Podcasts about responsible investing

Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quantitative Equity Portfolio Management, tells Andrew Craig, Co-Head of the Investment Insight Centre, investors should not lose faith: quality has a place in diversified portfolios implementing investment factors. Over the last 25 years, three types of factor investing — quality, growth and value—have stood out due to their distinct attributes and impact on portfolio performance at different phases of the economic cycle.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.

Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US and a weak dollar. Zhikai Chen, Head of Global Emerging Market Equities, talks with Chief Market Strategist Daniel Morris about how the market is adapting to a new paradigm.  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.

Ahead of November's COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and address the impact of climate change. What progress have stakeholders made over the past year? Can investors look forward to new pledges on topics such as climate financing for developing countries?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.

Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector. Nadia Grant, Head of Global Equities, talks Chief Market Strategist Daniel Morris through these megatrends.  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.

Biodegradable water-soluble films. Recycling that reuses molecules over and over. AI that can develop more sustainable polymers. In this conversation, Sustainably Speaking host Mia Quinn sits down with Anne Kolton, Chief Sustainability Officer at SK Capital Partners, to explore the next wave of innovation in manufacturing and materials. Anne shares how her team invests in companies developing breakthrough products, how U.S. manufacturing can launch smarter, more efficient processes, and why engineering and AI will transform the materials we all use every day. 

Making progress on the energy transition, net zero sustainability, and inclusive growth requires an effort that transcends borders and means involving a wide range of parties including asset owners and policymakers. Jane Ambachtsheer, Global Head of Sustainability, talks to Daniel Morris, Chief Market Strategist, about the significance of this meeting, the PRI advocacy network and its principles for responsible investment, and what investors can expect from the PRI in Person in Sao Paulo, Brazil on 4 - 6 November 2025.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.

Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into exchange-traded funds. Thematically, defence has remained in the lead, closely followed by artificial intelligence.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.

James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns regardless of the overall environment in bond markets. Global bond markets are vast, composed of segments ranging from US mortgage-backed securities to emerging market debt, forgetting sovereign bonds, currencies and corporate debt.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.

Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are benefiting from investor enthusiasm over legislation including investment incentives.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.

Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency.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.

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss the implications of these developments and potential winners and losers.  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.

After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of investors with an appetite for income.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.

This month sustainability focused, Japan based consultants, educators and entrepreneurs Tove Kinooka and JJWalsh discuss Sustainable Japan Day event and awards featured by the Japan Times ⁨@thejapantimes⁩ - One Young World - Sustainability in the Himalaya mountains with Carole Fuchs - Tech for Impact event in Tokyo October - Global Perspectives workshops and INTRApreneurship training programs - Digital Collage September event ICHIGO BLOOM - Responsible Finance and Investing with Morisawa Michiyo - Wooden Barrels Craft Award Yamaroku Shoyu Shodoshima - Made-in-Japan apparel - Sustainable Forestry in Wakayama - Zero-Carbon baseball stadium HANSHIN Tigers - GLIN impact capital investments in startups with social and environmental impact - Outrage & Optimism podcast ⁨@OutrageandOptimism⁩ - HGPI Health and Environment intersection - Yamaroku Soy Sauce - Yamagata rural revival ..LINKS- Sustainable Japan day event 2025 on September 18 https://sustainable.japantimes.com/sjd-2025 - UNICHARM circularity in diaper business for babies and elderly - recycled pulp & recycle used https://www.unicharm.co.jp/en/csr-eco/education.html - One Young World https://www.oneyoungworld.com/ ⁨@OneYoungWorld⁩ - Global Perspectives workshops & Intra-preneurship training https://www.globalperspectives.biz/intrapreneurship- Tech 4 Impact Summit https://tech4impactsummit.com/- Digital Collage event in Sept 2025 Ichigo Bloom Tokyo https://ichigobloom.jp/digital-collage-explore-the-hidden-footprint-of-our-digital-lives-tokyo-21-september-2025/- Morisawa Michiyo feature about Responsible Investing https://sustainable.japantimes.com/unraveling/25- Yamaroku Shoyu SHODOSHIMA island https://yama-roku.net/en- Factelier made-in-japan clothing apparel https://factelier.com/aboutus/- WAKAYAMA sustainable forestry https://nakagawa-forestry.com/about- Hanshin Tigers Zero Carbon Baseball Stadium https://zerocarbon-bp.hanshin.co.jp/park/map.html- GLIN social and environmental impact funding, startups and investing https://glinimpact.com/en/insight/insight-investment20231017- Japan Health and Environmental policy intersection advising and diplomacy https://hgpi.org/en/- Netchu Rural Revitalization in Yamagata - reusing abandoned schools to...

The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months have been a challenging period with sustainability action under considerable pressure.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.

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centre, that concerns remain over US Treasuries, arguing for an overweight in European bonds versus US sovereign debt.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.

Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support.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.

Send us a textSpecial Guests: Matthew Illian, Director of Responsible Investing & Adam Sank, Associate for Communications & Administration, United Church FundsQuestion of the Week: What are the opportunities and challenges in trying to change company and corporate behavior from a faith-based perspective? How can we communicate about this work so people are informed and can join in the advocacy efforts with companies?United Church FundsJust Investing PodcastFor Listening Guides, click here!Got a question for us? Send them to faithpodcast@pcusa.org! A Matter of Faith website

When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages of tokenisation include more transparency and faster settlement.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.

How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest trends including flows out of – and back into – US equities and the appetite for less risky asset classes.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.

With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency's strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst start to the year since the end of the gold-backed Bretton Woods system in 1973.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.

This year's disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and augmented reality glasses.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.

Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved.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.

Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year's results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Investment Management for Europe for Coalition Greenwich, notes the leading themes include renewable and clean energy, and that interest in artificial intelligence is ‘really off the page'.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 are the five human activities threatening the ocean's health and its ability to support jobs and business and act as a carbon sink? What can sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing?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.

How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global bond markets.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.

Amid market doubts over the US's exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened' Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.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.

Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson  Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre  talk about prospects for the European defence sector.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.

Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class's stable and predictable cashflows can also offer downside protection, she argues. 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.

Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife.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.

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US.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.

Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunities in themes such as healthcare and energy transition.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.

Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry.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.

Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. 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.

Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris about the features of this approach that seeks to invest in companies offering, for example, education tools for dyslexic children or affordable housing.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.

A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct and indirect effects to Chief Market Strategist Daniel Morris. 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.

A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and less volatility in their portfolios.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 do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris.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.

European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt. Listen to David Favier, Head of Structured Credit, as he discusses the ins and outs of asset-backed securities and their role as a diversification asset in a broad fixed income portfolio with Daniel Morris, Chief Market Strategist.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.

In this episode of The Greener Way, host Michelle Baltazar, Director of Media at FS Sustainability, speaks with Estelle Parker, Co-Chief Executive of the Responsible Investment Association Australasia (RIAA). They discuss the surge in public awareness and demand for responsible investments in Australia, the success of RIAA's Sustainable Classifications Initiative, and the AI toolkit for human rights. Estelle also provides updates on the upcoming RIAA annual conference in Sydney on May 28-29, where crucial topics like global investment trends, policy impacts, and sustainability in finance will be covered. 01:56 Sustainable Classifications Initiative04:09 AI Toolkit for Human Rights07:28 Responsible Investing for Financial Advisors09:53 Global Perspectives on Responsible Investing10:30 Upcoming Conference Highlights13:54 Australian Election and Sustainable Finance15:58 Nature and Biodiversity Risks16:39 Conclusion and Closing RemarksThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strategy portfolio managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change as well as the growing need for ultraclean water for semiconductors and cooling applications for datacentres.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.

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that this asset class benefits from robust characteristics.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.

INTRO 1: Morgan Stanley & Parametric just created a new way to invest in women's sports - literally.In episode #136 of

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value'. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into account both the market's overall risk appetite and trends.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.

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.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.

In the latest episode of BMBW, Daniel speaks with Martin Hahn, CEO of Capital Dynamics, and Verena Rossolatos, Chair of the Responsible Investment Committee at Capital Dynamics.Capital Dynamics is a leader in clean energy and the lower middle market investing.  Capital Dynamics manages over $14 billion by targeting strong returns while leading on impact – including becoming one of the first signatories of the UN Principles for Responsible Investing in 2008 and their Clean Energy and Infrastructure Fund earning a 5-Start rating from GRESB.Verena and Martin discuss how Capital Dynamics developed its responsible investing strategy, highlighting key milestones like launching its clean energy business line, creating the R-Eye rating system ( Capital Dynamics' proprietary ESG scoring system) and dedicating themselves to transparency and engagement in the ESG realm. They explore how to align with evolving European and American perceptions of impact and ESG with a focus on the significance of financial materiality and ethical business practices.Tune in to discover how Capital Dynamics is investing not only for solid returns but also to ensure a sustainable future. These expert insights provide valuable lessons for both seasoned investors and industry newcomers.If you enjoy this conversation and want to learn more about how investing for impact drives returns, visit us at www.impactcapitalmanagers.com. 

In this episode, instead of bringing you a long-form interview with a world-class investor, I thought I'd do something different. This time, I'm revisiting the book that inspired this podcast: Sustainable and Responsible Investing 360: Lessons Learned from World-Class Investors.As we step into a new year, it's the perfect time to reflect on the choices we make and remind ourselves how sustainable and responsible investing became significant in the first place. We'll explore why so many investors now see it as a future-proof investment trend and why more are considering the broader impact their portfolio returns have on others.This episode is designed to do just that, featuring three chapters from the audiobook version of Sustainable and Responsible Investing 360: Lessons Learned from World-Class Investors. It's an opportunity to revisit the foundational "why" behind sustainable investing – not as just a trend, but as a necessary shift in how we think about finance and its role in the world.These chapters are narrated by the talented veteran actor Graham Rowat. The book is designed to be easy to navigate – you can read it from cover to cover or jump to specific topics that interest you.The book begins with an overview of sustainable and responsible investing – its challenges, opportunities, and importance – before transitioning to interviews with 26 professional investors who have broken new ground in responsible investmentAt the start of this new year, I wanted to share these three chapters as a chance to reflect on what truly matters. My hope is that they inspire you to think differently about your financial decisions and their potential to align with a more sustainable future.If you are interested in checking out the rest of the audiobook, which is produced and copyrighted by Ascent Audio, you can find it on Audible, Apple, Google, Spotify, or wherever you find your favorite audiobooks.Please enjoy… and thank you for listening.—The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. —Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Key Takeaways:Intro (00:00)CHAPTER 1 - Why Sustainable & Responsible Investing? (04:06)Enter Sustainable and Responsible Investing (08:48)Migrating Into the Mainstream (10:12) Sustainable & Responsible Investing Acronyms and SRI (11:49)‘I Don't Have to Tell You Things Are Bad' (15:07)COVID-19 Pulled Back the Curtain (21:33)‘I Have Not Yet Begun to Fight' (24:43)‘The Times They Are a-Changin' (32:17)Taming the 400-Pound Gorilla in the Room (34:18)Gaining Traction and Altitude (36:30)Wide Road Ahead (38:19)CHAPTER 2 - Why SRI is a Future-Proof Trend (44:25)Millennials Bank the Next Great Wealth Transfer (49:22) CHAPTER 3 - Aligning Investment Portfolios with SRI Values (55:59) Asset Classes (01:04:48)—Additional Resources:Order ‘Sustainable & Responsible Investing 360°: Lessons Learned from World Class Investors' on Amazon

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

Description: Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com ​Here's more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing. Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm's SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces. In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4 Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron's, Bloomberg, Money Magazine, Investor's Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars; Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house. 1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided. 2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided. 3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided. 4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Send us a textIn today's episode of TSO we are joined by Jade Huang, Chief Investment Officer of Calvert Research Management. She breaks down what is going on right now at the COP 16 Summit, talks about responsible investing, ESG, why it's so much more than just buzz words and how you can make money while also doing good for the planet.Jade HuangChief Investment Officer, Co-Head of Applied SolutionsCalvert Research and ManagementJade Huang is chief investment officer and co-head of applied solutions for Calvert Research and Management. In that role, she leads Calvert's innovative investment strategy and oversees research. Jade previously served as managing director of Applied Responsible Investment Solutions. Prior to leading that team she served as a Calvert portfolio manager and analyst.  Previously, she was an investment analyst at Microvest, an asset management firm specializing in impact investing, and led the certification department at Fair Trade USA.  Jade began her career as a Financial Auditor for Deloitte Financial Advisory Services. Jade earned a B.A. from the University of California, Berkeley and an M.A. in international finance and economics from Johns Hopkins University, School of Advanced International Studies (SAIS).Get access to our top 5 technical concepts for Investment Banking interviews masterclass: Also to join the waitlist for our course, sign up here: https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBDCheck out Public.com at the link http://public.com/wallstreetskinnyJoin the waitlist for our flagship course on IB and PE fundamentals!https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBDPublic Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

What are the critical factors driving investment success? How can investors balance profitability and risk? In this episode, we sit down with Dr. Sunil Wahal, the Jack D. Furst Professor of Finance and Director of the Center for Responsible Investing at the W.P Carey School of Business at Arizona State University, to delve into the intricacies of financial science. With over 25 years of academic and practical experience, Dr. Wahal shares his unique perspective on factor investing, profitability premiums, and how to approach value investing in today's complex financial environment. He talks about the joint distribution of value and profitability, explains how profitability premiums work, and discusses the challenges faced when integrating academic research into practical investing strategies. Dr. Wahal also touches on common misconceptions in financial theory, the long-term benefits of maintaining a diversified investor base, and why understanding the nuances of financial risk is key to avoiding costly mistakes. Gain insights into building a successful investment portfolio grounded in the principles of financial science and how to avoid common pitfalls in factor investing. Join us to hear actionable strategies for balancing risk, understanding factors, and applying academic research to real-world scenarios with Dr. Sunil Wahal! Key Points From This Episode:   (0:04:15) Dr. Wahal's work on profitability, data sourcing challenges, and its significance. (0:08:01) The impact of controlling the value of the profitability premium. (0:10:08) Correlations between value and profitability and the benefits of “tilted” portfolios. (0:14:48) Steps for unleveraged long-term investors to build profitable portfolios. (0:17:27) How the joint distribution of value and profitability differs from a profitability screen. (0:20:43) Approaches of large financial firms to implementing value and profitability in portfolios. (0:24:41) Time horizons for tiled portfolios and their expected returns after cost.  (0:30:53) Insight into how institutions decide on which investment managers to hire and fire. (0:38:00) Exploring how the hiring and firing of managers affects institutional performance.  (0:40:16) Ways the relationships with institutions influence hiring decisions and performance. (0:44:35) Uncover how institutions select which private market firms to invest in. (0:48:58) Key takeaway lessons from Dr. Wahal's research for institutional investors. (0:50:52) Why frequently hiring and terminating managers may not be the best approach. (0:52:32) Advice for retail investors and the importance of cost in managing portfolios. (0:59:22) Reasons that institutions avoid indexing and the competitiveness of mutual funds. (1:02:29) How diversification among mutual fund investors affects performance. (1:09:19) Performance overview of actively managed global equity mutual funds. (1:12:35) The role of practitioner interaction and his concept of success. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Sunil Wahal on LinkedIn — https://www.linkedin.com/in/sunil-wahal/ W. P. Carey School of Business — https://wpcarey.asu.edu/ Avantis Investors — https://www.avantisinvestors.com/ Dimensional Fund Advisors — https://www.dimensional.com/ UpWork — https://www.upwork.com NVIDIA — https://www.nvidia.com Episode 316: Andrew Chen — https://rationalreminder.ca/podcast/316   Books From Today's Episode:   The Interpretation of Financial Statements — https://www.amazon.com/dp/0887309135   Papers From Today's Episode:    ‘Long-Term Shareholder Returns: Evidence from 64,000 Global Stocks' — https://doi.org/10.1080/0015198X.2023.2188870 ‘Long-Run Stock Market Returns: Probabilities of Big Gains and Post-Event Returns' — https://dx.doi.org/10.2139/ssrn.3873010 ‘Prudential Uncertainty Causes Time-Varying Risk Premiums' — https://dx.doi.org/10.2139/ssrn.2176896 ‘A Five-Factor Asset Pricing Model' — https://dx.doi.org/10.2139/ssrn.2287202 ‘Do Institutional Investors Exacerbate Managerial Myopia?' — https://doi.org/10.1016/S0929-1199(00)00005-5