Podcasts about esg investing

In this episode we answer emails from Isaiah, Jack, Jon and Luke.  We discuss preliminary transition issues and de-risking, Jack's "25 x 4" risk parity style portfolio, Invictus and similar themes, treasury bonds and gold as co-diversifiers and ESG funds.  And revel on how we Tom Sawyer'ed Paula Pant into creating a nice 'Risk Parity Portfolio Blueprint" for us.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.To donate to the Top of the T-Shirt campaign and double your fun, please visit the Father McKenna Center donation page and note "Risk Parity Radio Match" when making your contribution.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterAfford Anything Podcast Episode:  #618: How to Retire at 50 While Supporting Aging Parents, with Frank Vasquez - Afford AnythingPaula Pant's Risk Parity Radio Blueprint:  Frank Vasquez Risk Parity Portfolio Giveaway.docxClaudia Moise Paper:  Flights to Safety, Volatility Risk, and Monetary Policy by Claudia E. Moise :: SSRNProfessor Aswath Damodaran on ESG Funds:  The Difficult Truth about ESG Investing with Aswath DamodaranFRDM Fund:  FRDM – Freedom 100 Emerging Markets ETF – ETF Stock Quote | MorningstarBreathless AI-bot Summary:What happens when retirement portfolio theory meets real-life investment challenges? In this illuminating episode of Risk Parity Radio, Frank Vasquez responds to listener questions that cut to the heart of creating resilient, diversified portfolios for financial independence.A military member with six years left before retirement asks how to transition from a heavy equity allocation to a risk parity approach without triggering unnecessary tax consequences. Frank offers practical guidance on using existing retirement accounts to begin de-risking immediately, demonstrating how macro allocation principles can work within institutional constraints. The advice highlights a crucial lesson: reducing overall market exposure takes precedence over perfecting individual asset selections.The psychological challenges of portfolio construction take center stage when a medical professional shares his "25 by 4" portfolio, showing equal allocations to large cap blend, small cap value, gold, and intermediate treasuries. While validating the approach, Frank addresses the emotional resilience needed when certain assets inevitably underperform for extended periods. This conversation exposes a troubling disconnect between certified financial planning education and practical portfolio construction, particularly regarding gold's vital diversification benefits.Misconceptions about long-term treasury bonds receive special attention, with Frank explaining why their value in risk parity portfolios transcends historical performance during falling interest rates. Their tendency to show negative correlation with stocks during recessions provides the portfolio protection that enables sustainable withdrawal strategies.For those interested in values-based investing, Frank challenges the notion that commercial ESG products truly align with personal ethics. His recommendatSupport the show

Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of something better?Newsletter: https://investorama.substack.com/ Podcast with Alex Edmans:Podcast with James Lawrence:TIMESTAMPS 00:00 ESG: a $50 trillion investment management success 02:28 The rise of esg 04:33 The end of the rule of metrics (vs. judgement) 08:18 The end of short-term thinking (vs. long-term) 10:10 The end of black and white thinking (vs. nuance) 14:58 The end of ESG This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

This webinar aims to explore the growing importance of Environmental, Social, and Governance (ESG) principles in shaping the future of Mauritius' economy, financial sector, and corporate landscape. As global investors and regulators increasingly prioritize sustainability, Mauritian businesses, financial institutions, and policymakers must align with international ESG standards to remain competitive and resilient.

Send us a textToday's episode is the last installment of the first ever climate month here at Progressive Pockets. Did you enjoy the series?So far we have discussed how to deal with climate anxiety, how to create an outdoor space that's sustainable but cute, how to move your cash to a more climate friendly bank. Today let's chat about how to make our retirement accounts a little more earth friendly.Whether you are a new investor or more advanced and working with a financial advisor, you'll walk away from today's episode with some ideas on how to make your investments a little more environmentally sound.Links from today's episode:Fossil Free Fundshttps://fossilfreefunds.org/ ICYMI another episode you might enjoy:Episode#142 Conscious Travel and TourismLove the book recos on this show? Check out the Progressive Pockets Bookshelf:https://bookshop.org/shop/progressivepockets As an affiliate of Bookshop.org, Progressive Pockets will earn a commission if you make a purchase.Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Easy Ways to Support the Show1. Send this episode to someone you know! Word of mouth is how podcasts grow!2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets 3. Leave a 5 star rating and review for the show!//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//Support the show

Hey Smarties! Today we're sharing an episode from our friends over at “How We Survive,” Marketplace's climate solutions podcast. This season, host Amy Scott and the team dig into the rise of environmental, social and governance-based investing, or ESG, and the right wing backlash that followed. In this episode, the story of ESG's start revolves around some unexpected players: rabbis, nuns and other faith-based investors.

Hey Smarties! Today we're sharing an episode from our friends over at “How We Survive,” Marketplace's climate solutions podcast. This season, host Amy Scott and the team dig into the rise of environmental, social and governance-based investing, or ESG, and the right wing backlash that followed. In this episode, the story of ESG's start revolves around some unexpected players: rabbis, nuns and other faith-based investors.

Is ESG just a buzzword or does it still matter? In this two-part episode, Anthony Cheung is joined by ESG expert Stephen Barnett to unpack what ESG really means, where it came from, and why it's become so confusing (and controversial). From trillion-dollar funds to wind turbines on glossy brochures, they explore the good, the bad, and the misunderstood. Whether you're curious about impact investing, thinking about a career in sustainable finance, or just want to finally understand what ESG actually means beyond the acronym, this is the episode for you.(00:00) Introduction to ESG and Its Importance(05:43) The Historical Context of ESG(12:22) The Size and Scope of the ESG Industry(18:29) Understanding ESG Investing Strategies(26:16) Impact Investing vs. ESG(31:21) Challenges in ESG Investing(37:16) Philosophical Considerations in ESG Investing Hosted on Acast. See acast.com/privacy for more information.

ESG – short for Environmental, Social, and Governance – is a framework for evaluating how companies manage sustainability-related risks and opportunities. In ESG investing, environmental, social, and governance factors are integrated into investment decisions, alongside traditional financial metrics. In this episode, James and Daisy discuss ESG. How has sustainable investing evolved? Why is there a growing backlash against ESG? What is greenhushing?  SOME RECOMMENDATIONS: John Elkington, a world authority on corporate responsibility and sustainable capitalism, coined the phrase “people, planet, profit” in 1994 to describe the Triple Bottom Line. Originally intended as a tool to drive systems change and transform capitalism – not just as an accounting framework – Elkington later called for a "product recall" of the concept.21st Century Investing: Redirecting Financial Strategies to Drive Systems Change by William Burckart and Steve Lydenberg – This book explores the evolution of investing from traditional models to sustainable approaches that consider environmental and social factors. The authors advocate for a third stage: system-level investing, where investors actively support and enhance the stability and health of the social, financial, and environmental systems on which they depend for long-term returns. Aniket Shah is Managing Director and Global Head of Sustainability, Transition and Washington DC Strategy at Jefferies, a top global investment bank. We enjoyed this 10-minute video where he speaks about ESG and Impact Investing.  SYSTEMIQ (2025) – This essay “Shock Therapy” explores what a deep reset of the sustainability movement might look like. Part of The Blue Whale Inquiry, it draws on insights from interviews with over 50 leaders across business, finance, government, politics, and civil society to understand what it takes to shift stubborn economic systems. OTHER ADVOCATES, FACTS, AND RESOURCES:United Nations (2004) – ESG first appeared in the UN Global Compact report “Who Cares Wins”, developed with twenty financial institutions. It encouraged the financial sector to integrate environmental, social, and governance (ESG) factors into analysis, asset management, and brokerage.EU Taxonomy – allows financial and non-financial companies to share a common definition of economic activities that can be considered environmentally sustainable.IEA (2024) – “Global energy investment is set to exceed USD 3 trillion for the first time in 2024, with USD 2 trillion going to clean energy technologies and infrastructure. Investment in clean energy has accelerated since 2020, and spending on renewable power, grids and storage is now higher than total spending on oil, gas, and coal.”CDP – a global non-profit that runs the world's only independent environmental disclosure system. The Taskforce on Inequality and Social-related Financial Disclosures (TISFD) – a global initiative to develop guidance for businesses and financial institutions to understand and report on impacts, dependencies, risks, and opportunities related to people. Growing inequality is recognized as a systemic risk with economic and political implications for global markets.Brundtland Report (1987) – Our Common Future, published by the UN, defined ‘sustainable development as "development that meets the needs of the present without compromising the ability of future generations to meet their own needs".Morningstar (2025) – “Despite reduced fund flows, global sustainable fund assets reached an all-time high of USD 3.2 trillion at the end of 2024, an 8% increase from the previous year and more than quadruple the size in 2018. Europe remains the leading market, housing 84% of the assets.”Generation Investment Management – “Generation is a pure-play sustainable investment manager. It is all we do. It is all we will ever do.” – Founded in 2004 by Al Gore and David Blood, Generation is a dedicated sustainable investment firm focused on long-term value, integrated sustainability research, and strong client alignment. It has demonstrated that mission-driven investing can deliver superior returns.Octopus (2024) – The Future Generations Report 2024 – “Celebrating the impact that you, as an Octopus shareholder, employee or customer, have on the world.”Dame Julia Anne Hoggett DBE, a British banker and risk manager, became CEO of the London Stock Exchange in April 2021. With a background in development economics focused on Sub-Saharan Africa, she believes the job of the capital markets is “to facilitate the investment that creates the invention, production, jobs and productivity that drives the economy, improves real incomes and peoples' lives”. As noted in the episode, some state funds have been withdrawn from investors applying ESG policies. For example, in March 2022, West Virginia pulled assets from a fund managed by BlackRock, citing the firm's “net-zero investment strategies that would harm the coal, oil and natural gas industries.”Thank you for listening! Please follow us on social media to join the conversation: LinkedIn | Instagram | TikTokYou can also now watch us on YouTube.Music: “Just Because Some Bad Wind Blows” by Nick Nuttall, Reptiphon Records. Available at https://nicknuttallmusic.bandcamp.com/album/just-because-some-bad-wind-blows-3Producer: Podshop StudiosHuge thanks to Siobhán Foster, a vital member of the team offering design advice, critical review an...

In this eye-opening episode, we unpack the quiet crisis in corporate governance: how boardrooms are often shaped by personal networks over real skills, leaving major ESG blind spots at the top. Guest Matt Moscardi, Co-founder of Free Float Analytics, joins us to explore signals that companies send by backtracking on their commitment and why treating investment stewardship as a cost center may be a costly mistake. We dive into the DEI backlash, flip-flopping climate commitments, and how surface-level sustainability reports (complete with curated optics) reveal more about a company's culture than they realize. Plus, what makes a great sustainability analyst? It's not just the data—it's the curiosity, context, and ability to challenge the narrative. Perfect for anyone building ESG skills, delivering corporate sustainability training, or decoding the signals behind the statements.

In 2025, Environmental, Social, and Governance (ESG) considerations are crucial for operational leaders in Asia, as businesses face increasing pressure from regulators and investors alike. According to a recent McKinsey report, companies prioritizing ESG practices are projected to outperform their peers by 20% in the next decade. Governments across the region are implementing stricter regulations, making ESG compliance not just a choice but a necessity. Collaborations with major banks and rating agencies further enhance credibility, while technology streamlines reporting processes. Embracing ESG is not only a strategic imperative but also a pathway to sustainable growth and competitive advantage in the evolving market landscape.Mark Blick, CEO of Diginex, shares his obvservations guiding organisations in Asia navigate the complexities of ESG execution.Proposed questions:1.       Challenges in ESG Adoption – What are the key barriers preventing businesses from fully embracing ESG, and what strategies can they use to overcome them?2.       Bridging Market Gaps in ESG Ratings – What challenges do businesses face in securing credible ESG ratings, and how can rating support services address these gaps?3.       Differentiation in ESG Solutions – In what ways can technology simplify ESG compliance and reporting processes?4.       The Role of Strategic Partnerships – How do collaborations with major banks and regulators contribute to the acceleration of ESG adoption?5.       The Future of ESG Investing & Technology – What emerging trends are likely to shape ESG investment over the next 5-10 years?6.       What is your advice for organisations in Asia as far as pursuing and progressing on their ESG initiatives? Who should be part of the ESG process?

ESG investing is exploding in popularity—but it's also a giant, confusing mess. Over $35 trillion in global assets now follow ESG guidelines.

We've talked at length about how large corporations influence federal policy and how you can try to do the same. Let's take a look at how YOU can influence large corporations, especially the ones doing the most damage to the environment.Sources:UMass Amherst Political Economy Research Institute - Greenhouse 100 Polluters, 2024 - https://peri.umass.edu/greenhouse-100-polluters-index-currentMcCune Law Group - Corporate Accountability for Environmental Damages - https://mccunewright.com/blog/2023/11/holding-corporations-responsible-for-environmental-damagesVistra Energy - https://hub.vistracorp.com/our-companies/Columbia Climate School - Climate Lawsuits are on the Rise - https://news.climate.columbia.edu/2023/08/09/climate-lawsuits-are-on-the-rise-this-is-what-theyre-based-on/Investopedia – What is ESG Investing? https://www.investopedia.com/terms/e/environmental-social-and-governance-esg-criteria.aspPatreon: patreon.com/greeningupmyactInstagram: @greeningupmyactFacebook: Greening Up My ActEmail us with questions: greeningupmyact@gmail.comYouTube: Greening Up My Act

We're diving deep into the world of trust (or lack thereof) in the financial services industry! This episode is all about how trust in your financial advisor should be more than just a warm fuzzy feeling; it needs to be backed by proactive planning and accountability. We'll break down two compelling cases: one involving a major investment firm hit with a $17.5 million civil penalty for allegedly making misleading statements about its ESG-focused investments, and another where an advisor orchestrated a Ponzi scheme to deceive clients.

Simply Wall St Market Insights for the week ending 2nd March 2025.To read the full article: ⁠The Nuances And Headwinds To ESG InvestingCreate a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Our 6-part "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Invest with confidence⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" series.

Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more than 10% in that time, putting it into correction territory. On today's episode of Equity Mates, we talk about what has happened and which of these tech giants are starting to look cheap. That's not all we're talking about in another big episode:What happened to ESG investing?What stocks are Australian politicians buying?—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equity Mates daily email and podcast:Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morningPrefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very selective ESG criteria to less selective ones to limit return deviations from the market index. He also tells Daniel Morris, Chief Market Strategist, that demand for ‘active' ETFs is picking up given they are an efficient way to integrate environmental, social and governance considerations into a portfolio.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

What does it take to tackle the world's biggest challenge—climate change—while driving profit and innovation? Meet Doerte Hirschberg, a visionary investor reshaping industries with bold ideas and data-driven solutions.In this episode, Doerte takes us on a journey of how her team at Climentum Capital uses measurable CO2 impact as their guiding star. She shares insights into why the future of sustainable industries lies in rethinking systems, embracing new technologies, and focusing on the bigger picture. From transforming dairy into vegan alternatives to unlocking the potential of the hydrogen economy, her lessons are as inspiring as they are actionable.Whether you're an aspiring entrepreneur, an investor, or someone passionate about sustainability, this conversation will teach you:Why CO2 is the most powerful KPI to measure climate impact.How industries like food and transport are being revolutionized with technology like precision fermentation.The secret to avoiding overhyped trends while investing in solutions that truly make a difference.At the heart of it all, Doerte's optimism, strategic mindset, and passion for innovation make this episode a masterclass in balancing ambition with sustainability. As she says, “The world doesn't need more overhyped investments. It needs smarter ones.”Curious for more? Listen to the full episode here and dive deeper into Doerte's remarkable journey. Quotes:(10:40) "We need to feed 7 billion people with less land, less animals, and less CO2—this isn't just a challenge, it's an opportunity to rethink the future of food."(17:26) "Imagine a world where climate change isn't just a problem we talk about, but a challenge we've conquered—with measurable impact and real change."(14:01) "Biases are everywhere—even in venture capital. The industry claims it wants women, yet the system subtly works against them. It's time for that to change."Timestamps(0:00) Can We Balance Profit with Saving the Planet?(1:08) Why CO2 is the Key Metric for Climate Impact(3:07) The Challenges and Opportunities of Climate Tech(8:10) Why LPs Should Invest in Elemental Capital(11:12) The Future of Vegan Cheese with Fermify(14:01) Breaking Biases in Venture Capital(18:46) Vision for a Sustainable Future Don't miss this chance to learn from Doerte Hirschberg's journey, her inspiring vision, and her sharp strategies to reshape the future. Press play, and let's spark some change together!Send us a textSupport the showJoin the Podcast Newsletter: Link

Dr. Dan Sutter, of the Manuel Johnson Center for Political Economy, hosts EconVersations, a program that explores the role of free markets in promoting prosperity through conversations with Manuel Johnson Center faculty and guests.  1  In this episode, Dr. Sutter interviews Dr. Allen Mendenhall, as they discuss ESG Investing: A Market-Based Phenomenon or a Stealthy Form of Central Planning?

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom's second appearance as a guest and Paul's first. Tom is chief investment officer of retirement for Morningstar Investment Management. He also serves as a member of Morningstar's 401(k) Committee, Public Policy Council, Global Investment Committee, US Investment Policy Committee, and the Editorial Board of Morningstar Magazine. Before retiring in 2023, Paul was director of research for Morningstar Canada and a senior member of Morningstar's Global Research Team. He led the development of many of the quantitative methodologies behind Morningstar's fund analysis, indexes, advisor tools, and other services. Tom and Paul are accomplished researchers and authors, having individually published or collaborated on numerous academic papers, accepted to prestigious peer-reviewed journals, and their work has received numerous awards through the years. In today's interview, we're focusing on one of their recent collaborations, their new book, Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.BackgroundTom Idzorek Bio“Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning,” The Long View podcast, Morningstar.com, June 7, 2022.Paul Kaplan BioLifetime Financial Advice: A Personalized Optimal Multilevel Approach, by Tom Idzorek and Paul KaplanLifetime Financial Advice“Joining Lifecycle Models With Mean-Variance Optimization,” by Tom Idzorek and Paul Kaplan, papers.ssrn.com, Oct. 19, 2023.Lifetime Financial Advice Book Club Series“Personalized Multiple Account Portfolio Optimization,” by Tom Idzorek, Financial Analysts Journal, June 29, 2023.“The Popularity Asset Pricing Model,” by Tom Idzorek, Paul Kaplan, and Roger Ibbotson, papers.ssrn.com, Oct. 26, 2021.“Popularity: A Bridge Between Classical and Behavioral Finance,” by Roger Ibbotson, Tom Idzorek, Paul Kaplan, and James Xiong, Research Foundation, Dec. 10, 2018.“ESG Investing and the Popularity Asset Pricing Model (PAPM),” by Tom Idzorek, blogs.cfainstitute.org, Feb. 1, 2024.OtherMilton FriedmanFranco ModiglianiPaul SamuelsonRobert MertonRichard ThalerDaniel KahnemanRoger IbbotsonJames Xiong“Modern Portfolio Theory: What MPT Is and How Investors Use It,” by the Investopedia team, Investopedia.com, Aug. 29, 2023.

Send me a messageIn this episode of the Climate Confident Podcast, I had the pleasure of speaking with Dr Ana Nacvalovaite, a research fellow at the University of Oxford's Kellogg College Centre for Mutual and Co-Owned Business. Ana brought a wealth of insight into a fascinating and complex topic: the role of sovereign wealth funds in advancing sustainability, tackling climate change, and driving equitable global development.We started with the basics—what sovereign wealth funds are and why they matter. Think of them as government-managed investment funds, often backed by surplus revenues from resources like oil, which aim to secure economic stability for future generations. But, as Ana explains, their influence extends well beyond national borders. With trillions of dollars under management, these funds are increasingly pivotal in shaping ESG (environmental, social, and governance) strategies and supporting the UN Sustainable Development Goals.We explored how sovereign wealth funds from countries like Norway, the UAE, and China are pivoting towards green technologies, renewable energy, and sustainable infrastructure. Ana also shared why transparency varies so much between funds and how geopolitical strategies can limit what the public—and sometimes even stakeholders—can access.Of course, we didn't shy away from the challenges. Greenwashing, the lack of global standards, and the delicate balance between profitability and sustainability were all on the table. Ana explained how sovereign wealth funds can be both a force for good and a source of contention in developing countries, particularly in regions with weaker regulatory frameworks.By the end of our conversation, one thing was clear: sovereign wealth funds are not just passive players in global finance; they're active architects of a sustainable future. Whether it's mitigating climate risks or funding net-zero technologies, their potential is enormous, but so too are the responsibilities that come with managing such immense capital.For anyone interested in sustainability, global finance, or the interplay between economics and climate action, this episode offers a wealth of insights. Have a listen and let me know what you think!Support the showPodcast supportersI'd like to sincerely thank this podcast's amazing supporters: Lorcan Sheehan Jerry Sweeney Andreas Werner Stephen Carroll Roger Arnold And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one.ContactIf you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show. CreditsMusic credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper

As the green revolution sweeps the globe, professionals are searching for quality sustainable finance education to help them stay on top of the game in an ever-evolving ESG landscape.This week we hear from Rob Langrick, chief product advocate of CFA Institute, a global professional organisation that provides investment education – including on sustainable finance.Alongside the Chartered Financial Analyst (CFA) designation, the non-profit offers the Certificate in ESG Investing, the Climate Risk, Valuation, and Investing Certificate, and other professional development opportunities.Whether you want to enter the industry or boost your career, make better investment choices or improve your own organisation's ESG performance, this episode is for you.The host of The Greener Way is Rose Mary Petrass, senior journalist at FS Sustainability.This is a podcast episode is brought to you by CFA Institute.For more information, visit www.cfainstitute.org. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

On today's episode, Clay is joined by Ted Seides to discuss his new book — Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals. Over the past 20 years, the private equity industry has gone from a cottage industry to a powerful juggernaut that touches every corner of the global economy — now totaling over $6 trillion. Ted is the former president and Co-CIO of Protege Partners, and prior to that, he was a senior associate, working under investing legend David Swensen at Yale. He is the host of the popular podcast — Capital Allocators. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:04 - What has led to the growth in private equity over the past few decades? 06:39 - Why David Swensen referred to private equity as a superior form of capitalism. 08:47 - Why private equity has outperformed public equities as an industry. 14:19 - How the lock-up period in private equity impacts returns. 18:03 - Ted's take on why private equity has been given a poor reputation. 28:34 - The importance of pricing to the seller in a private equity deal. 30:17 - How interest rate hikes have impacted private equity. 32:17 - An overview of KKR's “perfect private equity deal.” 38:27 - An overview of Apollo's purchase of Yahoo in 2021. 49:34 - An overview KPS Partners' purchase of TaylorMade. 57:24 - What types of investors should consider an allocation to private equity? 59:18 - Ted's portfolio allocation. And so much more!  Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Ted's book: Private Equity Deals. Ted's book Capital Allocators. Capital Allocators Website & Podcast. Follow Ted on Twitter & LinkedIn. Related Episode: TIP444: The Changing World of Endowments & ESG Investing w/ Ted Seides. Mentioned Episode: TIP654: Investing Across the Lifecycle w/ Aswath Damodaran. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover SimpleMining TastyTrade Daloopa American Express The Bitcoin Way Fundrise USPS Found Onramp Facet Public Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Discover the latest in crypto investments from industry leaders at BlackRock, Coin Metrics, and L1. Plus, learn the harsh truths about ESG investing and why redirecting foreign aid won't solve the Social Security crisis. #CryptoInvesting #BitcoinETFs #BlackRock #CoinMetrics #L1 #ESGInvesting #SocialSecurity #ForeignAid #InvestmentStrategies #FinancialAdvice -----  Subscribe to podcast updates: https://form.jotform.com/223614751580152  Ask Ric: https://www.thetayf.com/pages/ask-ric  -----  Links from today's show:  Become Certified in Blockchain and Digital Assets: https://dacfp.com/certification/  Wealth Management Convergence (March 2024): https://www.thetayf.com/pages/convergence  BlackRock: https://www.blackrock.com/us/individual   CoinMetrics: https://coinmetrics.io/   L1: https://l1.co/   -----  Follow Ric on social media:  Facebook: https://www.facebook.com/RicEdelman  Instagram: https://www.instagram.com/ric_edelman/  LinkedIn: https://www.linkedin.com/in/ricedelman/  X: https://twitter.com/ricedelman  YouTube: https://www.youtube.com/@RicEdelman  -----  Brought to you by:  Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html  State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones   Schwab: https://www.schwab.com/  Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee  ----- 

The panelists will discuss Biden Administration policies and regulations at the DOL and SEC addressing investing based on environmental, social, and governance (or “ESG”) factors; whether they are consistent with statutory law; and whether the agencies followed appropriate administrative processes in promulgating these ever-evolving policies. Moderator: Gregory Jacob, Partner, O'Melveny & Myers LLPSpeakers:Paul Atkins, Chief Executive Officer, Patomak Global Partners LLCElliot Gaiser, Associate, Boyden Gray & Associates PLLCSharon Rose, Partner, Berliner Corcoran & Rowe LLP

In this conversation, Bob French and Rob Cordeau discuss ESG (Environmental, Social, and Governance) investing and its growing popularity. They explore the different ways investors can align their portfolios with their personal values and beliefs. They also address common misconceptions about ESG investing, such as it being solely for liberal investors. The conversation highlights the importance of understanding the impact and potential trade-offs of ESG investing, including the potential for lower expected returns. They discuss different approaches to implementing ESG investing, including using funds and ETFs, separately managed accounts, or donating the difference in returns to charities. The conversation concludes with advice on how to approach the decision of whether ESG investing is right for an individual.   Takeaways ESG investing allows investors to align their portfolios with their personal values and beliefs. ESG investing can involve adding or subtracting certain stocks, industries, or sectors based on values and beliefs. ESG investing may result in a slightly lower expected return compared to a globally diversified market portfolio. Investors should carefully consider the impact and potential trade-offs of ESG investing before making a decision. Different implementation options for ESG investing include using funds and ETFs, separately managed accounts, or donating the difference in returns to charities. Chapters 00:00 Introduction and Setting the Stage 07:37 Implementing ESG Investing: Adding or Subtracting 09:41 The Impact and Trade-Offs of ESG Investing 14:04 ESG Investing: Not a Boycott or Punishment 20:01 ESG Investing and Portfolio Performance 26:58 Implementation Options: Funds, SMAs, and Donations 39:37 Making the Decision: Is ESG Investing Right for You? 41:50 Conclusion and Final Thoughts   Links The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/  This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”

There's nothing a woman in a power suit can't do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom to becoming a powerhouse female in finance • How competitive company culture can sabotage the due diligence process• Her approach to encouraging collaboration and keeping core values at the heart of Polen's operation • How collaboration can be a boutique's secret sauce for standing out amongst the bigs…and so much more. About Rayna Lesser Hannaway:Rayna heads the Small Company Growth Team, is the lead Portfolio Manager of Polen Capital's U.S. Small Company Growth and U.S. SMID Company Growth strategies, and is co-portfolio Manager of Polen Capital's Global SMID Company Growth strategy. Prior to joining Polen Capital in 2017, Rayna spent nine years in portfolio management and two years as a Research Analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Rayna received a B.A. in Economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Rayna is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing. In 2021, Rayna launched Polen's WISE employee resource group to support and promote an inclusive and supportive culture for women and their allies across the asset management industry. Rayna is currently a member of the Board of Directors at Big Brothers Big Sisters of Massachusetts Bay and the Board Chair at RAW Artworks.Rayna holds a bachelor's degree in economics (summa cum laude) from Barnard College, Columbia University. In her free time, Rayna enjoys skiing, hiking, yoga, volunteering in her community, traveling, and spending time with her family. Resources Mentioned in This Episode: Song: U2 - Beautiful Day Books: Start with Why by Simon Sinek, How to Know a Person by David Brooks, Living with a SEAL by Jesse Itzler - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Paul Tice has 40 years of experience on Wall Street managing money with a focus on the energy sector. He has worked for many of the largest firms in the world, including Blackrock. He now teaches finance at the Stern School at NYU. Tice explains exactly how ESG will tank global financial markets by destroying the energy sector on which all economics depends. He identifies the motive behind these policies driving politicians as the lust for power. He further identifies the motive for business CEOs: cowardice. Tice destroys the allegedly scientific arguments that fossil fuels are causing global warming and exposes the harrowing effects of the policies that are based on such flawed arguments. See omnystudio.com/listener for privacy information.

Combine your commitment to intentional living and pioneering investment strategies with ESG investing. Matt unpacks the current state of ESG investing, the rise and challenges of ESG metrics, the impact of market shifts, and the political and regulatory challenges that have shaped its evolution. This episode explores how to utilize ESG data effectively to align investment strategies with your values. Learn about the impact of ESG on both risk management and long-term performance, and strategies for incorporating ESG principles into your investment approach to make a positive impact. And don't forget to subscribe!  

This Day in Legal History: Vermont Abolishes SlaveryOn July 8, 1777, Vermont made history by becoming the first state to abolish slavery through the formal adoption of its new state constitution. This landmark event occurred during the American Revolutionary War, reflecting the evolving values of liberty and human rights among the colonists. Vermont's constitution, drafted in Windsor, boldly declared that all men are born equally free and independent, explicitly prohibiting slavery. This was a pioneering move, as the nation itself was still grappling with the institution of slavery, which would not be federally abolished until the 13th Amendment in 1865. The framers of Vermont's constitution were influenced by Enlightenment ideals and a commitment to individual freedom. Their decision set a precedent and provided a moral compass for other states and the future United States. Vermont's abolition of slavery marked an early and significant step toward the broader movement for abolition and civil rights in America. This moment in legal history underscores the state's progressive stance and its contribution to the fight for human dignity and equality.Boeing has agreed to plead guilty to criminal fraud conspiracy and pay a $243.6 million fine to settle a U.S. Justice Department investigation into two fatal 737 MAX crashes in Indonesia and Ethiopia that killed 346 people. This plea deal, pending judicial approval, marks Boeing as a convicted felon. The settlement has faced criticism from victims' families who demand a trial and stricter penalties. The guilty plea endangers Boeing's eligibility for government contracts but spares the company from a potentially damaging trial. The agreement also mandates Boeing to invest $455 million over three years to enhance safety and compliance, and imposes an independent monitor to oversee these efforts. Additionally, Boeing's board will meet with the victims' families. The DOJ's charges stem from Boeing's false statements to the FAA about the MCAS software linked to the crashes. The deal does not protect Boeing from future investigations or shield its executives. The court will finalize the plea agreement by July 19.Boeing's criminal fraud conspiracy charge revolves around their false representations to the FAA regarding the MCAS software, designed to push the airplane's nose down under specific conditions. This misrepresentation significantly contributed to the crashes, highlighting a grave breach of regulatory trust and aircraft safety protocols.Boeing to plead guilty to fraud in US probe of fatal 737 MAX crashes | ReutersA lawsuit challenging a Biden administration rule that permits socially conscious investing by employee retirement plans will be a significant test for how courts review federal regulations after a recent Supreme Court decision. The New Orleans-based 5th U.S. Circuit Court of Appeals will hear the case brought by 25 Republican-led states against the U.S. Department of Labor's 2022 rule, which allows 401(k) and other plans to use environmental, social, and corporate governance (ESG) factors as tiebreakers in investment decisions. U.S. District Judge Matthew Kacsmaryk initially upheld the rule based on the Chevron deference doctrine, which the Supreme Court has since overturned, now requiring courts to independently assess agency rules. This change is expected to impact various government regulations.The core issue is whether the 1974 Employee Retirement Income Security Act permits considering non-financial factors in investment decisions. Critics argue that such factors threaten workers' retirement savings. The 5th Circuit, known for its conservative stance, may nullify the rule even without Chevron deference. The outcome will set a precedent for future challenges to federal agency powers and regulations. The case highlights the ongoing debate over the scope of federal agency authority and the influence of judicial interpretation on regulatory policies.Republican challenge to ESG investing rule could showcase risk to US agency powers | ReutersTesla shareholders will appear in court to contest a record-breaking $7 billion legal fee request linked to CEO Elon Musk's $56 billion pay package. This fee, sought by investor Richard Tornetta and his legal team after winning a lawsuit that voided Musk's 2018 stock option pay package, has been called "outlandish" by many Tesla shareholders. Tornetta's attorneys argue they are entitled to 11% of the value returned to Tesla, approximately 266 million shares worth about $67 billion, asserting that this percentage is modest by Delaware legal standards. They seek payment in Tesla shares, equating to $370,000 per hour worked.Tesla and its shareholders argue that the fee is disproportionate and unprecedented, vastly exceeding the current highest shareholder litigation fee of $688 million from an Enron class action. Tesla contends that the fee should be as low as $13.6 million, especially since shareholders recently ratified Musk's pay package, nullifying the supposed benefit of Tornetta's legal victory. The case will be heard by Chancellor Kathaleen McCormick, with a decision expected to take weeks or months. This ruling could set a significant precedent for future shareholder litigation fees.Tesla investors to urge judge to reject record $7 bln legal fee in Musk pay case | ReutersClosing arguments in the corruption trial of Senator Bob Menendez are set to begin after more than seven weeks of testimony. Federal prosecutors allege that Menendez accepted bribes, including cash, gold bars, and payments for mortgages and cars, in exchange for aiding Egypt in securing U.S. military assistance and helping New Jersey businessmen with their legal and business interests. Evidence presented included gold bars and $480,000 in cash found at Menendez's home. Menendez, who has pleaded not guilty to 16 charges including bribery and fraud, is accused of using his wife, Nadine Menendez, as an intermediary for the bribes. Nadine Menendez, also pleading not guilty, will face trial separately in August. The case has significantly impacted Menendez's political career, leading to his resignation as chair of the Senate Foreign Relations Committee. Despite running for re-election as an independent, his chances are slim.Key testimonies included statements from two New Jersey prosecutors and insurance broker Jose Uribe, who claimed to have bribed Menendez. Uribe testified that Menendez acknowledged helping him avoid state probes. Menendez's defense argued the cash and gold found were related to his wife's activities and their cultural background, citing Menendez's Cuban heritage as a reason for keeping cash at home. Menendez declined to testify. Closing arguments from prosecutors will start in the early afternoon and are expected to continue into Tuesday, followed by the defense's closing arguments.Senator Menendez's corruption trial heads to closing arguments | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

This week, let's chat about how to make your money work for both you and the world. From environmental sustainability to gender equality, learn how to screen out harmful companies and support those actively solving societal issues. Let's also talk about how to leverage your shareholder voice to drive positive change. Tune in for actionable tips on making your investments a force for good while still keeping an eye on returns.Links from today's episode:Sustainable Investing: An ESG Starter Kit for Everyday Investors by Kylelane Purcell and Ben Vivarihttps://www.businessexpertpress.com/books/sustainable-investing-an-esg-starter-kit-for-everyday-investors/ ICYMI another episode you might enjoy:Episode#124 What to ask a financial planner if you want them to consider your societal valuesConnect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Easy Ways to Support the Show1. Send this episode to someone you know! Word of mouth is how podcasts grow!2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets 3. Leave a 5 star rating and review for the show!//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//Support the Show.

Dr. Wayne Winegarden, Senior Fellow in Business and Economics at the Pacific Research Institute, explains why the claims of ESG investing advantage turned out to be based on an illusion, which reversed itself when energy companies began to outperform tech stocks. He also points out that ESG when applied as an investment methodology increases fees and decreases returns. Dr. Winegarden warns that a crisis in state pension and health insurance plans is virtually inevitable and how red states are likely going to be forced to bailout blue states. See omnystudio.com/listener for privacy information.

My guest this week is Ben Gordon, the CEO of Fractal. At Fractal, Ben runs a unique strategy, providing farmers with equity capital and investors exposure to a differentiated and uncorrelated asset class. Ben starts by making the case for investing in farmland and explaining why institutional ownership remains low in the category. We then dive into Fractal's business model, what a typical deal looks like and where they fit in the agricultural capital stack. If you're interested in this topic, I also recommend listening to our earlier episode called “Harvesting Alpha through Farmland.” Please enjoy this episode with Ben Gordon. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:53) The Appeal of Farmland Investments (00:04:23) Challenges and Opportunities in Farmland (00:10:22) Fractal's Unique Business Model (00:15:58) Investor Insights and Tax Benefits (00:21:48) The Impact of Technology on Agriculture (00:23:50) Farmland and ESG Investing (00:26:23) Fractal's Vision and Strategy (00:28:11) Scaling and Risk Management in Farmland Investments (00:33:17) Historical Performance and Market Dynamics (00:43:27) The Future of The Market for Farmland  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Main Street Matters, Elaine Parker interviews Andy Mangione, the Senior Vice President of the Association of Mature American Citizens (AMAC), about the Biden administration's Medicare cuts and AMAC's initiatives. They discuss the mission of AMAC, which is to provide a conservative alternative for seniors and advocate for their interests. They also talk about the importance of issues like ESG investing, CRT, and transgender issues to AMAC's members. They highlight the power of citizen advocacy and the success of AMAC's campaigns in holding corporations accountable. They also discuss the hostility of the Biden administration towards Medicare Advantage and the broader goal of moving towards a government-run healthcare system. They emphasize the need for engagement, education, and proactive decision-making when it comes to healthcare. Main Street Matters is part of the Salem Podcast Network - new episodes debut every Wednesday & Friday. For more visit JobCreatorsNetwork.comSee omnystudio.com/listener for privacy information.

Around one in six (18%) people in Australia live with a disability – around 4.4 million people – and roughly 90% of those have ‘invisible' or ‘hidden' disabilities.Australians living with a disability have so much to offer organisations. From longer employee retention and fewer workers' compensation claims to better leadership styles, disability inclusion has emerged as the missing puzzle piece in DEI and ESG investing.Yet, people with disabilities are employed at a rate 30% lower than the general population. So why are so many organisations so slow in engaging disability in their operations and culture?On this episode of The Greener Way, senior journalist and host Rose Mary Petrass chats with Corene Strauss, CEO of the Australian Disability Network and former CEO of Special Olympics Australia, about why inclusion matters – both for responsible investors, and the bottom line.

Europe's largest oil and gas company Shell was accused in an investigative report from Greenpeace Canada of selling millions of carbon credits tied to CO2 removal that never took place.Let's look at what Shell did, how carbon offsets work, and how environmentally beneficial they actually are.Patrick's Books:Statistics For The Trading Floor:  https://amzn.to/3eerLA0Derivatives For The Trading Floor:  https://amzn.to/3cjsyPFCorporate Finance:  https://amzn.to/3fn3rvCPatreon Page: https://www.patreon.com/PatrickBoyleOnFinanceBuy Me a Coffee: https://buymeacoffee.com/patrickboyleVisit our website: www.onfinance.orgFollow Patrick on Twitter Here: https://twitter.com/PatrickEBoylePatrick Boyle on YouTube Support the Show.

Listeners love our question and and snswer episode, so here a special Monday Q&A featuring Tom and Roxyu Butner answer your written questions: Is a Total World Stock Market Index Fund Enough? Should You Pay Off a Low-Interest Mortgage Early? What do we think of the Geiten Clinger Withdrawal Strategy? Is Vanguard Advisor Services Worthwhile? What has happened to ESG Investing? Learn more about your ad choices. Visit megaphone.fm/adchoices

IS ESG INVESTING A SOCIALIST PLOT TO DESTROY CAPITALISM? My guest at 1 says yes and he should know. Paul Tice has spent 40 years on Wall Street and his new book THE RACE TO ZERO: How ESG Investing Will Crater the Global Financial System makes the case. You can read a review from the Wall Street Journal here and buy the book here.

The world of finance has proven that it has the power to drive the global decarbonization effort and advance interest in ESG investments. ⁤⁤Learn how this is happening with one of the architects of the Green Bond Principles. ⁤⁤Today's guest is Marilyn Ceci, a titan in the world of sustainable finance. ⁤She started in interest rate sales at JP Morgan, making her way to Head of ESG Debt Capital Market, and is now the Managing Director and Senior Advisor to the Center for Carbon Transition. ⁤⁤With over three decades of experience, Marilyn spearheaded ESG debt capital market growth and co-authored the Green Bond Principles, a cornerstone in the development of the green bond market worldwide. She also steered JP Morgan to become the #1 Global Sustainable Bond Underwriter multiple years in a row.⁤Marilyn is a major force in driving the global sustainability agenda forward, earning her several awards and recognitions such as Wall Street's Green Bond Warrior by Reuters and GlobalCapital's Top Most Impressive Green/SRI Investment Banker. ⁤In this episode, I dig into the origins of the Green Bond Principles and their evolution. ⁤⁤Marilyn also shares how green bonds differ from traditional bonds, the role of bonds and fixed income in driving long-term ESG impact, and more. ⁤⁤Join me in this powerful discussion on the transformative power of green bonds and how Marilyn's work contributes to sustainably financing the carbon transition. —Show notes: {link}—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. —Connect with SRI360°: Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE. Follow SRI360° on X.Follow SRI360° on FACEBOOK.—Key Takeaways:Intro (00:00)Meet Marilyn Ceci (02:31)An overview of JP Morgan and their ESG debt strategy (07:48)From interest rate sales to kickstarting the green bond market (12:07)Incentives for issuing a green bond vs. a traditional bond & examples (23:36)Insights on co-authoring the green bond principles & their evolution (29:50)The role of bonds and fixed income in driving long-term ESG impact (39:25)Supporting biodiversity, stakeholder engagement, & greenwashing (45:18)Marilyn's take on the new European green bond regulation (51:27)Marilyn's role at JP Morgan's Center for Carbon Transition (55:14)The future of fossil fuel-related projects at JP Morgan (01:03:24)Experience with teaching at Duke University (01:04:58)Rapid fire questions (01:06:48)—Additional Resources:JP Morgan's Center for Carbon TransitionJP Morgan's Carbon Compass OverviewJP Morgan's Carbon Compass MethodologyJP Morgan's 2023 Climate ReportPlanet Tracker Green Washing Report Connect with Marilyn Ceci on

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast, Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how challenges at Boeing will impact the U.S airline market going forward. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses her outlook for ESG ETFs in 2024. Brody Ford, Bloomberg Tech Reporter, discusses Oracle earnings. Gautam Naik, Bloomberg Senior Editor covering ESG Investing, discusses his Big Take story “How a Physics Whiz Made a Fortune Betting on Nature's Catastrophe's.”Hosts: Alix Steel and Jennifer RyanThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple's iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg's flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Daniel Flatley, Bloomberg National Security Reporter, discusses the U.S House passing a bill that would force TikTok's sale or ban it. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss where ad dollars would go if TikTok is banned. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Donald Trump scoring a partial victory in battling his Georgia prosecution for attempting to overturn the 2020 presidential election. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, joins to discuss the latest on the markets. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to preview Lennar earnings. Guatam Nalik, Bloomberg Senior Editor, ESG Investing, discusses his Big Take column: “How a Physics Whiz Made a Killing Betting on Nature's Catastrophes.”Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

Investing with Taylor at www.investwithtaylor.com Manage your properties with Stessa: https://stessa.sjv.io/c/2425882/1152983/14113 In this episode, Taylor interviews Aundre Oldacre, the managing partner at Aora Development, about sustainable development and its impact on the real estate industry. They discuss the challenges and opportunities of implementing sustainable practices, the role of incentive programs in offsetting development costs, and the importance of evaluating properties based on their sustainability ratings. Aundre shares insights into replacing gas boilers with sustainable alternatives and navigating regulatory red tape. The conversation also touches on the impact of high interest rates and the changing market dynamics in New York City. Overall, the episode provides valuable information for investors interested in sustainable development. Takeaways Incentive programs can help offset the costs of implementing sustainable practices, but they may not cover the entire expense, leading to upward pressure on rents. Replacing gas boilers with sustainable alternatives, such as electric boilers or heat pumps, is a key aspect of sustainable development. Properties with a sub one Debt Service Coverage Ratio (DSCR) may initially have insufficient net operating income to cover mortgage costs, but strategic cost-cutting measures can improve the financial position. Evaluating properties based on their sustainability ratings can help identify potential red flags or opportunities for improvement. Rent-regulated properties may present additional challenges and considerations in terms of sustainability and investment potential. Sellers may need to adjust pricing to account for the end of tax abatements, and buyers must carefully evaluate the risks associated with these properties. Regulatory red tape, such as permitting issues and electrical service limitations, can pose challenges when making sustainable updates to properties. The timeframe for completing sustainability updates can vary depending on the scope of work and regulatory requirements. There are resources available for individuals interested in learning more about sustainable development and building their skill set in this area.

Have you ever thought about investing with a conscience? Maybe based for environmental, social, or governmental (ESG) reasons?  In this show, Justin Harvey CFP and Dr. Jimmy Turner discuss the merit and pitfalls of ESG investing.  Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher's Guide to Personal Finance?  Visit https://moneymeetsmedicine.com  References: https://hbr.org/2022/08/esg-investing-isnt-designed-to-save-the-planet Alex Edmunds reference: https://www.youtube.com/watch?v=FkAecFr6aRo

#BESTOF2021: Environmental, Social and Governance (ESG)  investing  is the new new on Wall Street. @RichardAEpstein. @HooverInst https://www.hoover.org/research/creeping-coercion-under-stakeholder-banner 1941 TIMES SQUARE

#Bestof2022: 1/2:  #Climate: The limits of ESG investing; & What is to be done? Terry Anderson, Hoover Institution senior Fellow. (Originally posted June 14, 2022) https://www.ft.com/content/30dd4235-ab6a-4717-9764-7a08c1173dcf Terry Anderson, @HooverInst, Hoover Institution  senior Fellow; founder and past president,  PERC, The Property and Environment Research Center, Montana 1940 Detroit

#Bestof2022: 2/2:  #Climate: The limits of ESG investing; & What is to be done? Terry Anderson, Hoover Institution senior Fellow. (Originally posted June 14, 2022) https://www.ft.com/content/30dd4235-ab6a-4717-9764-7a08c1173dcf Terry Anderson, @HooverInst, Hoover Institution  senior Fellow; founder and past president,  PERC, The Property and Environment Research Center, Montana 1942 Detroit

Sallie Krawcheck, CEO and co-founder of Ellevest, is a Wall Street trailblazer with more than 25 years in the financial services industry. Sallie has led Merrill Lynch, Smith Barney, and Citi Private as CEO. She's been named “The Last Honest Analyst” by Fortune and one of the “Most Influential People in ESG Investing” by Barron's. She joins the show to discuss her career, what it was really like being a woman on Wall Street, how she stood out and achieved success and why she doesn't have time for imposter syndrome. We explore the gender pay and wealth gap, why women and men's attitudes are different around money, how to change limiting financial beliefs and how to build wealth. Sallie explains how to allocate money from paying off debt, to saving, to investing and so much more. Please note that this episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode.Sponsors:Go to SundaysForDogs.com/blonde or use the code BLONDE at checkout for 35% off your first order of Sundays.AG1 is giving you a FREE 1 year supply of Vitamin D and 5 FREE travel packs with your purchase. Head to drinkAG1.com/blondefiles to redeem. Get 20% off your first purchase of Vegamour at vegamour.com/blonde and use the code blonde at checkout. New customers get $5 off Lume's Starter Pack with the code BLONDE at LumeDeoderant.comListen to Better Tomorrow every Wednesday wherever you get your podcasts!Produced by Dear Media.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Photo: No known restrictions on publication. @Batchelorshow 1898 RCMP NWT #Bestof2022: 2/2:  The limits of #ESG investing; & What is to be done? Terry Anderson, Hoover Institution Senior Fellow @HooverInst https://www.ft.com/content/30dd4235-ab6a-4717-9764-7a08c1173dcf

Photo: No known restrictions on publication. @Batchelorshow 1904 RCMP NWT #Bestof2022: 1/2:  The limits of #ESG investing; & What is to be done? Terry Anderson, Hoover Institution Senior Fellow @HooverInst https://www.ft.com/content/30dd4235-ab6a-4717-9764-7a08c1173dcf

Photo: No known restrictions on publication. @Batchelorshow BURMA 1/2: GRADUAL FALL FROM FAVOR:  #Climate: The limits of ESG investing; & What is to be done? Terry Anderson, Hoover Institution senior Fellow  (ORIGINALLY POSTED JUNE, 14, 2022) https://www.ft.com/content/30dd4235-ab6a-4717-9764-7a08c1173dcf Terry Anderson, @HooverInst, Hoover Institution  senior Fellow; founder and past president,  PERC, The Property and Environment Research Center, Montana