In this episode of the Sustainability Story podcast, Nicole Gehrig, Director of Global Industry Standards at CFA Institute, is joined by Lindsey Stewart, CFA, Director of Stewardship Research and Policy at Morningstar Sustainalytics. Together, they explore key themes in the realm of stewardship. Lindsey shares his insights on how institutional shareholders are approaching proxy voting and engagements that focus on environmental and social issues. Key topics covered include say on climate votes, the influence of proxy advisors, collaborative initiatives, and the significance of voluntary stewar ..read more

In this episode of "The Sustainability Story," co-host Josina Kamerling welcomes Nels Italo, Director of Product Strategy for Regulatory Solutions at FactSet. They delve into Nels' diverse background, from working in signals intelligence in the US Navy to becoming a corporate M&A attorney before focusing on financial service regulations. The conversation highlights the complexities of global financial regulations and the challenges faced by investors in understanding diverse accounting standards. Tune in to gain insights on navigating buy-side regulatory requirements in a global financial ..read more

In this episode of the Sustainability Story, host Deborah Kidd, CFA, interviews Paula DiPerna, global economic policy advisor, author, and public speaker. In her book, Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets, Paula offers a compelling argument for the need to assign economic values to nature’s essential resources. Paula takes us on a journey through history, world travel, case studies, and financial theory to demonstrate how bringing natural assets onto corporate and sovereign balance sheets, invest ..read more

Josina Kamerling and Leena Linnainmaa, Secretary General of Directors' Institute Finland, and Chair of ecoDa’s Advocacy Committee, have a conversation on the impact of the proposed new EU rules on corporate governance and due diligence on European companies and their board of directors ..read more

In this episode of The Sustainability Story, host Andres Vinelli interviews Marcos Buscaglia, an economist and author of Beyond the ESG Portfolio: How Wall Street Can Help Democracies Survive. Marcos discusses the impact of capital markets on funding democracies and autocratic regimes, emphasizing the importance for investors to consider democracy amidst global democratic decline. He highlights the interconnectedness of countries and how a democratic decline in one nation can have repercussions worldwide. Marcos' insights shed light on the role of capital markets in shaping political landscape ..read more

This episode of the Sustainability Story explores the world of impact investing in real estate, with a specific focus on affordable housing. Host Andres Vinelli is joined by Jeff Brenner, President and CEO of IMPACT Community Capital, an investment advisor dedicated to advancing opportunity in under-invested communities. They discuss the origins of IMPACT and its mission to make investments that have a positive impact on communities. They also delve into the challenges and opportunities in the affordable housing space and how impact investing can help address issues of poverty and equity. Tune ..read more

In this episode, host Josina Kamerling has a discussion with Thierry Philipponnat, Chief Economist, Finance Watch, about the banks’ efforts to building a sustainable economy and the challenges of the net zero transition for banks ..read more

2023 was a year of milestones for regulations and standards to improve sustainable investment transparency, comparability, and credibility. In this episode of The Sustainability Story, host Deborah Kidd, CFA, talks with James Alexander, chief executive at UKSIF. They discuss the new UK regulation for sustainable investment product labels, the IFRS international corporate sustainability disclosure standards, and the establishment of harmonized definitions for key responsible investment terms by the PRI, GSIA, and CFA Institute. James shares his views on the successes of the past year and the wo ..read more

 In this episode of the Sustainability Story podcast, Andres Vinelli is joined by Harriet Waters, the head of environmental sustainability at the University of Oxford. Harriet shares the highlights of Oxford's sustainability journey and explores the lessons learned that can be applied to other organizations. She discusses her personal journey into environmental issues and how she became involved in the field. Tune in to learn about Oxford's sustainability strategy and gain valuable insights for your own sustainability initiatives ..read more

In this episode of The Sustainability Story, host Sandy Peters is joined by Brian Tomlinson, a managing director in Ernst & Young's financial accounting and advisory services practice. They discuss the EU's Corporate Sustainability Reporting Directive and its impact on non-EU-based multinationals. While the extraterritorial nature of the EU's reporting requirements may be known among policy experts, it is less understood by US companies and investors. The episode delves into the potential implications and importance of this directive for sustainability reporting and investment decision mak ..read more