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INSIGHTS

The ESG Update Episode 25: A New Era for Active Ownership Thumbnail

The ESG Update Episode 25: A New Era for Active Ownership

The seas they are a changing! Change Finance’s President and COO, Dorrit Lowsen, joins the podcast to discuss the recent proxy voting season and a seminal year for ESG shareholder proposals. From putting pressure on BlackRock to promoting public benefit corporations, Dorrit also provides some updates on shareholder advocacy at Change Finance.

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5.26.21 – The Day The World Changed Thumbnail

5.26.21 – The Day The World Changed

Dear Valued Client, It’s not game over. That’s when a buzzer-beater basketball launched from midcourt swishes through the hoop to end the game, or a Hail-Mary pass is caught just as the clock expires. This was more like an interception returned for a touchdown to bring the game within three...

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The ESG Update Episode 24: Getting Meta on ESG and Financial Performance Thumbnail

The ESG Update Episode 24: Getting Meta on ESG and Financial Performance

Do sustainable practices have a positive correlation to financial performance? When it is deeply embedded into corporate strategy, yes it does! This week, we invite Tensie Whelan, Clinical Professor of Business and Society and Director of the Center for Sustainable Business at NYU Stern School of Business, to discuss the recent meta-analysis her and her team conducted. We dig deep into corporate performance, financial performance, and much more.

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The ESG Update Episode 23: Transcending Politics and Embracing Values Thumbnail

The ESG Update Episode 23: Transcending Politics and Embracing Values

Let’s bring politics into the conversation. In this week’s episode of The ESG Update, we interview Nate Wyne, Co-Founder & CEO of Floodlight Invest. This ESG platform provides insight into political affiliations, gender & diversity records, and environmental violations. Tune in to learn how you can use Floodlight to align your values with your money without sacrificing alpha.

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The ESG Update Episode 22: What's Up with the CSRIC™? Thumbnail

The ESG Update Episode 22: What's Up with the CSRIC™?

SRI history. ESG portfolio construction. All things shareholder advocacy. It’s nirvana for ESG geeks! This week we discuss the Chartered SRI Counselor™ designation with the program’s lead author and instructor, Jennifer Coombs MSF, CSRIC™, CRPC®.  If you are looking for ways to better understand the rapidly evolving sustainable investment industry, tune in to hear about this unique credential from the College for Financial Planning.

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