We talk with Sandy Peters, CPA, CFA, Senior Head, Global Advocacy, CFA Institute and Wes Bricker, Vice-Chair – US Trust Solutions Co-Leader at PwC. We discuss the SEC’s proposed rules about climate-related disclosure and how they will impact investors and companies. We talk about the financial disclosures required, greenhouse gas emissions disclosures and the materiality of climate related information.

We talk with Ben Yeoh, Senior Portfolio Manager, RBC Global Asset Management. Our wide ranging conversation includes discussions of ESG integration, ESG education, demographics, Economist Thomas Malthus, and the future of capitalism. We also talk about current and impending regulation and policy around ESG disclosure as well as the intersection of art and ESG. Listen to his personal podcast, Ben Yeoh Chats https://www.thendobetter.com/podcast Follow him on LinkedIn...

We talk with Delilah Rothenberg, Co-Founder and Executive Director of the Predistribution Initiative. We discuss how the Predistribution Initiative is working with investors to create investment structures and asset allocation strategies that better address systematic risks. We talk about how a focus on how internal standard setting, disclosure, improved governance and financial practices can help build more regenerative investment structures and align practices of investment professionals...

We talk with Mervyn Tang, Head of Sustainability Strategy, APAC at Schroders. We discuss what investors should be looking for when analyzing a company’s climate change strategy and decarbonization efforts. We talk about the growing investor interest in the area of natural capital and how Asia sits in the center of many efforts to address investments in biodiversity. LINK: Visit Schroders Talking Point for market news and expert views http://www.​schroders.​com/talkingpoint

We talk with Barbara Davidson, Head of Accounting, Audit and Disclosure at Carbon Tracker Initiative. We discuss Carbon Tracker’s recent report; Flying Blind: The Glaring Absence of Climate Risks in Financial Reporting, which detailed the troublingly low level of consideration of climate risk impacts in financial climate related reporting for some of the most carbon intensive global companies. We talk about the CA100+ Net Zero Company benchmark and its new Climate Accounting and Audit...

We talk with Olivia Knight, Racial Justice Initiative Manager, As You Sow. We discuss how investors can better track whether companies are walking the walk as well as talking the talk on racial justice and environmental justice issues. We talk about the increase interest in social justice data, and what companies and industries are doing a better job of providing investors with this information. More on As You Sow: https://www.asyousow.org/

We talk with Andrew Watson, Founder and Director, Rethinking Capital. We discuss how accounting, and in particular normative accounting can be used to help address climate change and other sustainability issues. We talk about how the assumptions we make with our accounting systems set the incentives, and how accounting can be used to help incentivize sustainable finance.

We talk with Ken Pucker, Advisory Director at Berkshire Partners and a Senior Lecturer at the Fletcher School at Tufts University. We discuss Ken’s time at Timberland, where he was at the forefront of the company’s social responsibility movement. We talk about the challenges facing the sustainable finance, ESG investing and impact accounting.

We talk with Asha Mehta, CFA, Managing Partner and Chief Investment Officer at Global Delta Capital. We discuss how investors can approach sustainable investing from a quantitative point of view. We talk about the state of ESG data, the coming evolution of ESG disclosures, emerging markets, SDGs and impact investing.

We talk with Sandra Taylor, Founder and President, Sustainable Business International. We discuss her time leading the Sustainability efforts at Starbucks as well as her current work with wineries to help winemaking become more sustainable and equitable. We talk about organic, biodynamic and sustainable agricultural practices and what role these practices have in a more sustainable agricultural system.

We talk with Rob Zochowski, Program Director of the Impact-Weighted Accounts Initiative at Harvard Business School . We discuss how to better measure the positive and negative impacts or externalities that businesses have on society and our environment. These efforts are aimed at providing a more complete understanding of these impacts so that investors can better value companies and managers can better manage impacts in their decision-making.

We talk with William Burckart, President and COO at The Investment Integration Project (TIIP) and co-author of the book “21st Century Investing”. We discuss TIIP’s focus on system-level investing, that aims to help investors understand that healthy portfolio returns are dependent on healthy systems on which we all depend. We talk about how the management of systemic risks in a portfolio can contribute to solving systemic problems.

We talk with Gabriel Thoumi, CFA, FRM, Head of Plastics Pogramme and Director of Financial Markets at Planet Tracker. We discuss the major players in the plastics world, the move to a more sustainable and circular plastics economy. We also talk about what investors and consumers can do to help move to a more sustainable use of plastics.

We talk with Betty Jiang, CFA, Head of US ESG Research at Credit Suisse. We discuss the ongoing COP26 meeting and what investors should look for post-COP26 concerning climate policy, climate financing, carbon markets. We also examine the industries and sectors that face the most climate related risks and opportunities in the coming years.

We talk with Mark Van Clieaf, Managing Director of Future Zero. We discuss what to expect and what not to expect from COP26/Glasgow. With apologies to Wayne Gretzky, we talk about “where the puck will be” concerning climate and Net Zero Business Models in the coming years.

We talk with Grace Hui, Managing Director Head of Green and Sustainable Finance, Hong Kong Exchanges and Clearing Limited. We discuss with Grace how the Hong Kong Stock Exchange balances the demand from investors for more information on ESG data and sustainable finance products with the ability of companies to supply this information. We talk about development of sustainable finance in Asia and the work the Hong Kong Stock Exchange is doing in supporting companies’ transition to a sustainable...

We talk with Matt Howard, Vice-President, Water and Stewardship at the Water Council. We talk about the water challenges we currently face and will increasingly face in coming decades as well as tools the Water Council is developing to help companies become better stewards of water and more responsive to ESG pressures. Link to the Water Council: https://thewatercouncil.com/

CFA Institute talks with Denise Weger, Senior Manager, ESG, Strategic Initiatives at Novartis. Denise discusses how Novartis handles ESG strategy and planning, the materiality of ESG data and the evolution of ESG reporting. We also discuss how Novartis engages with investors and other stakeholders about important material ESG issues.

We Talk with Curtis Ravenel, Senior Advisor to former bank of England governor Mark Carney, COP26 Finance Advisor and UN Special Envoy for Climate Finance. Mr. Ravenel discusses how the Task Force on Climate Related Financial Disclosure or TCFD has conducted its work and structured its recommendation since it was formed by the G20’s Financial Stability Board in 2015.

We talk with Michael Azlen, Founder and CEO, Carbon Cap Management LLP who frames the discussion on carbon markets in terms of where we’ve been, where we are and where we are going. Mr. Azlen reviews the importance of carbon pricing and how government regulated carbon markets provide a market-based solution to climate change which offers the best chance of addressing the problem at the scale and speed that the climate crisis requires.

The State of Diversity at Public Companies and Boards We talk with Deborah Gilshan, Advisor, Investment Stewardship & ESG, founder of the 100% Club and author of the report The Ethics of Diversity. She notes that at the current pace, it will take 257 years to achieve global economic gender parity, and stresses the need for urgency. In this podcast she discusses how diversity at companies, on boards and in management can act as a catalyst to achieve needed change at a more rapid pace

Matt Orsagh, Senior Director, Capital Markets Policy at CFA Institute talks with Jon Lukomnik, co-author of the book “Moving Beyond Modern Portfolio Theory: Investing That Matters”, to explore how one of the major pillars of modern investing and finance, “Modern Portfolio Theory” may need to evolve to better take into account the rise of ESG integration and sustainable investing. Jon Lukomnik https://www.linkedin.com/in/jon-lukomnik-6164415/ Moving Beyond Modern Portfolio Theory 1st...