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Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India's prolific two-wheelers and building out its urban metro networks look set to boost demand, Manish Bishnoi, Portfolio Manager for Asian environmental strategies at Impax Asset Management, tells Chief Market Strategist Daniel Morris. Equally, the rise of AI and the resulting structural change of power market dynamics will be felt across Asia.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.
“If you're sitting on a board, you're a member of the executive leadership team…You need to make sure you're stepping back and understanding geopolitical risk, social, cultural risk, legal, regulatory, risk, activism. What are the activists looking at?... Who are the key stakeholders that you need to be aware of so that you can make sure that you are tracking those risk areas and, and their relevance to your company and how you need to be responding to those…You want to be proactive. “ Tara Giunta on Electric Ladies Podcast You might have heard about the Securities and Exchange Commission's final climate risk disclosure rules. All that destruction you see in the news from hurricanes, tornadoes, wildfires, floods and droughts has real financial implications – that's why investors have been demanding the SEC require better reporting on climate risk. What do they really mean? Listen to Tara Giunta, Global Co-Chair of ESG & Sustainable Finance Practice at mega law firm Paul Hastings to find out, in simple English, in this fascinating discussion with Electric Ladies Podcast host Joan Michelson. They also share insightful career advice. You'll hear about: What exactly do the SEC climate risk disclosure rules require companies to disclose? What companies nationally are affected by the new California climate risk disclosure laws? What impact will the legal challenges really have on the SEC rules and California laws? How should senior management teams and boards of directors prepare and respond to them? Plus, insightful career advice, such as… “You need to be looking 360 in terms of industry, what's developing, what's coming down the pike from a technology standpoint, from a risk standpoint. You should be educating yourself constantly and stretching yourself to go into a new area. Don't just be content to sit and do the same thing….Push yourself to do something a little different, stretch…because that broadens you as a professional, first of all. It's just so much more interesting than doing the same thing every day. But, it also makes you a better professional… because you are seeing things that the other people who are just doing the same old, same old, aren't necessarily seeing.” Tara Giunta on Electric Ladies Podcast Read Joan's Forbes articles here. You'll also like these episodes: (some may be recorded under our previous name, Green Connections Radio) Kristen Sullivan, Deloitte Audit Partner leading their Sustainability Practice, on the SEC climate risk disclosure rules. Kristina Wyatt, who led the SEC Task Force developing its climate risk disclosure rules, now Chief Sustainability Officer and Deputy General Counsel at Persefoni software firm. Jean Case, Co-Founder of the Case Foundation and Chair of the board of the National Geographic Society, on impact investing and SEC climate risk disclosure rules. Julie Gorte, SVP of Impax Asset Management and veteran ESG investment advisor, on the SEC climate rules. Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson
In this episode of SustainabilityTalks, we hear the investor's perspective. The conversation revolves around how corporate governance reforms and various market developments around Asia are driving corporate value and investment returns, as well as around some of the exciting investment opportunities currently in focus for Impax Asset Management, the world's largest dedicated impact and transition focused investor. Listen as Natalya Oram, Director, Global Sustainability Solutions, Market & Securities Services, HSBC discusses the history of Impax and how it started, as well as the direction of travel for investors as the world transitions to a low carbon economy, with Nana Li, Head of Sustainability & Stewardship, Asia-Pacific, Impax Asset Management. Hosted on Acast. See acast.com/privacy for more information.
In this episode, host Kimberley Dondo chats with Fotis Chatzimichalakis of Impax Asset Management about shifts in sustainable investing, Impax's strategy updates, and future predictions. Gain insights on advisor support and emerging market trends. Listen now:
Technology's role in decarbonization is evolving, with many developments still in the making. In this episode of the ESG Currents podcast, Shaheen Contractor, Bloomberg Intelligence's senior ESG analyst, interviews Daniel Hanna, head of Sustainable Finance at Barclays, Kelly Becker, president of Schneider Electric UK & Ireland, Mikkel Bülow-Lehnsby, co-founder and chairman of Urban Partners and Chris Dodwell, global head of Policy & Advocacy at Impax Asset Management, at the Bloomberg Sustainable Business Summit in London. They discuss how climate tech can be deployed and the risks and opportunities ahead. See omnystudio.com/listener for privacy information.
Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers of these weight loss pills. Get the full picture and what it means for food sector investing from Agne Rackauskaite, Portfolio Manager at Impax Asset Management, on this Talking Heads podcast with Daniel Morris, Chief Market Strategist.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.
1. Why everyone should care about and be invested in energy and the progression of the energy industry 2. How the energy transition may fundamentally change the industry and how this intersects with finance 3. The ways in which interest in the sustainable finance space has increased exponentially in the past decade 4. How communities will interact with new forms of clean energy being deployed and what the future holds for this form of progression
In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that has been marked by innovation and a steady performance.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am
Founded in 1998, Impax Asset Management is a pioneer in investing in the transition to a more sustainable economy. On this episode of the ESG Currents podcast, Ian Simm, Impax's Founder and CEO, joins Eric Kane, Bloomberg Intelligence's director of ESG research, to discuss the evolution of the ESG space, single vs. double materiality, net zero vs. net-zero aligned, the complexity of biodiversity, why “green is not black and white” and much more. This episode was recorded on Feb. 12.See omnystudio.com/listener for privacy information.
Jay Jacobs, U.S. Head of Thematic and Active Equity ETFs at BlackRock, says in The Big Interview that artificial intelligence will move from the early stage where people are investing because they love the concept into its commercialization phase where investors are attracted by the profits as they see new technologies emerge and start to take hold in 2024. Among his other investment themes for the year ahead, medical innovation, which he also expects to be helped along by the use of AI. Also on the show, Tom Lydon, vice chairman at VettaFi looks at what's glittering now with his ETF of the Week, Will Hansen of the Plan Sponsor Council of America discusses the group's 66th Annual Survey of Profit Sharing and 401(k) Plans, which shows that Americans' have cut back on savings with the end of pandemic-driven stimulus dollars, and Amber Fairbanks of Impax Asset Management -- co-manager of the firm's new Global Social Leaders fund -- talks stocks in the Market Call.
As elsewhere, in Asia the environmental challenges created by climate change is driving a search for new ways of living and doing business. Listen to this Talking Heads podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am
How can investors invest in listed equities benefiting from the transition to a more sustainable economy? On this Talking Heads podcast, Andy Craig, Co-head of the Investment Insight Centre, talks to Hubert Aarts, Deputy Chief Investment Officer for listed equities and Senior Portfolio Manager at Impax Asset Management, about the outlook and the opportunities in areas from renewable energy, environmentally friendly buildings and green transportation to sustainable housing and offices. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am
In this episode of ESG in 10, Charlotte is joined by Moana Nottage, Alphinity Investment Management, and Nana Li, Impax Asset Management, to share insights from the PRI in person conference held in Tokyo in October, and discuss the emerging themes that are the focus of investors globally.
The IJGlobal podcast is on its travels again, this time in New York at its REFF Wall Street conference run in partnership with Power Finance & Risk.IJGlobal editorial director Angus Leslie Melville collared keynote speaker Charles Donovan as he left the stage to record this latest episode of Infra Dig that focuses on the renewable energy scene in the US.Charles is professor of practice in the department of finance and business economics at the University of Washington and senior economic adviser to Impax Asset Management.He was previously professor of practice at Imperial College London, executive director at the Centre for Climate Finance and Investment at Imperial College Business School, and academic director of Imperial's MSc in Climate Change, Management and Finance.Prior to academia, he was head of structuring and valuation for global power at BP and part of the strategy team that launched BP Alternative Energy with an $8 billion funding commitment.He served in the US government as an energy policy analyst at the Environmental Protection Agency and is editor and co-author of Renewable Energy Finance: Powering the Future, which is now in its second edition.
Jeff Chamberlain, CEO at Volta, joins to discuss EV battery development, energy technologies, storage, and investments, and the historic shift in energy that he believes is on the horizon. Danielle DiMartino Booth, Chief Strategist and CEO at QI Research, joins to preview Jay Powell's presser on Fed Day. Joanna Gallegos, co-founder of BondBloxx, discusses ETF flows and investing strategies. Kyle Kazan CEO at Glass House (OTC: GLASF), joins to talk the marijuana industry and his company. Selma Hepp, Chief Economist at CoreLogic, discusses recent real estate data and outlook for the housing market. Ian Simm, CEO at Impax Asset Management, joins to discuss how record heat is affecting physical asset and which sectors and companies that are most at risk. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
The world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy? If we don't get the transition right, could it worsen future inflation hurdles? With a career spanning over 25 years in sustainability, Kirsteen Morrison, Portfolio Manager at Impax Asset Management, joins the podcast to share her insights on how the current inflationary environment will impact the transition to a sustainable economy and what the failure to act on climate change may mean for the inflationary environment in the future.
Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins us to preview Netflix earnings, talk Disney's strategy and outlook under Bob Iger, Paramount's Mission Impossible miss, and the Hollywood strike's impact on TV, streaming, and movies. Bloomberg Washington correspondent Annmarie Hordern sits down with Treasury Secretary Janet Yellen for an exclusive interview from the G20 summit in India. Enda Curran, global economy reporter with Bloomberg News, joins to discuss Annmarie Hordern's exclusive interview with Janet Yellen and China eco data from last night. Julie Gorte, Senior VP for Sustainable Investing at Impax Asset Management, joins to discuss how record heat is affecting physical asset and which sectors and companies that are most at risk. Julie Swinehart, Chief Future Officer at Fenway Sports Group, discusses initiatives for FSG, women leadership, outlook for the sports industry and baseball. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
The U.S. president of the firm, who's retiring after this year, tells Investing IN Change where sustainable investing is headed and what's going on with the political divide on a seemingly apolitical subject. Plus, Paul and Emile get into the details of the first lawsuit over ESG use in a 401(k) plan.Related Article: Impax North America president Keefe to retireGuest Bio:Joe Keefe is president of Impax Asset Management. Based in the Portsmouth office, he is responsible for distribution of Impax's full capabilities across North America.
Investing In Companies For Social Impact - Meredith Shields, Citi Impact Fund “We have an allocated pool of capital that we are investing in early stage startups that are solving some of the world's most critical challenges. And…we care just as much about the financial success of the company as we do the impact that that company is going to make on the world. When I say impact… we think about that in two parts. One, who is running this company? Can we deploy more capital into diverse founders, meaning women, people of color, who have traditionally not received the investment capital that's warranted? And the other impact lens that we take is what we would define as ‘thematic impact,' which means, what social problems are we solving?...And again, we care about that just as much, if not more than the financial return.” Meredith Shields on Electric Ladies Podcast To solve the climate and equity crises, we need funders who are willing to back innovative – aka risky – ventures by people who come from different backgrounds with different perspectives. Some big companies are stepping up with venture funds and the like. One of them is Citi Impact Fund, which provides capital for early stage companies by a range of traditionally underserved founders whose companies are seeking to make a positive social impact. Listen to the head of that Fund, Meredith Shields, explain how they work and what they invest in – and much more – on Electric Ladies Podcast in this value-packed interview with host Joan Michelson. You'll hear: How Citi Impact Fund defines “impact” – and how it fits in their focus. Tips for what to look for in investors for your entity – and why What impact she thinks the SEC's new climate risk disclosure rules mean. What makes up the best board of directors to maximize today's marketplace. Plus, insightful career advice, such as… “My advice is to get really clear about what you're good at and what your functional skillset is, and what your managerial and or leadership skillset is. And then if you want to make a difference, think about where that's needed….As the world has changed and as this notion of impact has changed, there've become more opportunities to use my skillset in different ways, like many different ways that didn't exist previously. But I think you have to be open to that as a concept. And so just again, getting really clear on what are you good at and is that portable? And many, many things are in lots of different arenas.” Meredith Shields on Electric Ladies Podcast Read Joan's Forbes articles here too. You'll also like (some may have been recorded under our previous name, Green Connections Radio): Jean Case, CEO of the Case Foundation, Chair of the National Geographic Society board, on ESG and Impact investing Kristina Wyatt, Chief Sustainability Officer & Deputy General Counsel, Persefoni and former leader of the SEC task force developing the Climate Risk Disclosure rules. Helle Bank Jorgenson, CEO of Competent Boards, on ESG and boards of directors. Shelly Porges, Managing Partner & Cofounder, Beyond the Billion, driving investments in women-founded companies. Julie Gorte, SVP, Sustainable Investing, IMPAX Asset Management on the SEC's proposed climate rules Michele Wucker, author of “You Are What You Risk: The New Art & Science to Navigating an Uncertain World.” Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson
“The impact investing we focused on, and tried to bring tools and resources together for, really represents areas of investing where you're looking for both a financial return and a social return through the investments that you make. So, it's really that simple. It's asking the question of, ‘is there some kind of social return that's exceptional or different in this investment versus the normal investments I would make?'…I like to remind everyone that every investment has impact. The question is what impact does it have?” Jean Case on Electric Ladies Podcast Impact and ESG (environment, social, governance) investing are often confused, and yet today, especially as the Securities and Exchange Commission finalizes its climate risk disclosure rules, the investment community is paying a lot more attention to the impact of investment decisions on the environment and all stakeholders. One of the people who has been at the forefront of using investment funding to make a positive impact is Jean Case, CEO of the Case Foundation, chair of the National Geographic Society board, author of the best-selling book, “Be Fearless,” and former SVP of AOL. Listen to Jean Case on Electric Ladies Podcast help us make sense of these strategies in this engaging interview with host Joan Michelson. You'll hear: How she and the Case Foundation see the differences in impact investing vs. ESG investing. How ESG investing is really about minimizing risk as well as maximizing return, and why climate risk is financial. What impact she thinks the SEC's new climate risk disclosure rules will have. What the boards of directors of the future will do and how they will need to adapt structurally to a changing economy and marketplace Plus, insightful career advice, such as… “Ladies, you need to own it….And by owning it, I mean, bring confidence that you've got what it takes. Own things that will make you a more profitable, build wealth for yourself, own that.…it's hard for a lot of us to do the things that we think we naturally can't be good at….(but) You can be trained, you can learn into almost anything. I see so many really capable, smart, awesome women and they just really need to own that.” Jean Case on Electric Ladies Podcast Read Joan's Forbes articles here too. You'll also like (some may have been recorded under our previous name, Green Connections Radio): Kristina Wyatt, Chief Sustainability Officer & Deputy General Counsel, Persefoni and former leader of the SEC task force developing the Climate Risk Disclosure rules. Julie Gorte, SVP, Sustainable Investing, IMPAX Asset Management on the SEC's proposed climate rules Helle Bank Jorgenson, CEO of Competent Boards, on ESG and boards of directors. Natalie Jaresko, former Finance Minister of Ukraine, on the hidden power of ESG Michele Wucker, author of “You Are What You Risk: The New Art & Science to Navigating an Uncertain World.” Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson
In this episode, Investment Analyst, Darragh Kennelly talks to Hubert Aarts and Shahbano Soomro of Impax Asset Management about the US Inflation Reduction Act. They explore the key areas that the Bill focuses on and discuss its implications for companies across various industries.
Ian Simm, Founder and Chief Executive of Impax Asset Management, one of the world's leading investment managers dedicated to investing in the transition to a more sustainable economy joins todays episode to discuss biodiversity loss, deforestation and the natural world – how do these important risks and opportunities impact the investors? Impax Asset Management - Specialists in the Transition to a more Sustainable Economy (impaxam.com)
Fotis Chatzimichalakis, Portfolio Manager at Impax Asset Management joins Kimberley Dondo in the latest episode of In Conversation With. They discuss an overview of the UK's largest environmental trust and the challenges facing green trusts.
March is Women's History Month and to help kick it off, I'm thrilled to spotlight how gender lens investing helped spur enormous progress in diversity of leadership at public companies over the past decade. Launched nine years ago, the Impax Ellevate Global Women's Leadership Fund was the first mutual fund to focus on research and measurement of the advancement of women in the workforce at public companies around the world. The tangible results companies have experienced from engaging in this way create a virtuous circle that leads to greater leadership diversity and even better outcomes. The fund invests in many of the highest rated companies in the world. In Money Conscious Episode 14: The Impact of Gender Lens Investing and Women's Leadership Funds, my guest is Kelly Baldoni, Head of Global Women's Strategies at Impax Asset Management. Kelly has worked with the Impax Ellevate Global Women's Leadership Fund since its inception. We explore many key areas such as: How Kelly and the Impax Ellevate research team identify the top publicly traded gender leadership companies in the world, and how their proprietary scoring system has evolved over time. Diversity efforts businesses implement, measure, and report on often result in greater innovation, better communication, higher employee satisfaction, and better understanding of clients. Academic research shows that companies that have implemented successful diversity programs and processes demonstrate improved growth and financial performance. How gender lens strategies combined with a greater number of investors aligning their investments with their values increased progress toward diversity during the heights of the #MeToo, Time's Up, and Sheryl Sandberg's Lean In movements. What goes into making the Impax Elevate Global Women's Leadership Fund such a tremendous success, reaching over a billion dollars in assets in 2022. Guest: This episode's guest is Kelly Baldoni, Head of Global Women's Strategies at Impax Asset Management. Kelly also oversees national sales and marketing initiatives for the firm's gender lens strategies particularly the Impax Ellevate Global Women's Leadership Fund. She joined Impax Asset Management in 2014, the Fund' founding year. Kelly has honed and expanded the firm's practice management resources, which help financial advisors very effectively engage with and serve women investors as well as the next generation of clients. In addition, Kelly publishes articles in industry publications, and regularly presents at key industry conferences and events nationwide. Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we're passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. After you've listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you! Visit The Millstone Evans Group website for more information about the company.
Sky's business presenter is joined by the Chief Executive of Travelex to discuss their results after a tricky few years. Ian King finds out more about online wholesale marketplace Faire and discusses overseas investment in science and innovation with government minister George Freeman. He's also joined by Swedish tech entrepreneur, Konrad Bergström who's behind the electric boat company, X Shore.
New Ep is up! Another take on ESG investing, this time more of a European perspective. I was joined by Becky O'Connor, editor of and contributor to The ESG Investing Handbook: Insights and Developments In Environmental, Social & Governance Investment. Becky is head of pension and savings at interactive investor. She also co-founded the ethical sustainable personal finance website Good With Money in 2015. Additional support and contributions came from Abundance Investment, Baillie Gifford, Impax Asset Management, Carbon Tracker, Green Finance Institute, Global Returns Project, and Federated Hermes. The book is honest, pragmatic, educational, and inspirational. A lot of great work is being done. A lot of work still needs to be done. The work must start somewhere, and so do the vernacular and standards around ESG. Enjoy! Read more about Becky at interactive investor, follow her on Linkedin, Twitter, and buy the book anywhere books are sold, including here.
The investment management industry has the power to direct large amounts of capital into companies creating change. Yet, many social entrepreneurs are not familiar with this sector. Today's guest is Darren Johnson, Chief Operating Officer and a member of the Executive Committee at Impax Asset Management. In this episode, Darren speaks of his experience as a minority in a sector where only about 1 percent of asset managers are Black. Darren also shares how social enterprises can benefit from engaging with asset management organizations, and provides his advice for leaders looking to scale. -- Learn more about Spring Impact. Follow us on Twitter, LinkedIn, and Instagram.
Baringa's Climate & Sustainability trailblazers – a Financial Services podcast
We speak with Ian Simm, CEO and founder of IMPAX Asset Management, one of the first and largest asset managers focused on investment in the transition. In this episode, we talk about the pace of change, and how the noise around disclosures, classification systems and taxonomies is potentially getting in the way of driving sustainable outcomes.See omnystudio.com/listener for privacy information.
Joe Keefe, president of Impax Asset Management and the Pax World Funds, says that there are enough positives for the economy right now that he would bet against a hard landing and a protracted recession, although he acknowledges that wildcards like war in Ukraine, trade tensions with China, political issues and more to make him "barely optimistic" that a "soft-ish landing" lies ahead. Also on the show, David Trainer of New Constructs highlights Rivian Automotive as another "zombie stock," pushed to death's door by rising interest rates and higher borrowing costs that he expects can sink the company from here, and Eric Sterner, chief investment officer at Apollon Wealth Management, talks ETFs and stocks in the Market Call.
“The really important thing I think about this rule (from the SEC),” Dr Gorte explained, “is that if companies are going to be on the record as having a certain level of emissions, especially as climate change gets worse, there's going to be increasing scrutiny and pressure on them to reduce those emissions." Dr. Julie Gorte on Electric Ladies Podcast The Securities and Exchange Commission, the SEC, recently announced long-awaited proposed rules for how publicly-traded companies will need to report the risk to their businesses from climate change in their audited financial statements. This is a really big deal. What does it mean? “The SEC's statutory authority is to make sure that investors have the information they need to make informed, reasonable investment decisions,” Dr. Julie Gorte, Senior Vice President of Sustainable Investing at IMPAX Asset Management and a veteran ESG investment advisor, told me in an extensive interview about these new rules on Electric Ladies Podcast. ESG is environment, social and governance-focused investing, which is also a business strategy now. Listen to Julie Gorte explain what these proposed rules mean exactly and more in this fascinating conversation with Electric Ladies podcast host Joan Michelson. You'll hear: What ESG-focused investing is and how it can have an impact to address climate change. Why the SEC is taking action now and why it's proposing new disclosure rules. What companies will have to disclose going forward in their financial statements How we will be able to rely on them…and much more Plus, great career advice.... “The best career advice I ever got was when I was leaving academia when I had just about gotten my PhD and I had these two job offers… One of my professors said, Julie, you don't have to decide what you're gonna do for the rest of your life. You need to decide what you're gonna do next. And that just, it sounds so obvious, but it just absolutely liberated me. And so I took the path less trodden, to quote Robert Frost, and my entire career has turned out really well, but not because of a plan. The only the thing that I've always followed is what I wanted to do.” Dr. Julie Gorte on Electric Ladies Podcast Read Joan's Forbes article about the interview and the SEC climate rules here, and others on ESG & Ukraine here, on ESG actions here and on the new ESG economy here. You'll also want to listen to (some of these are under the name Green Connections Radio): Kathleen McQuiggan, Veteran ESG investment manager focused on supporting women's financial success. Gabrielle Rubenstein, Managing Partner and Founder, Manna Tree Partners, investors in food companies making our food supply more transparent and healthier. Kristen Sullivan, Deloitte Sustainability & Supply Chain practice, on companies “doing” ESG. Gillian Tett, Financial Times, from COP26, about what the new financial alliance means for a net zero economy. Michele Wucker, thought leaders and author of “You Are What You Risk: The New Art & Science to Navigating an Uncertain World.” Sandrine Dixson, Co-president of the Club of Rome (global leaders), on the new ESG economy. Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson and @electricgalspod
Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer's opinions. Carbon emissions have understandably been a key focus for attention to avoid or diminish the climate crisis. However, a wider lens is needed to sustainably service the food, water, housing, labor and transport needs of almost eight billion people. Biodiversity, adequate freshwater supplies and topsoil management are needed for food security; minerals for electric vehicles; and energy from sources such as nuclear and gas, given the intermittency of renewables. Put simply, a resource transition is needed, not simply an energy transition! To discuss, Nick White Global Strategic Research Director, Mercer is joined by our guest speakers from Impax Asset management. Chris Dodwell, Head of Policy and Advocacy, with over 25 years' public and private sector experience in climate change, sustainable energy and environmental policy and regulation and David Li , Senior Portfolio Manager who co-manages both the Asian Environmental Markets Strategy and Asian Opportunities Strategy. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser. Impax is a Manager rated by Mercer. Impax has not been paid by or received any compensation from Mercer for participating in this podcast. Please see Mercer's conflict of interest disclosure link in the Important Notices for additional information. Read our full important notices - click here
We are issuing this replay of Sally Bridgeland's podcast - Sally featured in the first series of The Fiftyfaces Podcast in August 2020. Sally Bridgeland needs no introduction in London institutional investing circles. Following a long career as an actuary, investment consultant and investor, culminating in a role of CEO at BP Pension Trustees for the 19 BN GBP BP pension fund, she has pivoted to an extensive portfolio career. Since 2014 she has held roles at Nest, USS, Lloyds Banking Group, Avida International, RAF Central Fund, Nesta, the Nuclear Liabilities Fund, the Local Pensions Partnership, Impax Asset Management and Royal London. Her portfolio is a very full one, but she still finds the time to commit to her passion for education in mathematics through the Royal Society and Loughborough University and is Honorary Group Captain in the Royal Air Force, No 601 Squadron. Our conversation discusses Sally's journey into investment, the role that learning maths had in her story, and her lifelong passion for ensuring that maths is taught effectively and in a way that conveys its beauty. We also discuss her investment beliefs and lessons learned through a career in consulting and then as an asset owner.
Joe Keefe, president of Impax Asset Management and the Pax World Funds, says that investors should be focused on good news about the economy, balancing out concerns with inflation and interest rates to come away expecting a pretty good year in 2022. Keefe doesn't expect the market to see the kind of high returns it has delivered this year, but he says the economy still has a lot of potential to grow to make the new year better than many expect. Among those not seeing great things ahead is Scott Crowe, chief investment officer at CenterSquare Investment Management, who says that Covid concerns, high inflation, the expectation of rising interest rates and more factors to lead to a 'mid-cycle slowdown.' Crowe also says of real estate markets that 'Office is the new retail,' meaning that demographic and other changes impacting the commercial real estate market are likely to be every bit as impactful on office space as the evolution of the Internet and at-home shopping has been on retail properties. Also on the show, Chuck answers more audience questions about U.S. savings Bonds, and expresses his appreciation for Sam Stewart, founder of the Wasatch Funds and former Money Life guest, who died last week.
It's Day 2 of COP26! James is joined in this episode by Mark Campanale, Founder of the Carbon Tracker Initiative and Chris Dodwell, Head of Policy and Advocacy at Impax Asset Management. They discuss the role of financial services in getting us to net zero, what the implications are, stewardship and how can this help the transition of the real economy, as well as what is needed from both businesses and government. Remember to like and subscribe to make sure you don't miss out on any of our other excellent COP26 series. To find out more about us you can follow us on twitter @UKSIF or have a look on our website: uksif.org
Capital markets will be shaped profoundly as the economy transitions from a depletive economic model to a more sustainable one. Such transitions will inevitably create winners and losers. Within Environmental Markets, a host of macroeconomic factors is driving growth for energy efficiency, renewable energy, water, waste/resource recovery, food, and agriculture related markets. For asset allocators, recognizing such opportunities and seeking higher quality companies with strong business models is key to delivering excess risk-adjusted returns. The next economy is sustainable. In the end, a portfolio that is able to capture emerging alpha opportunities will be the means to long term success. - David Li, Impax Asset Management. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum
There is clearly a lot of scepticism about the validity of ESG? So why is ESG happening, and exactly who cares about it?In this episode, we invited three thought leaders in the field of ESG and responsible investing to demystify the meaning and the significance of ESG.For example, does it really matter if you agree with it or not? It doesn't. Your clients however may feel differently, and if you're not talking to them about it, chances are they are going to talk to someone else about it. The whole idea of responsible investing has gotten distorted by virtue of it's own success. We have a straightforward discussion here around the three dimensions of ESG that DO matter, rather than entertain a debate about aspects that don't actually matter.Pat Posteraro, Portfolio Manager, at Desjardins Global Asset Management, Nicola Fritz, Portfolio Specialist, at London-based IMPAX Asset Management, and Deborah Debas, Specialist, Responsible Investment, Desjardins join us for a clear-eyed conversation about distinction and differences of an actively managed ESG strategy vs. the controversial index-based ESG strategies in the market.
In this fifth episode of the Climate Change podcast series, John Teahan, Portfolio Manager from RWC Partners, talks with Sean Maguire, Managing Director at Impax Asset Management about renewable energy in Europe and the opportunities for investors.
Darren Johnson is Chief Operating Officer in Listed Equities and Executive Director at Impax Asset Management, where he is responsible for Global Operations, including Portfolio Services, Technology, Change/Project Management and Client Onboarding. He previously worked in a series of accounting and operations roles. Our conversation starts with his upbringing in South London and why he was born with a “silver spoon in his mouth”. We talk about the unlikely role model that emerged for him even at a very young age and how that character sowed the seeds for a career in the corporate world. We turn then to his education and early career and reflect on the lack of empowerment that young professionals sometimes have and how this can deter engagement and motivation. We examine his career path, and the individuals who made it possible, as well as the choices made throughout that path. In particular we look at the evolution of the asset management firm of today, and how remote working has changed it as well as the changes yet to come, which may shape the power centers of asset managers. We also discuss the dramatic impact that ESG integration will have and the effect of regulation in this area. In our reflection section we look at how the investment industry and the practice of "mining for talent" can be compared to football (soccer) and the need to look outside the academy for talent. We reflect on the importance of making excellence a habit and the wisdom of The Four Agreements, which are: don't take things personally, don't make assumptions, always try your best and be impeccable with your word. Darren was the source for many guests on this podcast series as well as the Diverse Founders and VC series. He is an active participant on the conference circuit as well as industry affinity groups designed to address low levels of diversity in finance. Series 4 is brought to you with the kind support of Federated Hermes, Inc., a leading global investment manager. Guided by their conviction that responsible investing is the best way to create wealth over the long term, their investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.
What will be the consequences of the Covid-19 pandemic for the food and agriculture sector? How is the transition towards more sustainable food production and consumption affected? Agne Rackauskaite, co-portfolio manager of Impax Asset Management's sustainable food strategy, gives investors her view on the post-pandemic outlook.
What will be the consequences of the Covid-19 pandemic for the food and agriculture sector? How is the transition towards more sustainable food production and consumption affected? Agne Rackauskaite, co-portfolio manager of Impax Asset Management's sustainable food strategy, gives investors her view on the post-pandemic outlook.
Le secteur agricole et alimentaire est confronté à une transition majeure vers un mode de production, de distribution et de consommation plus durable et plus équitable. Ce changement offre des opportunités à l'investisseur à long terme. Agne Rackauskaite, co-gestionnaire de BNP Paribas SMaRT Food, l'une des rares stratégies durables dans la catégorie alimentation/agriculture, explique comment elle trouve des leaders innovants et perturbateurs dans la chaîne de valeur alimentaire. Nous ne sommes pas les meilleurs investisseurs de notre catégorie. Mme Rackauskaite travaille pour Impax Asset Management, un partenaire de BNP Paribas Asset Management, qui est spécialisé dans les thèmes écologiques.
De voedsel- en landbouwsector staat voor een ingrijpende transitie naar een duurzamere en eerlijkere manier van produceren, distribueren en consumeren. Deze omslag biedt de langetermijnbelegger kansen. Agne Rackauskaite, co-portfoliomanager van BNP Paribas SMaRT Food, een van de weinige duurzame strategieën in de categorie voeding/landbouw, legt uit hoe zij innovatieve en disruptieve koplopers vindt in de voedselwaardeketen. ‘Wij zijn geen best-in-classbeleggers.' Rackauskaite werkt voor Impax Asset Management, een partner van BNP Paribas Asset Management, gespecialiseerd in milieuvriendelijke thema's.
Our conversation with three thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.We discuss three fundamental investment dimensions of responsible investing through the ESG lens: Risk, Reward, and Impact. Pasquale Posteraro and Nicola Fritz provide deep dive insight into how the overlay of active portfolio manager and shareholder engagement is having a collaborative impact on identifying environmental, social and governance risks, how interaction between investee companies and investors is leading to progressive corporate responsibility, and how that mitigates risk substantially for investors.Deborah Debas provides valuable insight on how advisors can be more proactive vis-à-vis responsible investing with their clients. Current research shows that two-thirds of retail investors are wanting to make sure their investments have more meaningful impact, but that only a small minority of 16% of advisors are being proactive with their clients about ESG and responsible investing. We delve into some interesting perspectives on how advisors can fulfill some, if not all, of their clients' expectations – the bottom line here is that being proactive could have a meaningful impact on advisors' relationships with their clients' successors.Links / Resources:Desjardins Responsible Investing*Desjardins Responsible Investing Certification Program and TrainingDesjardins Webcasts - Continuing Education – 5.5 IIROC Credits available or 6.25 CE Credits (The Institute)Contacts:Deborah Debas, Desjardins on LinkedinPasquale Posteraro, Desjardins Global Asset Management on LinkedinNicola Fritz, IMPAX Asset Management on LinkedinFull Transcript: https://advisoranalyst.com/2021/06/17/ep-67-deborah-debas-pasquale-posteraro-nicola-fritz-dgam.html/
Our conversation with three of Desjardins' thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.We discuss three fundamental investment dimensions of responsible investing through the ESG lens: Risk, Reward, and Impact. Pasquale Posteraro and Nicola Fritz provide deep dive insight into how the overlay of active portfolio manager and shareholder engagement is having a collaborative impact on identifying environmental, social and governance risks, how interaction between investee companies and investors is leading to progressive corporate responsibility, and how that mitigates risk substantially for investors.Deborah Debas provides valuable insight on how advisors can be more proactive vis-à-vis responsible investing with their clients. Current research shows that two-thirds of retail investors are wanting to make sure their investments have more meaningful impact, but that only a small minority of 16% of advisors are being proactive with their clients about ESG and responsible investing. We delve into some interesting perspectives on how advisors can fulfill some, if not all, of their clients' expectations – the bottom line here is that being proactive could have a meaningful impact on advisors' relationships with their clients' successors.Links / Resources:Desjardins Responsible Investing*Desjardins Responsible Investing Certification Program and TrainingDesjardins Webcasts - Continuing Education – 5.5 IIROC Credits available or 6.25 CE Credits (The Institute)Contacts:Deborah Debas, Desjardins on LinkedinPasquale Posteraro, Desjardins Global Asset Management on LinkedinNicola Fritz, IMPAX Asset Management on LinkedinFull Transcript: https://advisoranalyst.com/2021/06/17/ep-67-deborah-debas-pasquale-posteraro-nicola-fritz-dgam.html/
In this episode of Wine and Dime, I get the opportunity to chat with Jenifer Cannon. Jenifer is the Vice President, Business Development at Impax Asset Management. She is also a leader and champion of gender equality. Although she is still a champion of gender equality, this time around we chat about matching your spending with your income. She takes the lead in this and does a really nice presentation. Check out the video that we put out last week if you'd like to follow along! So sit on back and enjoy this episode of Wine and Dime. Thank you for listening to the podcast and be sure to rate, subscribe, like and share! If you have any questions that you want answered in the show, don't hesitate to email us at info@rootedpg.com
A finite resource in ever growing demand, water represents a durable growth area in both developed markets suffering from underinvestment and emerging markets in need of more infrastructure. As the appreciation of quality water and improved food and health standards grows – not least in the wake of the COVID crisis – so should our endorsement of the breadth of investment opportunities the sector offers. Portfolio manager Justin Winter at Impax Asset Management explains.
A finite resource in ever growing demand, water represents a durable growth area in both developed markets suffering from underinvestment and emerging markets in need of more infrastructure. As the appreciation of quality water and improved food and health standards grows – not least in the wake of the COVID crisis – so should our endorsement of the breadth of investment opportunities the sector offers. Portfolio manager Justin Winter at Impax Asset Management explains.
Sally Bridgeland needs no introduction in London institutional investing circles. Following a long career as an actuary, investment consultant and investor, culminating in a role of CEO at BP Pension Trustees for the 19 BN GBP BP pension fund, she has pivoted to an extensive portfolio career. Since 2014 she has held roles at Nest, USS, Lloyds Banking Group, Avida International, RAF Central Fund, Nesta, the Nuclear Liabilities Fund, the Local Pensions Partnership, Impax Asset Management and Royal London. Her portfolio is a very full one, but she still finds the time to commit to her passion for education in mathematics through the Royal Society and Loughborough University and is Honorary Group Captain in the Royal Air Force, No 601 Squadron. Our conversation discusses Sally's journey into investment, the role that learning maths had in her story, and her lifelong passion for ensuring that maths is taught effectively and in a way that conveys its beauty. We also discuss her investment beliefs and lessons learned through a career in consulting and then as an asset owner.
In this podcast, CII Senior Research Analyst Lucy Nussbaum discusses CII's new bibliography and the importance of empirical research on ESG factors and firm value with Julie Gorte, the Senior Vice President of Sustainable Investing at Impax Asset Management.
Sandy Villere, Partner at Villere Funds, discusses what's keeping the market moving. Dr. Joanna Cohen, Director of the Institute for Global Tobacco Control at the Johns Hopkins Bloomberg School of Public Health, breaks down issues concerning vaping regulation. Jason Chinnock, CEO of Ducati North America, talks about unveiling 2020 models, including “the Streetfighter.” Bloomberg Businessweek Editor Joel Weber and Businessweek Markets and Finance Editor Pat Regnier, share insight on the Soros CIO putting a conservative stamp on a fund built on bold bets. And we Drive to the Close with David Richardson, Executive Director at Impax Asset Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com