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    The Sustainability Story

    The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of how we got here and where we are going in the journey to financial sustainability. To reach our hosts regarding sustainability-related topics, please email Andres Vinelli at Andres.Vinelli@cfainstitute.org for topics related to capital markets and regulation, Josina Kamerling at Josina.Kamerling@cfainstitute.org for all things EU, and Deborah Kidd at Deborah.Kidd@cfainstitute.org for topics related to investment analysis and portfolio management.
    enCFA Institute45 Episodes

    Episodes (45)

    Investor Engagement Around ESG Issues

    Investor Engagement Around ESG Issues

    We talk with John Hoeppner, Head of US Stewardship and Sustainable Investments at LGIM America. We discuss investor stewardship and the state of engagement with public companies around ESG issues. We talk about the impact of these engagements, what we see as burgeoning issues in the ESG world and the differences in investor engagement around the world. 

    The SEC’s Climate-related Disclosure Requirements – We ask the Experts

    The SEC’s Climate-related Disclosure Requirements – We ask the Experts

    We talk with Sandy Peters, CPA, CFA, Senior Head, Global Advocacy, CFA Institute and Wes Bricker, Vice-Chair – US Trust Solutions Co-Leader at PwC. We discuss the SEC’s proposed rules about climate-related disclosure and how they will impact investors and companies. We talk about the financial disclosures required, greenhouse gas emissions disclosures and the materiality of climate related information.

    A Talk with ESG Renaissance Man, Ben Yeoh; Portfolio Manager, Educator, Podcaster, Playwright

    A Talk with ESG Renaissance Man, Ben Yeoh; Portfolio Manager, Educator, Podcaster, Playwright

    We talk with Ben Yeoh, Senior Portfolio Manager, RBC Global Asset Management. Our wide ranging conversation includes discussions of ESG integration, ESG education, demographics, Economist Thomas Malthus, and the future of capitalism. We also talk about current and impending regulation and policy around ESG disclosure as well as the intersection of art and ESG.
    Listen to his personal podcast, Ben Yeoh Chats https://www.thendobetter.com/podcast
    Follow him on LinkedIn https://www.linkedin.com/in/benjamin-yeoh-445133/
    Follow him on Twitter https://twitter.com/benyeohben

    The Sustainability Story
    enApril 27, 2022

    Addressing Systematic Risk through Improved Internal Governance and Financial Structures

    Addressing Systematic Risk through Improved Internal Governance and Financial Structures

    We talk with Delilah Rothenberg, Co-Founder and Executive Director of the Predistribution Initiative. We discuss how the Predistribution Initiative is working with investors to create investment structures and asset allocation strategies that better address systematic risks. We talk about how a focus on how internal standard setting, disclosure, improved governance and financial practices can help build more regenerative investment structures and align practices of investment professionals with their stewardship counterparts.
    LINK: Visit The Predistribution Initiative website at: https://predistributioninitiative.​org/

    The Sustainability Story
    enApril 13, 2022

    Climate Change, Natural Capital and Sustainability in Asia

    Climate Change, Natural Capital and Sustainability in Asia

    We talk with Mervyn Tang, Head of Sustainability Strategy, APAC at Schroders. We discuss what investors should be looking for when analyzing a company’s climate change strategy and decarbonization efforts. We talk about the growing investor interest in the area of natural capital and how Asia sits in the center of many efforts to address investments in biodiversity.
    LINK: Visit Schroders Talking Point for market news and expert views http://www.​schroders.​com/talkingpoint

    The Sustainability Story
    enMarch 30, 2022

    The Level of Climate Disclosures is Bad… How Bad?

    The Level of Climate Disclosures is Bad… How Bad?

    We talk with Barbara Davidson, Head of Accounting, Audit and Disclosure at Carbon Tracker Initiative. We discuss Carbon Tracker’s recent report; Flying Blind: The Glaring Absence of Climate Risks in Financial Reporting, which detailed the troublingly low level of consideration of climate risk impacts in financial climate related reporting for some of the most carbon intensive global companies. We talk about the CA100+ Net Zero Company benchmark and its new Climate Accounting and Audit Assessment that aims to bring better transparency to ‘climate accounting’ issues. Finally, we talk about the efforts of regulators and policymakers around the world and what to expect from coming climate-related disclosure initiatives. More on Carbon Tracker at www.carbontracker.org
    LINKS: https://carbontracker.org/reports/flying-blind-the-glaring-absence-of-climate-risks-in-financial-reporting/

    The Sustainability Story
    enMarch 16, 2022

    How Investors Can Incorporate Racial Justice Data into the Investment Process

    How Investors Can Incorporate Racial Justice Data into the Investment Process

    We talk with Olivia Knight, Racial Justice Initiative Manager, As You Sow. We discuss how investors can better track whether companies are walking the walk as well as talking the talk on racial justice and environmental justice issues. We talk about the increase interest in social justice data, and what companies and industries are doing a better job of providing investors with this information.
    More on As You Sow: https://www.asyousow.org/

    The Sustainability Story
    enMarch 02, 2022

    How Accounting Can Save the World

    How Accounting Can Save the World

    We talk with Andrew Watson, Founder and Director, Rethinking Capital. We discuss how accounting, and in particular normative accounting can be used to help address climate change and other sustainability issues. We talk about how the assumptions we make with our accounting systems set the incentives, and how accounting can be used to help incentivize sustainable finance.

    The Sustainability Story
    enFebruary 17, 2022

    Casting a Critical Eye at Sustainability Inc. and ESG Investing

    Casting a Critical Eye at Sustainability Inc. and ESG Investing

    We talk with Ken Pucker, Advisory Director at Berkshire Partners and a Senior Lecturer at the Fletcher School at Tufts University. We discuss Ken’s time at Timberland, where he was at the forefront of the company’s social responsibility movement. We talk about the challenges facing the sustainable finance, ESG investing and impact accounting.

    The Sustainability Story
    enFebruary 02, 2022

    Sustainable Coffee, Wine and Agriculture.

    Sustainable Coffee, Wine and Agriculture.

    We talk with Sandra Taylor, Founder and President, Sustainable Business International. We discuss her time leading the Sustainability efforts at Starbucks as well as her current work with wineries to help winemaking become more sustainable and equitable. We talk about organic, biodynamic and sustainable agricultural practices and what role these practices have in a more sustainable agricultural system.

    The Sustainability Story
    enJanuary 06, 2022

    Accounting for Externalities - The Impact-Weighted Accounts Initiative

    Accounting for Externalities - The Impact-Weighted Accounts Initiative

    We talk with Rob Zochowski, Program Director of the Impact-Weighted Accounts Initiative at Harvard Business School . We discuss how to better measure the positive and negative impacts or externalities that businesses have on society and our environment. These efforts are aimed at providing a more complete understanding of these impacts so that investors can better value companies and managers can better manage impacts in their decision-making.

    The Sustainability Story
    enDecember 15, 2021

    System-Level Investing

    System-Level Investing

    We talk with William Burckart, President and COO at The Investment Integration Project (TIIP) and co-author of the book “21st Century Investing”. We discuss TIIP’s focus on system-level investing, that aims to help investors understand that healthy portfolio returns are dependent on healthy systems on which we all depend. We talk about how the management of systemic risks in a portfolio can contribute to solving systemic problems.

    21st Century Investing

    The Sustainability Story
    enDecember 01, 2021

    Plastics

    Plastics

    We talk with Gabriel Thoumi, CFA, FRM, Head of Plastics Pogramme and Director of Financial Markets at Planet Tracker. We discuss the major players in the plastics world, the move to a more sustainable and circular plastics economy. We also talk about what investors and consumers can do to help move to a more sustainable use of plastics.

    The Sustainability Story
    enNovember 12, 2021

    COP26 and What Needs to Happen After to Address Climate Change

    COP26 and What Needs to Happen After to Address Climate Change

    We talk with Betty Jiang, CFA, Head of US ESG Research at Credit Suisse. We discuss the ongoing COP26 meeting and what investors should look for post-COP26 concerning climate policy, climate financing, carbon markets. We also examine the industries and sectors that face the most climate related risks and opportunities in the coming years.

    The Sustainability Story
    enNovember 08, 2021

    COP26 and Skating to Where the Climate Change Puck Will Be

    COP26 and Skating to Where the Climate Change Puck Will Be

    We talk with Mark Van Clieaf, Managing Director of Future Zero. We discuss what to expect and what not to expect from COP26/Glasgow. With apologies to Wayne Gretzky, we talk about “where the puck will be” concerning climate and Net Zero Business Models in the coming years.

    This includes coming “stress tests” for companies, the $ 43 trillion of carbon risks in their business models, the current mispricing of net zero business model designs and carbon risk, the potential legal jeopardy for companies and corporate directors around climate change, and what a disorderly climate transition looks like (including in the boardroom). The conversation is a long one but filled with great investor and inside the boardroom insights rarely shared.

    Related sites :

    https://www.sustainalytics.com/net-zero-business-models
    http://www.futurezero.com
    https://www.linkedin.com/groups/9099027/
    https://www.linkedin.com/company/76483543/admin/

    The Sustainability Story
    enNovember 03, 2021

    Sustainable finance efforts at the Hong Kong Stock Exchange

    Sustainable finance efforts at the Hong Kong Stock Exchange

    We talk with Grace Hui, Managing Director Head of Green and Sustainable Finance, Hong Kong Exchanges and Clearing Limited. We discuss with Grace how the Hong Kong Stock Exchange balances the demand from investors for more information on ESG data and sustainable finance products with the ability of companies to supply this information. We talk about development of sustainable finance in Asia and the work the Hong Kong Stock Exchange is doing in supporting companies’ transition to a sustainable future.

    The Sustainability Story
    enOctober 27, 2021

    The ESG Pressures Facing Water

    The ESG Pressures Facing Water

    We talk with Matt Howard, Vice-President, Water and Stewardship at the Water Council. We talk about the water challenges we currently face and will increasingly face in coming decades as well as tools the Water Council is developing to help companies become better stewards of water and more responsive to ESG pressures.


    Link to the Water Council

    The Sustainability Story
    enOctober 13, 2021