Podcasts about sustainable investing

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Latest podcast episodes about sustainable investing

Investing in Impact
Social Leverage's Matt Ober on Venture Capital, AI, Wealth Creation, and the Flywheel of Entrepreneurship

Investing in Impact

Play Episode Listen Later Aug 11, 2026 29:14


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------This episode of Investing in Impact is a little different from the conversations I usually have on the show.Social Leverage is not an impact investing firm in the traditional sense. It is a seed stage venture capital firm investing primarily in fintech, financial infrastructure, wealth technology, and vertical AI.But impact does not always fit neatly inside an impact investing label.Capital allocation shapes which companies get built, which founders get opportunities, where wealth is created, and what happens after successful entrepreneurs and employees gain experience, relationships, and financial resources.That idea became one of the most interesting parts of my conversation with Matt Ober, Managing Partner at Social Leverage.Matt described a flywheel the firm sees repeatedly across its network: a founder builds a company, eventually has an exit, and later returns to their hometown or another community where they want to build a life. They begin mentoring and supporting other entrepreneurs.Those entrepreneurs build companies of their own, and some eventually become new investment opportunities.Successful companies can create much more than financial returns for investors.They can create wealth for employees, produce experienced founders and operators, build networks, and recycle knowledge and capital back into communities and future companies.That broader definition of impact is what makes this conversation particularly interesting.Matt brings a unique perspective to the discussion. Before joining Social Leverage, he worked at Bloomberg, led data strategy at quantitative hedge fund WorldQuant, helped launch WorldQuant Ventures, and later served as Chief Data Scientist at Third Point.Today, he invests at the earliest stages of companies building across fintech and AI.In our conversation, we explore how Social Leverage evaluates founders, why venture investing is still fundamentally about people despite the rise of data and AI, and how technologies like AI are changing the economics of building companies.We also discuss several Social Leverage portfolio companies, including Fiscal AI, Slash Experts, and SyntheticFi, the evolution of wealth management technology, agentic trading, the role of financial advisors in an AI driven world, and why the next generation of professionals will need to become deeply proficient with AI.At its core, this conversation is about how capital, technology, entrepreneurship, and networks compound over time, and how the effects of a successful company can extend far beyond the original investment. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Market Weekly
The impact of AI on the media and advertising industries

Market Weekly

Play Episode Listen Later Jul 30, 2026 13:51


Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. Matthijs Leendertse, Senior Lecturer for Media Economics at Erasmus University, Rotterdam, talks with Daniel Morris, Chief Market Strategist, about the development of AI and its potential future impact on our societies.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 on Ausha. See ausha.co/privacy-policy for more information.

PRI Podcasts
PRI at 20: The Future of Responsible Investing

PRI Podcasts

Play Episode Listen Later Jul 28, 2026 32:54


As the PRI marks its 20th anniversary, responsible investment stands at a turning point. In an investment landscape that has grown more complex, what will it take to shape the next chapter of responsible investment?  Cambria Allen-Ratzlaff, Interim CEO of the PRI, is joined by Josselin Kalifa, CIO of Caisse des Dépôts Asset Management and Co-Chair of the Net Zero Asset Owner Alliance, and Anne-Marie Chidzero, CIO at FSD Africa Investments.Together, they explore why responsible investment is increasingly recognised as simply good investment, how emerging markets are shaping the future of sustainable finance, and how investors navigate a more complex and fragmented global landscape. From capital mobilisation and blended finance to technology, resilience and the next generation of investment leaders, the conversation looks ahead to what will make responsible investment more credible, more relevant and more effective over the next 20 years.Detailed coverage:Responsible investment is good investmentThe guests discuss how ESG considerations have become embedded within investment processes, with responsible investment increasingly viewed as applying sound judgement, managing long-term risks and identifying material drivers of value.Emerging markets are shaping the futureAnne-Marie explains how African financial markets are developing their own responsible investment approaches, with growing pools of domestic capital helping finance solutions tailored to local economic, social and environmental priorities.Maintaining credibility through financial materialityThe conversation explores why responsible investment must remain grounded in evidence, financial relevance and measurable outcomes rather than ideology, particularly in an increasingly fragmented political environment.Mobilising capital for sustainable growthExamples from African capital markets demonstrate how collaboration between development finance institutions, private investors and local markets can unlock innovative financing solutions for water, energy and natural capital.The role of stewardship and asset ownersJosselin reflects on how asset owners can influence long-term outcomes through investment decisions, manager selection, voting and ongoing engagement with portfolio companies.Technology, resilience and the future of financeThe guests discuss the growing importance of digital resilience, AI, data quality and stronger financial infrastructure in supporting sustainable economic development.A multidisciplinary futureThe episode concludes by encouraging the next generation of investment professionals to combine financial expertise with disciplines such as climate science, technology, geopolitics and demography to navigate an increasingly complex investment landscape.Chapters:00:00 – Introduction: 20 years of the PRI and responsible investment04:12 – Why responsible investment is now simply good investment06:43 – Emerging markets and Africa's growing influence10:27 – Remaining credible in a changing global landscape16:16 – Financing inclusive growth and resilient economies19:43 – The role of asset owners and stewardship24:21 – Technology, innovation and deepening capital markets27:38 – Partnerships to mobilise sustainable finance30:27 – Advice for the next generation of investors33:10 – Final reflections on the next 20 years of responsible investmentDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided "as is" with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

The Water Tower Hour
Nauticus Robotics (KITT): New CRO on Autonomy, Manipulator Tech, and the Commercial Path Forward

The Water Tower Hour

Play Episode Listen Later Jul 23, 2026 18:58 Transcription Available


Send us Fan MailIn this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins WTR's Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer) and Peter Gastreich (Managing Director - Energy Transition and Sustainable Investing). Brian shared his nearly two decades in underwater robotics and what drew him to Nauticus, the company's commercially ready Nauticus ToolKITT autonomy system and licensing potential, its industry-leading autonomous manipulator technology enabling millimeter-precision subsea tasks, the Forum Energy Technologies partnership validating commercial demand, upcoming Aquanaut sales and European expansion, and a growing defense and wide-area ocean sensing opportunity.

Market Weekly
Global equities: Earnings expectations remain strong

Market Weekly

Play Episode Listen Later Jul 23, 2026 10:52


Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software'.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 on Ausha. See ausha.co/privacy-policy for more information.

Business Pants
BLAME: RJK Jr recalls, Zaslav's summer camp, Target's Swiss Army execs

Business Pants

Play Episode Listen Later Jul 21, 2026 53:21


DRWarner Bros.' Zaslav Offers $68 Million to Buy Summer Campnew January 2026 employment agreement$96M: Make-Whole RSU award to CEO Daivd Zaslav of 1,963,465 shares; after January 2 Follow-On Option award of 3,052,734 options because share price is downUnder a new employment agreement executed on June 12, 2025, Zaslav received a special award of 20,898,776 stock options with an exercise price of $10.16 (~$400M). Additionally, on January 2, 2026, he was granted 3,052,734 follow-on stock options with an exercise price of $28.51 (~$40M). To address the higher exercise price of these options compared to the initial grant, Zaslav received 1,963,465 restricted stock units on January 5, 2026 (~$56M).The Compensation Committee: 23 meetings in 2025*Paul A. Gould, 80, 18 years tenureGould and Zaslav worked closely together at Discovery, Inc. for nearly 15 years.David Zaslav took the helm as President and CEO of Discovery, Inc. in January 2007.Paul Gould joined the Discovery, Inc. Board of Directors shortly after, serving as an independent director from 2007 until the company merged with WarnerMedia.Both men belong to the tight-knit professional circle surrounding cable pioneer and billionaire John Malone.Paul Gould has a long history as a trusted director across Malone's web of companies, serving for years on the boards of Liberty Global and Liberty Latin America.David Zaslav has publicly and frequently cited John Malone as his primary professional mentor.Their shared ties to Malone are so closely linked that in 2012, Zaslav partnered with other high-level executives to donate $1 million to the Cable Center specifically to build and name the John Malone Theater.Paul Gould has served as a Managing Director and Executive Vice President at Allen & Company, a premium boutique investment bank deeply embedded in the media and entertainment ecosystem. Through this avenue, Gould and Zaslav connect in two ways:Financial Advisory: Allen & Company has a long history of providing valuation opinions, advisory services, and market analysis for major transactions initiated by Zaslav during his career.The Sun Valley Conference: Allen & Company famously hosts the annual "Summer Camp for Billionaires" in Sun Valley, Idaho. As a prominent media mogul, Zaslav is a regular, high-profile attendee at this event, which is organized by Gould's firm.Kenneth W. LoweKen Lowe is the former Chair/CEO of Scripps Networks Interactive (the former parent company of massive lifestyle brands like HGTV, Food Network, and ID).The Link: In 2018—four years before the Warner Bros. deal even closed—Zaslav orchestrated Discovery's $14.6 billion acquisition of Scripps Networks. As a direct result of that blockbuster cable industry consolidation, Lowe joined Discovery Inc.'s board of directors. He and Zaslav had already been working together closely at the board level for years before the legacy company expanded into WBD.The board of AT&TRichard W. FisherOutside of WBD, Zaslav's connection to Fisher is rooted in Fisher's previous role as a member of the Board of Directors for AT&T. When Zaslav was hammering out the complex transaction to spin WarnerMedia away from AT&T, Fisher was one of the crucial board leaders on the other side of the table who evaluated and signed off on the deal. As part of the closing agreement, Fisher was designated by AT&T to transition directly over to the new WBD board.Debra L. LeeDebra Lee was the longtime Chair/CEO of BET Networks (Black Entertainment Television) from 2006 to 2018.Zaslav and Lee have long-standing commitments to The Paley Center for Media, sharing space as members of its highly prestigious Board of Trustees. Additionally, Lee served on the board of AT&T, meaning she was part of the corporate governance team that initially approved Zaslav's pitch to merge Discovery with WarnerMedia.Geoffrey Y. YangJust like Richard Fisher and Debra Lee, Yang's primary pre-WBD connection to Zaslav comes down to AT&T. Yang sat on AT&T's board during the high-stakes dealmaking window. Because of his background in digital media and venture capital, he was designated by AT&T leadership to transition to the WBD board to help Zaslav steer the newly formed company's streaming and direct-to-consumer technology strategies.The board that ignores Say on Pay votesAt our 2025 Annual Meeting held on June 2, 2025, we held an advisory vote on executive compensation, or "Say on Pay" vote, and a majority of the votes cast by stockholders were cast against our executive compensation program.Our executive compensation program is designed to pay for performance and effectively balance executive and stockholder interests. The Committee considered the outcome of the "Say on Pay" vote from the 2025 Annual Meeting, and while it continues to believe that our executive compensation structure, which includes long-term agreements with each of our NEOs and delivers a significant majority of NEO compensation in performance-based vehicles, is effective in meeting our compensation objectives, it took note of the negative 2025 "Say on Pay" vote when making compensation decisions after the 2025 Annual Meeting.The Dodd-Frank Act: "The shareholder vote … shall not be binding on the issuer or the board of directors of an issuer, and may not be construed as overruling a decision by such issuer or board of directors”Special meeting vote 4/23/26: Say on Pay 83% no6/9 AGM: ShareholdersPaul A. Gould 52% noRichard W. Fisher 31% noDebra L. Lee 32% noKenneth W. Lowe 31% noGeoffrey Y. Yang 31% noZaslav 3% noSay on Pay 84% noStill on boardPaul A. GouldRichard W. FisherDebra L. LeeKenneth W. LoweGeoffrey Y. YangZaslavThe SEC: "The Say-on-Pay … votes are advisory rather than binding ... Unlike a binding vote, advisory votes do not require the company or its board of directors to take a specific action. The company's board of directors may consider advisory votes and may follow up with other communications or dialogue with shareholders as part of its deliberative process in making policy decisions."The workers for being poor1,378 to 1 CEO pay ratio.Andrew M. Cuomo Joins the OKX Board of DirectorsThe worldMen GreedThe U.S. Department of Justice (DOJ) In February 2025, OKX pled guilty in a U.S. federal court to operating an unlicensed money transmitting business and violating anti-money laundering (AML) laws.The U.S. Department of Justice (DOJ) revealed that despite OKX having an "official policy" banning U.S. users, the exchange actively pursued U.S. customers and generated hundreds of millions in fees from them.Internal logs showed OKX employees explicitly telling U.S. clients how to bypass the exchange's own blocks—even telling a customer to "just put a random country" during identity verification.The exchange was used to facilitate over $5 billion in suspicious transactions and criminal proceeds, resulting in a staggering $504 million penalty.TrumpTrump has normalized crypto. Is it the path to the next financial collapse?Jon Ossoff Rips RFK Jr.'s ‘Foolish' Cutback To Cyclosporiasis Monitoring: Sen. Jon Ossoff says a cyclosporiasis outbreak spreading nationwide could be harder to track because the Trump administration changed CDC surveillance last year. In a letter to Health Secretary Robert F. Kennedy Jr., Ossoff argues that the CDC's FoodNet program (a public health network that monitors infections from multiple pathogens across CDC, USDA, FDA, and 10 states) stopped requiring monitoring cyclospora, and that the administration later made data collection optional at FoodNet sites for most pathogens (except Salmonella and E. coli).Elon Musk"ESG is the devil"A "scam" weaponized by "phony social justice warriors"Vivek RamaswamyThe author of Woke, Inc.founded an entire asset management firm (Strive) designed explicitly to offer "anti-woke" investment options that ignore ESG metrics in favor of pure profit.Ron DeSantisSpearheaded a massive legislative pushback against ESG in Florida, signing bills that banned state and local governments from using ESG factors when investing public funds or issuing bondsArgues ESG is a way to bypass voters and enforce a political agenda through corporate power.Peter ThielCalled ESG a "hate factory" used to control capital and punish companies that don't fall in line with mainstream corporate ideologyTariq Fancy (Former Head of Sustainable Investing at BlackRock)“Whistleblower”Called ESG a "dangerous placebo" that does nothing to actually fix the planet but allows Wall Street to charge higher fees while greenwashing their portfoliosMike PenceArgues that major Wall Street firms use ESG to enforce a radical left-wing agenda on everyday Americans, forcing companies to adopt policies that hurt the domestic energy sector.Glenn Hegar (Texas Comptroller)Created a blacklist of financial companies (including BlackRock) banned from doing business with the state of TexasCalled ESG an "opaque and perverse system" that violates fiduciary dutyAndy Puzder (Former CEO of CKE Restaurants/Hardee's and Carl's Jr.)Argued that forcing companies to focus on social goals instead of profits violates shareholder capitalism and ultimately hurts the economySenator Tom CottonAttacked ESG from a legal and regulatory standpoint. He led a group of Republican senators in warning top U.S. law firms that advising companies to cooperate on ESG goals could open them up to massive federal antitrust violationsSanjai Bhagat (Finance Professor, University of Colorado)Argues that ESG funds don't actually deliver higher returns and that companies in ESG portfolios often have worse compliance records for labor and environmental rules than standard companiesMenI pay my employees $1,000 a month per child for day care. It's one of my ice cream company's best investments.A womanAll womenDEIMolly Moon Neitzelfounder and CEO of Molly Moon's Homemade Ice CreamHer business planwhich included living wages and free health insurance for everyone who worked at least 18 hours a weekMMC-suite promotions now come with three or more jobs - from the article: “When Target named Michael Fiddelke CEO in February 2026, the leadership changes he announced went beyond a standard promotion. Target eliminated its chief commercial officer role and consolidated merchandising authority into a single position, naming Cara Sylvester, previously chief guest experience officer, as the sole chief merchandising officer overseeing product development, assortment design, and partner collaborations.” - WHO DO YOU BLAME??AIIsn't “taking more jobs on” what the promise of AI has been? The article claims “Executives who excel in a specific function are increasingly entrusted with broader operating mandates spanning commercial, technology, operations, finance, or customer strategy” - but really, aren't we just admitting that marketing and sales can be done by a dopey robot?Executive ChairsAs the TOP boys realize they can offload their work by becoming Executive Chair (same salary, fewer hours, no responsibilities!), maybe the CEO class is realizing THEY can stop doing as much if they just give more jobs to underlings? It seems telling the prime example in the article is Target where Brian Cornell still lingers on the board like a boilPay committeesPay committees are handing out massive golden hellos, particularly to CFOs but all c-suite, and they can justify them by “rolling” pointless jobs into a single person, right? BoardsBoards aren't actually paying attention to executives anyway - the data suggests by and large boards in the US are either deferential to the executives (do whatever you want!) or entirely self dealing (highly connected horse trading jobs on other boards!). The result is an indifferent board to actual executive shakeups either way - and CEOs are using indifference to shake up the c-suitesGeneral Mills is recalling nearly 736,000 Pillsbury bread rolls over possible glass - WHO DO YOU BLAME??Public Responsibility Chair Jorge UribeEx “productivity” officer at P&G until he retired in 2015. MBA and bachelor's in “management engineering”, which confused our knowledge typing which pinged off “engineering” to give him Public Safety knowledge, but there's no ACTUAL EVIDENCE he did anything but sales/marketing10 year tenure - longer than the CEO, but not as long as…Longest tenured director and man on Public Responsibility committee Steve OdlandOdland is the CEO of the Conference Board, who does public policy and governance stuff - he was CEO of Office Depot and AutoZone, and came from food (Quaker Oats, Sara Lee)Been on the board 22 years!! Solid job if you can get itBut both Steve and Jorge are tagged as “deferential” in the data (this is an important gig for them), so maybe…CEO Jeff HarmeningWith General Mills since 1994, came from marketing, but was COO - maybe Jeff's job as a director at Toro Company made him too busy to notice the glass? Or, maybe it wasn't their fault at all…RFK Jr: It's not just Taco Bell lettuce and possible glass in Pillsbury rolls: Food and drink recall events reached a 6-year year-over-year high

The Fiftyfaces Podcast
Episode 368: A New Chapter in Sustainable Investing: Dr. Michael Viehs

The Fiftyfaces Podcast

Play Episode Listen Later Jul 21, 2026 31:07


Dr. Michael Viehs is a globally recognized expert on responsible investment, stewardship and long-term value creation with over 20 years of experience in practice and academic life. He has advised leading institutional investors on a combined asset base worth more than $4 trillion and currently blends a combination of academic and advisory roles. Our discussion traces his career in which he has switched between an academic career and the private sector and traced an evolution in the understanding of and demand for sustainable investment strategies. He discusses his own current approach in this area and how it has evolved over time, and discusses the likely shape of stewardship in the next decade.The Fiftyfaces Podcast is supported by Franklin Templeton and Alvine Capital. Franklin Templeton is a global investment management firm that provides a broad range of investment solutions, including mutual funds, ETFs, alternative investments, wealth management, and technology-enabled financial services. Founded in 1947, the firm manages approximately $1.8 trillion in assets under management (AUM) and serves individual and institutional investors across more than 150 countriesFounded in 2005, Alvine Capital is a European focused private capital advisory and placement agent that provides capital raising services to investment managers. From its base in London and its office in Stockholm it creates bespoke capital raising programs that blend appropriate investor targeting and sophisticated marketing to deliver a fundraise aligned with institutional expectations

Investing in Impact
Lindsay Hadley, founder and CEO of Harbor Fund - Venture Capital for Impact Storytelling

Investing in Impact

Play Episode Listen Later Jul 20, 2026 31:59


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this bonus episode Investing in Impact, we showcase a crossover episode from our Disruptors for Good podcast. On this episode, we speak with Lindsay Hadley, founder and CEO of Harbor Fund, about building a new financing model for films designed to influence culture and create social impact.Harbor Fund is a 501(c)(3) nonprofit that uses philanthropic donations to invest in socially meaningful films. Rather than funding a single project through a traditional grant, Harbor Fund takes an equity position in selected productions. When a film generates a financial return, that capital flows back into the fund and can be invested in future projects.The result is an evergreen model that combines philanthropy, impact investing, and independent film financing.Lindsay shares how her 20-year career in nonprofit fundraising led her into filmmaking, why scripted narratives can sometimes create more cultural influence than documentaries, and what Harbor Fund looks for when evaluating hundreds of film submissions.She also discusses the difficult state of the entertainment industry, the importance of established talent and strong intellectual property, and why commercial viability is a critical part of Harbor Fund's impact thesis. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Market Weekly
ETF inflows: Heading for a record high?

Market Weekly

Play Episode Listen Later Jul 16, 2026 8:05


June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first time. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morris, inflows were strongest in the US and Japan; European and emerging market figures were less impressive.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 on Ausha. See ausha.co/privacy-policy for more information.

Investing in Impact
Slav Gatchev, VP of Innovative Finance at The Rockefeller Foundation - How Innovative Finance Can Build Markets for Impact

Investing in Impact

Play Episode Listen Later Jul 14, 2026 45:20


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------The biggest opportunity in impact investing may not be finding more money.It may be building the markets that allow money to move.That idea runs through this episode of Investing in Impact with Slav Gatchev, Vice President of Innovative Finance at The Rockefeller Foundation.Gatchev has spent much of his career working at the intersection of finance, infrastructure, emerging markets, and conservation. Before joining The Rockefeller Foundation, he led large sovereign debt conversion transactions at The Nature Conservancy. Earlier in his career, he spent more than two decades advising on infrastructure investments across global emerging markets.His experience gives him a useful perspective on one of the central questions facing impact finance today:How do we move from funding individual projects to creating systems that can attract capital at scale?Throughout the conversation, Gatchev explains why the answer often begins with flexible capital, patient institutions, and a willingness to solve problems that traditional investors cannot yet address. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Future in Sound
Serge Younes: Invited to the Party

Future in Sound

Play Episode Listen Later Jul 14, 2026 36:25 Transcription Available


Serge Younes is Global Head of Sustainability at Invest Industrial. With a PhD in renewable energy and decades of experience in both consulting and private equity, he brings a technical and commercial grounding that shapes how he works with portfolio companies. In this episode, he joins Jenn to talk about what it actually takes to make sustainability land in a business and what the head of sustainability role might look like in ten years' time.Useful Links:Follow Serge on LinkedIn hereFind out more about Invest Industrial hereRead Serge's book recommendation: The Invention of Nature by Andrea WulfClick here for the episode web page. This episode is also available on YouTube.For more insights straight to your inbox subscribe to the Future in Sight newsletter, and follow us on LinkedInThis podcast is brought to you by Re:Co, a tech-powered advisory company helping private market investors pursue sustainability objectives and value creation in tandem. Produced by Chris AttawayArtwork by Harriet RichardsonMusic by Cody Martin

Market Weekly
Fixed income ETFs: Simple, transparent, low-cost beta exposure

Market Weekly

Play Episode Listen Later Jul 9, 2026 10:00


Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed Income ETFs, tells Daniel Morris, Chief Market Strategist, that there is still great growth potential for bond ETFs – for a variety of reasons.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 on Ausha. See ausha.co/privacy-policy for more information.

Market Weekly
London Climate Action Week: In the heat of the moment, time to seek concrete solutions

Market Weekly

Play Episode Listen Later Jul 6, 2026 11:00


The recent heat wave in Europe provided a unique environment for the 75,000 attendees of the London Climate Action Week. Climate Lead Thibaud Clisson tells Chief Market Strategist, Daniel Morris, that this major climate finance gathering focused on seeking concrete solutions to accelerate and finance the energy transition and climate adaptations, and on how to best channel private funding towards practical solutions.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 on Ausha. See ausha.co/privacy-policy for more information.

Investing in Impact
How Gross Labs Is Building a New Model for Culture, Capital, and Impact

Investing in Impact

Play Episode Listen Later Jul 2, 2026 35:58


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In this episode of Investing in Impact, we speak with Nick Gross, founder of Gross Labs and Gross Labs Foundation, about his journey from musician to entrepreneur, investor, and philanthropist.Nick signed a record deal with Sony Epic Records while still in high school and later founded the Noise Nest, a five studio music campus in Los Angeles. His experience in music introduced him to artists, athletes, entrepreneurs, and emerging founders, eventually leading him into startup investing and business building.Today, Gross Labs operates as a family enterprise and cultural investment platform spanning education, sports, media, entertainment, wellness, hospitality, and philanthropy.Rather than functioning as a traditional family office, Gross Labs takes an active role in helping founders build companies, strengthen brands, access partnerships, and connect with a broader ecosystem of operating businesses and social impact initiatives.Nick also explains how Gross Labs Foundation evolved from Find Your Grind Foundation and now serves as the impact layer across the Gross Labs portfolio.The conversation explores how capital, culture, education, brand building, and philanthropy can work together to create both financial value and meaningful social outcomes.About Nick GrossNick Gross is the founder of Gross Labs, a family enterprise and cultural investment platform focused on building, investing in, and supporting companies across education, sports, media, entertainment, wellness, and other culture shaping sectors.He is also the founder of Find Your Grind, an education technology platform helping students develop career awareness, confidence, future readiness, and a clearer understanding of how they want to live and work.Through Gross Labs Foundation, Nick supports initiatives focused on youth opportunity, education, workforce development, sports, wellness, environmental stewardship, and community impact.Before becoming an entrepreneur and investor, Nick signed a record deal with Sony Epic Records and built a career as a professional musician. He later founded the Noise Nest, a recording and creative campus in Los Angeles.About Gross LabsGross Labs is a family enterprise and cultural investment platform that brings together business creation, private investing, operating expertise, brand development, and philanthropy.The platform works with founders and companies across industries that influence culture, including education, sports, entertainment, media, hospitality, and wellness.About Gross Labs FoundationGross Labs Foundation is the philanthropic platform connected to the broader Gross Labs ecosystem.The foundation works with mission aligned organizations and leaders to create measurable impact through education, career development, sports, youth opportunity, wellness, environmental stewardship, and community initiatives. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Market Weekly
Geopolitics and the economy: How war-triggered oil price shock was largely avoided

Market Weekly

Play Episode Listen Later Jul 2, 2026 9:42


Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy – appear to have largely proven unfounded. Thijs Van de Graaf, Professor of International Energy Politics at Ghent University, talks with Daniel Morris, Chief Market Strategist, about the range of factors that have mitigated the effects of the war.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 on Ausha. See ausha.co/privacy-policy for more information.

PRI Podcasts
The Investor Imperative: Human rights 15 years on from the UNGPs

PRI Podcasts

Play Episode Listen Later Jun 30, 2026 44:25


In this episode, Nathan Fabian, Chief Sustainable Systems Officer at the PRI, is joined by Elisabeth Andvig, Senior Investment Stewardship Manager at Norges Bank Investment Management, and Robert Lewenson, Head of Responsible Investment at Old Mutual Investment Group, to mark 15 years since the UN Guiding Principles on Business and Human Rights (UNGPs) were endorsed.Together, they reflect on how investor practice has evolved, the progress companies have made in embedding human rights due diligence, and the challenges that remain as investors navigate geopolitical uncertainty, supply chain disruption and the transition to a more sustainable global economy.Overview:15 years after the adoption of the UN Guiding Principles, human rights have become a core consideration for responsible investors. Yet implementation remains uneven, particularly when it comes to due diligence, access to remedy and adapting to an increasingly complex global environment.This episode explores how investors can strengthen human rights stewardship, support a just transition and help ensure long-term value creation while respecting the rights of people across global supply chains.Detailed coverage:How investor practice has evolvedThe guests reflect on how awareness of the UNGPs has grown over the past 15 years, with human rights moving from a niche sustainability issue to an increasingly integrated part of investment stewardship and corporate governance.Human rights due diligence in practiceThe conversation explores the progress companies have made in embedding due diligence processes, alongside the challenges investors face in assessing risks across large, global portfolios and complex supply chains.A changing policy landscapeNathan, Elisabeth and Robert discuss the impact of geopolitical fragmentation, evolving regulation and shifting global supply chains on responsible investment and human rights implementation.Access to remedy and investor responsibilityThe episode examines why access to remedy remains the least developed pillar of the UNGPs and considers how investors can use stewardship and engagement to encourage more effective corporate responses.Human rights, inequality and the just transitionThe discussion explores the relationship between human rights, economic inequality and the transition to a low-carbon economy, highlighting the importance of ensuring communities benefit alongside investors.Looking aheadThe guests share their priorities for the next five years, from strengthening implementation and celebrating good practice to ensuring the UNGPs remain relevant in a rapidly changing investment landscape.To learn more about the PRI's work on human rights and responsible investment, visit: https://public.unpri.org/investment-tools/stewardship/advancehttps://www.unpri.org/deep-dive?id=an-introduction-to-responsible-investment-human-rightsChapters:00:00 – Introduction: 15 years of the UN Guiding Principles04:48 – How human rights due diligence has evolved11:55 – The challenges of implementation and global policy change21:37 – Access to remedy: the forgotten pillar31:40 – Human rights, inequality and economic inclusion39:12 – The just transition and responsible mining47:18 – Why long-term thinking matters for investors53:46 – Celebrating leadership and sharing best practice57:45 – Looking ahead: priorities for the next five years01:01:32 – Final reflectionsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided "as is" with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

ClearBridge Investments
Emerging Markets, AI and the Future of Sustainable Investing

ClearBridge Investments

Play Episode Listen Later Jun 29, 2026 26:18


What do emerging markets and AI reveal about the future of sustainable investing? In this episode, Robin Freeman speaks with Tom Mao and Aimee Truesdale about how investors are navigating uneven ESG disclosure, data center power and water demands, AI's impact on labor, and the growing role of emerging market companies in sustainability solutions — from digital inclusion and grid resilience to advanced semiconductors and battery storage.

Market Weekly
US high yield: Resilience against interest rate and spread volatility

Market Weekly

Play Episode Listen Later Jun 26, 2026 16:34


The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite widening dispersion across industry and quality segments of the market.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 on Ausha. See ausha.co/privacy-policy for more information.

The Water Tower Hour
ClearSign Technologies (CLIR): Initiation of Coverage Review: A Non-Discretionary NOx Compliance Story with an 80% Cost Edge

The Water Tower Hour

Play Episode Listen Later Jun 18, 2026 7:22


Send us Fan MailIn this episode, join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Managing Director - Energy Transition and Sustainable Investing, as they dive into WTR's Initiation of Coverage report for ClearSign Technologies (NASDAQ: CLIR). ClearSign is an industrial combustion innovator addressing a non-discretionary regulatory driver: NOx emissions compliance. Discover how ClearSign's burner technology tackles both NOx pathways at a fraction of conventional costs, the regulatory cycle expanding from California to Texas and beyond, its manufacturing partnership with Zeeco, and the growing addressable market across refining and ethylene. Peter also shares WTR's financial forecasts for CLIR, including its path to its first annual net profit and rapid scaling beyond. 

Market Weekly
Cheaper, smarter and ever broader uses: AI offers a long growth runway

Market Weekly

Play Episode Listen Later Jun 18, 2026 14:50


Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM's disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI industry and its investment potential, not least in supporting both training and inferencing applications.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 on Ausha. See ausha.co/privacy-policy for more information.

Climate 21
Animal Agriculture's Stranded Asset Risk, and Why ESG Keeps Missing It

Climate 21

Play Episode Listen Later Jun 17, 2026 41:18 Transcription Available


Get in touch - leave me a messageWhat if one of the biggest climate risks in your portfolio is hiding in plain sight — in food, land, methane, and animal-dependent industries?In this episode of Climate Confident, I'm joined by Claire Smith, founder and CEO of Beyond Investing, to unpack why climate finance cannot stop at fossil fuels. Claire has spent years building investment products that screen for animal use, climate impact, weapons, defence, human rights issues, and risks mainstream ESG too often waves through with a clean conscience and a spreadsheet.You'll hear why Claire believes animal agriculture is a broken business model, propped up by subsidies and exposed to stranded asset risk in ways that echo the fossil fuel sector. We dig into how food systems connect to methane, water use, land use, biodiversity loss, emissions reduction, and supply chain fragility — and why treating food as a side issue in the energy transition is a mistake.You might be shocked to learn that animal agriculture uses around 75% of agricultural land while producing only 18% of calories. We also explore where climate tech, policy, and capital could help scale animal-free alternatives and resilient food systems that support decarbonisation, net zero, and real-world climate action.

Investing in Impact
Causeartist Weekly Brief - From Rare Earths to Clean Water: The Startups Building the Next Impact Economy

Investing in Impact

Play Episode Listen Later Jun 15, 2026 6:39


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In This Episode• Climate tech investment reaches $40.5 billion in 2025• Why investors remain bullish on clean energy, grid modernization, and industrial decarbonization• How Nimble is reducing electronic waste through circular consumer products• Phoenix Tailings' mission to build a cleaner domestic rare earth supply chain• Clear Robotics and the future of autonomous electric vessels for waterway management• The role of the Bezos Earth Fund in advancing climate and conservation efforts• How the UNICEF Venture Fund supports frontier technology startups in emerging markets• Finance Earth's approach to unlocking private capital for environmental solutions• Recent funding rounds from Clear Robotics, Campground, and Cocoon Carbon• New research showing AI is creating more technology jobs than it is eliminating across EuropeFeatured OrganizationsCompanies:• Nimble• Phoenix Tailings• Clear RoboticsFunders:• Bezos Earth Fund• UNICEF Venture Fund• Finance EarthRecent Funding Covered• Clear Robotics, $1.75M• Campground, $2.2M• Cocoon Carbon, $15M ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

The Sustainalytics Podcast
Testing Markets and Building ESG Resilience

The Sustainalytics Podcast

Play Episode Listen Later Jun 10, 2026 28:02


Host: Catalina Secreteanu, Managing Director, ESG Solutions, Europe, Morningstar Sustainalytics Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics Guest: Bin Dong, Lead Analyst, ESG Methodology, Morningstar Sustainalytics On the Evolution of Sustainable Investing and Constructing More Resilient Portfolios In this episode of Sustainability in Conversation, we welcome our new co-host, Catalina Secreteanu. Catalina has worked in the sustainable investment space for the past 17 years, holding roles at UKSIF and Sustainalytics in the UK and Australia. During that time, she's had a front row seat to how the industry has evolved. She shares her thoughts on where the market has been and where it's going, as well as the challenges and opportunities along the ways.   Melissa and Catalina also sat down with Bin Dong, Lead Analyst, ESG Methodology, and author of the report “ESG Resilience in Focus: What the US-EU Divergence Means for Portfolio Performance.” Building on analysis from a previous publication, this report examines how portfolios adjusted for material sustainability factors perform under pressure in US and EU equity markets. Bin shares the most recent findings and explains how investors could leverage the insights for their own approaches.  Share Your Feedback Please take a moment to share your thoughts on Sustainability in Conversation. You can email us at podcast@sustainalytics.com or take this short survey. Key Moments  00:00:00 Introduction 00:01:46 A conversation with Catalina Secreteanu on the evolution of sustainable investing 00:14:13 A conversation with Bin Dong about ESG risk and portfolio resilience 00:24:01 Sign off   Links to Select Resources Report | ESG Resilience in Focus: What the US-EU Divergence Means for Portfolio Performance Webinar | ESG Resilience in Focus: How Markets Price Risks and What It Means for Portfolios Report | ESG Risk Ratings: A Protective Instrument Amid Economic Shocks    

Market Weekly
ETF investing in European defence

Market Weekly

Play Episode Listen Later Jun 5, 2026 11:03


The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, update Andrew Craig, Co-head of the Investment Insights Centre 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 on Ausha. See ausha.co/privacy-policy for more information.

Market Weekly
Disrupting the world order

Market Weekly

Play Episode Listen Later Jun 4, 2026 12:16


In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management. Together they discuss how geopolitics and artificial intelligence are each effecting profound change on the global economy.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 on Ausha. See ausha.co/privacy-policy for more information.

Better Money Better World
#69 |Profit with Purpose: How LeapFrog Investments Is Redefining Capitalism at Scale

Better Money Better World

Play Episode Listen Later Jun 2, 2026 44:58


In the latest episode of BMBW, Daniel Pianko sits down with Andy Kuper, founder and CEO of LeapFrog Investments, one of the pioneering firms in impact investing since the start, with more than $3 billion of AUM. Over the past two decades, Andy and his team have helped prove that investing in underserved populations across growth markets can generate both transformative social impact and market-leading financial returns. From energy and insurance to AI-powered health solutions, LeapFrog has backed and built businesses that now reach more than 622 million people across Africa and Asia. Andy shares the remarkable journey behind the firm's creation, the lessons learned as he helped to scale impact investing into a trillion-dollar asset class, and why he believes the next generation of investors has an even bigger opportunity ahead. Long before impact investing even had a name and a decade before it became mainstream, Andy saw the opportunity of four billion underserved people across emerging markets—represented not as charity cases, but as a vast number of consumers who could be the next great growth investment opportunity. Today, LeapFrog's companies provide healthcare, financial services, and climate solutions at a historic scale and depth of impact to those people—empowering millions and saving many lives. This episode is a powerful reminder that impact investing isn't about sacrificing returns. Impact investment is about unlocking opportunity where others fail to look.    

Market Weekly
European small caps offer income and growth

Market Weekly

Play Episode Listen Later May 28, 2026 10:24


European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris, Chief Market Strategist, that small caps can prove positive for investors pursuing an active barbell strategy of a strong income-oriented approach combined with identifying underpriced potential for growth.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 on Ausha. See ausha.co/privacy-policy for more information.

Investing in Impact
A Causeartist Announcement

Investing in Impact

Play Episode Listen Later May 27, 2026 2:38


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Hey everyone, welcome back to the podcast.Today's episode is a little different.After years of building Causeartist as a media platform spotlighting impact startups, founders, investors, and innovators, we're entering a completely new chapter.Causeartist is now officially a nonprofit organization.And honestly, this decision came from something simple.The mission became bigger than a media company.Over the years, I've had the chance to interview incredible founders, nonprofit leaders, impact investors, climate innovators, technologists, artists, and builders from all over the world.And one thing became very clear to me.There are millions of people working every single day to solve massive problems in the world, but many of their stories never get told.A lot of these founders and organizations are building in areas like climate, education, healthcare, financial inclusion, food systems, AI for good, community development, and so much more.But many of them are doing this work without enough visibility, without enough media support, and without enough long-term storytelling infrastructure behind them.We want to help change that.The vision for Causeartist moving forward is to build a lasting home for the impact economy.A place focused on impact startup storytelling, founder and innovator interviews, educational media and research, ecosystem databases and directories, podcasts and live conversations, community collaboration, and resources for people building positive change in the world.At its core, Causeartist is built around one belief:There are millions of people using their talents, creativity, skills, and businesses to improve the world, and their stories deserve to be seen.That belief has guided this platform from day one.And now becoming a nonprofit allows us to think longer term.It allows us to focus on building something durable.Something mission-first. Something that can continue spotlighting innovators and builders for years and decades to come.I also just want to say thank you.Thank you to every founder who trusted us with their story.Every investor who shared insights.Every nonprofit leader, partner, listener, reader, and supporter who has been part of this journey.You helped shape what Causeartist has become.And honestly, we're just getting started.I'm incredibly excited for what we're building next.More stories.More founders.More conversations.More tools and resources for the people trying to create a better future.So thank you for being here.Thank you for believing in this mission.And let's continue building together.See you in the next episode. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

PRI Podcasts
How responsible investment shapes better investment decisions

PRI Podcasts

Play Episode Listen Later May 26, 2026 40:05


In this episode, Kate Webber, Chief Solutions Officer at the PRI, is joined by Claudia Wearmouth, Global Head of Responsible Investment at Columbia Threadneedle Investments, and Travis Antoniono, Investment Director for Sustainable Investments at CalPERS.Together, they explore how responsible investment is being applied in practical, financially material ways, including how it is embedded into investment processes, how transparent dialogue between asset owners and managers supports long-term outcomes, and the role evidence plays in sustainable investment decision-making.Overview:Responsible investment is increasingly moving from a specialist function to a core part of investment decision-making. Across public and private markets, sustainability and governance considerations are being integrated into due diligence, portfolio construction, stewardship and long-term risk management.This episode explores how investors are building practical frameworks around financial materiality, balancing quantitative tools with qualitative judgement, and adapting to rapidly evolving risks such as climate change and AI disruption.Detailed coverage:Embedding sustainability into investment processesBoth guests explain how sustainability considerations are now integrated throughout the investment lifecycle, from initial due diligence through to ongoing monitoring and exit decisions.Financial materiality and fiduciary dutyThey explore how responsible investment supports long‑term, risk‑adjusted returns and helps meet fiduciary responsibilities to beneficiaries.The role of dedicated expertiseTravis Antoniono discusses embedding dedicated sustainability specialists directly into investment due diligence teams, while Claudia Wearmouth outlines how sustainable investment analysts can better work alongside fundamental research teams.Data, evidence and judgementThe conversation explores how responsible investment relies on a growing evidence base. While data is still evolving, investors increasingly combine quantitative tools with qualitative insight and real-world case studies.Explore real-world examples of how investors are combining data and judgement in practice in the PRI's investment case database: https://public.unpri.org/investment-tools/investment-case-databaseHow AI is changing investment researchAI is beginning to transform investment analysis itself, helping teams assess sector disruption, and emerging financial impacts more dynamically.Building organisational buy-inBoth guests highlight that embedding responsible investment depends on strong leadership and clear direction, with teams working together to apply it in practice.The importance of asset owner–manager relationshipsTransparency, trust and detailed communication are highlighted as essential for aligning investment objectives, stewardship expectations and long-term strategy execution.Practical lessons for investorsThe episode concludes with practical recommendations on how investors can improve governance and decision-making through more consistent use of evidence and ongoing dialogue.Chapters:00:08 - Introduction and the investment case for responsible investment01:29 - Embedding sustainability into investment processes05:14 - Sustainability, fiduciary duty and long-term returns10:56 - Building the evidence base for responsible investment13:39 - How AI is changing investment analysis20:15 - Creating organisational buy-in and investment alignment22:18 - Climate solutions, strategy and total portfolio thinking27:12 - Asset owner and investment manager collaboration35:15 - Key lessons on transparency, trust and detail37:04 - Practical recommendations for investorsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Market Weekly
China: Tech self-sufficiency drive bodes well for growth

Market Weekly

Play Episode Listen Later May 21, 2026 10:42


China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.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 on Ausha. See ausha.co/privacy-policy for more information.

Market Weekly
AI: Transforming quantitative portfolio management

Market Weekly

Play Episode Listen Later May 14, 2026 13:48


Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast datasets to identify and capture the best ideas. Ram Rasaratnam, CIO for Quant Equity Strategies at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer, AXA IM Core, that AI and machine learning are revolutionising how researchers improve the models that support the firm's analysis of a potential investee stock's valuation, quality and future earnings trajectory.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 on Ausha. See ausha.co/privacy-policy for more information.

Market Weekly
Inflation-linked bonds can navigate the shocks

Market Weekly

Play Episode Listen Later May 7, 2026 13:30


The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer for AXA IM Core, how the short duration inflation-linked bond strategy run by her team can be effective in offering protection and a real return – not just a nominal one – in a slowing growth, rising inflation environment.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 on Ausha. See ausha.co/privacy-policy for more information.

ESG Insider: A podcast from S&P Global
Climate Week Zurich: Swiss private bank talks sustainable investment opportunities

ESG Insider: A podcast from S&P Global

Play Episode Listen Later May 5, 2026 20:03


All Things Sustainable is the official podcast of the first-ever Climate Week Zurich taking place May 4-9, and all week we're bringing you special daily episodes from Zurich.   In our second episode of the week, we're talking to Switzerland-based EFG International, a global private banking and asset management group. We sit down on the sidelines of Climate Week Zurich with Melanie Beyeler, the bank's Global Head of Sustainable Investing.   Melanie outlines the landscape for sustainable finance and where she sees continued investment opportunities. "If you listen to the market chatter, you might think that sustainable investing is out of fashion, there is hardly any demand left — but then if you look at the data, you get a very different picture," she says. "For us, sustainable investing starts with a very practical question: What will the world need more of in the future, and which companies are well-positioned to provide it?"  Melanie says companies need to treat sustainability as a strategic management tool to build value.  "If sustainability is only done for the photo opportunity, for the annual report, you will always struggle to justify the cost," she says. "But if it's used to make the business more efficient, more resilient, better prepared for the future — then the case becomes much, much stronger."  The All Things Sustainable podcast will be back with more special coverage from Climate Week Zurich throughout the week, so please stay tuned.  Learn more about events S&P Global is hosting during Climate Week Zurich: Climate Week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

PRI Podcasts
The role of investors in the age of AI - Part 2

PRI Podcasts

Play Episode Listen Later May 5, 2026 24:38


In this episode, Cambria Allen-Ratzlaff, Interim CEO of the PRI, is joined by Michael Benedict Yamoah (Vice President, Stewardship Director, EOS at Federated Hermes), Chris Jurgens (Senior Director, Omidyar Network), and Oumou Ly (Non-resident Research Fellow, UC Berkeley Center for Long-Term Cybersecurity) to explore how investors should respond to AI.Building on Part 1, this episode moves from theory to practice, outlining how investors can assess AI governance, identify risks across portfolios, and begin engaging with companies in a fast-moving and uncertain landscape.Overview:AI is already reshaping portfolios, but most investors are still early in understanding how to manage the risks. This episode focuses on practical steps, from governance and engagement to tools, research, frameworks and real-world examples of leading practice.A key message is that there is no perfect framework yet. Instead, investors must start now, build capability over time, and engage continuously as the technology evolves.Detailed coverage:What good AI governance looks likeAt a minimum, companies must comply with regulation and establish clear internal policies. Strong governance goes further, embedding AI into enterprise risk management, assigning board-level responsibility, and ensuring oversight across the organisation.Beyond compliance: lifecycle thinkingInvestors are encouraged to assess the full lifecycle of AI systems, from development and deployment to real-world impacts, liabilities and societal consequences.AI risk is dynamicUnlike other technologies, AI systems evolve post-deployment. This requires continuous monitoring, disclosure and adaptation, rather than one-off assessments.Examples of leading practiceCompanies such as Anthropic and Microsoft are highlighted for transparency, investor engagement and responsible AI frameworks. Across the ecosystem, progress is being driven by collaboration between companies, investors and policymakers.The importance of infrastructure and ecosystemsAI is not just about software, it spans chips, data centres and energy systems. Managing its risks requires coordination across the full value chain.Practical starting points for investorsInvestors should map where AI sits in their portfolios, identify key use cases, and assess associated risks such as cybersecurity, compliance and liability.Tools, frameworks and collaborationA growing ecosystem of resources, from investor coalitions to research frameworks, is emerging to support engagement and analysis.A marathon, not a sprintAI governance is an ongoing process. Investors must build long-term capability, stay engaged in dialogue, and avoid waiting for perfect solutions before acting.Start now, signal intentEven simple engagement, asking basic governance questions, can send a strong signal to companies that responsible AI matters.Chapters:00:08 - Introduction: from AI risk to investor action01:00 - What good AI governance looks like03:05 - Internal policies, risk management and board oversight05:00 - Lifecycle thinking and real-world impacts08:17 - Examples of leading practice in AI governance10:30 - Defining and understanding AI risk13:15 - Mapping AI use cases across portfolios15:39 - Practical tools and investor resources19:44 - Why AI is a marathon, not a sprint22:24 - Final takeaways: start now and engageFurther reading: Anthropic labor market impacts, Microsoft transparency reportDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Market Weekly
US small caps – Reasons to be cheerful

Market Weekly

Play Episode Listen Later Apr 30, 2026 14:30


US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.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 on Ausha. See ausha.co/privacy-policy for more information.

FidelityConnects
Profit with purpose: Investing in a sustainable world – Anna Lester, Bryan Anderson, and Kenyon Hunt

FidelityConnects

Play Episode Listen Later Apr 30, 2026 31:08


Sustainability is reshaping the global investment opportunity set. In this webcast, our investment team takes a closer look at the Sustainable World ETF and how a sustainability‑focused framework can uncover durable growth opportunities across regions and sectors. The discussion features Anna Lester, Fund Portfolio Manager, alongside Bryan Anderson, Investment Director, and Kenyon Hunt, Quantitative Research Analyst, on the Sustainable Investing and Research team, as they share insights into the research process, portfolio design and how sustainability factors are integrated alongside traditional financial analysis. Recorded on April 15, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   --   Le développement durable influe sur les occasions de placement à l'échelle mondiale. Dans cette webémission, nos experts en placements analyseront le FNB Développement durable mondial et expliqueront comment un cadre axé sur le développement durable peut faire ressortir des occasions de croissance dans différentes régions et divers secteurs. Cet échange réunira Anna Lester, gestionnaire de portefeuille, Bryan Anderson, directeur en chef des placements, et Kenyon Hunt, analyste en recherche quantitative au sein de l'équipe attitrée aux placements durables, et portera sur le processus de recherche, la construction de portefeuille et l'intégration des facteurs de développement durable aux analyses financières traditionnelles. Date : 15 avril 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

PRI Podcasts
The role of investors in the age of AI - Part 1

PRI Podcasts

Play Episode Listen Later Apr 28, 2026 40:28


In this episode, Cambria Allen-Ratzlaff, Interim CEO of the PRI, brings together Michael Benedict Yamoah, Vice President, Stewardship Director, EOS at Federated Hermes, Chris Jurgens, Senior Director, Omidyar Network, and Oumou Ly, Non-resident Research Fellow, UC Berkeley Centre for Long-Term Cybersecurity to explore why AI is emerging as a critical sustainability issue for investors.The first in a two-part series, this episode examines the scale and speed of AI adoption, its implications for climate, labour, security and long-term financial stability, and what it will take for investors to get ahead of a transition that is already underway.OverviewAI is rapidly reshaping the global economy, with unprecedented levels of capital investment, adoption and market impact. While much of the focus has been on AI as an investment opportunity, this episode reframes it as a system-wide issue with implications for climate, labour, security and long-term financial stability.The discussion highlights a growing gap between investor awareness and capability, as well as the need for stronger coordination, clearer frameworks and more robust governance to manage AI-related risks.Detailed coverageAI as a system-wide investment issueAI is not confined to the tech sector, it is a whole-economy force that will impact portfolios across industries, making it relevant for all long-term investors.The business case for responsible AIResponsible AI practices are increasingly linked to performance, helping companies build trust, avoid costly failures and strengthen long-term returns.Systemic risks: energy, labour and infrastructureAI is driving rapid growth in data centres and physical infrastructure, with significant implications for energy demand, emissions, water use and local communities.Security and regulatory riskAI is accelerating cyber threats while also becoming a focus for regulators globally. This creates new layers of compliance, liability and geopolitical risk for investors.The investor capability gapWhile interest in AI is growing, many investors lack the expertise, frameworks and internal capacity to assess and engage on AI-related risks effectively.From developers to deployersEngagement is currently focused on major AI developers, but risks and opportunities are increasingly concentrated in how AI is deployed across sectors.Governance as the central leverAcross all perspectives, governance emerges as the most critical tool, ensuring boards and management teams are equipped to navigate uncertainty, balance trade-offs and make long-term decisions.A transition moment for investorsAI represents a new phase of technological disruption, similar to past waves like telecoms and big data, but with broader and faster-reaching consequences.Looking aheadPart two will focus on the practical side, what investors can do, the tools and frameworks emerging, and where collective action can drive the most impact.DisclaimerThis podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2025. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

The Water Tower Hour
CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 1 – SAF)

The Water Tower Hour

Play Episode Listen Later Apr 23, 2026 82:01


Send us Fan MailThis WTR Symposium Series podcast is the first of a three-part symposium exploring investment opportunities emerging from industrial decarbonization and the circular resource economy. The first episode focuses on sustainable aviation fuel (SAF). Our keynote speaker from Kline + Company, and senior leadership from Abundia Global Impact Group (AGIG), Bioleum Corp (Comstock) (LODE), Montana Renewables (Calumet) (CLMT), and XCF Global (SAFX) join the Water Tower Research team including Shawn Severson, CEO and Co-founder, and Peter Gastreich, Managing Director - Energy and Sustainable Investing, to discuss how waste streams become jet fuel, which SAF business models generate real returns, strong regulatory tailwinds, and why energy security is rewriting the renewable fuels investment thesis. 

Market Weekly
Licence to roam empowers absolute return bond approach

Market Weekly

Play Episode Listen Later Apr 22, 2026 10:51


With a ‘licence to roam' fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate and Absolute Return, tells Andrew Craig, Co-Head of the Investment Insights Centre, emerging market bonds have emerged as ‘one of the single best opportunities' from the current energy shock.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 on Ausha. See ausha.co/privacy-policy for more information.

Wintrust Business Lunch
Noon Business Lunch 4/21/26: Social skills training, sustainable investing, summer travel scams

Wintrust Business Lunch

Play Episode Listen Later Apr 21, 2026


 Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about why learning proper social skills can help you succeed in business. Should we be teaching these social skills in school? Segment 2: Alex Papadopoulos, President of Egéa Wealth Management and Egéa SRI (Socially Responsible Investments), joins John Williams to talk […]

Market Weekly
Flows into core equity ETFs hold up amid Middle East conflict

Market Weekly

Play Episode Listen Later Apr 16, 2026 5:53


Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked products saw inflows late in the quarter as rising oil prices in particular fanned inflation concerns.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 on Ausha. See ausha.co/privacy-policy for more information.

Investing in Impact
Inside Citi's $500M Impact Fund Investing in Underserved Communities

Investing in Impact

Play Episode Listen Later Apr 14, 2026 40:15


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Most impact funds operate at the margins of traditional finance. The Citi Impact Fund operates from inside one of the largest banks in the world. That's a different kind of leverage.Meredith Shields manages a $500 million carve-out from Citi's balance sheet, deployed exclusively into double bottom line companies.In this episode, she covers how the fund defines impact, why it moved to Series B investing, and what she's watching in sectors like care, education, and financial resilience. She also names names, rolling through more portfolio companies than most guests manage in an hour. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Teach Me How To Adult
ICYMI: How To Build Wealth When Markets Are Down, And The Biggest Investing Mistakes To Avoid In A Recession, with Nicole Victoria

Teach Me How To Adult

Play Episode Listen Later Apr 13, 2026 6:56


Welcome to our new weekly series, ICYMI, where we start off the week with a quick game-changing tip from one of our guests that you might have missed. Tune in every Monday for an expert dose of life advice in under 10 minutes.  Today, we're throwing it back to one of our most valuable 2022 finance interviews with Nicole Victoria to help guide us through recession fears, market volatility, and economic uncertainty. If you've been wondering whether you should buy the dip, sell your stocks, or pause investing when the market crashes, this episode is packed with advice on how to recession-proof your money and make smarter long-term financial decisions. Nicole breaks down why so many people lose money in recessions and the biggest investing mistakes to avoid when panic sets in. Whether you're a beginner investor trying to understand recession investing strategies like dollar cost averaging, or feeling anxious about these uncertain times... this ICYMI is a great starting point.  Nicole is a CEO, money coach and financial literacy advocate Nicole Victoria AKA No Budget Babe, who specializes in helping millennial and gen-z women effortlessly manage their money and build bank accounts that never stop growing. Listen to our full episode with Nicole Victoria here! Follow Nicole: No Budget Babe Instagram: @Nobudgetbabe TikTok: @nobudgetbabe Subscribe to my Substack:teachmehowtoadult.substack.comFollow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Market Weekly
Healthcare equities: Healthier prospects in 2026

Market Weekly

Play Episode Listen Later Apr 10, 2026 9:24


Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights Centre Co-head Andy Craig that numerous factors should create a much more investable environment.  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 on Ausha. See ausha.co/privacy-policy for more information.

Market Weekly
The grass has become greener for green bonds

Market Weekly

Play Episode Listen Later Apr 8, 2026 10:29


While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects. Johann Plé, Senior Portfolio Manager in the Euro Fixed Income team, discusses the role green bonds should play in global asset allocations.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 on Ausha. See ausha.co/privacy-policy for more information.

PRI Podcasts
Spring progress report: lessons learned and next steps for nature stewardship

PRI Podcasts

Play Episode Listen Later Apr 7, 2026 38:26


In this episode, Tamsin Ballard, Chief Investor Initiatives Officer at the PRI, is joined by Oshadee Siyaguna, Head of Stewardship at J.O. Hambro Capital Management and Regnan, to explore early progress and lessons from collaborative investor action on nature.Drawing on insights from the inaugural Spring progress report, they examine how investors are beginning to address financially material nature and biodiversity risks, what effective engagement looks like in practice, and why collaboration is critical in tackling complex, system-level challenges.Overview:Investor action on nature is gaining momentum. With over 240 investors representing more than US $19 trillion in AUM endorsing Spring, engagement is scaling across sectors and geographies.Early progress shows companies are starting to assess nature-related risks and dependencies, while investors are building shared frameworks, tools and approaches. However, real-world outcomes remain limited, highlighting the gap between engagement activity and measurable environmental impact.Detailed Coverage:Nature as a financial riskCompanies are increasingly recognising nature and biodiversity as financially material risks. However, these risks often remain externalities unless supported by regulation or clear policy signals.Why nature is different from climateUnlike climate, which centres on carbon as a measurable metric, nature is more complex and harder to quantify, requiring a broader, systems-level approach rather than single metrics or pricing mechanisms.The role of collaborationSpring enables investors to pool expertise, share resources and deliver more consistent messaging. This collective approach helps tackle issues that are difficult to address through bilateral engagement alone.Key lessons from engagementInvestors are learning the importance of pragmatism, pacing and consistency. Companies need time to build internal capacity, and overly rapid demands risk superficial, compliance-led responses.Gaps and challengesProgress is strongest in operational and supply chain practices, but gaps remain in responsible political engagement, data availability and regulatory clarity.Systems thinking and resilienceA central theme is the need to view nature as part of a broader system. Long-term investment outcomes depend on resilient environmental, social and economic systems.What needs to happen nextPriorities include building capacity across investors and companies, improving data and tracking, strengthening regulatory frameworks, and developing more robust conceptual approaches to nature stewardship.A call to action for investorsInvestors are encouraged to engage, contribute and collaborate. Flexible participation models mean there are multiple ways to get involved and drive progress.Chapters:00:07 - Introduction and Spring progress overview02:12 - Early momentum and investor participation03:19 - Why nature stewardship needed a new approach05:35 - Nature vs climate: complexity and measurement challenges08:25 - Lessons from the first 18 months11:14 - Making nature risks financially material17:20 - Signs of progress and remaining gaps19:59 - Why collaboration matters more than ever26:17 - What needs to happen next31:52 - Final reflections: investor responsibilityDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2025. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

The Impact Report
Separating Signal from Noise in the ESG Backlash: Melanie Rua with Randall Strickland & Jesse Gerstin

The Impact Report

Play Episode Listen Later Apr 2, 2026 39:10


In this episode, Melanie Rua of Bloomberg Intelligence sits down with Randall Strickland, a sustainable investment advisor to philanthropic organizations, and Jesse Gerstin, faculty at the Bard MBA in Sustainability and community finance practitioner at the nonprofit Inclusiv.  Together, they untangle the differences between ESG, sustainable finance and impact investing; and discuss how the field is evolving amid political backlash and shifting narratives. Despite the headlines, they argue that the underlying work of aligning finance with environmental and social outcomes continues—often under different names.  The conversation covers public and private markets, the long-term opportunity in clean energy, and the financial fluency today's sustainability leaders need to drive meaningful change across every sector. This episode captures the energy of Bard's 'Inside Sustainability Live' series, where real-world practitioners and academics come together to build community and share strategies for advancing sustainability work in challenging times. Bard's Graduate Programs in Sustainability cultivate leaders who break through existing systems, innovating solutions to critical social, environmental and economic challenges. 2023 marked the 20th anniversary of the first graduating class from M.S. in Environmental Policy degree at Bard CEP and the 10th graduating class from the Bard MBA in Sustainability program. The 2024 graduating MS EP, MS CSP, MEd and MBA classes brought the Bard GPS alumni community to over 500!   MEET THE SPEAKERS Randy Strickland Randy is a Director at Westfuller Advisors and faculty at the Bard MBA in Sustainability, where he focuses on sustainable and impact investing. At Westfuller, he partners with philanthropic organizations and family offices to develop and manage mission-driven investment portfolios, supporting sourcing and due diligence across asset classes to build ESG and impact portfolios. Previously, he held leadership roles at Pathstone Family Office, Cornerstone Capital Group, City National Bank of New Jersey (now Industrial Bank), ImpactAssets, Principal Global Investors, and Commonfund. Randy is a member of the Impact & Sustainable Finance Faculty Consortium, a Fellow of Trinity Church Wall Street's Allocator Collective, and was named to the 2025 Who's Who in Impact Investing by the Impact Finance Center and the Denver Business Journal. Jesse Gerstin Jesse is Vice President of the Center for Resiliency and Clean Power at Inclusiv and faculty at the Bard MBA in Sustainability, working at the intersection of impact investing and renewable energy. He previously led sustainability at SimpliPhi Power, expanding energy storage solutions and improving energy access for underserved communities globally. Earlier in his career, he led the Clinton Climate Initiative's work accelerating utility-scale renewable energy in island nations, strengthening climate resilience, and supporting sustainable economic development for Native American nations. He has also worked with an impact investor in Indonesia and at Echoing Green in New York City supporting social entrepreneurs. Melanie Rua Melanie is a Senior Associate at Bloomberg Intelligence, where she leads ESG research focused on nature-related risks such as water scarcity, biodiversity loss, and deforestation, and how these issues shape corporate performance and capital allocation. Her work uses geospatial data, predictive modeling, and materiality frameworks to analyze environmental risks and opportunities across sectors including energy, chemicals, and packaged food. In addition to her research, Melanie manages a team of associate analysts and regularly shares her insights through industry panels, guest lectures, and Bloomberg Intelligence's ESG Currents podcast. She holds an MBA in Sustainability from Bard College and the CFA Institute Certificate in Sustainable Investing.

PRI Podcasts
Responsible investing in a changing world: purpose and practice

PRI Podcasts

Play Episode Listen Later Mar 24, 2026 29:47


In this episode, Kate Webber, Chief Solutions & Technology Officer at the PRI, is joined by Aniket Shah, Managing Director at Jefferies, to examine the core purpose of responsible investing and what it truly means in practice.Together, they explore whether the industry has lost sight of its original mission, how investors should think about real-world risks and opportunities, and why long-term thinking remains central to delivering value for beneficiaries.OverviewResponsible investing has evolved significantly over the past two decades, but questions remain around its core purpose. Is it about solving global challenges, or simply about making better investment decisions?This episode reframes responsible investing as fundamentally about improving returns by incorporating factors often overlooked in traditional analysis, particularly externalities and intangible assets.The discussion also highlights the importance of grounding investment decisions in the realities of the real economy, rather than abstract frameworks or idealised outcomes.Detailed coverageRe-centering the purpose of responsible investingAniket argues that responsible investing is, at its core, about enhancing risk-adjusted returns. While impact and broader societal goals matter, the mainstream role of investors is to make better decisions by incorporating a wider set of financially relevant factors.Externalities and intangiblesThe conversation explores how climate change and other externalities are increasingly being priced into markets, alongside intangible factors such as governance and human capital. These elements, while harder to measure, are critical drivers of long-term performance.The real economy and long-term valueInvestors are encouraged to look beyond financial markets and consider how businesses operate in the real world. Understanding how technologies, energy systems and structural shifts evolve over time is key to identifying long-term opportunities.Avoiding dogma and embracing nuanceA key theme is the need for investors to stay informed, avoid overly simplistic frameworks, and continually reassess their assumptions. Engaging with opposing viewpoints is highlighted as a valuable way to strengthen decision-making.Rethinking KPIs and performance metricsRather than focusing solely on traditional ESG metrics, the episode emphasises the importance of human capital - including employee engagement, retention and culture - as leading indicators of resilience and performance.The role of investors todayUltimately, investors' responsibility is to deliver for their beneficiaries. By incorporating long-term risks and opportunities into their analysis, they can contribute to a more resilient and forward-looking financial system.To learn more, see our Investment case database here:  https://public.unpri.org/investment-tools/investment-case-databaseChapters00:00 – Introduction and guest overview01:45 – What is the true purpose of responsible investing?03:30 – Externalities, intangibles and investment decision-making06:30 – Real economy shifts and long-term investing10:45 – How fiduciaries should approach complex risks15:00 – Avoiding dogma and improving decision-making18:30 – The value of debate and diverse perspectives20:45 – Rethinking KPIs: human capital and culture24:30 – Linking performance to long-term resilience26:30 – Final reflections: the responsibility of investorsDisclaimerThis podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2025. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Teach Me How To Adult
ICYMI: If You Feel Shame, Guilt, Or Avoidance With Your Finances… Listen To This — with Jessica Moorhouse

Teach Me How To Adult

Play Episode Listen Later Mar 9, 2026 9:54


Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed.  Money can be a major point of shame, anxiety, guilt, and avoidance for a lot of us, so we're throwing it back to this deep dive with financial expert Jessica Moorhouse on the psychology of money and how to heal your relationship with it, so you can stop toxic financial habits and rewire your money mindset. Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness. Listen to our full episode with Jessica here. Check out Jessica's book, Everything but Money. Follow Jessica on Instagram, YouTube, and her website. Tune in every Monday for an expert dose of life advice in under 10 minutes. For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Investing in Impact
Inside Lupus Ventures and the Push to Fund Cures First

Investing in Impact

Play Episode Listen Later Feb 25, 2026 6:26


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------For decades, lupus has remained one of the most complex challenges in modern medicine. Its extreme heterogeneity, where symptoms and triggers can vary widely from one patient to the next, has made the disease difficult to study, diagnose, and treat.As a result, lupus has often been passed over by traditional venture capital in favor of conditions with more predictable development paths.That dynamic is now beginning to change.A growing wave of scientific advances, regulatory progress, and an increasingly active clinical pipeline is signaling a turning point for millions of patients worldwide.At the center of this shift is Lupus Ventures, a mission driven investment fund launched by the Lupus Research Alliance.The fund combines the discipline of life sciences venture capital with a clear focus on return on mission, aiming to close the funding gap that has long stalled promising breakthroughs in autoimmune disease research.In this spotlight, we speak with Nishant Rastogi, Managing Director of Lupus Ventures.Drawing on more than a decade of experience in biotech private equity and venture capital, Nishant explains why he chose to lead a mission driven fund, why early diagnostics are critical to improving patient outcomes, and how Lupus Ventures is helping reshape how cures are funded for historically underserved diseases.Full interview ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.