillion since inception.
In addition to market updates, Cheryl and Nick answer some listener questions. Submit your questions to podcast@sustainalytics.com.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay...
2020-12-0128 minESG in ConversationSustainable Finance Insights - September 2020 Highlights
In this episode, Nick and Cheryl note that the cumulative volume of green bond issuance globally has surpassed $1 trillion. They also discuss the Climate Bonds Initiative’s annual conference, which focused heavily on the theme of transition finance. In addition, they note pledges from China and South Korea to become carbon neutral by 2050 and 2060 respectively, and provide updates on developments in sustainable finance and corporate sustainability commitments.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Resources mentioned in the episode:
AIIB & Amundi: Climate Change Investment Framework
BP: 2020 Energy Out...
2020-11-1123 minESG in ConversationSustainable Finance Insights - August 2020 Highlights
In this episode, Cheryl and Nick discuss the smorgasbord of activity in the sustainable finance space, noting an increasing diversification among issuers, use of proceeds and deal structures. This as monthly green bond issuance peaked in the month of July at USD$20 billion.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Resources mentioned in the episode:
ING: Asia’s lamentable green Covid-19 response
Morningstar: Sustainable Fund Flows Hit Record in Q2
Harvard Business Review: The Challenge of Rating ESG Performance
Sustainalytics’ public company ESG Risk Ratings
S&P Globa...
2020-09-2926 minESG in ConversationSustainable Finance Insights - July 2020 Highlights
Sustainalytics’ monthly round up of the transactions and developments in the global sustainable finance market. In this episode, Nick and Cheryl share updates on the notable deals and developments over the month and share insights on market developments over the first half of the year.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Resources mentioned in the episode:
Environmental Finance: Sustainable debt market transformed by Covid-19 impact in H1
BBVA: How sustainability-linked bonds will breathe life into the market
Environmental Finance: KPI-linked bonds webinar: Investors want ‘Paris alignment’
Sustain...
2020-09-0822 min
Impact Leaders - Sustainable & Impact Investment and Performance with PurposeYuni Choi of RS Group: The Role of Family Offices In Sustainable InvestingYuni Choi focuses on the investment portfolio of RS Group. She has 14 years of investment experience across public and private equities and in multi-asset portfolio management. Before joining RS Group, Yuni was Vice President at TAU Investment, an impact-driven private equity firm investing in the apparel supply chain. Prior to TAU, she worked as a Senior Investment Analyst at Mirae Asset Global Investments, focusing on fundamental analysis and investment in Asian public equities. She is also an angel investor and has advised a dozen social entrepreneurs over five years. A native of South Korea, Yuni earned her MBA from Columbia B...
2020-08-3152 min
Sustainability LeadersInternational Children's RightsOn this episode, Michael Torrance speaks with report co-author, Tytti Kaasinen Associate Director, Engagement Services at Sustainalytics and Simon Chorley, International Programs Manager at UNICEF Canada.In 2019, UNICEF and Sustainalytics partnered to develop Investor Guidance on Integrating Children’s Rights into Investment Decision Making. The resulting guidance is directed at investors and ESG research providers interested in exploring how companies and investors can mitigate risks and identify opportunities that advance children’s rights while generating both societal and upside financial benefits. It aims to help investors ensure that child rights impacts linked to business activities do not cons...
2020-08-1843 minESG in ConversationSustainable Finance Insights - June 2020 Highlights
Sustainalytics’ monthly round up of the transactions and developments in the global sustainable finance market. In this episode, Nick and Cheryl note the uptick in social bond issues compared to this time last year. At the end of May global social bond issues amounted to USD 30.4 bn compared to USD 17.3 bn for the entirety of 2019.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Resources mentioned in the episode:
Lexology: Sustainable Finance 2.0: Recent Developments in the Loan Market
International Capital Market Association (ICMA) updates
Climate Bonds Initiative (CBI...
2020-07-2922 minESG in ConversationSustainable Finance Insights - May 2020 Highlights
Sustainalytics’ monthly update on developments in the world of sustainable finance. In this episode Nick and Cheryl are joined by Zach Margolis, Project Manager on our Sustainable Finance Solutions to discuss some notable Green Bond transactions over the month.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Guests:
Zach Margolis, Project Manager, Sustainable Finance Solutions
Reports and resources mentioned in the episode:
Second-Party Opinions on Transition Bonds
South China Morning Post: Green bonds gain popularity, a defensive bet as coronavirus pandemic weighs on markets, investment managers say...
2020-06-2221 min
Impact Leaders - Sustainable & Impact Investment and Performance with PurposeDirk Hoozemans of Triodos IM - Impact Investing Is All We DoDirk Hoozemans joined Triodos Investment Management in 2017 as Fund Manager of the Triodos Pioneer Impact Fund. He came from Robeco where he served in various senior portfolio management positions in Rotterdam, Boston and Hong Kong, including portfolio manager of Robeco Global Energy Fund and deputy portfolio manager of the Robeco NV fund. Dirk studied Econometrics at Tilburg University, and is a CFA Charterholder.Triodos Investment Management is a globally active impact investor. They see impact investing as a driving force in the transition to a more inclusive and sustainable world. Triodos Pioneer Impact Fund aims to g...
2020-06-1544 min
Der CAPinside PodcastCAPinside Investment Summit #9: Für eine bessere ZukunftDie aktuelle Corona-Krise dürfte auch die Investmentwelt in den nächsten Jahren verändern und für einen Schub im Bereich nachhaltige Geldanlage sorgen. Denn klar wird, dass speziell ESG-Kriterien hilfreiche Risikoindikatoren in der Krise sein können. Doch was zeichnet verantwortungsbewusstes Investieren genau aus? Gibt es tatsächlich einen engen Zusammenhang zwischen den positiven Langzeitfolgen einer ESG-Integration und verbesserten risikoadjustierten Renditen? Und wie lassen sich Risiken identifizieren und Chancen konsequent erschließen? Die Antworten auf diese Fragen erhalten Sie von den Branchenexperten, NN Investment Partners und Sustainalytics, im Webinar.
2020-06-101h 03ESG in ConversationSustainable Finance Insights - April 2020 Highlights
In this overview of the noteworthy deals and developments in sustainable finance in the month of April, Nick and Cheryl are joined by Lili Hocke, who addresses some of the common questions we have received from issuers regarding COVID-19 related social bonds. Molly Stern also joins the episode to provide an update on regulatory developments in Europe.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Guests:
Lili Hocke, Product Manager, Sustainable Finance Solutions
Molly Stern, Manager, Sustainable Finance Solutions
Reports and resources mentioned in the episode:
P...
2020-05-2523 min
InevitableEp 104: Mark Lewis, Global Head of Sustainability Research at BNP Paribas Asset ManagementIn today’s episode, we cover:The focus and work of BNP Paribas Asset ManagementMark’s role in sustainability researchSectors of focus for Mark’s teamHow ESG is used as a lens to analyze different sectorsBNP Paribas Asset Management’s track record of Social Responsibility InvestingAsset management industry’s shifting focus into more SRI and ESG investmentsThe thesis that ESG investing will yield a greater return over the long termHow his firm has applied ESG into how the firm and fund managers operateHis firm’s ESG asset rating assigned to companiesHow his firm balances return objectives, values, and sustainabili...
2020-05-1847 minESG in ConversationSustainable Finance Insights | Part 3 - March 2020 Highlights
In this month’s episode, Nick and Cheryl highlight some of the recent developments and noteworthy deals in the global sustainable finance market. They discuss the ongoing impacts of Covid-19 and how issuers are responding to help those in need, along with other topics. They are joined by colleagues in Europe and North America who provide updates on their markets.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Cheryl Tay, Senior Associate, Sustainable Finance Solutions
Guests:
Enrico Tessardo, Associate, Sustainable Finance Solutions
Melissa Menzies, Senior Associate, Sustainable Finance Solutions
Reports and resources mentioned in the episode:
...
2020-04-2423 minESG in ConversationSustainable Market Finance Insights | Part 2
This week, Nick and Cheryl discuss the impact of the COVID-19 pandemic on the global economy and share highlights from recent reports reviewing the state of the sustainable finance market in 2019. Nick runs down some of the latest transactions and is joined by colleagues in Europe and the US who share their thoughts on what’s happening in their respective markets.
Hosts:
Nick Gandolfo, Director, Sustainable Finance Solutions
Chery Tay, Senior Associate, Sustainable Finance Solutions
Guests:
Jean-Claude Berthelot, Director, Sustainable Finance Solutions
Paramjot Kaur, Associate, Sustainable Finance Solutions
Links to select resources:
Environmental Finance Su...
2020-03-1823 minESG in ConversationSustainable Finance Insights | Part 1
The Sustainable Finance Market Insights Podcast is a pilot three-episode series by Sustainalytics’ Sustainable Finance Solutions team. With this series, we aim to deliver piping hot insights on the latest news and developments in the sustainable finance space.
In this episode, Nick Gandolfo and Cheryl Tay discuss some interesting green bond transactions as well as some noteworthy sustainability linked loans and market and regulatory developments from across the globe.
Want to know more? Visit our website to learn how Sustainalytics supports issuers and banks leverage opportunities in sustainable finance – www.sustainalytics.com/sustainable-finance
2020-03-0219 min
Praemium Investment LeadersEthical research and screening criteria with Sustainalytics ResearchPraemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium...
2020-03-0225 minESG in Conversation10 for 2020 | Episode 14
This year’s installment in our 10 for series presents 10 ESG-inspired investment themes to consider in 2020 and beyond. In recognition of the fundamental role that the Sustainable Development Goals (SDGs) have come to play in shaping investors’ sustainability roadmaps, we assess each theme against the SDGs to show how investors can potentially create positive impact while pursuing upside opportunities in the global equity market. The co-authors of the report share their insights on the broader investment themes and the connections to the SDGs.
For more details, please download 10 for 2020: Creating Impact Through Thematic Investing.
More Episodes
2020-02-0629 minThe Long ViewJon Hale: ESG Is a Paradigm ShiftOur guest this week is Jon Hale, Morningstar's head of sustainability research. In that role, he directs our research into the environmental, social, and governance investing practices of mutual funds and exchange-traded funds. An incisive analyst and writer, Hale authors the biweekly "Sustainability Matters" column on Morningstar.com. He's regularly quoted by the media on ESG matters and speaks often on sustainable investing at industry conferences and other events. Prior to assuming his current role, Hale held a number of other leadership positions in Morningstar's research and investment management divisions, most recently serving as head of manager research...
2020-01-2252 minESG in ConversationNavigating ESG Issues in Australia | Episode 13
Doug Morrow, Director of Thematic Research and Enrico Colombo, Senior Associate, Asia-Pacific Research, discuss the three key ESG issues identified in our recent thematic research report on Australia: the country’s energy and climate policy, ethics in the financial sector and modern slavery in the supply chain.
For more details, please download Navigating ESG Issues in Australia: Identifying Risks and Seizing Opportunities.
More Episodes
2019-12-1714 minESG in ConversationNew Frontiers: African Sovereign Debt and ESG Risk | Episode 12
In this episode co-authors Martin Vezer and Oshamimi Mayaki discuss findings from our ESG Spotlight report which leverages Sustainalytics’ Country Risk Ratings to analyze ESG risk among African countries. They also discuss the variation of ESG scores between countries and the correlation between sovereign ESG ratings and credit ratings.
For a complete analysis, please download our ESG Spotlight report New Frontiers: African Sovereign Debt and ESG Risk.
More Episodes
2019-11-2015 min
Ensombl Advice AustraliaEthical Investment Series #3 - Marco SepulvedaIn this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment. Episode Resources: Sustainalytics Website: https://www.sustainalytics.com/ Marco Sepulveda Linkedin: https://www.linkedin.com/in/marcosepulveda/ Marco Sepulveda Email: marco.sepulveda@sustainalytics.com Responsible Investment Association Australasia (RIAA): https://responsibleinvestment.org/ Responsible Returns Web Tool: https://www.responsiblereturns.com.au/ Morningstar Behavioral Insights: https://www.morningstar.com/company/behavioralinsights UN...
2019-11-0536 minESG in ConversationHot Assets: Global Equities and Physical Climate Risk | Episode 11
In this episode co-authors Doug Morrow and Martin Vezer discuss findings from our ESG Spotlight report which builds on investors’ mounting interest in climate risk analysis by assessing relevant company disclosures and risk mitigation programs.
For a complete analysis, please download our ESG Spotlight report Hot Assets: Global Equities and Physical Climate Risk.
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2019-10-2412 minESG in ConversationEmerging Market Equities: Key Sources of ESG Risk | Episode 10
In this episode co-authors Martin Vezer, Manager, Thematic Research and Aiswarya Baskaran, Analyst, Technology, Media and Telecommunications, discuss findings from our ESG Spotlight report which looks at ESG risks associated with emerging and developed market indices and examines the relationship between GDP growth and ESG risk.
For a complete analysis, please download our ESG Spotlight report Emerging Market Equities: Key Sources of ESG Risk.
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2019-08-0717 min
Impact Leaders - Sustainable & Impact Investment and Performance with PurposeMauricio Rodriguez - Co-Head Sustainable & Impact Investing at Barclays - Sustainable & Impact Investing Is Ready For Capital At Scale To Start Making A DifferenceMauricio Rodriguez was the Co-head of Sustainable and Impact Investing at Barclays until June 2019. He was instrumental in the development of Barclays behavioural finance framework for Impact Investing, the development of a methodology to integrate impact considerations across the investment process, and the launch of a Multi-Impact Growth Fund to Funds. Mauricio joined Barclays in 2010 to support the growth of equity capital markets business at the investment bank and was a key contributor in the structuring and execution of multiple high profile EMEA transactions in the renewable energy and infrastructure sectors. In this episode, Mauricio shares his extensive experience an...
2019-07-011h 05ESG in ConversationBeware of Bears: A Look Back at the Downswing of 2018 | Episode 9
In this episode Martin Vezer, Manager, Thematic Research talks about our ESG Spotlight report which looks at the market downswing at the end of 2018 through an ESG lens.
For a complete analysis, please download our ESG Spotlight report Beware of Bears: a look back at the downswing of 2018.
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2019-04-1009 minESG in ConversationMaterial ESG Issues for Internet Software and Services Companies | Episode 8
In this episode Sophia Burress, Senior Associate, ESG Rating Products, sits down with Moin Syed, Associate, Technology, Media and Telecommunications Research to discuss some of the material ESG issues we’ve identified for companies in the Internet Software and Services subindustry.
We take a deeper dive on this issue in volume 2 of our ESG Risk Ratings white paper series. Visit our website to access the full report.
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2018-11-2613 minESG in ConversationSearching for a Solution to Ocean Plastics | Episode 7
In this episode, Martin Vezer, Senior Associate, Thematic Research discusses our latest ESG Spotlight Series report “Blue Investing: Searching for a Solution to Ocean Plastics” in which we examine the economy of plastics and highlight companies well-positioned to mitigate the risks of plastic pollution and deliver sustainable solutions.
Download the full report.
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2018-11-0217 minESG in ConversationIntroducing the ESG Risk Rating | Episode 6
In this episode, Dr. Hendrik Garz, Executive Director, ESG Ratings Products & Thematic Research, discusses Sustainalytics next generation ESG research and rating the ESG Risk Ratings. He also shares some of the findings from our first whitepaper on the Risk Ratings.
To learn more about the ESG Risk Ratings, click here or contact us.
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2018-10-2208 minESG in ConversationExamining ESG Risks and Opportunities in the Agrochemical Sector | Episode 5
In this episode, analysts Anna Bonomi and Rita Ferreira discuss developments in the agrochemical sector and the ESG risks around the herbicide glyphosate.
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2018-10-1520 minESG in ConversationEvaluating Investment Carbon Risk | Episode 4
** Originally posted July 23, 2018. Sustainalytics' carbon and climate solutions have since been enhanced. Please visit our website for more information our Climate Solutions for investors.
In this episode we look at how investors are currently assessing the impact of their investments on climate as well as the risks climate change poses to their investments. We also discuss how Sustainalytics’ new Carbon Risk Rating can help investors to better assess carbon risk in their investments.
Learn more about our Climate Solutions here.
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2018-07-2315 min.jpg)
All About Your Benjamins™Socially Responsible and ESG Investing with Joey Fishman (019)Wouldn't it be great if your investment dollars were able to impact the way the world's largest companies conduct business? Thanks to Socially Responsible Investing (SRI), investors have the ability to invest in companies meeting a variety of different screens in an attempt to do just that. One of the most popular themes of SRI is ESG investing, which places an emphasis on rewarding companies with "good" environmental, social and corporate governance scores. ESG has caught the attention of large institutional investors, financial advisors, and to some extent, the average investor.
In the nineteenth episode of All About Your Benjamins...
2018-07-1949 minESG in ConversationThe Budding Cannabis Industry: A first look at ESG considerations | Episode 3
In this episode we discuss the cannabis industry and the underexplored ESG risks that could present material concerns for management teams and investors entering the industry.
Please click here to download the report.
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2018-07-1216 min
Evolve ETFs: The Innovators Behind Disruption with Raj LalaDisruption Through ESG with Doug MorrowLearn more about the fundamentals of ESG (Environmental, Social and Governance), how portfolio managers are using ESG strategies within their funds, the potential growth of ESG interest with the transfer of wealth to Millennials, long-term trends for companies that perform well by utilizing ESG indicators, how institutional investors are looking at ESG strategies, and more.
• About Doug Morrow •
Doug Morrow is the Director of Sustainalytics’ award-winning thematic research team. His work is broadly focused on exploring the investment risks and opportunities associated with macro ESG themes, including climate change, water scarcity, gender diversity, energy transition and health & wellness. Doug has consult...
2018-07-0617 minESG in ConversationManaging Data Privacy Risk: Comparing the FAANG+ Stocks | Episode 2
In this episode, members of our analyst team discuss insight from Sustainalytics’ ESG Spotlight Series report “Managing Data Privacy Risk: Comparing the FAANG+ Stocks.” In their conversation, they discuss why data privacy is a growing issue for all companies, our research on top tech companies’ exposure to data privacy issues, and our assessment of how well companies manage those issues. They also share their thoughts on how the issue of data privacy could evolve over the coming years.
Please click here to download the report.
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2018-06-2624 minESG in ConversationAssault Weapons: Assessing Exposure to the Firearms Trade | Episode 1In this episode, Sustainalytics shares insights from our ESG Spotlight report, Assault Weapons: Assessing Exposure to the Firearms Trade. Doug Morrow, Director, Thematic Research, interviews Martin Vezer, Senior Associate, Thematic Research and the report author. They discuss the segmentation of companies on their products and markets, the extent to which these firms are represented in global ETFs and mutual funds, and compare the returns of companies that produce or sell assault weapons to civilians.
Download the full report.
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2018-04-1818 min